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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 Avg Holding
Period (Yrs)
Renaissance Capital
5051
Renaissance Capital
Connecticut
$176M +$40.8M +30% 16.2% 392% 90 18.89% 1.5
AAG
5052
Avalon Advisory Group
Pennsylvania
$176M +$7.71M +5% 3.77% 46% 7 0% 3.4
NIA Impact Advisors
5053
NIA Impact Advisors
California
$176M -$9.45M -5% 2.24% – 62 17.74% 1.8
Sandy Cove Advisors
5054
Sandy Cove Advisors
Massachusetts
$176M +$37.7M +27% 6.75% 78% 128 34.38% 0.9
Constitution Capital
5055
Constitution Capital
Connecticut
$176M +$10.8M +7% 8.1% 91.1% 68 4.41% 1.9
United Bank (Georgia)
5056
United Bank (Georgia)
Georgia
$176M +$4.93M +3% 6.77% 81.2% 90 4.44% 4.3
Strategic Financial Partners
5057
Strategic Financial Partners
Oregon
$176M +$12.3M +8% 4.09% 54.8% 73 9.59% 2.6
Lipe & Dalton
5058
Lipe & Dalton
New York
$176M +$942K +0.5% 4.88% 101% 105 5.71% 4.9
American Securities
5059
American Securities
New York
$175M -$19.2M -10% 10% – 1 0% 6.5
Harvest Investment Services
5060
Harvest Investment Services
Illinois
$175M +$46.2M +36% 12.3% 282% 191 49.74% 1.3
Essential Planning
5061
Essential Planning
New Hampshire
$175M +$10.4M +6% 3.88% 40.9% 58 10.34% 0.5
Forefront Analytics
5062
Forefront Analytics
Pennsylvania
$175M -$18.7M -10% 1.25% 50.9% 80 20% 3.3
Thrive Capital Management (Pennsylvania)
5063
Thrive Capital Management (Pennsylvania)
Pennsylvania
$175M +$16.8M +11% 3.28% 58.2% 142 18.31% 1.2
Mark Sheptoff Financial Planning
5064
Mark Sheptoff Financial Planning
Connecticut
$175M +$3.02M +2% 5.65% 92.4% 409 10.02% 4.8
Zullo Investment Group
5065
Zullo Investment Group
Pennsylvania
$175M +$14.6M +9% 11.7% 143% 141 6.38% 1.4
Eagle Bay Advisors
5066
Eagle Bay Advisors
New York
$175M -$7.43M -4% 5.64% 85% 948 16.88% 1.2
Social Capital Group
5067
Social Capital Group
California
$175M -$7.38M -4% 3.19% – 4 0% 0.5
Worldly Partners Management
5068
Worldly Partners Management
Massachusetts
$175M +$16.2M +10% 9.57% 19.2% 4 0% 0.5
Forum Private Client Group
5069
Forum Private Client Group
Indiana
$175M +$16.4M +10% 3.31% 47.9% 70 4.29% 1.1
Axiom Financial Strategies
5070
Axiom Financial Strategies
Indiana
$174M -$5.49M -3% 3.07% 54.5% 37 10.81% 2.6
Aegon USA Investment Management
5071
Aegon USA Investment Management
Iowa
$174M -$6.07M -3% 3.72% 39.9% 41 4.88% 2.1
Newton One Investments
5072
Newton One Investments
Delaware
$174M +$7.89M +5% 3.31% 42% 127 7.09% 2
Beacon Financial Advisory
5073
Beacon Financial Advisory
Ohio
$174M +$16.9M +11% 5.18% 76.8% 223 7.17% 2.2
PCMK
5074
Paragon Capital Management (Kansas)
Kansas
$174M +$9.25M +6% 7.59% 87.5% 55 7.27% 5.8
Convergence Investment Partners
5075
Convergence Investment Partners
Florida
$174M +$4.15M +2% 6.98% 284% 208 34.13% 3.5