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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.

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Connecticut Capital Management Group
3576
Connecticut Capital Management Group
Connecticut
$125M +$717K +0.6% 1.74% – 144 19.44% 0.6
Powerhouse Assets
3577
Powerhouse Assets
Massachusetts
$125M +$1.92M +2% 0.72% – 57 5.26% 0.7
DBK Financial Counsel
3578
DBK Financial Counsel
Ohio
$125M +$5.34M +4% 0.06% 58.1% 59 8.47% 3.2
Sawyer Falduto Asset Management
3579
Sawyer Falduto Asset Management
Illinois
$124M +$1.71M +1% 0.31% – 279 8.24% 0.7
First Growth Capital
3580
First Growth Capital
Maryland
$124M -$7.72M -6% 4.12% – 147 14.29% 0.6
Infinity Wealth Counsel
3581
Infinity Wealth Counsel
Ohio
$124M +$256K +0.2% 0.56% – 67 7.46% 1.5
WW
3582
Wavvest Wealth
Illinois
$124M – – 0.52% – 97 – 0
Miller Global Investments
3583
Miller Global Investments
Texas
$124M +$3.28M +3% 3.44% – 338 15.98% 0.6
DAM
3584
Directional Asset Management
Illinois
$124M +$5.66M +5% 1.16% – 105 24.76% 0.6
Artesa Financial Group
3585
Artesa Financial Group
Texas
$124M +$6.88M +6% 0.84% – 69 17.39% 0.6
PIS
3586
POM Investment Strategies
North Carolina
$124M +$35.6M +40% 1.58% 67.9% 425 22.82% 0.9
Waycross Investment Management
3587
Waycross Investment Management
Washington
$124M -$7.55M -6% 0.31% 49.6% 61 8.2% 1.9
Auctus Advisors
3588
Auctus Advisors
North Carolina
$124M +$4.79M +4% 4.96% – 34 11.76% 0.7
Accuvest Global Advisors
3589
Accuvest Global Advisors
Utah
$124M +$7.3M +6% 13% 163% 91 45.05% 1.3
Milestones Private Investment Advisors
3590
Milestones Private Investment Advisors
New York
$123M -$2.23M -2% 0.06% – 78 7.69% 1.2
Wolfstich Capital
3591
Wolfstich Capital
Massachusetts
$123M -$6.32M -5% 1.99% – 24 33.33% 0.8
Shuttleworth & Co
3592
Shuttleworth & Co
Ohio
$123M -$2.08M -2% 1.16% – 51 1.96% 1
Smith Asset Management
3593
Smith Asset Management
Florida
$123M -$4.38M -3% 3.63% – 75 9.33% 1.5
Gallacher Capital Management
3594
Gallacher Capital Management
Colorado
$122M -$56M -31% 3.26% 82.8% 298 43.62% 2.1
Hanseatic Management Services
3595
Hanseatic Management Services
New Mexico
$122M -$13.9M -10% 1.73% – 113 46.02% 0.8
Hicks Capital Management
3596
Hicks Capital Management
Ohio
$122M $0 0% 0.94% – 39 0% 1
Hobbs Wealth Management
3597
Hobbs Wealth Management
Indiana
$122M +$3.58M +3% 0.35% – 23 8.7% 1.3
Crescent Sterling
3598
Crescent Sterling
Louisiana
$122M +$10.1M +9% 5.01% 68.6% 96 15.63% 2.5
LCS
3599
Luma Capital SA
$122M +$9.7M +9% 0.05% – 13 7.69% 0.7
Portus Wealth Advisors
3600
Portus Wealth Advisors
North Carolina
$122M +$114K +0.1% 1.72% – 52 7.69% 0.9