We are live on ! Find out more

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
PC
2976
Permanens Capital
New York
$671M -$62.8M -9% 8.94% 76.9% 94 61.7%
FG
2977
Foresight Group
United Kingdom
$670M -$35M -5% 6.63% 60 3.33%
NFSG
2978
Newbridge Financial Services Group
Florida
$669M +$53M +9% 12.1% 164% 1,400 14.07%
PWA
2979
Peterson Wealth Advisors
Utah
$669M +$62.8M +10% 5.5% 46.4% 101 5.94%
TAA
2980
TB Alternative Assets
Cayman Islands
$668M +$128M +24% 23.8% 325% 58 46.55%
AC
2981
Asio Capital
Kentucky
$668M +$67.7M +11% 7.65% 88% 116 12.07%
WP
2982
WealthPLAN Partners
Nebraska
$667M +$45.8M +7% 8.35% 61.3% 273 15.75%
KCP
2983
Kera Capital Partners
California
$667M +$159M +31% 13.7% 457 30.63%
KFAA
2984
Klaas Financial Asset Advisors
Illinois
$666M +$34.6M +5% 4.65% 36.2% 47 0%
CA
2985
Calton & Associates
Florida
$666M +$87.8M +15% 7.54% 73.9% 463 25.05%
CCM
2986
Canal Capital Management
Virginia
$666M +$31.8M +5% 6.37% 67.8% 199 12.06%
FTM
2987
First Turn Management
California
$666M +$130M +24% 64.4% 42 47.62%
CF
2988
Convergence Financial
Missouri
$666M +$84.3M +14% 6.52% 62.3% 200 16.5%
CFGSD
2989
Compass Financial Group (South Dakota)
South Dakota
$665M +$55.5M +9% 6.58% 62.9% 104 5.77%
CA
2990
Capital Advantage
California
$665M +$33.5M +5% 4.95% 44.4% 142 4.93%
LS
2991
Leelyn Smith
Illinois
$664M +$54.4M +9% 6.24% 77.3% 146 9.59%
TWM
2992
Thrive Wealth Management
Pennsylvania
$663M +$43.6M +7% 7.72% 73.8% 254 15.35%
DAL
2993
Delta Air Lines
Georgia
$663M +$265M +66% 66.9% 5.3% 2 0%
TPM
2994
Triasima Portfolio Management
Quebec, Canada
$663M +$115M +21% 17.1% 210% 180 46.11%
BEW
2995
Burton Enright Welch
California
$662M +$85.8M +15% 7.25% 62.8% 135 12.59%
N
2996
Naspers
South Africa
$662M -$50.1M -7% 1.5% 52.2% 5 20%
CFM
2997
Catalyst Funds Management
Australia
$662M +$300M +83% 18.5% 690 68.41%
WA
2998
Wealthstream Advisors
New York
$661M +$59.7M +10% 8.27% 88.2% 207 12.56%
TC
2999
TownSquare Capital
Utah
$661M -$366M -36% 8.07% 96.9% 615 41.3%
RFA
3000
Rollins Financial Advisors
New York
$661M +$33.6M +5% 11.2% 154 15.58%