World Smart Money

v1.1 terminal preview

Track fast-moving smart money in vertical markets. Public SEC filings become a verifiable radar for AI, compute, power, and technology growth rotations.

Open case file

Top Public Disclosure Proxy Returns

Start with the highest public-disclosure proxy returns, then open a case file to see the holdings behind the move.

Not actual fund performance
Best performer#1

John Boozman Household

John Boozman Senate PTR household trading disclosure proxy. Amounts are range-estimated.

Proxy return+27%PNL: +$167.8K
Tracked universe200Tracked universeCurrent ranking4144 rows in this viewTop themeTop theme is inferred by rules from issuers, tickers, CUSIPs, and product keywords. It is a research label, not an SEC field.MixedTop holding: JPMDisclosure lag13F data is normally public up to 45 days after quarter end. It is a delayed snapshot, not a live portfolio.45dNot actual fund performance
Time window
Entity type

Current ranking

Past 12 months · Politicians

4 ranked · 144 tracked
RankEntityPrincipalWhy it moved
#1st

Politician

John Boozman Household

John Boozman Senate PTR household trading disclosure proxy. Amounts are range-estimated.

John BoozmanSenator · AR · R
+27%Proxy return
+$167.8KPNL
MixedTop holding: JPMPTR coverage: 95.6%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
#2nd

Politician

John Hickenlooper Household

John Hickenlooper Senate PTR household trading disclosure proxy. Amounts are range-estimated.

John W. HickenlooperSenator · CO · D
+19%Proxy return
+$241.4KPNL
PowerTop holding: LBRDAPTR coverage: 100.0%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
#3rd

Politician

Gilbert Cisneros Household

Gilbert Cisneros House PTR household trading disclosure proxy. Amounts are range-estimated.

Gilbert Ray Cisneros, Jr.House Rep · CA-31 · D
+6%Proxy return
+$327.9KPNL
MixedTop holding: 150 Main Street Trust > Bank of America California Community Choice Financing Authority Rev BondsPTR coverage: 94.1%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
#4th

Politician

Mark Warner Household

Mark Warner Senate PTR household trading disclosure proxy. Amounts are range-estimated.

Mark R. WarnerSenator · VA · D
-41%Proxy return
-$156.6KPNL
MixedTop holding: HYLSPTR coverage: 100.0%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T05Below coverage gate

Politician

David Mccormick Household

David Mccormick Senate PTR household trading disclosure proxy. Amounts are range-estimated.

David McCormickSenator · PA · R
+113%Proxy return · not ranked
+$37MPNL
Below coverage gateTop holding: GS12.3% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T06Below coverage gate

Politician

Sheri Biggs Household

Sheri Biggs House PTR household trading disclosure proxy. Amounts are range-estimated.

Sheri BiggsHouse Rep · SC-03 · R
+106%Proxy return · not ranked
+$1.2MPNL
Below coverage gateTop holding: COATUE INNOVATION FUND5.2% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T07Below coverage gate

Politician

Markwayne Mullin Household

Markwayne Mullin Senate PTR household trading disclosure proxy. Amounts are range-estimated.

Markwayne MullinSenator · OK · R
+80%Proxy return · not ranked
+$1.4MPNL
Below coverage gateTop holding: UNH55.1% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T08Below coverage gate

Politician

Donald Sternoff Beyer Household

Donald Sternoff Beyer House PTR household trading disclosure proxy. Amounts are range-estimated.

Donald S. Beyer, Jr.House Rep · VA-08 · D
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: Duke Street LLC, 50% Interest0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T09Below coverage gate

Politician

Richard Blumenthal Household

Richard Blumenthal Senate PTR household trading disclosure proxy. Amounts are range-estimated.

Richard BlumenthalSenator · CT · D
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: MH FOUR WINDS LLC0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T10Below coverage gate

Politician

Marion Rounds Household

Marion Rounds Senate PTR household trading disclosure proxy. Amounts are range-estimated.

Mike RoundsSenator · SD · R
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: AERONICS INC0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T11Below coverage gate

Politician

Earl Leroy Carter Household

Earl Leroy Carter House PTR household trading disclosure proxy. Amounts are range-estimated.

Earl L. "Buddy" CarterHouse Rep · GA-01 · R
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: US Treasury Bill0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T12Below coverage gate

Politician

Christine Smith Household

Christine Smith Senate PTR household trading disclosure proxy. Amounts are range-estimated.

Christine SmithSenator · MN · D
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: PODD16.7% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T13Below coverage gate

Politician

William Hagerty Household

William Hagerty Senate PTR household trading disclosure proxy. Amounts are range-estimated.

Bill HagertySenator · TN · R
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: CONTOUR VENTURE PARTNERS V LP0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T14Below coverage gate

Politician

Rob Bresnahan Household

Rob Bresnahan House PTR household trading disclosure proxy. Amounts are range-estimated.

Robert P. Bresnahan, Jr.House Rep · PA-08 · R
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: Philadelphia, PA Municipal Bond0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T15Below coverage gate

Politician

Susan Collins Household

Susan Collins Senate PTR household trading disclosure proxy. Amounts are range-estimated.

Susan M. CollinsSenator · ME · R
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: MAINE HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T16Below coverage gate

Politician

Jake Auchincloss Household

Jake Auchincloss House PTR household trading disclosure proxy. Amounts are range-estimated.

Jake AuchinclossHouse Rep · MA-04 · D
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: STT0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T17Below coverage gate

Politician

Shelley Moore Capito Household

Shelley Moore Capito Senate PTR household trading disclosure proxy. Amounts are range-estimated.

Shelley Moore CapitoSenator · WV · R
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: FDS0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T18Below coverage gate

Politician

John Fetterman Household

John Fetterman Senate PTR household trading disclosure proxy. Amounts are range-estimated.

John FettermanSenator · PA · D
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: MSFT0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T19Below coverage gate

Politician

Sheldon Whitehouse Household

Sheldon Whitehouse Senate PTR household trading disclosure proxy. Amounts are range-estimated.

Sheldon WhitehouseSenator · RI · D
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: JPM0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T20Below coverage gate

Politician

Gary Peters Household

Gary Peters Senate PTR household trading disclosure proxy. Amounts are range-estimated.

Gary C. PetersSenator · MI · D
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: CTVA0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T21Below coverage gate

Politician

Angus King Household

Angus King Senate PTR household trading disclosure proxy. Amounts are range-estimated.

Angus S. King, Jr.Senator · ME · I
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: UBER0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T22Below coverage gate

Politician

Mark Alford Household

Mark Alford House PTR household trading disclosure proxy. Amounts are range-estimated.

Mark AlfordHouse Rep · MO-04 · R
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: SPYB0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T23Below coverage gate

Politician

Ed Case Household

Ed Case House PTR household trading disclosure proxy. Amounts are range-estimated.

Ed CaseHouse Rep · HI-01 · D
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: AAPL0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T24Below coverage gate

Politician

Cliff Bentz Household

Cliff Bentz House PTR household trading disclosure proxy. Amounts are range-estimated.

Cliff BentzHouse Rep · OR-02 · R
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: AMGN0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T25Below coverage gate

Politician

Addison Mcconnell Household

Addison Mcconnell Senate PTR household trading disclosure proxy. Amounts are range-estimated.

Mitch McConnellSenator · KY · R
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: WFC0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T26Below coverage gate

Politician

James Banks Household

James Banks Senate PTR household trading disclosure proxy. Amounts are range-estimated.

Jim BanksSenator · IN · R
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: SBUX0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T27Below coverage gate

Politician

Robert B. Aderholt Household

Robert B. Aderholt House PTR household trading disclosure proxy. Amounts are range-estimated.

Robert B. AderholtHouse Rep · AL-04 · R
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: GSK0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T28Below coverage gate

Politician

Adam Smith Household

Adam Smith House PTR household trading disclosure proxy. Amounts are range-estimated.

Adam SmithHouse Rep · WA-09 · D
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: Awaiting ingest0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T29Below coverage gate

Politician

Adrian Smith Household

Adrian Smith House PTR household trading disclosure proxy. Amounts are range-estimated.

Adrian SmithHouse Rep · NE-03 · R
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: Awaiting ingest0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
T30Below coverage gate

Politician

Andrew Garbarino Household

Andrew Garbarino House PTR household trading disclosure proxy. Amounts are range-estimated.

Andrew R. GarbarinoHouse Rep · NY-02 · R
0%Proxy return · not ranked
$0PNL
Below coverage gateTop holding: Awaiting ingest0.0% coverage · needs 70%For politicians, coverage is measured by transaction count: mapped ticker plus enough public price history divided by total PTR transactions in the window.Source: PTR
Page 1 of 5