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