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
PIMJS
851
PKO Investment Management Joint-Stock
Poland
$1.19B -$65M -5% 234
AWAG
852
ARS Wealth Advisors Group
Florida
$1.18B +$75M +7% 209
JMFC
853
J.M. Forbes & Co
Massachusetts
$1.18B -$52.7M -4% 153
MTC
854
McDaniel Terry & Co
Texas
$1.18B +$28.7M +2% 81
OA
855
Oxbow Advisors
Texas
$1.18B +$39.8M +3% 278
EFG
856
Everhart Financial Group
Ohio
$1.17B +$94.8M +9% 491
CA
857
Crewe Advisors
Utah
$1.17B +$42.9M +4% 1,171
JAG
858
Journey Advisory Group
Kentucky
$1.17B -$23.3M -2% 271
AMI
859
Amica Mutual Insurance
Rhode Island
$1.16B +$14.3M +1% 148
GAB
860
German American Bancorp
Indiana
$1.16B -$11.2M -1% 152
AHC
861
Anderson Hoagland & Co
Missouri
$1.16B +$368K +0% 147
SFG
862
SNS Financial Group
Minnesota
$1.16B -$517K -0% 215
TA
863
Townsend & Associates
Colorado
$1.16B +$38.7M +3% 118
FFP
864
FourThought Financial Partners
Florida
$1.16B -$25.2M -2% 558
SIM
865
Symetra Investment Management
Connecticut
$1.15B +$586M +103% 8
LNB
866
Ledyard National Bank
$1.15B -$7.17M -0.6% 251
HFM
867
Hartford Funds Management
Pennsylvania
$1.15B -$68.7M -6% 102
TPI
868
Trust Point Inc
Wisconsin
$1.15B -$115M -9% 538
KA
869
KLCM Advisors
Wisconsin
$1.15B -$14M -1% 270
GGI
870
Godsey & Gibb Inc
Virginia
$1.15B +$35.3M +3% 448
NC
871
NewSquare Capital
Pennsylvania
$1.15B +$14.2M +1% 212
HP
872
Hikari Power
Japan
$1.15B -$121M -10% 65
HWA
873
Heartwood Wealth Advisors
Virginia
$1.15B +$61.2M +6% 230
MIC
874
Means Investment Company
Maine
$1.15B -$41.7M -4% 198
HCM
875
Hengehold Capital Management
Ohio
$1.14B -$42.4M -4% 232