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
SGC
3151
Slocum, Gordon & Co
Rhode Island
$147M +$8.91M +6% 69
TCCP
3152
Tide Cove Capital Partners
California
$147M +$2.05M +1% 13
LSC
3153
Lesa Sroufe & Co
Washington
$147M +$12.6M +9% 75
MCM
3154
MontVue Capital Management
Virginia
$147M -$3.57M -2% 68
KOMWMG
3155
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$147M +$5.31M +4% 93
WFS
3156
WealthGarden F.S.
California
$147M -$5.14M -3% 172
BFM
3157
Broadview Financial Management
Wisconsin
$146M -$3.01M -2% 41
SWM
3158
SpringVest Wealth Management
Texas
$146M +$2.91M +2% 74
CC
3159
Clearwave Capital
California
$146M +$10.8M +8% 159
SCA
3160
Sippican Capital Advisors
Massachusetts
$146M -$9.5M -6% 116
BFWM
3161
Bright Futures Wealth Management
New York
$146M +$11M +8% 210
JCM
3162
J2 Capital Management
Michigan
$146M +$8.77M +6% 130
NA
3163
Nautilus Advisors
California
$146M -$7.33M -5% 184
AWM
3164
Apex Wealth Management
New Hampshire
$146M +$47.3M +48% 63
AGP
3165
Aspire Growth Partners
Florida
$146M +$2.14M +1% 128
CWM
3166
Copia Wealth Management
Oregon
$146M +$5.58M +4% 549
SWM
3167
Seed Wealth Management
Illinois
$145M +$388K +0.3% 104
PW
3168
Paladin Wealth
Minnesota
$145M -$1.08M -0.7% 130
AI
3169
Axecap Investments
Ohio
$145M -$16.8M -10% 91
KFO
3170
Kopp Family Office
Minnesota
$145M -$11.3M -7% 22
AIP
3171
Alexis Investment Partners
Texas
$145M -$123M -46% 99
BCM
3172
BluePath Capital Management
Georgia
$145M -$3.24M -2% 119
AWMG
3173
ADG Wealth Management Group
Louisiana
$145M +$12.7M +10% 53
AFA
3174
Antonelli Financial Advisors
Michigan
$145M -$7.35M -5% 55
CFP
3175
Comprehensive Financial Planning
Pennsylvania
$144M -$6.82M -5% 451