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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, 4,696 funds (~53%) 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)
Sage Investment Advisers
3851
Sage Investment Advisers
New York
$154M +$5.51M +4% 1.2% – 101 7.92% 2.8
DIS
3852
Diversified Investment Strategies
Louisiana
$154M -$455K -0.3% 5.81% 93.8% 57 10.53% 5.4
Oath Planning
3853
Oath Planning
Oklahoma
$154M +$19.4M +14% 1.14% – 78 14.1% 0.7
Steinberg Asset Management
3854
Steinberg Asset Management
New York
$154M -$6.67M -4% 2.34% 108% 46 6.52% 4.2
ACPLP
3855
ACT Capital Partners, L.P.
Pennsylvania
$154M – – 1.02% – 58 – 0
LP
3856
LB Partners
Virginia
$154M +$7.13M +5% 13.6% 136% 42 28.57% 1.3
SageOak Financial
3857
SageOak Financial
Oklahoma
$154M -$60.8K -0% 1.28% – 37 5.41% 1.5
Visa Foundation
3858
Visa Foundation
California
$154M -$1.54M -1% 2.2% 58.1% 2 0% 2.5
TMT General Partner
3859
TMT General Partner
Hong Kong
$154M -$40.3M -21% 19.2% – 3 0% 1.6
AC
3860
Anson Capital
Georgia
$153M -$239K -0.2% 0.31% 50.5% 97 7.22% 2.5
Spartan Planning & Wealth Management
3861
Spartan Planning & Wealth Management
North Carolina
$153M +$3.19M +2% 3.68% – 88 30.68% 1.3
Morey & Quinn Wealth Partners
3862
Morey & Quinn Wealth Partners
Nebraska
$153M -$2.1M -1% 1.28% – 147 8.16% 1.5
Sincerus Advisory
3863
Sincerus Advisory
New York
$153M +$6.01M +4% 0.83% – 87 6.9% 1.4
HFAS
3864
Hummer Financial Advisory Services
Illinois
$153M +$984K +0.6% 3.87% 71.8% 135 10.37% 4.2
A4 Wealth Advisors
3865
A4 Wealth Advisors
North Carolina
$153M +$2.15M +1% 0.13% – 95 25.26% 0.8
Stewardship Concepts Financial Services
3866
Stewardship Concepts Financial Services
Washington
$153M +$4.05M +3% 0.2% – 74 10.81% 0.6
Harpswell Capital Advisors
3867
Harpswell Capital Advisors
Maine
$152M -$3.42M -2% 1.41% – 53 32.08% 0.7
Pine Haven Investment Counsel
3868
Pine Haven Investment Counsel
Massachusetts
$152M +$3.57M +2% 4.73% 86.3% 118 5.08% 3.7
GraniteShares Advisors
3869
GraniteShares Advisors
New York
$152M -$3.23M -2% 0.92% 88.4% 91 2.2% 2
Womack Financial
3870
Womack Financial
Texas
$152M +$951K +0.6% 0.99% – 74 9.46% 1.5
AllStreet Capital Advisors
3871
AllStreet Capital Advisors
California
$152M -$1.6M -1% 0.21% – 70 5.71% 0.7
CFG
3872
Chapman Financial Group
Hawaii
$152M +$1.59M +1% 3.84% – 272 7.72% 1.4
Nestegg Advisors
3873
Nestegg Advisors
New York
$152M +$10.6M +8% 0.11% – 62 19.35% 1.3
HC
3874
Hoese & Co
Minnesota
$152M -$1.91M -1% 0.23% 51% 185 7.57% 2.8
Northern Financial Advisors
3875
Northern Financial Advisors
Michigan
$152M +$805K +0.5% 2.95% 120% 104 5.77% 2.9