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
HI
2801
Human Investing
Oregon
$677M +$41.9M +7% 98
CDR
2802
Clayton Dubilier & Rice
New York
$677M +$319M +89% 2
KLI
2803
Kelman-Lazarov Inc
Tennessee
$674M +$57.2M +9% 137
KAS
2804
KPP Advisory Services
Kentucky
$674M +$67.4M +11% 339
SP
2805
ShawSpring Partners
Massachusetts
$673M -$120M -15% 11
IPW
2806
Impact Partnership Wealth
Georgia
$672M +$130M +24% 375
JJBC
2807
James J. Burns & Company
New York
$671M +$57.7M +9% 163
PC
2808
Permanens Capital
New York
$671M -$62.8M -9% 94
ERIC
2809
Eagle Rock Investment Company
Georgia
$670M +$38.1M +6% 169
FG
2810
Foresight Group
United Kingdom
$670M -$35M -5% 60
NFSG
2811
Newbridge Financial Services Group
Florida
$669M +$53M +9% 1,406
PWA
2812
Peterson Wealth Advisors
Utah
$669M +$62.8M +10% 101
TAA
2813
TB Alternative Assets
Cayman Islands
$668M +$128M +24% 58
AC
2814
Asio Capital
Kentucky
$668M +$67.7M +11% 116
WP
2815
WealthPLAN Partners
Nebraska
$667M +$45.8M +7% 273
KCP
2816
Kera Capital Partners
California
$667M +$159M +31% 456
KFAA
2817
Klaas Financial Asset Advisors
Illinois
$666M +$34.6M +5% 47
CA
2818
Calton & Associates
Florida
$666M +$87.8M +15% 463
FTM
2819
First Turn Management
California
$666M +$130M +24% 42
CF
2820
Convergence Financial
Missouri
$666M +$84.8M +15% 199
CFGSD
2821
Compass Financial Group (South Dakota)
South Dakota
$665M +$55.5M +9% 104
CA
2822
Capital Advantage
California
$665M +$33.5M +5% 142
LS
2823
Leelyn Smith
Illinois
$664M +$54.4M +9% 146
DAL
2824
Delta Air Lines
Georgia
$663M +$265M +66% 2
TWM
2825
Thrive Wealth Management
Pennsylvania
$663M +$43.4M +7% 253