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, 7,561 funds (~86%) 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
SOW
2026
State of Wyoming
Wyoming
$844M -$69.3M -8% 2,094
BEAM
2027
Baker Ellis Asset Management
Washington
$842M +$11.5M +1% 273
PAMG
2028
Patton Albertson Miller Group
Tennessee
$842M -$7.96M -0.9% 221
BI
2029
BBFIT Investments
$842M -$161M -16% 9
MWM
2030
Marietta Wealth Management
Georgia
$841M -$23.1M -3% 132
WI
2031
Walmart Inc
Arkansas
$840M -$134M -14% 3
CB
2032
Community Bank
New York
$840M -$6.02M -0.7% 527
SIM
2033
Seilern Investment Management
United Kingdom
$838M -$451M -35% 24
CAM
2034
Claret Asset Management
Quebec, Canada
$837M -$24.6M -3% 399
ES
2035
Eagle Strategies
New York
$837M +$54.1M +7% 269
DLP
2036
De Lisle Partners
United Kingdom
$836M +$58.1M +7% 189
FPGK
2037
Financial Partners Group (Kansas)
Kansas
$836M -$29M -3% 243
MCM
2038
Mattern Capital Management
Colorado
$835M -$12.1M -1% 179
MAP
2039
Managed Asset Portfolios
Michigan
$834M +$6.33M +0.8% 63
SEM
2040
Suncoast Equity Management
Florida
$833M -$157M -16% 110
NWM
2041
Nicola Wealth Management
British Columbia, Canada
$833M -$266M -24% 68
AWA
2042
Alaska Wealth Advisors
Alaska
$833M +$47.5M +6% 93
IPAM
2043
ICICI Prudential Asset Management
India
$833M -$22.1M -3% 162
RAM
2044
Ramirez Asset Management
New York
$832M +$73.6M +10% 397
AWM
2045
Accurate Wealth Management
Florida
$831M +$42.9M +5% 579
SCM
2046
Shenkman Capital Management
New York
$831M -$117M -12% 113
CA
2047
Claro Advisors
Massachusetts
$830M +$96.4M +13% 539
RIA
2048
RPG Investment Advisory
California
$829M -$52.1M -6% 98
FSA
2049
Fort Sheridan Advisors
Illinois
$828M +$40.7M +5% 295
WETS
2050
Wealth Enhancement Trust Services
South Dakota
$826M +$34.9M +4% 830