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, 7,933 funds (~90%) 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
M
1826
MOTCO
Texas
$1.08B -$22.2M -2% 681
IWA
1827
IBEX Wealth Advisors
New Jersey
$1.07B +$52.8M +5% 214
SCM
1828
SIR Capital Management
New York
$1.07B +$167M +19% 115
TC
1829
Trust Company
Kansas
$1.07B +$991K +0.1% 919
LCM
1830
Laurion Capital Management
New York
$1.07B -$401M -27% 361
CAM
1831
Clark Asset Management
New Hampshire
$1.06B +$102M +11% 279
LCM
1832
LVM Capital Management
Michigan
$1.06B -$16.1M -1% 176
HMH
1833
Hackensack Meridian Health
New Jersey
$1.06B -$37.3M -3% 7
WB
1834
Webster Bank
Connecticut
$1.06B -$9.82M -0.9% 698
CA
1835
Cornerstone Advisory
Maryland
$1.06B +$6.91M +0.7% 273
KA
1836
Kintegral Advisory
New York
$1.06B -$126M -11% 234
MWA
1837
Monograph Wealth Advisors
California
$1.05B +$36.6M +4% 153
BL
1838
BFSG LLC
California
$1.05B +$26.5M +3% 771
SFP
1839
Shepherd Financial Partners
Massachusetts
$1.05B -$25.1M -2% 252
TCOT
1840
Trust Company of Toledo
Ohio
$1.05B +$40M +4% 864
SPWG
1841
Syntegra Private Wealth Group
Missouri
$1.05B -$36.3M -3% 201
HW
1842
HORAN Wealth
Ohio
$1.05B +$401M +62% 200
LAM
1843
L2 Asset Management
Massachusetts
$1.05B +$303M +40% 422
SPC
1844
Spirepoint Private Client
Florida
$1.05B +$5.05M +0.5% 342
NRG
1845
Nemes Rush Group
Michigan
$1.05B -$11.7M -1% 1,038
MNBTD
1846
Moody National Bank Trust Division
Texas
$1.05B +$11.2M +1% 543
CIA
1847
Compass Ion Advisors
Pennsylvania
$1.05B -$595K -0.1% 288
TPWA
1848
TRUE Private Wealth Advisors
Oregon
$1.05B +$51M +5% 294
AAIM
1849
Asset Advisors Investment Management
Georgia
$1.05B -$34.9M -3% 111
AA
1850
Apriem Advisors
California
$1.05B -$41.7M -4% 204