We are live on ! Find out more

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, 2,522 funds (~29%) 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
WG
2426
WMS Group
Louisiana
$77.5M +$8.76M +13% 12.3% 62 27.42%
MA
2427
McGrath & Associates
North Carolina
$76.8M +$8.8M +13% 7.41% 45 37.78%
SWM
2428
Stapp Wealth Management
Washington
$76.5M -$1.8M -2% 0.08% 50% 34 17.65%
SWM
2429
Stronghold Wealth Management
Florida
$74.7M +$8.54M +13% 13.6% 141 22.7%
SWCM
2430
Sullivan Wood Capital Management
District of Columbia
$73M +$15.9M +28% 34.2% 23 8.7%
IG
2431
IFS Group
Pennsylvania
$72.8M -$39.5M -35% 15.2% 148 43.92%
NWM
2432
Navigation Wealth Management
Colorado
$72.6M +$44.8M +162% 11.6% 9.65% 33 3.03%
MAMU
2433
Myriad Asset Management US
Florida
$72.4M +$5.72M +9% 24.9% 67 53.73%
HSPW
2434
Harrison Street Private Wealth
Colorado
$71M -$4.55M -6% 2.25% 22 9.09%
BWM
2435
Blossom Wealth Management
California
$71M +$3.56M +5% 8.6% 89.7% 75 5.33%
QWM
2436
QP Wealth Management
New Jersey
$70.1M +$11.7M +20% 36.1% 86 41.86%
BSP
2437
Benefit Street Partners
New York
$69.6M -$16.7M -19% 0.66% 22 18.18%
AIS
2438
Altium Investment Strategies
Florida
$69.4M +$35.4M +104% 1.28% 20 35%
JC
2439
JCSD Capital
California
$68.6M -$25.9M -27% 10.8% 31 45.16%
BI
2440
Breachway Investments
Rhode Island
$66.4M -$37.8M -36% 12.8% 100 30%
LFG
2441
Lockerman Financial Group
California
$65.4M +$9.87M +18% 9.88% 62.6% 97 17.53%
NU
2442
Northwestern University
Illinois
$63.3M +$11.9M +23% 5.56% 31.6% 5 40%
PCM
2443
Praxis Capital Management
Illinois
$63.1M +$20.3M +47% 9.64% 48 58.33%
GIM
2444
Groesbeck Investment Management
New Jersey
$62.8M +$11.5M +22% 34.2% 147% 101 7.92%
NJBEST
2445
New Jersey Better Educational Savings Trust
New Jersey
$62.2M +$1.24M +2% 2.31% 42% 4 0%
SII
2446
Silchester International Investors
United Kingdom
$62M -$53.5M -46% 8.6% 76.6% 4 0%
CPM
2447
Connective Portfolio Management
New York
$60.1M +$23.1M +63% 27.5% 448% 47 63.83%
SA
2448
SL Advisors
New Jersey
$57.2M -$1.91M -3% 0.67% 76.1% 32 0%
AP
2449
Arlington Partners
Alabama
$55.4M +$5.26M +11% 5.45% 43.7% 64 3.13%
IDBONY
2450
Israel Discount Bank of New York
New York
$54M +$8.43M +18% 7.17% 37.3% 43 13.95%