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
CC
4926
Constitution Capital
Connecticut
$176M +$10.8M +7% 68
UBG
4927
United Bank (Georgia)
Georgia
$176M +$4.93M +3% 90
SFP
4928
Strategic Financial Partners
Oregon
$176M +$12.3M +8% 73
LD
4929
Lipe & Dalton
New York
$176M +$942K +0.5% 105
AS
4930
American Securities
New York
$175M -$19.2M -10% 1
HIS
4931
Harvest Investment Services
Illinois
$175M +$46.2M +36% 191
EP
4932
Essential Planning
New Hampshire
$175M +$10.4M +6% 58
FA
4933
Forefront Analytics
Pennsylvania
$175M -$18.7M -10% 80
TCMP
4934
Thrive Capital Management (Pennsylvania)
Pennsylvania
$175M +$16.8M +11% 142
MSFP
4935
Mark Sheptoff Financial Planning
Connecticut
$175M +$3.02M +2% 409
ZIG
4936
Zullo Investment Group
Pennsylvania
$175M +$14.6M +9% 141
EBA
4937
Eagle Bay Advisors
New York
$175M -$7.43M -4% 958
SCG
4938
Social Capital Group
California
$175M -$7.38M -4% 4
HSC
4939
Harbor Spring Capital
New York
$175M -$73.5M -30% 23
WPM
4940
Worldly Partners Management
Massachusetts
$175M +$16.2M +10% 4
FPCG
4941
Forum Private Client Group
Indiana
$175M +$16.4M +10% 70
CFP
4942
Cypress Financial Planning
New Jersey
$174M +$10.3M +6% 55
VC
4943
Vision Capital
Ontario, Canada
$174M -$29.1M -14% 11
AFS
4944
Axiom Financial Strategies
Indiana
$174M -$5.49M -3% 37
AUIM
4945
Aegon USA Investment Management
Iowa
$174M -$6.07M -3% 44
NOI
4946
Newton One Investments
Delaware
$174M +$7.89M +5% 127
BFA
4947
Beacon Financial Advisory
Ohio
$174M +$16.9M +11% 223
PCMK
4948
Paragon Capital Management (Kansas)
Kansas
$174M +$9.25M +6% 55
CIP
4949
Convergence Investment Partners
Florida
$174M +$4.15M +2% 208
STT
4950
Singapore Technologies Telemedia
Singapore
$174M -$121M -41% 1