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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
PAM
4551
Pegasus Asset Management
New York
$258M +$25M +11% 12.3% 89% 71 5.63%
CAG
4552
Curtis Advisory Group
California
$258M +$39.2M +18% 9.15% 67.6% 98 11.22%
GWM
4553
Gitterman Wealth Management
New Jersey
$258M +$33.5M +15% 2.18% 33% 116 37.07%
WCM
4554
Westend Capital Management
California
$258M 33.6% 314
KM
4555
KP Management
Minnesota
$258M +$24M +10% 18.5% 94 38.3%
JWM
4556
Jeppson Wealth Management
California
$258M +$16.2M +7% 8.9% 91.6% 216 9.72%
CW
4557
Cabot-Wellington
Massachusetts
$258M +$18.4M +8% 8.57% 65% 4 25%
SIM
4558
Sentry Investment Management
Wisconsin
$258M +$24.6M +11% 13.7% 103% 475 10.74%
TA
4559
Teramo Advisors
Florida
$257M +$21.5M +9% 8.19% 62.5% 19 63.16%
UCB
4560
United Community Bank
South Carolina
$257M +$21.3M +9% 10.2% 66.2% 384 11.98%
VC
4561
Veracity Capital
Georgia
$257M +$7.86M +3% 11.5% 140% 223 14.8%
FMB
4562
Field & Main Bank
Kentucky
$257M +$21M +9% 11.8% 107% 255 6.27%
BAM
4563
Bayview Asset Management
Florida
$257M -$38M -13% 1.95% 55.4% 39 66.67%
NA
4564
Nordwand Advisors
Pennsylvania
$257M -$122M -32% 9.28% 93% 180 28.89%
SMG
4565
Smart Money Group
Texas
$257M +$27.6M +12% 8.08% 58.9% 93 19.35%
3F
4566
360 Financial
Minnesota
$257M +$30.6M +13% 9.74% 82.5% 89 11.24%
CPM
4567
Crescent Park Management
California
$257M -$205M -44% 8.98% 87% 35 20%
CYG
4568
Clean Yield Group
Vermont
$257M +$19.6M +8% 4.48% 65% 397 11.08%
SFA
4569
Spectrum Financial Alliance
Kentucky
$257M +$14M +6% 7.88% 185% 14 0%
BP
4570
Bandera Partners
New York
$257M -$45.4M -15% 10.9% 55.4% 21 19.05%
NC
4571
Naman Capital
Brazil
$256M +$99.4M +63% 8.7% 89.9% 12 33.33%
VFIC
4572
Valley Forge Investment Consultants
Pennsylvania
$256M +$31.5M +14% 8.13% 61.9% 86 8.14%
ATI
4573
ARK & TLK Investments
Oklahoma
$256M +$6.27M +3% 6% 114 11.4%
RFG
4574
RFP Financial Group
Georgia
$256M +$12M +5% 5.77% 53.2% 985 22.34%
ACM
4575
Allred Capital Management
Texas
$256M +$26.1M +11% 9.65% 73.5% 175 8%