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
4926
NIA Impact Advisors
California
$176M -$9.45M -5% 62
SCA
4927
Sandy Cove Advisors
Massachusetts
$176M +$37.7M +27% 128
CC
4928
Constitution Capital
Connecticut
$176M +$10.8M +7% 68
UBG
4929
United Bank (Georgia)
Georgia
$176M +$4.93M +3% 90
SFP
4930
Strategic Financial Partners
Oregon
$176M +$12.3M +8% 73
LD
4931
Lipe & Dalton
New York
$176M +$942K +0.5% 105
AS
4932
American Securities
New York
$175M -$19.2M -10% 1
HIS
4933
Harvest Investment Services
Illinois
$175M +$46.2M +36% 191
EP
4934
Essential Planning
New Hampshire
$175M +$10.4M +6% 58
FA
4935
Forefront Analytics
Pennsylvania
$175M -$18.7M -10% 80
TCMP
4936
Thrive Capital Management (Pennsylvania)
Pennsylvania
$175M +$16.8M +11% 142
MSFP
4937
Mark Sheptoff Financial Planning
Connecticut
$175M +$3.02M +2% 409
ZIG
4938
Zullo Investment Group
Pennsylvania
$175M +$14.6M +9% 141
EBA
4939
Eagle Bay Advisors
New York
$175M -$7.43M -4% 958
SCG
4940
Social Capital Group
California
$175M -$7.38M -4% 4
HSC
4941
Harbor Spring Capital
New York
$175M -$73.5M -30% 23
WPM
4942
Worldly Partners Management
Massachusetts
$175M +$16.2M +10% 4
FPCG
4943
Forum Private Client Group
Indiana
$175M +$16.4M +10% 70
CFP
4944
Cypress Financial Planning
New Jersey
$174M +$10.3M +6% 55
VC
4945
Vision Capital
Ontario, Canada
$174M -$29.1M -14% 11
AFS
4946
Axiom Financial Strategies
Indiana
$174M -$5.49M -3% 37
AUIM
4947
Aegon USA Investment Management
Iowa
$174M -$6.07M -3% 44
NOI
4948
Newton One Investments
Delaware
$174M +$7.89M +5% 127
BFA
4949
Beacon Financial Advisory
Ohio
$174M +$16.9M +11% 223
PCMK
4950
Paragon Capital Management (Kansas)
Kansas
$174M +$9.25M +6% 55