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, 6,576 funds (~75%) 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
W
3001
WorthPointe
California
$367M -$13.9M -4% 140
CAM
3002
Capco Asset Management
Florida
$367M -$42.2M -10% 31
PCM
3003
Princeton Capital Management
New Jersey
$367M -$21M -5% 150
CVA
3004
Central Valley Advisors
California
$366M +$31.8M +9% 190
CA
3005
CV Advisors
Florida
$366M -$25.6M -7% 54
LP
3006
Lexington Partners
New York
$366M +$26.9M +8% 5
RAM
3007
Redmond Asset Management
Virginia
$366M -$25.9M -7% 205
AA
3008
Argent Advisors
Louisiana
$366M +$8.03M +2% 181
MWPCG
3009
Measured Wealth Private Client Group
New Hampshire
$366M -$11.9M -3% 789
TWM
3010
TriaGen Wealth Management
California
$366M -$20.5M -5% 200
TB
3011
Terril Brothers
Missouri
$366M -$15.6M -4% 80
CGC
3012
Continental Grain Company
New York
$366M +$30M +9% 4
FNBSF
3013
First National Bank Sioux Falls
South Dakota
$366M +$31.5M +9% 151
NECFA
3014
New England Capital Financial Advisors
Connecticut
$365M +$109M +43% 448
PFS
3015
Physicians Financial Services
North Carolina
$365M -$7.49M -2% 110
OAJ
3016
Ogorek Anthony Joseph
New York
$365M +$1.28M +0.4% 750
PFG
3017
Pinnacle Financial Group
Illinois
$365M +$20.3M +6% 119
SWA
3018
Strata Wealth Advisors
Texas
$365M +$5.28M +1% 93
DCP
3019
Davern Capital Partners
New York
$365M +$55.2M +18% 18
SWM
3020
Sterling Wealth Management
Illinois
$364M +$13.7M +4% 116
TBWA
3021
Three Bridge Wealth Advisors
California
$364M -$15M -4% 93
VBFP
3022
Valtinson Bruner Financial Planning
Minnesota
$364M +$16.5M +5% 176
RGC
3023
Roberts, Glore & Co
Illinois
$364M -$11.4M -3% 236
EW
3024
Evexia Wealth
Wisconsin
$364M +$5.84M +2% 88
RBFC
3025
Roman Butler Fullerton & Co
Missouri
$364M -$17.7M -5% 289