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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 Avg Holding
Period (Yrs)
Faithward Advisors
2976
Faithward Advisors
Pennsylvania
$673M +$28.1M +4% 10.9% 119% 311 17.04% 2.1
Impact Partnership Wealth
2977
Impact Partnership Wealth
Georgia
$672M +$130M +24% 6.06% 47.3% 378 41.01% 0.8
James J. Burns & Company
2978
James J. Burns & Company
New York
$671M +$57.7M +9% 8.06% 70.2% 163 6.75% 1.8
Permanens Capital
2979
Permanens Capital
New York
$671M -$62.8M -9% 8.94% 76.9% 94 61.7% 1.4
Foresight Group
2980
Foresight Group
United Kingdom
$670M -$35M -5% 6.63% – 60 3.33% 1.1
Newbridge Financial Services Group
2981
Newbridge Financial Services Group
Florida
$669M +$53M +9% 12.1% 189% 1,400 14.07% 1.6
Peterson Wealth Advisors
2982
Peterson Wealth Advisors
Utah
$669M +$62.8M +10% 5.5% 50.9% 101 5.94% 3.5
TAA
2983
TB Alternative Assets
Cayman Islands
$668M +$128M +24% 23.8% 312% 58 46.55% 0.9
Asio Capital
2984
Asio Capital
Kentucky
$668M +$67.7M +11% 7.65% 98% 116 12.07% 2.7
WealthPLAN Partners
2985
WealthPLAN Partners
Nebraska
$667M +$45.8M +7% 8.35% 71.6% 273 15.75% 4.4
Kera Capital Partners
2986
Kera Capital Partners
California
$667M +$159M +31% 13.7% – 457 30.63% 0.3
Klaas Financial Asset Advisors
2987
Klaas Financial Asset Advisors
Illinois
$666M +$34.6M +5% 4.65% 39.5% 47 0% 3.4
Calton & Associates
2988
Calton & Associates
Florida
$666M +$87.8M +15% 7.54% 73.9% 463 25.05% 1.1
Canal Capital Management
2989
Canal Capital Management
Virginia
$666M +$31.8M +5% 6.37% 67.8% 199 12.06% 4
First Turn Management
2990
First Turn Management
California
$666M +$130M +24% 64.4% – 42 47.62% 0.8
Convergence Financial
2991
Convergence Financial
Missouri
$666M +$84.3M +14% 6.52% 70.6% 200 16.5% 1.2
CFGSD
2992
Compass Financial Group (South Dakota)
South Dakota
$665M +$55.5M +9% 6.58% 72% 104 5.77% 2.2
Capital Advantage
2993
Capital Advantage
California
$665M +$33.5M +5% 4.95% 49.2% 142 4.93% 2.4
Leelyn Smith
2994
Leelyn Smith
Illinois
$664M +$54.4M +9% 6.24% 77.3% 146 9.59% 3.4
Thrive Wealth Management
2995
Thrive Wealth Management
Pennsylvania
$663M +$43.6M +7% 7.72% 84.1% 254 15.35% 2.3
Delta Air Lines
2996
Delta Air Lines
Georgia
$663M +$265M +66% 66.9% 5.3% 2 0% 3.3
Triasima Portfolio Management
2997
Triasima Portfolio Management
Quebec, Canada
$663M +$115M +21% 17.1% 224% 180 46.11% 1
Burton Enright Welch
2998
Burton Enright Welch
California
$662M +$85.8M +15% 7.25% 62.8% 135 12.59% 2
Naspers
2999
Naspers
South Africa
$662M -$50.1M -7% 1.5% 88.2% 5 20% 3
Catalyst Funds Management
3000
Catalyst Funds Management
Australia
$662M +$300M +83% 18.5% – 690 68.41% 0.2