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, 8,416 funds (~96%) 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
WBC
1676
Westpac Banking Corp
Australia
$1.44B -$145M -9% 509
PAG
1677
Private Advisory Group
Washington
$1.44B +$168M +13% 323
AP
1678
Appleton Partners
Massachusetts
$1.43B -$84.4M -6% 272
WIM
1679
Weitz Investment Management
Nebraska
$1.43B -$254M -15% 52
SC
1680
Styrax Capital
New York
$1.43B +$127M +10% 21
KGI
1681
Kopernik Global Investors
Florida
$1.43B +$180M +14% 33
TS
1682
Triglav Skladi
Slovenia
$1.43B -$155M -10% 197
SMA
1683
Sage Mountain Advisors
Georgia
$1.43B -$457M -24% 572
SCA
1684
Stonebridge Capital Advisors
Minnesota
$1.43B -$15M -1% 225
APCM
1685
Alaska Permanent Capital Management
Alaska
$1.43B +$107M +8% 44
KCMH
1686
Kontiki Capital Management (HK)
Hong Kong
$1.43B -$294M -17% 8
PPC
1687
Park Presidio Capital
California
$1.43B +$197M +16% 15
IHG
1688
Insight Holdings Group
New York
$1.42B +$87.4M +7% 39
WC
1689
Waterloo Capital
Texas
$1.42B +$38.6M +3% 534
NI
1690
Nextech Invest
Switzerland
$1.42B +$387M +37% 18
KCM
1691
Kanawha Capital Management
Virginia
$1.42B -$32.5M -2% 229
BC
1692
Broadwood Capital
New York
$1.42B -$236M -14% 12
CCM
1693
Callodine Capital Management
Massachusetts
$1.42B +$173M +14% 61
CC
1694
Carrhae Capital
United Kingdom
$1.42B -$83.4M -6% 43
PTC
1695
Philadelphia Trust Company
Pennsylvania
$1.42B -$33.6M -2% 275
KCL
1696
Kryger Capital LLC
$1.41B 76
CP
1697
Caligan Partners
New York
$1.41B +$321M +29% 30
EWS
1698
Evergreen Wealth Solutions
Pennsylvania
$1.41B +$697M +97% 418
PFM
1699
Premier Fund Managers
United Kingdom
$1.41B -$323M -19% 183
CBA
1700
Coastal Bridge Advisors
Connecticut
$1.41B +$73.7M +6% 482