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, 7,090 funds (~81%) 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
RR
2251
Robotti Robert
$641M +$84.4M +15% 65
SCS
2252
Syquant Capital SAS
France
$640M -$177M -22% 57
SCP
2253
Stamos Capital Partners
California
$640M +$17.4M +3% 142
AG
2254
Advocate Group
Minnesota
$639M +$21.2M +3% 128
BIA
2255
Bell Investment Advisors
California
$639M +$6.81M +1% 1,970
GWMIA
2256
Global Wealth Management Investment Advisory
Florida
$638M +$14.4M +2% 165
SJIC
2257
St. James Investment Company
Texas
$638M +$15.3M +2% 31
SFG
2258
SevenBridge Financial Group
Pennsylvania
$638M +$16.5M +3% 213
BPC
2259
Bearing Point Capital
Minnesota
$638M -$1.29M -0.2% 188
WAM
2260
Wilsey Asset Management
California
$638M -$6.32M -1% 30
FTC
2261
Farmers Trust Company
Ohio
$637M +$23.8M +4% 210
PFC
2262
Phocas Financial Corp
California
$637M -$132M -17% 170
CBT
2263
Central Bank & Trust
Kentucky
$636M -$10.3M -2% 185
AP
2264
Affinity Partners
Florida
$635M +$4.25M +0.7% 1
PSP
2265
Pacific Sage Partners
Washington
$635M +$4.27M +0.7% 124
MSWMA
2266
Market Street Wealth Management Advisors
Indiana
$634M -$8.85M -1% 107
ACM
2267
Atika Capital Management
New York
$634M -$84.5M -12% 90
LCM
2268
Lynx1 Capital Management
Puerto Rico
$633M +$139M +28% 27
SWM
2269
SilverOak Wealth Management
Minnesota
$632M -$5.65M -0.9% 124
RFA
2270
Rollins Financial Advisors
New York
$632M -$49M -7% 162
WA
2271
WFM Asia
British Virgin Islands
$632M -$173M -21% 8
AMM
2272
American Money Management
California
$632M -$4.36M -0.7% 173
EIM
2273
Essex Investment Management
Massachusetts
$632M -$24.2M -4% 333
CFS
2274
Commonwealth Financial Services
West Virginia
$632M +$25.4M +4% 291
SWP
2275
Summit Wealth Partners
Florida
$632M +$90.4M +17% 273