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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
AC
2951
Asio Capital
Kentucky
$668M +$67.7M +11% 7.65% 88% 116 12.07%
WP
2952
WealthPLAN Partners
Nebraska
$667M +$45.8M +7% 8.35% 61.3% 273 15.75%
KCP
2953
Kera Capital Partners
California
$667M +$159M +31% 13.7% 457 30.63%
KFAA
2954
Klaas Financial Asset Advisors
Illinois
$666M +$34.6M +5% 4.65% 36.2% 47 0%
CA
2955
Calton & Associates
Florida
$666M +$87.8M +15% 7.54% 55.3% 463 25.05%
CCM
2956
Canal Capital Management
Virginia
$666M +$31.8M +5% 6.37% 67.8% 199 12.06%
FTM
2957
First Turn Management
California
$666M +$130M +24% 64.4% 42 47.62%
CF
2958
Convergence Financial
Missouri
$666M +$84.3M +14% 6.52% 46.2% 200 16.5%
CFGSD
2959
Compass Financial Group (South Dakota)
South Dakota
$665M +$55.5M +9% 6.58% 48.6% 104 5.77%
CA
2960
Capital Advantage
California
$665M +$33.5M +5% 4.95% 44.4% 142 4.93%
LS
2961
Leelyn Smith
Illinois
$664M +$54.4M +9% 6.24% 77.3% 146 9.59%
TWM
2962
Thrive Wealth Management
Pennsylvania
$663M +$43.6M +7% 7.72% 73.8% 254 15.35%
DAL
2963
Delta Air Lines
Georgia
$663M +$265M +66% 66.9% 26.9% 2 0%
TPM
2964
Triasima Portfolio Management
Quebec, Canada
$663M +$115M +21% 17.1% 210% 180 46.11%
BEW
2965
Burton Enright Welch
California
$662M +$85.8M +15% 7.25% 62.8% 135 12.59%
N
2966
Naspers
South Africa
$662M -$50.1M -7% 1.5% 22.8% 5 20%
CFM
2967
Catalyst Funds Management
Australia
$662M +$300M +83% 18.5% 690 68.41%
WA
2968
Wealthstream Advisors
New York
$661M +$59.7M +10% 8.27% 88.2% 207 12.56%
TC
2969
TownSquare Capital
Utah
$661M -$366M -36% 8.07% 66.1% 615 41.3%
RFA
2970
Rollins Financial Advisors
New York
$661M +$33.6M +5% 11.2% 154 15.58%
SGA
2971
Strategic Global Advisors
California
$660M +$46.4M +8% 10.6% 110% 173 41.04%
MCM
2972
Maltese Capital Management
New York
$660M -$52.4M -7% 6.44% 85.5% 140 23.57%
OCA
2973
Octagon Capital Advisors
New York
$660M +$204M +45% 234% 2,555% 34 32.35%
ANRF
2974
Adams Natural Resources Fund
Maryland
$659M +$28M +4% 5.96% 43% 56 5.36%
WSCM
2975
Wellington Shields Capital Management
New York
$659M +$67.9M +11% 17.4% 80.5% 348 11.21%