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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 Avg Holding
Period (Yrs)
Shaker Financial Services
4551
Shaker Financial Services
Virginia
$258M +$14.9M +6% 4.26% 12.9% 176 24.43% 1.9
Astoria Portfolio Advisors
4552
Astoria Portfolio Advisors
New York
$258M +$11.8M +5% 9.26% 75.4% 206 12.62% 1.3
Argyle Capital Management
4553
Argyle Capital Management
Pennsylvania
$258M +$17.1M +7% 10.6% 106% 119 3.36% 8.8
PAM
4554
Pegasus Asset Management
New York
$258M +$25M +11% 12.3% 101% 71 5.63% 4.8
Curtis Advisory Group
4555
Curtis Advisory Group
California
$258M +$39.2M +18% 9.15% 79.8% 98 11.22% 2.5
Gitterman Wealth Management
4556
Gitterman Wealth Management
New Jersey
$258M +$33.5M +15% 2.18% 33% 116 37.07% 1.1
Westend Capital Management
4557
Westend Capital Management
California
$258M – – 33.6% – 314 – 0.8
Jeppson Wealth Management
4558
Jeppson Wealth Management
California
$258M +$16.2M +7% 8.9% 107% 216 9.72% 2.4
Cabot-Wellington
4559
Cabot-Wellington
Massachusetts
$258M +$18.4M +8% 8.57% 73.1% 4 25% 4.7
Sentry Investment Management
4560
Sentry Investment Management
Wisconsin
$258M +$24.6M +11% 13.7% 103% 475 10.74% 5.4
Teramo Advisors
4561
Teramo Advisors
Florida
$257M +$21.5M +9% 8.19% 72.1% 19 63.16% 1.6
United Community Bank
4562
United Community Bank
South Carolina
$257M +$21.3M +9% 10.2% 72.7% 384 11.98% 1.4
Veracity Capital
4563
Veracity Capital
Georgia
$257M +$7.86M +3% 11.5% 149% 223 14.8% 2.3
Field & Main Bank
4564
Field & Main Bank
Kentucky
$257M +$21M +9% 11.8% 107% 255 6.27% 5.8
Bayview Asset Management
4565
Bayview Asset Management
Florida
$257M -$38M -13% 1.95% 55.4% 39 66.67% 0.3
Nordwand Advisors
4566
Nordwand Advisors
Pennsylvania
$257M -$122M -32% 9.28% 103% 180 28.89% 0.8
Smart Money Group
4567
Smart Money Group
Texas
$257M +$27.6M +12% 8.08% 58.9% 93 19.35% 2.1
360 Financial
4568
360 Financial
Minnesota
$257M +$30.6M +13% 9.74% 82.5% 89 11.24% 2.3
Crescent Park Management
4569
Crescent Park Management
California
$257M -$205M -44% 8.98% 87% 35 20% 2.3
Clean Yield Group
4570
Clean Yield Group
Vermont
$257M +$19.6M +8% 4.48% 80.7% 397 11.08% 3.9
SFA
4571
Spectrum Financial Alliance
Kentucky
$257M +$14M +6% 7.88% 187% 14 0% 3.3
Bandera Partners
4572
Bandera Partners
New York
$257M -$45.4M -15% 10.9% 55.4% 21 19.05% 2.9
Naman Capital
4573
Naman Capital
Brazil
$256M +$99.4M +63% 8.7% 89.9% 12 33.33% 3.3
Valley Forge Investment Consultants
4574
Valley Forge Investment Consultants
Pennsylvania
$256M +$31.5M +14% 8.13% 67.9% 86 8.14% 2.3
ATI
4575
ARK & TLK Investments
Oklahoma
$256M +$6.27M +3% 6% 62.2% 114 11.4% 0.2