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, 113 funds (~1%) 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
PAS
1
Park Avenue Securities
New York
$12.8B +$1B +8% 1,740
S
2
SignatureFD
Georgia
$6.52B -$23.9M -0.4% 3,573
CIM
3
Confluence Investment Management
Missouri
$6.44B -$233M -3% 314
GA
4
Greenhaven Associates
New York
$6.07B -$98.5M -2% 31
EB
5
Eastern Bank
Massachusetts
$5.83B +$31.2M +0.5% 1,239
CCMIC
6
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$3.71B -$743M -17% 73
CI
7
CX Institutional
Indiana
$3.28B -$74.7M -2% 1,687
WT
8
Washington Trust
Rhode Island
$2.96B -$101M -3% 293
CA
9
CoreCap Advisors
Michigan
$2.94B +$75.1M +3% 3,140
GI
10
GAMMA Investing
California
$2.14B +$151M +8% 4,295
SP
11
Stairway Partners
Illinois
$1.93B -$1.17M -0.1% 18
FFA
12
Fragasso Financial Advisors
Pennsylvania
$1.66B +$5.99M +0.4% 332
NRS
13
Neville Rodie & Shaw
New York
$1.38B -$39.8M -3% 253
BSB
14
Bangor Savings Bank
Maine
$1.25B +$7.63M +0.6% 624
FFBTD
15
First Financial Bank - Trust Division
Ohio
$1.24B +$24.3M +2% 208
WTA
16
Washington Trust Advisors
Massachusetts
$1.24B -$72M -6% 704
AHC
17
Anderson Hoagland & Co
Missouri
$1.16B +$368K +0% 147
HWA
18
Heartwood Wealth Advisors
Virginia
$1.15B +$61.2M +6% 230
LCM
19
LVM Capital Management
Michigan
$1.06B -$16.1M -1% 176
VCM
20
Versant Capital Management
Arizona
$1.01B +$217M +27% 2,859
JC
21
Jacobs & Co
California
$1.01B -$46.6M -4% 126
CT
22
Coastline Trust
Rhode Island
$1.01B -$55.4M -5% 428
CFG
23
Cooper Financial Group
California
$989M +$49.7M +5% 453
HHAA
24
Henry H. Armstrong Associates
Pennsylvania
$981M -$95.3M -9% 62
AHB
25
Abner Herrman & Brock
New Jersey
$905M -$74.3M -8% 120