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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, 5,393 funds (~60%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
DAM
4851
Directional Asset Management
Arlington Heights,
Illinois
| $124M | +$5.66M | +5% | 1.16% | – | 105 | 24.76% | 0.6 |
|
| 4852 |
4852
Artesa Financial Group
Conroe,
Texas
| $124M | +$6.88M | +6% | 0.84% | – | 69 | 17.39% | 0.6 |
|
| 4853 |
PIS
4853
POM Investment Strategies
Raleigh,
North Carolina
| $124M | +$35.6M | +40% | 1.58% | 67.9% | 425 | 22.82% | 0.9 |
|
| 4854 |
4854
Curtis Wealth Management
Henderson,
Nevada
| $124M | +$5.8M | +5% | 0.08% | – | 65 | 24.62% | 0.6 |
|
| 4855 |
4855
Waycross Investment Management
Bellingham,
Washington
| $124M | -$7.55M | -6% | 0.31% | 49.6% | 61 | 8.2% | 1.9 |
|
| 4856 |
4856
Auctus Advisors
Charlotte,
North Carolina
| $124M | +$4.79M | +4% | 4.96% | – | 34 | 11.76% | 0.7 |
|
| 4857 |
4857
Accuvest Global Advisors
Provo,
Utah
| $124M | +$7.3M | +6% | 13% | 163% | 91 | 45.05% | 1.3 |
|
| 4858 |
4858
Milestones Private Investment Advisors
Fairport,
New York
| $123M | -$2.23M | -2% | 0.06% | – | 78 | 7.69% | 1.2 |
|
| 4859 |
4859
Stephen J. Garry & Associates
Garden City,
New York
| $123M | -$13.9M | -10% | 0.12% | 67.2% | 56 | 12.5% | 2.1 |
|
| 4860 |
4860
Wolfstich Capital
Medfield,
Massachusetts
| $123M | -$6.32M | -5% | 1.99% | – | 24 | 33.33% | 0.8 |
|
| 4861 |
4861
Shuttleworth & Co
Powell,
Ohio
| $123M | -$2.08M | -2% | 1.16% | – | 51 | 1.96% | 1 |
|
| 4862 |
4862
Financial Management Inc
Little Rock,
Arkansas
| $123M | +$937K | +0.8% | 1.9% | – | 53 | 24.53% | 0.6 |
|
| 4863 |
4863
Smith Asset Management
Chiefland,
Florida
| $123M | -$4.38M | -3% | 3.63% | – | 75 | 9.33% | 1.5 |
|
| 4864 |
4864
TandemGrowth Financial Advisors
Alpharetta,
Georgia
| $123M | +$211K | +0.2% | 1.26% | – | 28 | 10.71% | 0.7 |
|
| 4865 |
PC
4865
Payne Capital
Lake Oswego,
Oregon
| $123M | +$2.54M | +2% | 2.39% | – | 60 | 10% | 0.8 |
|
| 4866 |
4866
Torrey-Payne Wealth Management
Pasadena,
California
| $123M | +$922K | +0.8% | 0.01% | – | 41 | 7.32% | 0.7 |
|
| 4867 |
4867
Gallacher Capital Management
Lone Tree,
Colorado
| $122M | -$56M | -31% | 3.26% | 82.8% | 298 | 43.62% | 2.1 |
|
| 4868 |
4868
Conquis Financial
Milbrae,
California
| $122M | -$1.91M | -2% | 0.42% | – | 105 | 50.48% | 0.8 |
|
| 4869 |
4869
Hanseatic Management Services
Albuquerque,
New Mexico
| $122M | -$13.9M | -10% | 1.73% | – | 113 | 46.02% | 0.8 |
|
| 4870 |
4870
Hicks Capital Management
Columbus,
Ohio
| $122M | $0 | 0% | 0.94% | – | 39 | 0% | 1 |
|
| 4871 |
4871
Wealth Advisory Team
Bellevue,
Kentucky
| $122M | -$1.06M | -0.9% | 0.97% | – | 41 | 9.76% | 1.1 |
|
| 4872 |
4872
Hobbs Wealth Management
Zionsville,
Indiana
| $122M | +$3.58M | +3% | 0.35% | – | 23 | 8.7% | 1.3 |
|
| 4873 |
4873
Crescent Sterling
Metairie,
Louisiana
| $122M | +$10.1M | +9% | 5.01% | 68.6% | 96 | 15.63% | 2.5 |
|
| 4874 |
LCS
4874
Luma Capital SA
Luxembourg,
| $122M | +$9.7M | +9% | 0.05% | – | 13 | 7.69% | 0.7 |
|
| 4875 |
4875
Portus Wealth Advisors
Charlotte,
North Carolina
| $122M | +$114K | +0.1% | 1.72% | – | 52 | 7.69% | 0.9 |
|