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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, 4,681 funds (~52%) 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)
CenturyLink Investment Management
4201
CenturyLink Investment Management
Colorado
$126M -$3.22M -2% 2.37% – 3 0% 1.9
KDK Private Wealth Management
4202
KDK Private Wealth Management
Texas
$126M +$5.06M +4% 4.44% – 58 1.72% 1.6
Kennebec Savings Bank
4203
Kennebec Savings Bank
Maine
$126M +$976K +0.8% 4.29% – 284 7.39% 1.7
Kelsey Financial
4204
Kelsey Financial
California
$125M -$6.42M -5% 0.59% – 67 8.96% 0.7
Life Planning Partners
4205
Life Planning Partners
Florida
$125M -$9.29M -7% 0.73% 50.3% 72 5.56% 3.7
Kane Co Wealth Management
4206
Kane Co Wealth Management
Iowa
$125M -$6.58M -5% 1.25% – 57 12.28% 0.7
Mann Financial Group
4207
Mann Financial Group
Minnesota
$125M +$5.67M +5% 0.21% – 47 27.66% 0.7
J.M. Arbour
4208
J.M. Arbour
Maine
$125M +$8.96M +8% 1.58% – 144 15.97% 0.6
Boyer Financial Services
4209
Boyer Financial Services
California
$125M +$6.51M +5% 1.87% – 64 15.63% 0.5
Alexander Randolph Advisory
4210
Alexander Randolph Advisory
Virginia
$125M +$3.47M +3% 2.5% 56% 42 4.76% 2.4
Connecticut Capital Management Group
4211
Connecticut Capital Management Group
Connecticut
$125M +$717K +0.6% 1.74% – 144 19.44% 0.6
Powerhouse Assets
4212
Powerhouse Assets
Massachusetts
$125M +$1.92M +2% 0.72% – 57 5.26% 0.7
DBK Financial Counsel
4213
DBK Financial Counsel
Ohio
$125M +$5.34M +4% 0.06% 58.1% 59 8.47% 3.2
TY
4214
Titiun Yejiel
$124M +$9.13M +8% 9.66% – 48 27.08% 0.6
Sawyer Falduto Asset Management
4215
Sawyer Falduto Asset Management
Illinois
$124M +$1.71M +1% 0.31% – 279 8.24% 0.7
William Howard & Co Financial Advisors
4216
William Howard & Co Financial Advisors
Tennessee
$124M -$4.39M -3% 1.57% – 56 12.5% 2.2
First Growth Capital
4217
First Growth Capital
Maryland
$124M -$7.72M -6% 4.12% – 147 14.29% 0.6
Infinity Wealth Counsel
4218
Infinity Wealth Counsel
Ohio
$124M +$256K +0.2% 0.56% – 67 7.46% 1.5
WW
4219
Wavvest Wealth
Illinois
$124M – – 0.52% – 97 – 0
Miller Global Investments
4220
Miller Global Investments
Texas
$124M +$3.28M +3% 3.44% – 338 15.98% 0.6
DAM
4221
Directional Asset Management
Illinois
$124M +$5.66M +5% 1.16% – 105 24.76% 0.6
Artesa Financial Group
4222
Artesa Financial Group
Texas
$124M +$6.88M +6% 0.84% – 69 17.39% 0.6
PIS
4223
POM Investment Strategies
North Carolina
$124M +$35.6M +40% 1.58% 67.9% 425 22.82% 0.9
Waycross Investment Management
4224
Waycross Investment Management
Washington
$124M -$7.55M -6% 0.31% 49.6% 61 8.2% 1.9
Auctus Advisors
4225
Auctus Advisors
North Carolina
$124M +$4.79M +4% 4.96% – 34 11.76% 0.7