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
LD
4926
Lipe & Dalton
New York
$176M +$942K +0.5% 105
AS
4927
American Securities
New York
$175M -$19.2M -10% 1
HIS
4928
Harvest Investment Services
Illinois
$175M +$46.2M +36% 191
EP
4929
Essential Planning
New Hampshire
$175M +$10.4M +6% 58
FA
4930
Forefront Analytics
Pennsylvania
$175M -$18.7M -10% 80
TCMP
4931
Thrive Capital Management (Pennsylvania)
Pennsylvania
$175M +$16.8M +11% 142
MSFP
4932
Mark Sheptoff Financial Planning
Connecticut
$175M +$3.02M +2% 409
ZIG
4933
Zullo Investment Group
Pennsylvania
$175M +$14.6M +9% 141
EBA
4934
Eagle Bay Advisors
New York
$175M -$7.43M -4% 958
SCG
4935
Social Capital Group
California
$175M -$7.38M -4% 4
HSC
4936
Harbor Spring Capital
New York
$175M -$73.5M -30% 23
WPM
4937
Worldly Partners Management
Massachusetts
$175M +$16.2M +10% 4
FPCG
4938
Forum Private Client Group
Indiana
$175M +$16.4M +10% 70
CFP
4939
Cypress Financial Planning
New Jersey
$174M +$10.3M +6% 55
VC
4940
Vision Capital
Ontario, Canada
$174M -$29.1M -14% 11
AFS
4941
Axiom Financial Strategies
Indiana
$174M -$5.49M -3% 37
AUIM
4942
Aegon USA Investment Management
Iowa
$174M -$6.07M -3% 44
NOI
4943
Newton One Investments
Delaware
$174M +$7.89M +5% 127
BFA
4944
Beacon Financial Advisory
Ohio
$174M +$16.9M +11% 223
PCMK
4945
Paragon Capital Management (Kansas)
Kansas
$174M +$9.25M +6% 55
CIP
4946
Convergence Investment Partners
Florida
$174M +$4.15M +2% 208
STT
4947
Singapore Technologies Telemedia
Singapore
$174M -$121M -41% 1
LFP
4948
Leeward Financial Partners
Washington
$174M +$10.7M +7% 86
CW
4949
Channel Wealth
California
$174M +$18.6M +12% 214
VCG
4950
Vantage Consulting Group
Virginia
$174M -$2.27M -1% 237