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, 2,851 funds (~33%) 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
PTC
126
Provident Trust Company
Wisconsin
$4.78B -$1.19B -20% 22
AOI
127
Auto-Owners Insurance
Michigan
$4.78B +$12.4M +0.3% 107
BPCE
128
Bank Pictet & Cie (Europe)
Germany
$4.69B -$321M -6% 211
MRC
129
Millburn Ridgefield Corp
New York
$4.65B +$451M +11% 39
OWM
130
Orgel Wealth Management
Wisconsin
$4.64B +$108M +2% 100
MYIA
131
Mount Yale Investment Advisors
Colorado
$4.21B +$2.13B +102% 1,128
HCM
132
Hamlin Capital Management
New York
$4.14B -$27.9M -0.7% 31
WA
133
WestEnd Advisors
North Carolina
$4.14B -$152M -4% 399
RP
134
Riverbridge Partners
Minnesota
$4.09B -$1.25B -23% 206
JSW
135
Journey Strategic Wealth
New Jersey
$4.03B +$224M +6% 890
USCWA
136
U.S. Capital Wealth Advisors
Texas
$3.98B +$148M +4% 1,081
DACG
137
Donor Advised Charitable Giving
California
$3.92B -$535M -12% 43
QWP
138
Quotient Wealth Partners
Texas
$3.8B +$42.2M +1% 399
EOJOAM
139
E. Ohman J:or Asset Management
Sweden
$3.78B -$512M -12% 499
CCMIC
140
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$3.71B -$743M -17% 73
CC
141
Chicago Capital
Illinois
$3.71B -$340M -8% 372
BB
142
Busey Bank
Illinois
$3.68B -$110M -3% 401
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$3.67B -$213M -5% 2,563
MHI
144
Miller Howard Investments
New York
$3.66B +$345M +10% 152
SS
145
SBI Securities
Japan
$3.65B -$241M -6% 4,218
FMII
146
Farmers & Merchants Investments Inc
Nebraska
$3.62B +$5.21M +0.1% 1,788
AF
147
Avanza Fonder
Sweden
$3.61B -$328M -8% 513
GC
148
Grimes & Company
Massachusetts
$3.61B -$572M -14% 479
WB
149
WesBanco Bank
West Virginia
$3.61B -$18.8M -0.5% 721
CMC
150
Catterton Management Company
Connecticut
$3.61B -$1.23B -25% 3