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, 2,424 funds (~28%) 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
CSI
1926
Clark & Stuart Inc
Maine
$148M +$3.29M +2% 53
BTC
1927
Bank & Trust Company
Illinois
$148M +$6.78M +5% 304
BAWM
1928
Bennett Associates Wealth Management
Pennsylvania
$148M +$4.09M +3% 66
JWM
1929
JDH Wealth Management
California
$148M +$2.45M +2% 54
CWP
1930
Corepath Wealth Partners
Arizona
$148M -$848K -0.6% 42
LC
1931
Lakehouse Capital
Australia
$148M +$9.58M +7% 14
MM
1932
MQS Management
New York
$148M -$21.6M -13% 615
NLA
1933
Northern Lights Advisors
Washington
$148M +$1.85M +1% 57
DCM
1934
Davis Capital Management
Florida
$148M +$2.25M +2% 649
JWM
1935
JP Wealth Management
South Carolina
$147M +$6M +4% 16
SF
1936
Strategent Financial
Virginia
$147M -$10.8M -7% 41
BLFG
1937
Brian Low Financial Group
Louisiana
$147M +$6.06M +4% 128
LWM
1938
Lighthouse Wealth Management
Ohio
$147M +$801K +0.5% 45
SGC
1939
Slocum, Gordon & Co
Rhode Island
$147M +$8.91M +6% 69
MCM
1940
MontVue Capital Management
Virginia
$147M -$3.57M -2% 68
KOMWMG
1941
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$147M +$5.31M +4% 93
SWM
1942
SpringVest Wealth Management
Texas
$146M +$2.91M +2% 74
SCA
1943
Sippican Capital Advisors
Massachusetts
$146M -$9.5M -6% 116
BFWM
1944
Bright Futures Wealth Management
New York
$146M +$11M +8% 210
JCM
1945
J2 Capital Management
Michigan
$146M +$8.77M +6% 130
NA
1946
Nautilus Advisors
California
$146M -$7.33M -5% 184
AWM
1947
Apex Wealth Management
New Hampshire
$146M +$47.3M +48% 63
AGP
1948
Aspire Growth Partners
Florida
$146M +$2.14M +1% 128
SWM
1949
Seed Wealth Management
Illinois
$145M +$388K +0.3% 104
PW
1950
Paladin Wealth
Minnesota
$145M -$1.08M -0.7% 130