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, 3,958 funds (~45%) 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
PWM
3126
Pinnacle Wealth Management
California
$148M -$18.4K -0% 42
BWMG
3127
Bannerman Wealth Management Group
Texas
$148M +$7.35M +5% 34
CSI
3128
Clark & Stuart Inc
Maine
$148M +$3.29M +2% 53
BTC
3129
Bank & Trust Company
Illinois
$148M +$6.78M +5% 304
GCA
3130
Gallagher Capital Advisors
Texas
$148M -$6.37M -4% 76
BAWM
3131
Bennett Associates Wealth Management
Pennsylvania
$148M +$4.09M +3% 66
MCM
3132
Magnolia Capital Management
New York
$148M +$13.9M +10% 76
JWM
3133
JDH Wealth Management
California
$148M +$2.45M +2% 54
CWP
3134
Corepath Wealth Partners
Arizona
$148M -$848K -0.6% 42
LC
3135
Lakehouse Capital
Australia
$148M +$9.58M +7% 14
JWM
3136
Jacksonville Wealth Management
Florida
$148M +$6.83M +5% 79
SRSA
3137
S.R. Schill & Associates
Washington
$148M +$6.41M +5% 31
FWMM
3138
Foundation Wealth Management (Missouri)
Missouri
$148M -$3.91M -3% 45
DG
3139
DMC Group
Alabama
$148M -$1.9M -1% 158
MM
3140
MQS Management
New York
$148M -$21.6M -13% 615
CWMS
3141
Cannon Wealth Management Services
North Carolina
$148M +$6.17M +4% 89
RSWA
3142
Robinson Smith Wealth Advisors
Maine
$148M +$1.38M +0.9% 86
NLA
3143
Northern Lights Advisors
Washington
$148M +$1.85M +1% 57
DCM
3144
Davis Capital Management
Florida
$148M +$2.25M +2% 649
SWM
3145
Sagace Wealth Management
Florida
$147M +$471K +0.3% 75
SFP
3146
SwitchPoint Financial Planning
Utah
$147M +$4.7M +3% 65
JWM
3147
JP Wealth Management
South Carolina
$147M +$6M +4% 16
SF
3148
Strategent Financial
Virginia
$147M -$10.8M -7% 41
BLFG
3149
Brian Low Financial Group
Louisiana
$147M +$6.06M +4% 128
LWM
3150
Lighthouse Wealth Management
Ohio
$147M +$801K +0.5% 45