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
TWP
626
Triad Wealth Partners
Kansas
$1.26B +$209M +20% 526
NPT
627
Nixon Peabody Trust
Massachusetts
$1.26B -$62.4M -5% 170
UAS
628
United Asset Strategies
New York
$1.26B -$38.6M -3% 279
TF
629
Tompkins Financial
New York
$1.26B -$30.3M -2% 683
BSB
630
Bangor Savings Bank
Maine
$1.25B +$7.63M +0.6% 624
ODIJL
631
One Day In July LLC
Vermont
$1.25B +$31.8M +3% 159
RIA
632
Retirement Investment Advisors
Oklahoma
$1.24B +$1.5M +0.1% 67
FFBTD
633
First Financial Bank - Trust Division
Ohio
$1.24B +$24.3M +2% 208
XF
634
XML Financial
Maryland
$1.24B +$13.9M +1% 470
WTA
635
Washington Trust Advisors
Massachusetts
$1.24B -$72M -6% 704
WAM
636
Weatherly Asset Management
California
$1.24B -$62.9M -5% 194
CA
637
Cullinan Associates
Kentucky
$1.24B -$239M -16% 217
QI
638
QV Investors
Alberta, Canada
$1.24B +$13.5M +1% 67
GX
639
Greylock XIV
California
$1.24B -$948M -43% 1
HCA
640
Harbor Capital Advisors
Illinois
$1.23B -$52.8M -4% 1,529
TIA
641
Traphagen Investment Advisors
New Jersey
$1.23B +$18.9M +2% 215
CNAM
642
Campbell Newman Asset Management
Wisconsin
$1.23B -$134M -10% 114
MFG
643
Magnus Financial Group
New York
$1.23B -$77.3M -6% 441
WAG
644
Winthrop Advisory Group
Massachusetts
$1.22B +$43.4M +4% 208
PCM
645
Polaris Capital Management
Massachusetts
$1.22B +$16.7M +1% 91
PIA
646
Petredis Investment Advisors
Pennsylvania
$1.22B -$53.5M -4% 115
BFS
647
Baskin Financial Services
Ontario, Canada
$1.22B -$107M -8% 56
SFGP
648
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.22B +$45.5M +4% 278
II
649
Inspire Investing
Idaho
$1.22B +$104M +9% 1,178
TIM
650
Tortoise Investment Management
New York
$1.21B +$72.5M +6% 259