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, 3,955 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
GIA
101
Gateway Investment Advisers
Ohio
$8.97B -$1.78B -17% 728
AI
102
Atria Investments
North Carolina
$8.94B +$139M +2% 2,186
FMI
103
Factory Mutual Insurance
Massachusetts
$8.89B -$975M -10% 208
WT
104
Whittier Trust
California
$8.86B -$373M -4% 1,443
CB
105
Cooke & Bieler
Pennsylvania
$8.84B -$747M -8% 112
RRAM
106
River Road Asset Management
Kentucky
$8.82B -$296M -3% 203
CFB
107
Cullen/Frost Bankers
Texas
$8.81B -$285M -3% 1,580
SWP
108
Stratos Wealth Partners
Ohio
$8.8B -$49.4M -0.6% 1,707
OAM
109
Oppenheimer Asset Management
New York
$8.76B +$628M +8% 1,202
BCM
110
Brookstone Capital Management
Illinois
$8.75B +$6.37M +0.1% 1,284
BTI
111
Blue Trust Inc
Georgia
$8.74B -$113M -1% 2,718
BPC
112
Banque Pictet & Cie
Switzerland
$8.63B -$1.36B -14% 447
ACM
113
Advisors Capital Management
New Jersey
$8.58B +$78.7M +0.9% 602
YCM
114
Yousif Capital Management
Michigan
$8.52B -$605M -7% 1,910
AV
115
ASR Vermogensbeheer
Netherlands
$8.5B -$96.1M -1% 534
VA
116
Valmark Advisers
Ohio
$8.42B +$307M +4% 708
VF
117
Vest Financial
Virginia
$8.33B +$441M +6% 444
OC
118
Oppenheimer & Co
New York
$8.21B +$1.17B +17% 1,801
SP
119
Sarasin & Partners
United Kingdom
$8.2B -$1.43B -15% 94
LGF
120
LGT Group Foundation
Liechtenstein
$8.19B -$983M -11% 303
WJWM
121
Williams Jones Wealth Management
New York
$8.14B -$713M -8% 556
CLOS
122
Compagnie Lombard Odier SCmA
Switzerland
$8.13B -$1.06B -12% 463
KPWS
123
Kestra Private Wealth Services
Texas
$8.11B +$62.6M +0.8% 1,885
WT
124
Wellcome Trust
United Kingdom
$8.09B -$1.22B -13% 22
MT
125
Midwest Trust
Kansas
$8.02B +$3.15M +0% 623