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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
NIA
5051
NIA Impact Advisors
California
$176M -$9.45M -5% 2.24% 62 17.74%
SCA
5052
Sandy Cove Advisors
Massachusetts
$176M +$37.7M +27% 6.75% 78% 128 34.38%
CC
5053
Constitution Capital
Connecticut
$176M +$10.8M +7% 8.1% 70.2% 68 4.41%
UBG
5054
United Bank (Georgia)
Georgia
$176M +$4.93M +3% 6.77% 81.2% 90 4.44%
SFP
5055
Strategic Financial Partners
Oregon
$176M +$12.3M +8% 4.09% 54.8% 73 9.59%
LD
5056
Lipe & Dalton
New York
$176M +$942K +0.5% 4.88% 89.6% 105 5.71%
AS
5057
American Securities
New York
$175M -$19.2M -10% 10% 1 0%
HIS
5058
Harvest Investment Services
Illinois
$175M +$46.2M +36% 12.3% 282% 191 49.74%
EP
5059
Essential Planning
New Hampshire
$175M +$10.4M +6% 3.88% 38.1% 58 10.34%
FA
5060
Forefront Analytics
Pennsylvania
$175M -$18.7M -10% 1.25% 50.9% 80 20%
TCMP
5061
Thrive Capital Management (Pennsylvania)
Pennsylvania
$175M +$16.8M +11% 3.28% 58.2% 142 18.31%
MSFP
5062
Mark Sheptoff Financial Planning
Connecticut
$175M +$3.02M +2% 5.65% 92.4% 409 10.02%
ZIG
5063
Zullo Investment Group
Pennsylvania
$175M +$14.6M +9% 11.7% 116% 141 6.38%
EBA
5064
Eagle Bay Advisors
New York
$175M -$7.43M -4% 5.64% 78.4% 948 16.88%
SCG
5065
Social Capital Group
California
$175M -$7.38M -4% 3.19% 4 0%
WPM
5066
Worldly Partners Management
Massachusetts
$175M +$16.2M +10% 9.57% 19.2% 4 0%
FPCG
5067
Forum Private Client Group
Indiana
$175M +$16.4M +10% 3.31% 47.9% 70 4.29%
AFS
5068
Axiom Financial Strategies
Indiana
$174M -$5.49M -3% 3.07% 54.5% 37 10.81%
AUIM
5069
Aegon USA Investment Management
Iowa
$174M -$6.07M -3% 3.72% 39.9% 41 4.88%
NOI
5070
Newton One Investments
Delaware
$174M +$7.89M +5% 3.31% 38.7% 127 7.09%
BFA
5071
Beacon Financial Advisory
Ohio
$174M +$16.9M +11% 5.18% 68.1% 223 7.17%
PCMK
5072
Paragon Capital Management (Kansas)
Kansas
$174M +$9.25M +6% 7.59% 87.5% 55 7.27%
CIP
5073
Convergence Investment Partners
Florida
$174M +$4.15M +2% 6.98% 284% 208 34.13%
STT
5074
Singapore Technologies Telemedia
Singapore
$174M -$121M -41% 41.1% 173% 1 0%
LFP
5075
Leeward Financial Partners
Washington
$174M +$10.7M +7% 8.91% 83% 86 19.77%