We are live on ! Find out more

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, 6,148 funds (~69%) 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)
WW
5526
Wavvest Wealth
Illinois
$124M – – 0.52% – 97 – 0
Miller Global Investments
5527
Miller Global Investments
Texas
$124M +$3.28M +3% 3.44% – 338 15.98% 0.6
DAM
5528
Directional Asset Management
Illinois
$124M +$5.66M +5% 1.16% – 105 24.76% 0.6
Artesa Financial Group
5529
Artesa Financial Group
Texas
$124M +$6.88M +6% 0.84% – 69 17.39% 0.6
PIS
5530
POM Investment Strategies
North Carolina
$124M +$35.6M +40% 1.58% 67.9% 425 22.82% 0.9
Vines Capital Management
5531
Vines Capital Management
Louisiana
$124M +$1.91M +2% 4.16% – 93 11.83% 0.6
Curtis Wealth Management
5532
Curtis Wealth Management
Nevada
$124M +$5.8M +5% 0.08% – 65 24.62% 0.6
Waycross Investment Management
5533
Waycross Investment Management
Washington
$124M -$7.55M -6% 0.31% 49.6% 61 8.2% 1.9
Auctus Advisors
5534
Auctus Advisors
North Carolina
$124M +$4.79M +4% 4.96% – 34 11.76% 0.7
Accuvest Global Advisors
5535
Accuvest Global Advisors
Utah
$124M +$7.3M +6% 13% 163% 91 45.05% 1.3
Milestones Private Investment Advisors
5536
Milestones Private Investment Advisors
New York
$123M -$2.23M -2% 0.06% – 78 7.69% 1.2
Risk Paradigm Group
5537
Risk Paradigm Group
Texas
$123M -$4.18M -3% 3.37% – 59 5.08% 4.5
Stephen J. Garry & Associates
5538
Stephen J. Garry & Associates
New York
$123M -$13.9M -10% 0.12% 67.2% 56 12.5% 2.1
Wolfstich Capital
5539
Wolfstich Capital
Massachusetts
$123M -$6.32M -5% 1.99% – 24 33.33% 0.8
Shuttleworth & Co
5540
Shuttleworth & Co
Ohio
$123M -$2.08M -2% 1.16% – 51 1.96% 1
Financial Management Inc
5541
Financial Management Inc
Arkansas
$123M +$937K +0.8% 1.9% – 53 24.53% 0.6
Explore Capital Management
5542
Explore Capital Management
Delaware
$123M +$8.87M +8% 6.05% – 12 8.33% 0.9
Smith Asset Management
5543
Smith Asset Management
Florida
$123M -$4.38M -3% 3.63% – 75 9.33% 1.5
TandemGrowth Financial Advisors
5544
TandemGrowth Financial Advisors
Georgia
$123M +$211K +0.2% 1.26% – 28 10.71% 0.7
PC
5545
Payne Capital
Oregon
$123M +$2.54M +2% 2.39% – 60 10% 0.8
Torrey-Payne Wealth Management
5546
Torrey-Payne Wealth Management
California
$123M +$922K +0.8% 0.01% – 41 7.32% 0.7
Gallacher Capital Management
5547
Gallacher Capital Management
Colorado
$122M -$56M -31% 3.26% 82.8% 298 43.62% 2.1
Conquis Financial
5548
Conquis Financial
California
$122M -$1.91M -2% 0.42% – 105 50.48% 0.8
Hanseatic Management Services
5549
Hanseatic Management Services
New Mexico
$122M -$13.9M -10% 1.73% – 113 46.02% 0.8
Hicks Capital Management
5550
Hicks Capital Management
Ohio
$122M $0 0% 0.94% – 39 0% 1