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
SP
2851
ShawSpring Partners
Massachusetts
$673M -$120M -15% 11
FA
2852
Faithward Advisors
Pennsylvania
$673M +$28.1M +4% 311
IPW
2853
Impact Partnership Wealth
Georgia
$672M +$130M +24% 375
JJBC
2854
James J. Burns & Company
New York
$671M +$57.7M +9% 163
PC
2855
Permanens Capital
New York
$671M -$62.8M -9% 94
ERIC
2856
Eagle Rock Investment Company
Georgia
$670M +$38.1M +6% 169
FG
2857
Foresight Group
United Kingdom
$670M -$35M -5% 60
NFSG
2858
Newbridge Financial Services Group
Florida
$669M +$53M +9% 1,406
PWA
2859
Peterson Wealth Advisors
Utah
$669M +$62.8M +10% 101
TAA
2860
TB Alternative Assets
Cayman Islands
$668M +$128M +24% 58
AC
2861
Asio Capital
Kentucky
$668M +$67.7M +11% 116
WP
2862
WealthPLAN Partners
Nebraska
$667M +$45.8M +7% 273
KCP
2863
Kera Capital Partners
California
$667M +$159M +31% 456
KFAA
2864
Klaas Financial Asset Advisors
Illinois
$666M +$34.6M +5% 47
CA
2865
Calton & Associates
Florida
$666M +$87.8M +15% 463
CCM
2866
Canal Capital Management
Virginia
$666M +$31.8M +5% 199
FTM
2867
First Turn Management
California
$666M +$130M +24% 42
CF
2868
Convergence Financial
Missouri
$666M +$84.8M +15% 199
CFGSD
2869
Compass Financial Group (South Dakota)
South Dakota
$665M +$55.5M +9% 104
CA
2870
Capital Advantage
California
$665M +$33.5M +5% 142
LS
2871
Leelyn Smith
Illinois
$664M +$54.4M +9% 146
DAL
2872
Delta Air Lines
Georgia
$663M +$265M +66% 2
TWM
2873
Thrive Wealth Management
Pennsylvania
$663M +$43.4M +7% 253
TPM
2874
Triasima Portfolio Management
Quebec, Canada
$663M +$115M +21% 180
N
2875
Naspers
South Africa
$662M -$50.1M -7% 5