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, 7,659 funds (~87%) 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
B
1976
BloombergSen
Ontario, Canada
$893M -$54.4M -6% 31
SFM
1977
Signet Financial Management
New Jersey
$892M -$2.84M -0.3% 310
FMP
1978
Financial Management Professionals
Texas
$892M -$78M -8% 1,038
AAA
1979
Adams Asset Advisors
Texas
$891M +$131M +17% 88
QFA
1980
Quantum Financial Advisors
California
$891M +$849K +0.1% 251
JIR
1981
James Investment Research
Ohio
$891M -$24.5M -3% 379
PCM
1982
Prime Capital Management
Hong Kong
$891M +$49M +6% 7
TOCUITCONY
1983
Trustees of Columbia University in the City of New York
New York
$891M +$61.2M +7% 5
KWM
1984
Keebeck Wealth Management
Illinois
$889M +$22.5M +3% 452
FRM
1985
Foundation Resource Management
Arkansas
$889M +$141M +19% 55
SSWM
1986
Sheets Smith Wealth Management
North Carolina
$888M -$22.8M -3% 413
HFS
1987
Howard Financial Services
Texas
$888M +$32.8M +4% 235
GAM
1988
Griffin Asset Management
New York
$887M -$37.7M -4% 261
JCM
1989
Jag Capital Management
Missouri
$887M -$33.6M -4% 151
NAS
1990
NWF Advisory Services
California
$885M -$19.3M -2% 439
MIG
1991
McGuire Investment Group
Rhode Island
$885M -$50.4M -5% 123
GBT
1992
Grove Bank & Trust
Florida
$884M -$4.64M -0.5% 899
I
1993
INVST
Indiana
$884M -$35.8M -4% 391
MFWM
1994
Motley Fool Wealth Management
Virginia
$884M -$405M -31% 130
GKFF
1995
George Kaiser Family Foundation
Oklahoma
$883M +$136M +18% 72
AE
1996
American Express
New York
$880M -$327M -27% 1
RBC
1997
Romano Brothers & Co
Illinois
$880M +$245K +0% 325
CAL
1998
Capital Advisors Ltd
Ohio
$880M -$6.87M -0.8% 1,640
1WA
1999
180 Wealth Advisors
Washington
$880M +$1.49M +0.2% 501
DCM
2000
Dupont Capital Management
Delaware
$879M -$8.32M -0.9% 111