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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, 4,149 funds (~46%) 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)
HFAS
3426
Hummer Financial Advisory Services
Illinois
$153M +$984K +0.6% 3.87% 71.8% 135 10.37% 4.2
A4 Wealth Advisors
3427
A4 Wealth Advisors
North Carolina
$153M +$2.15M +1% 0.13% – 95 25.26% 0.8
Stewardship Concepts Financial Services
3428
Stewardship Concepts Financial Services
Washington
$153M +$4.05M +3% 0.2% – 74 10.81% 0.6
Harpswell Capital Advisors
3429
Harpswell Capital Advisors
Maine
$152M -$3.42M -2% 1.41% – 53 32.08% 0.7
Pine Haven Investment Counsel
3430
Pine Haven Investment Counsel
Massachusetts
$152M +$3.57M +2% 4.73% 86.3% 118 5.08% 3.7
GraniteShares Advisors
3431
GraniteShares Advisors
New York
$152M -$3.23M -2% 0.92% 88.4% 91 2.2% 2
Womack Financial
3432
Womack Financial
Texas
$152M +$951K +0.6% 0.99% – 74 9.46% 1.5
AllStreet Capital Advisors
3433
AllStreet Capital Advisors
California
$152M -$1.6M -1% 0.21% – 70 5.71% 0.7
CFG
3434
Chapman Financial Group
Hawaii
$152M +$1.59M +1% 3.84% – 272 7.72% 1.4
Nestegg Advisors
3435
Nestegg Advisors
New York
$152M +$10.6M +8% 0.11% – 62 19.35% 1.3
HC
3436
Hoese & Co
Minnesota
$152M -$1.91M -1% 0.23% 51% 185 7.57% 2.8
Northern Financial Advisors
3437
Northern Financial Advisors
Michigan
$152M +$805K +0.5% 2.95% 120% 104 5.77% 2.9
Themes Management Co
3438
Themes Management Co
Connecticut
$152M +$1.04M +0.7% 5.04% – 146 27.4% 0.6
Adelphi Trust
3439
Adelphi Trust
Florida
$152M +$1.24M +0.8% 3.57% – 120 10.83% 0.6
Asset Planning Inc
3440
Asset Planning Inc
California
$152M -$2.82M -2% 0.58% – 337 3.86% 1.4
JRSI
3441
Jeter Robert S II
$151M +$47.1M +45% 1.84% – 86 51.16% 0.3
Winnow Wealth
3442
Winnow Wealth
Texas
$151M +$4.27M +3% 0.45% – 153 18.3% 0.8
White & Co Financial Planning
3443
White & Co Financial Planning
Washington
$151M -$10.1M -6% 3.49% – 21 4.76% 1.6
A.D. Beadell Investment Counsel
3444
A.D. Beadell Investment Counsel
Wisconsin
$151M -$5.04M -3% 0.02% 83.3% 109 12.84% 5
CFG
3445
Compass Financial Group
Ohio
$151M +$1.48M +1% 0.49% – 50 18% 0.7
JM2 Capital
3446
JM2 Capital
Oklahoma
$151M +$5.33M +4% 4.6% – 124 4.84% 0.7
Overlook Investments
3447
Overlook Investments
Cayman Islands
$151M -$7.79M -5% 5.03% – 1 0% 0.8
KL
3448
KFG LLC
South Dakota
$151M – – 0.61% – 664 – 0
Robert Bosch
3449
Robert Bosch
Germany
$151M -$15M -9% 5.73% – 3 0% 1.3
Mount Vernon Associates
3450
Mount Vernon Associates
Maryland
$150M -$3.01M -2% 3.18% 136% 63 9.52% 7.8