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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.

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