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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.

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