Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q1 are currently underway and will close on May 15th. As of this moment, 3,958 funds (~45%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
SMC
576
Smith, Moore & Co
Missouri
$1.37B +$52M +4% 581
AIM
577
Avity Investment Management
Connecticut
$1.37B -$50.8M -4% 117
CIAS
578
Capital Investment Advisory Services
North Carolina
$1.37B -$43.2M -3% 1,259
HR
579
Hardy Reed
Mississippi
$1.37B -$31.5M -2% 258
NGA
580
Naples Global Advisors
Florida
$1.37B +$32.2M +2% 453
RI
581
RWWM Inc
California
$1.37B -$85.5M -6% 37
EFG
582
Ethos Financial Group
Pennsylvania
$1.37B +$15.1M +1% 581
SOS
583
Silver Oak Securities
Tennessee
$1.37B -$112M -8% 877
MAWA
584
Moss Adams Wealth Advisors
Washington
$1.37B -$12.2M -0.9% 291
BOF
585
Bank of Finland
Finland
$1.37B -$73.3M -5% 4
BFG
586
Bouchey Financial Group
New York
$1.36B +$29.5M +2% 179
SFM
587
Stack Financial Management
Montana
$1.36B +$50.2M +4% 61
VC
588
Vicus Capital
Pennsylvania
$1.36B +$27M +2% 271
ACM
589
AlphaStar Capital Management
North Carolina
$1.36B -$6.42M -0.5% 273
CFIA
590
Cantor Fitzgerald Investment Advisors
New York
$1.36B +$5.71M +0.4% 188
NCM
591
Narwhal Capital Management
Georgia
$1.36B -$20.9M -2% 172
KFP
592
KMG Fiduciary Partners
Ohio
$1.35B -$54.6M -4% 273
HCA
593
Heck Capital Advisors
Wisconsin
$1.35B +$6.2M +0.5% 235
CA
594
CapWealth Advisors
Tennessee
$1.35B -$110M -8% 123
VV
595
Verity & Verity
South Carolina
$1.34B +$54.6M +4% 156
FFW
596
Fusion Family Wealth
New York
$1.34B +$19.8M +1% 49
NEWAS
597
N.E.W. Advisory Services
Wisconsin
$1.34B -$14.9M -1% 959
WA
598
WBH Advisory
Maryland
$1.34B -$15.2M -1% 363
NS
599
NBC Securities
Alabama
$1.33B -$1.31M -0.1% 2,877
AFCM
600
Applied Finance Capital Management
Puerto Rico
$1.33B -$64.2M -5% 236