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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Faithward Advisors
Lancaster,
Pennsylvania
| $673M | +$28.1M | +4% | 10.9% | 119% | 311 | 17.04% | 2.1 |
|
| 2977 |
2977
Impact Partnership Wealth
Marietta,
Georgia
| $672M | +$130M | +24% | 6.06% | 47.3% | 378 | 41.01% | 0.8 |
|
| 2978 |
2978
James J. Burns & Company
Melville,
New York
| $671M | +$57.7M | +9% | 8.06% | 70.2% | 163 | 6.75% | 1.8 |
|
| 2979 |
2979
Permanens Capital
New York
| $671M | -$62.8M | -9% | 8.94% | 76.9% | 94 | 61.7% | 1.4 |
|
| 2980 |
2980
Foresight Group
London,
United Kingdom
| $670M | -$35M | -5% | 6.63% | – | 60 | 3.33% | 1.1 |
|
| 2981 |
2981
Newbridge Financial Services Group
Boca Raton,
Florida
| $669M | +$53M | +9% | 12.1% | 189% | 1,400 | 14.07% | 1.6 |
|
| 2982 |
2982
Peterson Wealth Advisors
Orem,
Utah
| $669M | +$62.8M | +10% | 5.5% | 50.9% | 101 | 5.94% | 3.5 |
|
| 2983 |
TAA
2983
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $668M | +$128M | +24% | 23.8% | 312% | 58 | 46.55% | 0.9 |
|
| 2984 |
2984
Asio Capital
Lexington,
Kentucky
| $668M | +$67.7M | +11% | 7.65% | 98% | 116 | 12.07% | 2.7 |
|
| 2985 |
2985
WealthPLAN Partners
Omaha,
Nebraska
| $667M | +$45.8M | +7% | 8.35% | 71.6% | 273 | 15.75% | 4.4 |
|
| 2986 |
2986
Kera Capital Partners
San Jose,
California
| $667M | +$159M | +31% | 13.7% | – | 457 | 30.63% | 0.3 |
|
| 2987 |
2987
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $666M | +$34.6M | +5% | 4.65% | 39.5% | 47 | 0% | 3.4 |
|
| 2988 |
2988
Calton & Associates
Tampa,
Florida
| $666M | +$87.8M | +15% | 7.54% | 73.9% | 463 | 25.05% | 1.1 |
|
| 2989 |
2989
Canal Capital Management
Richmond,
Virginia
| $666M | +$31.8M | +5% | 6.37% | 67.8% | 199 | 12.06% | 4 |
|
| 2990 |
2990
First Turn Management
Del Mar,
California
| $666M | +$130M | +24% | 64.4% | – | 42 | 47.62% | 0.8 |
|
| 2991 |
2991
Convergence Financial
Columbia,
Missouri
| $666M | +$84.3M | +14% | 6.52% | 70.6% | 200 | 16.5% | 1.2 |
|
| 2992 |
CFGSD
2992
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $665M | +$55.5M | +9% | 6.58% | 72% | 104 | 5.77% | 2.2 |
|
| 2993 |
2993
Capital Advantage
Walnut Creek,
California
| $665M | +$33.5M | +5% | 4.95% | 49.2% | 142 | 4.93% | 2.4 |
|
| 2994 |
2994
Leelyn Smith
Geneva,
Illinois
| $664M | +$54.4M | +9% | 6.24% | 77.3% | 146 | 9.59% | 3.4 |
|
| 2995 |
2995
Thrive Wealth Management
Audubon,
Pennsylvania
| $663M | +$43.6M | +7% | 7.72% | 84.1% | 254 | 15.35% | 2.3 |
|
| 2996 |
2996
Delta Air Lines
Atlanta,
Georgia
| $663M | +$265M | +66% | 66.9% | 5.3% | 2 | 0% | 3.3 |
|
| 2997 |
2997
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $663M | +$115M | +21% | 17.1% | 224% | 180 | 46.11% | 1 |
|
| 2998 |
2998
Burton Enright Welch
Walnut Creek,
California
| $662M | +$85.8M | +15% | 7.25% | 62.8% | 135 | 12.59% | 2 |
|
| 2999 |
2999
Naspers
South Africa
| $662M | -$50.1M | -7% | 1.5% | 88.2% | 5 | 20% | 3 |
|
| 3000 |
3000
Catalyst Funds Management
Sydney NSW,
Australia
| $662M | +$300M | +83% | 18.5% | – | 690 | 68.41% | 0.2 |
|