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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, 1,814 funds (~20%) 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)
MGI
1651
Miller Global Investments
Texas
$124M +$3.28M +3% 3.44% – 338 15.98% 0.6
PIS
1652
POM Investment Strategies
North Carolina
$124M +$35.6M +40% 1.58% 67.9% 425 22.82% 0.9
WIM
1653
Waycross Investment Management
Washington
$124M -$7.55M -6% 0.31% 49.6% 61 8.2% 1.9
MPIA
1654
Milestones Private Investment Advisors
New York
$123M -$2.23M -2% 0.06% – 78 7.69% 1.2
WC
1655
Wolfstich Capital
Massachusetts
$123M -$6.32M -5% 1.99% – 24 33.33% 0.8
SAM
1656
Smith Asset Management
Florida
$123M -$4.38M -3% 3.63% – 75 9.33% 1.5
HCM
1657
Hicks Capital Management
Ohio
$122M $0 0% 0.94% – 39 0% 1
HWM
1658
Hobbs Wealth Management
Indiana
$122M +$3.58M +3% 0.35% – 23 8.7% 1.3
CS
1659
Crescent Sterling
Louisiana
$122M +$10.1M +9% 5.01% 68.6% 96 15.63% 2.5
PWA
1660
Portus Wealth Advisors
North Carolina
$122M +$114K +0.1% 1.72% – 52 7.69% 0.9
LAM
1661
Lotus Asset Management
Tennessee
$122M +$8.52M +8% 4.89% – 49 16.33% 0.2
ES
1662
ETF Store
Kansas
$122M +$2M +2% 0.22% 61% 117 9.4% 2.9
DFC
1663
DB Fitzpatrick & Co
Idaho
$121M -$2.26M -2% 0.47% 42.7% 107 13.08% 2.8
HCA
1664
Hardworking Capital Advisors
California
$121M -$1.19M -1% 3.28% – 109 45.87% 0.5
WCG
1665
Wall Capital Group
Arizona
$121M -$994K -0.8% 1.11% – 34 17.65% 2.2
NFTC
1666
North Forty Two & Co
Oregon
$121M +$3.31M +3% 1.98% – 108 5.56% 1.5
FWM
1667
Forteris Wealth Management
New York
$121M -$1.28M -1% 2.13% – 73 10.96% 0.7
MWC
1668
MKD Wealth Coaches
Michigan
$121M +$3.87M +3% 0.17% – 36 19.44% 3.5
3FI
1669
3 Factor Indexing
California
$121M +$2.7M +2% 0.08% – 453 10.6% 0.5
DHC
1670
Drum Hill Capital
Connecticut
$121M +$22.8M +23% 9.07% – 49 12.24% 1.4
TCRG
1671
Twin Cities Retirement Group
Minnesota
$121M +$3.7M +3% 1.77% – 27 18.52% 0.6
BNA
1672
BankChampaign National Association
Illinois
$120M -$10.5M -8% 0.38% – 227 22.91% 0.5
HWA
1673
HighRoad Wealth Advisors
Oregon
$120M +$1.06M +0.9% 0.17% – 46 32.61% 0.6
CWM
1674
Cooke Wealth Management
California
$120M -$2.5M -2% 1.43% – 40 7.5% 0.7
MM
1675
Morangie Management
Florida
$119M -$1.02M -0.8% 4.11% – 37 10.81% 1.4