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
MIP
1676
Marietta Investment Partners
Wisconsin
$499M -$4.24M -0.8% 173
PPC
1677
Park Place Capital
Alabama
$499M +$18.3M +4% 887
SWM
1678
Scissortail Wealth Management
Oklahoma
$498M +$59.1M +13% 121
FFIC
1679
First Fiduciary Investment Counsel
Ohio
$497M -$18.7M -4% 73
WCMN
1680
Westchester Capital Management (Nebraska)
Nebraska
$497M +$12.8M +3% 45
TGAM
1681
TBH Global Asset Management
Tennessee
$497M -$103M -17% 293
NHT
1682
New Hampshire Trust
New Hampshire
$496M -$18M -4% 175
CH
1683
Canton Hathaway
Rhode Island
$496M -$23M -4% 293
WWMSC
1684
Wagner Wealth Management (South Carolina)
South Carolina
$495M +$24.7M +5% 281
SAS
1685
Stelac Advisory Services
New York
$494M +$211M +75% 172
CCT
1686
Chemung Canal Trust
New York
$494M -$11.1M -2% 116
LI
1687
Lafayette Investments
Maryland
$494M -$35.2M -7% 165
RP
1688
Rowlandmiller & Partners
Georgia
$493M -$24.9M -5% 198
SCA
1689
Scott Capital Advisors
Oregon
$493M +$41.8M +9% 58
BPIA
1690
Broad Peak Investment Advisers
Singapore
$493M -$65M -12% 29
CWM
1691
Cranbrook Wealth Management
Michigan
$492M -$15.6M -3% 410
BZWA
1692
Blue Zone Wealth Advisors
California
$491M -$31.4M -6% 144
PFA
1693
Professional Financial Advisors
Nebraska
$491M +$1.56M +0.3% 152
SIG
1694
Spinnaker Investment Group
California
$491M -$60.4M -11% 183
NYLIC
1695
New York Life Insurance Company
New York
$491M +$34.5M +8% 6
RPWA
1696
Regent Peak Wealth Advisors
Georgia
$490M -$16.9M -3% 213
IP
1697
Intellectus Partners
California
$490M -$27.4M -5% 311
AIC
1698
Ayalon Insurance Company
Israel
$490M +$77.5M +19% 61
EAM
1699
Exane Asset Management
France
$489M +$13.9M +3% 46
KMWM
1700
Keudell/Morrison Wealth Management
Oregon
$489M +$13.1M +3% 259