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, 4,833 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
ANRF
1101
Adams Natural Resources Fund
Maryland
$863M +$203M +31% 55
AWP
1102
Ascent Wealth Partners
New York
$860M -$8.67M -1% 203
JPC
1103
Jabodon PT Co
Nevada
$860M +$105M +14% 8
TIM
1104
Total Investment Management
Arizona
$858M +$78.4M +10% 94
USGIU
1105
U.S. Global Investors (USGI)
Texas
$858M -$76.4M -8% 158
CIPU
1106
Caledonia Investments plc (UK)
United Kingdom
$856M -$46.4M -5% 15
VCM
1107
Violich Capital Management
California
$855M -$40.6M -5% 124
ACP
1108
Aviance Capital Partners
Florida
$854M -$13.6M -2% 382
GIP
1109
Greatmark Investment Partners
Georgia
$854M +$8.15M +1% 153
FWA
1110
FORM Wealth Advisors
Wisconsin
$854M -$613K -0.1% 61
AWM
1111
Absher Wealth Management
North Carolina
$853M +$9.89M +1% 78
EFG
1112
Embree Financial Group
Illinois
$849M +$35.8M +4% 267
BOTOTLSJU
1113
Board of Trustees of The Leland Stanford Junior University
California
$849M +$353M +71% 28
LA
1114
Legacy Advisors
Pennsylvania
$848M -$82.8M -9% 307
FI
1115
Fractal Investments
Connecticut
$845M +$129M +18% 89
OAM
1116
Occidental Asset Management
California
$844M +$11.9M +1% 325
BEAM
1117
Baker Ellis Asset Management
Washington
$842M +$11.5M +1% 273
PAMG
1118
Patton Albertson Miller Group
Tennessee
$842M -$7.96M -0.9% 221
MWM
1119
Marietta Wealth Management
Georgia
$841M -$23.1M -3% 132
WI
1120
Walmart Inc
Arkansas
$840M -$134M -14% 3
SIM
1121
Seilern Investment Management
United Kingdom
$838M -$451M -35% 24
ES
1122
Eagle Strategies
New York
$837M +$54.1M +7% 269
FPGK
1123
Financial Partners Group (Kansas)
Kansas
$836M -$29M -3% 243
MCM
1124
Mattern Capital Management
Colorado
$835M -$12.1M -1% 179
MAP
1125
Managed Asset Portfolios
Michigan
$834M +$6.33M +0.8% 63