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
RSWM
151
Robertson Stephens Wealth Management
California
$3.57B +$21M +0.6% 670
AC
152
Addenda Capital
Quebec, Canada
$3.55B +$143M +4% 133
AWM
153
Avior Wealth Management
Nebraska
$3.53B +$317M +10% 866
PL
154
Plancorp LLC
Missouri
$3.52B +$209M +6% 396
RP
155
Reinhart Partners
Wisconsin
$3.48B +$140M +4% 77
ZCI
156
Zevenbergen Capital Investments
Washington
$3.48B -$1.02B -23% 115
RBA
157
Richard Bernstein Advisors
New York
$3.45B +$44M +1% 255
PWP
158
Perfromance Wealth Partners
Illinois
$3.45B -$242M -7% 217
WS
159
Wedbush Securities
California
$3.43B +$1.73M +0.1% 1,305
FFM
160
Fisher Funds Management
New Zealand
$3.41B -$461M -12% 171
SWM
161
SigFig Wealth Management
California
$3.41B +$56.1M +2% 148
OCBCO
162
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.4B -$220M -6% 368
FG
163
Foster Group
Iowa
$3.36B +$52M +2% 319
KCM
164
Kedalion Capital Management
United Kingdom
$3.35B -$724M -18% 4
AIIMS
165
Analyst IMS Investment Management Services
Israel
$3.3B -$129M -4% 147
HIMC
166
Heritage Investors Management Corp
Maryland
$3.29B -$138M -4% 255
PNC
167
Park National Corp
Ohio
$3.28B +$75.4M +2% 411
CI
168
CX Institutional
Indiana
$3.28B -$74.7M -2% 1,687
MWM
169
Moran Wealth Management
Florida
$3.27B +$4.12M +0.1% 571
MMI
170
Matson Money Inc
Ohio
$3.26B +$96.3M +3% 9
SI
171
Scharf Investments
California
$3.24B -$478M -13% 80
EWA
172
Exencial Wealth Advisors
Oklahoma
$3.22B +$59.5M +2% 600
MHC
173
Meyer Handelman Company
New York
$3.22B +$22.8M +0.7% 226
SYBT
174
Stock Yards Bank & Trust
Kentucky
$3.21B -$52.8M -2% 413
NAM
175
NorthCrest Asset Manangement
Minnesota
$3.21B -$1.27B -28% 880