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, 8,572 funds (~97%) 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
BFIM
1626
Beese Fulmer Investment Management
Ohio
$1.56B +$24M +2% 482
1WM
1627
1900 Wealth Management
Texas
$1.56B -$1.64M -0.1% 265
LCM
1628
Lakewood Capital Management
New York
$1.56B +$120M +8% 80
TNBTD
1629
Trustmark National Bank Trust Department
Mississippi
$1.56B -$28.3M -2% 289
VWM
1630
Valley Wealth Managers
New Jersey
$1.55B -$7.67M -0.5% 383
BCAM
1631
Boston Common Asset Management
Massachusetts
$1.55B -$107M -6% 203
MSA
1632
MUFG Securities Americas
New York
$1.55B -$54.2M -3% 514
BGCP
1633
Bristol Gate Capital Partners
Ontario, Canada
$1.55B -$182M -10% 38
ZBNA
1634
Zions Bancorporation, National Association
Utah
$1.55B -$613M -28% 1,587
CWG
1635
Cornerstone Wealth Group
North Carolina
$1.55B +$87.6M +6% 466
AFG
1636
Albion Financial Group
Utah
$1.55B -$56.9M -4% 785
NPA
1637
Nichols & Pratt Advisers
Massachusetts
$1.55B -$50.1M -3% 109
BRWA
1638
B. Riley Wealth Advisors
Florida
$1.55B -$568M -27% 1,018
PMFA
1639
Plante Moran Financial Advisors
Michigan
$1.55B -$33.3M -2% 882
FTS
1640
Fifth Third Securities
Ohio
$1.55B +$16.3M +1% 352
CST
1641
Charles Schwab Trust
Nevada
$1.54B +$20.7M +1% 187
IWA
1642
Icon Wealth Advisors
Texas
$1.54B +$39.1M +3% 441
SIA
1643
Soltis Investment Advisors
Utah
$1.54B +$20.8M +1% 587
SFG
1644
Sage Financial Group
Pennsylvania
$1.54B +$25.9M +2% 108
FI
1645
FJ Investments
Utah
$1.53B -$48.7M -3% 5
FBB
1646
Fulton Breakefield Broenniman
Maryland
$1.53B -$51.4M -3% 215
SG
1647
Sienna Gestion
France
$1.53B -$151M -9% 169
HR
1648
Howe & Rusling
New York
$1.53B +$20.7M +1% 520
CCP
1649
Cryder Capital Partners
United Kingdom
$1.53B -$161M -10% 10
FMLI
1650
Fukoku Mutual Life Insurance
Japan
$1.53B +$3.78M +0.2% 257