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
FCM
4401
Forager Capital Management
Alabama
$259M +$14.3M +6% 13
TA
4402
TrueWealth Advisors
Alabama
$259M +$1.08M +0.4% 218
HSG
4403
Helen Stephens Group
Texas
$259M +$35.8M +16% 75
FFM
4404
Flagstone Financial Management
Nebraska
$259M +$14.7M +6% 46
FAP
4405
Financial Advisory Partners
Florida
$259M -$16.3M -6% 73
TP
4406
Tranquility Partners
Tennessee
$259M +$20.2M +8% 212
DP
4407
Denver PWM
Colorado
$259M +$42.9M +20% 106
HCM
4408
Heathbridge Capital Management
Ontario, Canada
$259M +$25.5M +11% 32
FPGT
4409
Financial Partners Group (Tennessee)
Tennessee
$258M +$37.4M +17% 97
SFS
4410
Shaker Financial Services
Virginia
$258M +$14.9M +6% 176
APA
4411
Astoria Portfolio Advisors
New York
$258M +$11.8M +5% 206
ACM
4412
Argyle Capital Management
Pennsylvania
$258M +$17.1M +7% 119
PAM
4413
Pegasus Asset Management
New York
$258M +$25M +11% 71
CAG
4414
Curtis Advisory Group
California
$258M +$39.2M +18% 98
GWM
4415
Gitterman Wealth Management
New Jersey
$258M +$33.5M +15% 116
WCM
4416
Westend Capital Management
California
$258M 336
JWM
4417
Jeppson Wealth Management
California
$258M +$16.2M +7% 216
CW
4418
Cabot-Wellington
Massachusetts
$258M +$18.4M +8% 4
SIM
4419
Sentry Investment Management
Wisconsin
$258M +$24.6M +11% 475
NC
4420
Nixon Capital
Texas
$257M +$34.4M +15% 30
UCB
4421
United Community Bank
South Carolina
$257M +$21.3M +9% 384
VC
4422
Veracity Capital
Georgia
$257M +$8.8M +4% 222
FMB
4423
Field & Main Bank
Kentucky
$257M +$21M +9% 255
NA
4424
Nordwand Advisors
Pennsylvania
$257M -$122M -32% 180
SMG
4425
Smart Money Group
Texas
$257M +$27.6M +12% 93