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, 4,829 funds (~55%) 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
PCM
826
Polaris Capital Management
Massachusetts
$1.22B +$16.7M +1% 91
PIA
827
Petredis Investment Advisors
Pennsylvania
$1.22B -$53.5M -4% 115
BFS
828
Baskin Financial Services
Ontario, Canada
$1.22B -$107M -8% 56
DPI
829
Diversified Portfolios Inc
Michigan
$1.22B +$15.8M +1% 190
SFGP
830
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.22B +$45.5M +4% 278
SCM
831
SG Capital Management
Illinois
$1.22B +$302M +33% 104
II
832
Inspire Investing
Idaho
$1.22B +$104M +9% 1,178
CS
833
Central Securities
New York
$1.21B -$32.1M -3% 31
TIM
834
Tortoise Investment Management
New York
$1.21B +$72.5M +6% 259
LWIC
835
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.21B -$123M -9% 95
TWM
836
Tanglewood Wealth Management
Texas
$1.21B +$117M +11% 40
RCYC
837
Richard C. Young & Co
Rhode Island
$1.21B +$91.2M +8% 95
HCM
838
Hodges Capital Management
Texas
$1.21B +$59.6M +5% 223
DN
839
Danmarks Nationalbank
$1.2B +$84.2M +8% 1
WC
840
Whitney & Co
New York
$1.2B -$55.1M -4% 183
JFA
841
JNBA Financial Advisors
Minnesota
$1.2B +$56M +5% 895
FCCPG
842
FountainVest China Capital Partners GP3
Cayman Islands
$1.2B -$189M -14% 2
SGDR
843
SPX Gestao de Recursos
Brazil
$1.2B +$223M +23% 104
AWA
844
Amplius Wealth Advisors
Pennsylvania
$1.2B +$7.79M +0.7% 187
AIM
845
Anchor Investment Management
South Carolina
$1.2B -$32M -3% 1,099
KL
846
KWMG LLC
Kansas
$1.2B +$37.7M +3% 153
TTWM
847
TCV Trust & Wealth Management
Virginia
$1.19B -$45.3M -4% 232
KOC
848
Koss-Olinger Consulting
Florida
$1.19B -$97.7M -8% 291
TF
849
Talbot Financial
Washington
$1.19B -$24.9M -2% 70
BOPW
850
Brandywine Oak Private Wealth
Pennsylvania
$1.19B -$1.99M -0.2% 241