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