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, 3,958 funds (~45%) 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
CCWA
151
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.83B +$212M +3% 232
AC
152
Apella Capital
Connecticut
$6.74B +$1.68B +33% 688
FLPIM
153
F.L. Putnam Investment Management
Massachusetts
$6.71B -$163M -2% 623
AACR
154
ACR Alpine Capital Research
Missouri
$6.7B +$285M +4% 38
MIP
155
Mondrian Investment Partners
United Kingdom
$6.69B +$624M +10% 108
TB
156
Thoma Bravo
Illinois
$6.65B -$3.52B -35% 3
PTPFOECYE
157
PBU - The Pension Fund of Early Childhood & Youth Educators
$6.65B -$293M -4% 221
SC
158
Sapient Capital
Indiana
$6.63B -$494M -7% 486
MBI
159
Montrusco Bolton Investments
Quebec, Canada
$6.61B -$1.42B -18% 80
IMC Chicago
160
IMC Chicago
Illinois
$6.6B +$909M +16% 2,766
HFS
161
Hantz Financial Services
Michigan
$6.56B -$231M -3% 2,693
S
162
SignatureFD
Georgia
$6.52B -$23.9M -0.4% 3,573
PL
163
Perpetual Ltd
Australia
$6.52B -$394M -6% 455
SAM
164
Simplify Asset Management
Nevada
$6.49B +$406M +7% 175
GI
165
Gradient Investments
Minnesota
$6.45B +$155M +2% 434
CIM
166
Confluence Investment Management
Missouri
$6.44B -$233M -3% 314
WAM
167
Wolverine Asset Management
Illinois
$6.41B -$621M -9% 1,673
BFG
168
Bleakley Financial Group
New Jersey
$6.39B +$630M +11% 794
EI
169
Ethic Inc
New York
$6.39B -$118M -2% 1,339
CAI
170
Capital Advisors Inc
Oklahoma
$6.22B +$10.5M +0.2% 384
PFS
171
Prospera Financial Services
Texas
$6.21B +$117M +2% 1,509
WIA
172
World Investment Advisors
California
$6.2B +$110M +2% 1,645
MFIM
173
Mesirow Financial Investment Management
Illinois
$6.18B +$1.31B +27% 537
AWM
174
Apollon Wealth Management
South Carolina
$6.15B +$383M +7% 1,469
HCM
175
Howard Capital Management
Georgia
$6.11B -$1.61B -21% 434