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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Live Disclosures
Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 3,966 funds (~44%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Connecticut Capital Management Group
Milford,
Connecticut
| $125M | +$717K | +0.6% | 1.74% | – | 144 | 19.44% | 0.6 |
|
| 3577 |
3577
Powerhouse Assets
Lincoln,
Massachusetts
| $125M | +$1.92M | +2% | 0.72% | – | 57 | 5.26% | 0.7 |
|
| 3578 |
3578
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $125M | +$5.34M | +4% | 0.06% | 58.1% | 59 | 8.47% | 3.2 |
|
| 3579 |
3579
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| $124M | +$1.71M | +1% | 0.31% | – | 279 | 8.24% | 0.7 |
|
| 3580 |
3580
First Growth Capital
Pikesville,
Maryland
| $124M | -$7.72M | -6% | 4.12% | – | 147 | 14.29% | 0.6 |
|
| 3581 |
3581
Infinity Wealth Counsel
Loveland,
Ohio
| $124M | +$256K | +0.2% | 0.56% | – | 67 | 7.46% | 1.5 |
|
| 3582 |
WW
3582
Wavvest Wealth
Chicago,
Illinois
| $124M | – | – | 0.52% | – | 97 | – | 0 |
|
| 3583 |
3583
Miller Global Investments
Dallas,
Texas
| $124M | +$3.28M | +3% | 3.44% | – | 338 | 15.98% | 0.6 |
|
| 3584 |
DAM
3584
Directional Asset Management
Arlington Heights,
Illinois
| $124M | +$5.66M | +5% | 1.16% | – | 105 | 24.76% | 0.6 |
|
| 3585 |
3585
Artesa Financial Group
Conroe,
Texas
| $124M | +$6.88M | +6% | 0.84% | – | 69 | 17.39% | 0.6 |
|
| 3586 |
PIS
3586
POM Investment Strategies
Raleigh,
North Carolina
| $124M | +$35.6M | +40% | 1.58% | 67.9% | 425 | 22.82% | 0.9 |
|
| 3587 |
3587
Waycross Investment Management
Bellingham,
Washington
| $124M | -$7.55M | -6% | 0.31% | 49.6% | 61 | 8.2% | 1.9 |
|
| 3588 |
3588
Auctus Advisors
Charlotte,
North Carolina
| $124M | +$4.79M | +4% | 4.96% | – | 34 | 11.76% | 0.7 |
|
| 3589 |
3589
Accuvest Global Advisors
Provo,
Utah
| $124M | +$7.3M | +6% | 13% | 163% | 91 | 45.05% | 1.3 |
|
| 3590 |
3590
Milestones Private Investment Advisors
Fairport,
New York
| $123M | -$2.23M | -2% | 0.06% | – | 78 | 7.69% | 1.2 |
|
| 3591 |
3591
Wolfstich Capital
Medfield,
Massachusetts
| $123M | -$6.32M | -5% | 1.99% | – | 24 | 33.33% | 0.8 |
|
| 3592 |
3592
Shuttleworth & Co
Powell,
Ohio
| $123M | -$2.08M | -2% | 1.16% | – | 51 | 1.96% | 1 |
|
| 3593 |
3593
Smith Asset Management
Chiefland,
Florida
| $123M | -$4.38M | -3% | 3.63% | – | 75 | 9.33% | 1.5 |
|
| 3594 |
3594
Gallacher Capital Management
Lone Tree,
Colorado
| $122M | -$56M | -31% | 3.26% | 82.8% | 298 | 43.62% | 2.1 |
|
| 3595 |
3595
Hanseatic Management Services
Albuquerque,
New Mexico
| $122M | -$13.9M | -10% | 1.73% | – | 113 | 46.02% | 0.8 |
|
| 3596 |
3596
Hicks Capital Management
Columbus,
Ohio
| $122M | $0 | 0% | 0.94% | – | 39 | 0% | 1 |
|
| 3597 |
3597
Hobbs Wealth Management
Zionsville,
Indiana
| $122M | +$3.58M | +3% | 0.35% | – | 23 | 8.7% | 1.3 |
|
| 3598 |
3598
Crescent Sterling
Metairie,
Louisiana
| $122M | +$10.1M | +9% | 5.01% | 68.6% | 96 | 15.63% | 2.5 |
|
| 3599 |
LCS
3599
Luma Capital SA
Luxembourg,
| $122M | +$9.7M | +9% | 0.05% | – | 13 | 7.69% | 0.7 |
|
| 3600 |
3600
Portus Wealth Advisors
Charlotte,
North Carolina
| $122M | +$114K | +0.1% | 1.72% | – | 52 | 7.69% | 0.9 |
|