Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WFS
4901
Weitzel Financial Services
Iowa
$176M +$9.79M +6% 2.77% 31.7% 39
PFG
4902
Pinnacle Financial Group
Illinois
$176M +$8.61M +5% 3.49% 40.7% 64
FI
4903
FIDELIS iM
Oregon
$176M +$8.45M +5% 2.95% 29.8% 19
SL
4904
SIB LLC
New York
$176M +$14.9M +9% 10.1% 29.1% 18
RI
4905
Ridgewood Investments
New Jersey
$176M +$12.5M +8% 3.63% 46.1% 874
RC
4906
Renaissance Capital
Connecticut
$176M +$40.8M +30% 16.2% 303% 90
AAG
4907
Avalon Advisory Group
Pennsylvania
$176M +$7.71M +5% 3.77% 33.5% 7
NIA
4908
NIA Impact Advisors
California
$176M -$9.45M -5% 2.24% – 62
SCA
4909
Sandy Cove Advisors
Massachusetts
$176M +$37.7M +27% 6.75% 64.8% 128
CC
4910
Constitution Capital
Connecticut
$176M +$10.8M +7% 8.1% 69.5% 68
UBG
4911
United Bank (Georgia)
Georgia
$176M +$4.93M +3% 6.77% 65.7% 90
SFP
4912
Strategic Financial Partners
Oregon
$176M +$12.3M +8% 4.09% 42.1% 73
LD
4913
Lipe & Dalton
New York
$176M +$942K +0.5% 4.92% 59.7% 105
AS
4914
American Securities
New York
$175M -$19.2M -10% 10% – 1
HIS
4915
Harvest Investment Services
Illinois
$175M +$46.2M +36% 12.3% 188% 191
EP
4916
Essential Planning
New Hampshire
$175M +$10.4M +6% 3.88% 30.1% 58
FA
4917
Forefront Analytics
Pennsylvania
$175M -$18.7M -10% 1.25% 24.9% 80
TCMP
4918
Thrive Capital Management (Pennsylvania)
Pennsylvania
$175M +$16.8M +11% 3.28% 40.5% 142
MSFP
4919
Mark Sheptoff Financial Planning
Connecticut
$175M +$3.02M +2% 5.65% 74.7% 409
ZIG
4920
Zullo Investment Group
Pennsylvania
$175M +$14.6M +9% 11.7% 108% 141
EBA
4921
Eagle Bay Advisors
New York
$175M -$7.43M -4% 5.63% 59.5% 958
SCG
4922
Social Capital Group
California
$175M -$7.38M -4% 3.19% – 4
HSC
4923
Harbor Spring Capital
New York
$175M -$73.5M -30% 13.4% – 23
WPM
4924
Worldly Partners Management
Massachusetts
$175M +$16.2M +10% 9.57% – 4
FPCG
4925
Forum Private Client Group
Indiana
$175M +$16.4M +10% 3.31% 39.1% 70
195 196
197
198 199