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
KAS
2851
KPP Advisory Services
Kentucky
$674M +$67.4M +11% 339
SP
2852
ShawSpring Partners
Massachusetts
$673M -$120M -15% 11
FA
2853
Faithward Advisors
Pennsylvania
$673M +$28.1M +4% 311
IPW
2854
Impact Partnership Wealth
Georgia
$672M +$130M +24% 375
JJBC
2855
James J. Burns & Company
New York
$671M +$57.7M +9% 163
PC
2856
Permanens Capital
New York
$671M -$62.8M -9% 94
ERIC
2857
Eagle Rock Investment Company
Georgia
$670M +$38.1M +6% 169
FG
2858
Foresight Group
United Kingdom
$670M -$35M -5% 60
NFSG
2859
Newbridge Financial Services Group
Florida
$669M +$53M +9% 1,406
PWA
2860
Peterson Wealth Advisors
Utah
$669M +$62.8M +10% 101
TAA
2861
TB Alternative Assets
Cayman Islands
$668M +$128M +24% 58
AC
2862
Asio Capital
Kentucky
$668M +$67.7M +11% 116
WP
2863
WealthPLAN Partners
Nebraska
$667M +$45.8M +7% 273
KCP
2864
Kera Capital Partners
California
$667M +$159M +31% 456
KFAA
2865
Klaas Financial Asset Advisors
Illinois
$666M +$34.6M +5% 47
CA
2866
Calton & Associates
Florida
$666M +$87.8M +15% 463
CCM
2867
Canal Capital Management
Virginia
$666M +$31.8M +5% 199
FTM
2868
First Turn Management
California
$666M +$130M +24% 42
CF
2869
Convergence Financial
Missouri
$666M +$84.8M +15% 199
CFGSD
2870
Compass Financial Group (South Dakota)
South Dakota
$665M +$55.5M +9% 104
CA
2871
Capital Advantage
California
$665M +$33.5M +5% 142
LS
2872
Leelyn Smith
Illinois
$664M +$54.4M +9% 146
DAL
2873
Delta Air Lines
Georgia
$663M +$265M +66% 2
TWM
2874
Thrive Wealth Management
Pennsylvania
$663M +$43.4M +7% 253
TPM
2875
Triasima Portfolio Management
Quebec, Canada
$663M +$115M +21% 180