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
FSWA
1851
Financial Synergies Wealth Advisors
Texas
$1.05B +$12M +1% 116
ANBT
1852
American National Bank & Trust
Texas
$1.05B -$11.2M -1% 722
WP
1853
Waycross Partners
Kentucky
$1.05B -$175M -14% 99
RC
1854
Randolph Company
Ohio
$1.05B +$4.01M +0.4% 45
HWCM
1855
Hudson Way Capital Management
Texas
$1.05B -$212M -17% 19
OWA
1856
Octavia Wealth Advisors
Ohio
$1.05B -$1.24M -0.1% 255
TCM
1857
Telos Capital Management
California
$1.04B -$28.7M -3% 201
CA
1858
Continuum Advisory
Idaho
$1.04B +$43.6M +4% 483
BGIM
1859
Boussard & Gavaudan Investment Management
United Kingdom
$1.04B -$279M -21% 127
NG
1860
Norden Group
Utah
$1.04B +$19.5M +2% 683
RC
1861
RDST Capital
Washington
$1.04B -$23.3M -2% 21
OPFM
1862
Optimus Prime Fund Management
Cayman Islands
$1.04B -$203M -16% 28
LTAS
1863
Linden Thomas Advisory Services
North Carolina
$1.04B +$51.2M +5% 556
NFG
1864
Nadler Financial Group
Illinois
$1.04B -$37.8M -4% 152
MSIIA
1865
Morgan Stanley Institutional Investment Advisors
Colorado
$1.04B +$91.2M +10% 5
MGWM
1866
Marks Group Wealth Management
Minnesota
$1.04B -$7.32M -0.7% 362
ELFC
1867
E-L Financial Corp
Ontario, Canada
$1.04B -$237M -19% 1
TBA
1868
Tower Bridge Advisors
Pennsylvania
$1.04B +$45.2M +5% 248
TWM
1869
Tanager Wealth Management
United Kingdom
$1.03B +$31.7M +3% 153
MFS
1870
Mirabella Financial Services
United Kingdom
$1.03B -$6.83M -0.7% 1,212
TCM
1871
Tributary Capital Management
Nebraska
$1.03B +$15.2M +1% 176
OTL
1872
Oak Thistle LLC
New York
$1.03B +$310M +43% 661
AA
1873
Armis Advisers
Georgia
$1.03B +$140M +16% 477
BPAMU
1874
BTG Pactual Asset Management US
New York
$1.03B +$128M +14% 375
MA
1875
Madrone Advisors
California
$1.03B -$589M -36% 5