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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, 4,786 funds (~54%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
J.M. Arbour
Gardiner,
Maine
| $125M | +$8.96M | +8% | 1.58% | – | 144 | 15.97% | 0.6 |
|
| 4302 |
4302
Boyer Financial Services
Newport Beach,
California
| $125M | +$6.51M | +5% | 1.87% | – | 64 | 15.63% | 0.5 |
|
| 4303 |
4303
Alexander Randolph Advisory
Mclean,
Virginia
| $125M | +$3.47M | +3% | 2.5% | 56% | 42 | 4.76% | 2.4 |
|
| 4304 |
4304
Connecticut Capital Management Group
Milford,
Connecticut
| $125M | +$717K | +0.6% | 1.74% | – | 144 | 19.44% | 0.6 |
|
| 4305 |
4305
Powerhouse Assets
Lincoln,
Massachusetts
| $125M | +$1.92M | +2% | 0.71% | – | 57 | 5.26% | 0.7 |
|
| 4306 |
4306
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $125M | +$5.34M | +4% | 0.06% | 58.1% | 59 | 8.47% | 3.2 |
|
| 4307 |
TY
4307
Titiun Yejiel
| $124M | +$9.13M | +8% | 9.66% | – | 48 | 27.08% | 0.6 |
|
| 4308 |
4308
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| $124M | +$1.71M | +1% | 0.31% | – | 279 | 8.24% | 0.7 |
|
| 4309 |
4309
William Howard & Co Financial Advisors
Memphis,
Tennessee
| $124M | -$4.39M | -3% | 1.57% | – | 56 | 12.5% | 2.2 |
|
| 4310 |
4310
First Growth Capital
Pikesville,
Maryland
| $124M | -$7.72M | -6% | 4.12% | – | 147 | 14.29% | 0.6 |
|
| 4311 |
4311
Infinity Wealth Counsel
Loveland,
Ohio
| $124M | +$256K | +0.2% | 0.56% | – | 67 | 7.46% | 1.5 |
|
| 4312 |
WW
4312
Wavvest Wealth
Chicago,
Illinois
| $124M | – | – | 0.52% | – | 97 | – | 0 |
|
| 4313 |
4313
Miller Global Investments
Dallas,
Texas
| $124M | +$3.28M | +3% | 3.44% | – | 338 | 15.98% | 0.6 |
|
| 4314 |
DAM
4314
Directional Asset Management
Arlington Heights,
Illinois
| $124M | +$5.66M | +5% | 1.16% | – | 105 | 24.76% | 0.6 |
|
| 4315 |
4315
Artesa Financial Group
Conroe,
Texas
| $124M | +$6.88M | +6% | 0.84% | – | 69 | 17.39% | 0.6 |
|
| 4316 |
PIS
4316
POM Investment Strategies
Raleigh,
North Carolina
| $124M | +$35.6M | +40% | 1.58% | 67.9% | 425 | 22.82% | 0.9 |
|
| 4317 |
4317
Waycross Investment Management
Bellingham,
Washington
| $124M | -$7.55M | -6% | 0.31% | 49.6% | 61 | 8.2% | 1.9 |
|
| 4318 |
4318
Auctus Advisors
Charlotte,
North Carolina
| $124M | +$4.79M | +4% | 4.96% | – | 34 | 11.76% | 0.7 |
|
| 4319 |
4319
Accuvest Global Advisors
Provo,
Utah
| $124M | +$7.3M | +6% | 13% | 163% | 91 | 45.05% | 1.3 |
|
| 4320 |
4320
Milestones Private Investment Advisors
Fairport,
New York
| $123M | -$2.23M | -2% | 0.06% | – | 78 | 7.69% | 1.2 |
|
| 4321 |
4321
Stephen J. Garry & Associates
Garden City,
New York
| $123M | -$13.9M | -10% | 0.12% | 67.2% | 56 | 12.5% | 2.1 |
|
| 4322 |
4322
Wolfstich Capital
Medfield,
Massachusetts
| $123M | -$6.32M | -5% | 1.99% | – | 24 | 33.33% | 0.8 |
|
| 4323 |
4323
Shuttleworth & Co
Powell,
Ohio
| $123M | -$2.08M | -2% | 1.16% | – | 51 | 1.96% | 1 |
|
| 4324 |
4324
Financial Management Inc
Little Rock,
Arkansas
| $123M | +$937K | +0.8% | 1.9% | – | 53 | 24.53% | 0.6 |
|
| 4325 |
4325
Smith Asset Management
Chiefland,
Florida
| $123M | -$4.38M | -3% | 3.63% | – | 75 | 9.33% | 1.5 |
|