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
WP
2876
WealthPLAN Partners
Nebraska
$667M +$45.8M +7% 273
KCP
2877
Kera Capital Partners
California
$667M +$159M +31% 456
KFAA
2878
Klaas Financial Asset Advisors
Illinois
$666M +$34.6M +5% 47
CA
2879
Calton & Associates
Florida
$666M +$87.8M +15% 463
CCM
2880
Canal Capital Management
Virginia
$666M +$31.8M +5% 199
FTM
2881
First Turn Management
California
$666M +$130M +24% 42
CF
2882
Convergence Financial
Missouri
$666M +$84.8M +15% 199
CFGSD
2883
Compass Financial Group (South Dakota)
South Dakota
$665M +$55.5M +9% 104
CA
2884
Capital Advantage
California
$665M +$33.5M +5% 142
LS
2885
Leelyn Smith
Illinois
$664M +$54.4M +9% 146
DAL
2886
Delta Air Lines
Georgia
$663M +$265M +66% 2
TWM
2887
Thrive Wealth Management
Pennsylvania
$663M +$43.4M +7% 253
TPM
2888
Triasima Portfolio Management
Quebec, Canada
$663M +$115M +21% 180
BEW
2889
Burton Enright Welch
California
$662M +$85.8M +15% 135
N
2890
Naspers
South Africa
$662M -$50.1M -7% 5
WA
2891
Wealthstream Advisors
New York
$661M +$59.7M +10% 207
TC
2892
TownSquare Capital
Utah
$661M -$366M -36% 615
MTWSIF
2893
Mivtachim The Workers Social Insurance Fund
Israel
$661M +$11.5M +2% 35
RFA
2894
Rollins Financial Advisors
New York
$661M +$33.6M +5% 154
SGA
2895
Strategic Global Advisors
California
$660M +$46.4M +8% 173
MCM
2896
Maltese Capital Management
New York
$660M -$52.4M -7% 140
ANRF
2897
Adams Natural Resources Fund
Maryland
$659M +$28M +4% 56
WSCM
2898
Wellington Shields Capital Management
New York
$659M +$67.9M +11% 348
IECM
2899
Intrinsic Edge Capital Management
Illinois
$659M -$4.11M -0.6% 120
CFM
2900
Catalyst Funds Management
Australia
$659M +$296M +82% 688