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
QC
1701
Quent Capital
New York
$1.41B +$23.8M +2% 1,643
EA
1702
Efficient Advisors
Ohio
$1.41B -$305M -18% 58
TWM
1703
Tradition Wealth Management
Minnesota
$1.41B +$12.2M +0.9% 530
IAS
1704
Insigneo Advisory Services
Florida
$1.4B +$11.1M +0.8% 848
FCP
1705
Fidelis Capital Partners
Florida
$1.4B +$26.5M +2% 534
ELC
1706
Edgar Lomax Company
Virginia
$1.4B +$85.4M +6% 68
RWM
1707
Rockwood Wealth Management
Pennsylvania
$1.4B +$55.5M +4% 126
AI
1708
Atom Investors
Texas
$1.4B +$137M +11% 887
TAM
1709
Trust Asset Management
Texas
$1.4B -$69.8M -5% 236
YIA
1710
YHB Investment Advisors
Connecticut
$1.39B -$52.5M -4% 312
SP
1711
Steelhead Partners
Washington
$1.39B +$37.5M +3% 31
HRES
1712
Heitman Real Estate Securities
Illinois
$1.39B -$30.6M -2% 62
SRAIM
1713
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$1.39B -$67.3M -5% 34
PMG
1714
ProVise Management Group
Florida
$1.39B -$14.3M -1% 268
TCC
1715
Trans-Canada Capital
Quebec, Canada
$1.39B -$348M -20% 8
SC
1716
Sagefield Capital
Texas
$1.39B +$209M +18% 137
TA
1717
Trivest Advisors
Hong Kong
$1.39B -$803M -37% 38
OCM
1718
Opti Capital Management
New York
$1.39B +$16.6M +1% 51
1CP
1719
1607 Capital Partners
Virginia
$1.39B -$79.5M -5% 149
NIP
1720
Nicholas Investment Partners
California
$1.39B +$12.7M +0.9% 239
FFM
1721
Fairmount Funds Management
Pennsylvania
$1.38B +$70.6M +5% 14
AU
1722
Algebris (UK)
United Kingdom
$1.38B +$122M +10% 95
RIM
1723
Ranger Investment Management
Texas
$1.38B -$75.8M -5% 86
AO
1724
Advisor OS
Illinois
$1.38B +$140M +11% 636
JHU
1725
Johns Hopkins University
Maryland
$1.38B +$6.63M +0.5% 14