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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q2 are currently underway and will close on August 14th. As of this moment, 3,114 funds (~35%) 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
SWM
3001
Stronghold Wealth Management
Florida
$74.7M +$8.54M +13% 13.6% 141 22.7%
SWCM
3002
Sullivan Wood Capital Management
District of Columbia
$73M +$15.9M +28% 34.2% 23 8.7%
IG
3003
IFS Group
Pennsylvania
$72.8M -$39.5M -35% 15.2% 148 43.92%
NWM
3004
Navigation Wealth Management
Colorado
$72.6M +$44.8M +162% 11.6% 9.65% 33 3.03%
MAMU
3005
Myriad Asset Management US
Florida
$72.4M +$5.72M +9% 24.9% 67 53.73%
HSPW
3006
Harrison Street Private Wealth
Colorado
$71M -$4.55M -6% 2.25% 22 9.09%
BWM
3007
Blossom Wealth Management
California
$71M +$3.56M +5% 8.6% 89.7% 75 5.33%
QWM
3008
QP Wealth Management
New Jersey
$70.1M +$11.7M +20% 36.1% 86 41.86%
BSP
3009
Benefit Street Partners
New York
$69.6M -$16.7M -19% 0.66% 22 18.18%
AIS
3010
Altium Investment Strategies
Florida
$69.4M +$35.4M +104% 1.28% 20 35%
JC
3011
JCSD Capital
California
$68.6M -$25.9M -27% 10.8% 31 45.16%
BI
3012
Breachway Investments
Rhode Island
$66.4M -$37.8M -36% 12.8% 100 30%
LFG
3013
Lockerman Financial Group
California
$65.4M +$9.87M +18% 9.88% 62.6% 97 17.53%
SONJCPFE
3014
State of New Jersey Common Pension Fund E
New Jersey
$64.9M -$12.8M -16% 16.5% 26.4% 1 0%
NU
3015
Northwestern University
Illinois
$63.3M +$11.9M +23% 5.56% 31.6% 5 40%
PCM
3016
Praxis Capital Management
Illinois
$63.1M +$20.3M +47% 9.64% 48 58.33%
GIM
3017
Groesbeck Investment Management
New Jersey
$62.8M +$11.5M +22% 34.2% 147% 101 7.92%
NJBEST
3018
New Jersey Better Educational Savings Trust
New Jersey
$62.2M +$1.24M +2% 2.31% 42% 4 0%
SII
3019
Silchester International Investors
United Kingdom
$62M -$53.5M -46% 8.6% 76.6% 4 0%
CPM
3020
Connective Portfolio Management
New York
$60.1M +$23.1M +63% 27.5% 448% 47 63.83%
WWP
3021
Wise Wealth Partners
Arizona
$58.8M -$15M -20% 6.88% 61 42.62%
SA
3022
SL Advisors
New Jersey
$57.2M -$1.91M -3% 0.67% 76.1% 32 0%
MML
3023
Mercato Management Legacy
Utah
$56.7M +$2.47M +5% 4.55% 1 0%
FWM
3024
FLP Wealth Management
Arkansas
$56.2M +$7.7M +16% 4.41% 68 26.47%
AP
3025
Arlington Partners
Alabama
$55.4M +$5.26M +11% 5.45% 43.7% 64 3.13%