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
MPW
176
MASECO Private Wealth
$3.19B +$892M +39% 598
DAS
177
Dynamic Advisor Solutions
Arizona
$3.17B +$56M +2% 1,000
HIMCH
178
Hartford Investment Management Co (HIMCO)
Connecticut
$3.16B -$185M -6% 504
LT
179
Lindsell Train
United Kingdom
$3.14B -$807M -20% 28
KF
180
Krilogy Financial
Missouri
$3.1B +$164M +6% 1,063
WPC
181
Wedmont Private Capital
Pennsylvania
$3.1B +$223M +8% 892
CK
182
Cohen Klingenstein
New York
$3.09B -$201M -6% 209
FI
183
Focused Investors
California
$3.08B -$66M -2% 22
JIC
184
Joel Isaacson & Co
New York
$3.02B -$12.5M -0.4% 476
CI
185
Constellation Investments
Ohio
$3.01B -$227M -7% 20
BSA
186
Braun Stacey Associates
New York
$3.01B -$77.5M -3% 119
JWCA
187
J.W. Cole Advisors
Florida
$2.96B -$1.16B -28% 1,550
MC
188
Metropolis Capital
United Kingdom
$2.96B -$169M -5% 17
WT
189
Washington Trust
Rhode Island
$2.96B -$101M -3% 293
FTWA
190
Fifth Third Wealth Advisors
Ohio
$2.96B +$107M +4% 881
CA
191
CoreCap Advisors
Michigan
$2.94B +$75.1M +3% 3,137
SWM
192
Spire Wealth Management
Virginia
$2.93B -$55.1M -2% 2,434
CAMG
193
CWA Asset Management Group
Florida
$2.92B +$144M +5% 723
CF
194
Covea Finance
France
$2.86B -$178M -6% 153
YC
195
Yarbrough Capital
Tennessee
$2.85B -$359M -11% 159
FISPB
196
Fideuram - Intesa Sanpaolo Private Banking
$2.85B +$64.2M +2% 517
ADEF
197
Adams Diversified Equity Fund
Maryland
$2.84B -$170M -6% 115
FB
198
Fulton Bank
Pennsylvania
$2.84B -$56.9M -2% 696
CCM
199
Chickasaw Capital Management
Tennessee
$2.83B +$402M +17% 101
HP
200
Hosking Partners
United Kingdom
$2.79B -$152M -5% 117