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HALBERT HARGROVE GLOBAL ADVISORS, LLC
hedge fundUpdated 20 days agoManaged by Halbert Hargrove Global Advisors, Llc • Latest filing Q3 2026
Portfolio value
$2.3B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
99.5%
Weight of largest holdings
Annualized return
11.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $2.1B |
| Q1 2026 | $2.1B |
| Q2 2026 | $2.3B |
| Q3 2026 | $2.3B |
Top holdings
363 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $375.3M | 490.1K | 16.40% | Trimmed(-0.5%) | |
| 2 | $285.1M | 3.66M | 12.45% | Added(+1.1%) | |
| 3 | $281.5M | 4.82M | 12.30% | Trimmed(-10.1%) | |
| 4 | ? N/A WISDOMTREE TR | $198.2M | 7.40M | 8.66% | Added(+5.1%) |
| 5 | $180.1M | 1.86M | 7.87% | Trimmed(-0.0%) | |
| 6 | $176.5M | 2.17M | 7.71% | Trimmed(-1.7%) | |
| 7 | ? N/A WISDOMTREE TR | $143.5M | 3.13M | 6.27% | Trimmed(-0.3%) |
| 8 | $140.7M | 3.39M | 6.15% | Trimmed(-0.8%) | |
| 9 | ? N/A SERIES PORTFOLIOS TR | $81.7M | 3.02M | 3.57% | Trimmed(-0.8%) |
| 10 | ? N/A WISDOMTREE TR | $76.8M | 1.82M | 3.35% | Added(+13.7%) |
| 11 | $68.6M | 1.03M | 3.00% | Trimmed(-2.8%) | |
| 12 | $53.7M | 1.07M | 2.35% | Trimmed(-4.0%) | |
| 13 | $30M | 355.4K | 1.31% | Trimmed(-4.0%) | |
| 14 | $20.2M | 72.7K | 0.88% | Trimmed(-11.0%) | |
| 15 | ? N/A ISHARES TR | $14.8M | 79.9K | 0.64% | Trimmed(-3.0%) |
| 16 | $13.1M | 185.8K | 0.57% | Trimmed(-2.3%) | |
| 17 | $10.3M | 29.8K | 0.45% | Trimmed(-1.0%) | |
| 18 | $7.9M | 311.3K | 0.35% | Added(+4.0%) | |
| 19 | $6.8M | 67.8K | 0.30% | Added(+15.1%) | |
| 20 | $6.4M | 74.0K | 0.28% | Added(+3.9%) |