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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
HCM
4976
Hall Capital Management
Rhode Island
$177M +$8.35M +5% 4.9% 94 3.19%
PP
4977
Pacifica Partners
Canada
$177M +$10.7M +6% 5.56% 123% 511 10.57%
ML
4978
Mayport LLC
Massachusetts
$177M +$16.9M +11% 6.11% 48.5% 69 5.8%
CFP
4979
Cypress Financial Planning
New Jersey
$177M +$12.4M +8% 3.3% 37.9% 57 3.51%
WMA
4980
Wealth Management Associates
New Jersey
$177M +$14.7M +9% 5.61% 111% 201 8.96%
SFS
4981
Solitude Financial Services
Virginia
$176M +$20.5M +13% 3.79% 55.4% 51 17.65%
MC
4982
Machina Capital
France
$176M +$62.3M +55% 2.67% 26.2% 573 71.55%
WFS
4983
Weitzel Financial Services
Iowa
$176M +$9.79M +6% 2.77% 42.4% 39 5.13%
PFG
4984
Pinnacle Financial Group
Illinois
$176M +$8.61M +5% 3.49% 45.9% 64 3.13%
FI
4985
FIDELIS iM
Oregon
$176M +$8.45M +5% 2.95% 40.1% 19 5.26%
SL
4986
SIB LLC
New York
$176M +$14.9M +9% 10.1% 29.2% 18 0%
RI
4987
Ridgewood Investments
New Jersey
$176M +$12.5M +8% 3.63% 877 9.81%
RC
4988
Renaissance Capital
Connecticut
$176M +$40.8M +30% 16.2% 248% 90 18.89%
AAG
4989
Avalon Advisory Group
Pennsylvania
$176M +$7.71M +5% 3.77% 41.4% 7 0%
NIA
4990
NIA Impact Advisors
California
$176M -$9.45M -5% 2.24% 62 17.74%
SCA
4991
Sandy Cove Advisors
Massachusetts
$176M +$37.7M +27% 6.75% 78% 128 34.38%
CC
4992
Constitution Capital
Connecticut
$176M +$10.8M +7% 8.1% 70.2% 68 4.41%
UBG
4993
United Bank (Georgia)
Georgia
$176M +$4.93M +3% 6.77% 64.5% 90 4.44%
SFP
4994
Strategic Financial Partners
Oregon
$176M +$12.3M +8% 4.09% 43% 73 9.59%
LD
4995
Lipe & Dalton
New York
$176M +$942K +0.5% 4.88% 89.6% 105 5.71%
AS
4996
American Securities
New York
$175M -$19.2M -10% 10% 1 0%
HIS
4997
Harvest Investment Services
Illinois
$175M +$46.2M +36% 12.3% 223% 191 49.74%
EP
4998
Essential Planning
New Hampshire
$175M +$10.4M +6% 3.88% 32.7% 58 10.34%
FA
4999
Forefront Analytics
Pennsylvania
$175M -$18.7M -10% 1.25% 33.5% 80 20%
TCMP
5000
Thrive Capital Management (Pennsylvania)
Pennsylvania
$175M +$16.8M +11% 3.28% 43.2% 142 18.31%