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
NLA
3801
Northern Lights Advisors
Washington
$148M +$1.85M +1% 57
DCM
3802
Davis Capital Management
Florida
$148M +$2.25M +2% 649
SWM
3803
Sagace Wealth Management
Florida
$147M +$471K +0.3% 75
SFP
3804
SwitchPoint Financial Planning
Utah
$147M +$4.7M +3% 65
JWM
3805
JP Wealth Management
South Carolina
$147M +$6M +4% 16
PSIWM
3806
Paradigm Strategies in Wealth Management
Minnesota
$147M -$4.97M -3% 57
EW
3807
Entruity Wealth
California
$147M +$7.03M +5% 47
SF
3808
Strategent Financial
Virginia
$147M -$10.8M -7% 41
BLFG
3809
Brian Low Financial Group
Louisiana
$147M +$6.06M +4% 128
LWM
3810
Lighthouse Wealth Management
Ohio
$147M +$801K +0.5% 45
SGC
3811
Slocum, Gordon & Co
Rhode Island
$147M +$8.91M +6% 69
TCCP
3812
Tide Cove Capital Partners
California
$147M +$2.05M +1% 13
LSC
3813
Lesa Sroufe & Co
Washington
$147M +$12.6M +9% 75
MCM
3814
MontVue Capital Management
Virginia
$147M -$3.57M -2% 68
KOMWMG
3815
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$147M +$5.31M +4% 93
SFSG
3816
Sound Financial Strategies Group
Mississippi
$147M +$4.91M +3% 126
WFS
3817
WealthGarden F.S.
California
$147M -$5.14M -3% 172
BFM
3818
Broadview Financial Management
Wisconsin
$146M -$3.01M -2% 41
SWM
3819
SpringVest Wealth Management
Texas
$146M +$2.91M +2% 74
CC
3820
Clearwave Capital
California
$146M +$10.8M +8% 159
SCA
3821
Sippican Capital Advisors
Massachusetts
$146M -$9.5M -6% 116
BFWM
3822
Bright Futures Wealth Management
New York
$146M +$11M +8% 210
AFM
3823
Aspetuck Financial Management
Connecticut
$146M -$2.96M -2% 78
JCM
3824
J2 Capital Management
Michigan
$146M +$8.77M +6% 130
NA
3825
Nautilus Advisors
California
$146M -$7.33M -5% 184