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, 4,833 funds (~55%) 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
EWM
2101
EPG Wealth Management
Georgia
$369M -$2.81M -0.8% 334
NOI
2102
Newton One Investments
Delaware
$368M +$29.5M +9% 121
FMTCOCP
2103
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$367M +$10.2M +3% 346
PWP
2104
Prasad Wealth Partners
Ohio
$367M -$7.43M -2% 158
BA
2105
Birinyi Associates
Connecticut
$367M -$32.7M -8% 63
NWM
2106
Northcape Wealth Management
New York
$367M +$13.2M +4% 147
CAM
2107
Capco Asset Management
Florida
$367M -$42.2M -10% 31
PCM
2108
Princeton Capital Management
New Jersey
$367M -$21M -5% 150
CVA
2109
Central Valley Advisors
California
$366M +$31.8M +9% 190
CA
2110
CV Advisors
Florida
$366M -$25.6M -7% 54
LP
2111
Lexington Partners
New York
$366M +$26.9M +8% 5
RAM
2112
Redmond Asset Management
Virginia
$366M -$25.9M -7% 205
AA
2113
Argent Advisors
Louisiana
$366M +$8.03M +2% 181
TWM
2114
TriaGen Wealth Management
California
$366M -$20.5M -5% 200
TB
2115
Terril Brothers
Missouri
$366M -$15.6M -4% 80
FNBSF
2116
First National Bank Sioux Falls
South Dakota
$366M +$31.5M +9% 151
NECFA
2117
New England Capital Financial Advisors
Connecticut
$365M +$109M +43% 448
PFS
2118
Physicians Financial Services
North Carolina
$365M -$7.49M -2% 110
SWA
2119
Strata Wealth Advisors
Texas
$365M +$5.28M +1% 93
VBFP
2120
Valtinson Bruner Financial Planning
Minnesota
$364M +$16.5M +5% 176
RGC
2121
Roberts, Glore & Co
Illinois
$364M -$11.4M -3% 236
EW
2122
Evexia Wealth
Wisconsin
$364M +$5.84M +2% 88
RBFC
2123
Roman Butler Fullerton & Co
Missouri
$364M -$17.7M -5% 289
MA
2124
Modus Advisors
Minnesota
$363M -$15.9M -4% 357
IPA
2125
Investment Planning Advisors
Georgia
$363M +$19.7M +6% 110