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, 1,758 funds (~20%) 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
SG Americas Securities
1
SG Americas Securities
New York
$90.6B +$14.8B +19% 3,212
Lilly Endowment
2
Lilly Endowment
Indiana
$84.5B -$14.6B -15% 1
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$70.2B -$56.5M -0.1% 889
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$62.6B -$4.04B -6% 1,214
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$45.5B -$28.3B -38% 3,917
Mastercard Foundation Asset Management (MFAM)
6
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
$33.7B -$7.44B -18% 3
DC
7
Davenport & Co
Virginia
$18B -$432M -2% 1,323
CNB
8
Czech National Bank
Czech Republic
$15.2B -$185M -1% 508
WA
9
Wasatch Advisors
Utah
$15.1B -$1.77B -11% 241
CAM
10
Congress Asset Management
Massachusetts
$14B -$255M -2% 441
MFG
11
Merit Financial Group
Georgia
$13.4B +$989M +8% 2,205
ETC
12
Exchange Traded Concepts
Oklahoma
$13B +$986M +8% 1,797
PAS
13
Park Avenue Securities
New York
$12.8B +$1B +8% 1,740
WI
14
WealthNavi Inc
Japan
$11.5B +$222M +2% 11
FFA
15
Farther Finance Advisors
California
$10.6B +$1.26B +14% 5,922
MG
16
Mather Group
Illinois
$10B +$313M +3% 1,892
LWCFA
17
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.98B -$1.06B -10% 578
VNIM
18
Vaughan Nelson Investment Management
Texas
$9.96B -$273M -3% 254
OAML
19
OP Asset Management Ltd
$9.95B +$1.52B +18% 895
BAMF
20
BI Asset Management Fondsmaeglerselskab
Denmark
$9.55B -$1.78B -16% 687
AIM
21
Artemis Investment Management
United Kingdom
$9.43B +$1.15B +14% 234
SOADOR
22
State of Alaska Department of Revenue
Alaska
$9.25B -$155M -2% 2,217
CIA
23
Concurrent Investment Advisors
Florida
$9.16B +$419M +5% 1,961
GIA
24
Gateway Investment Advisers
Ohio
$8.97B -$1.78B -17% 728
BCM
25
Brookstone Capital Management
Illinois
$8.75B +$6.37M +0.1% 1,284