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
CAG
4426
Curtis Advisory Group
California
$258M +$39.2M +18% 98
GWM
4427
Gitterman Wealth Management
New Jersey
$258M +$33.5M +15% 116
WCM
4428
Westend Capital Management
California
$258M 336
JWM
4429
Jeppson Wealth Management
California
$258M +$16.2M +7% 216
CW
4430
Cabot-Wellington
Massachusetts
$258M +$18.4M +8% 4
SIM
4431
Sentry Investment Management
Wisconsin
$258M +$24.6M +11% 475
NC
4432
Nixon Capital
Texas
$257M +$34.4M +15% 30
UCB
4433
United Community Bank
South Carolina
$257M +$21.3M +9% 384
VC
4434
Veracity Capital
Georgia
$257M +$8.8M +4% 222
FMB
4435
Field & Main Bank
Kentucky
$257M +$21M +9% 255
NA
4436
Nordwand Advisors
Pennsylvania
$257M -$122M -32% 180
SMG
4437
Smart Money Group
Texas
$257M +$27.6M +12% 93
3F
4438
360 Financial
Minnesota
$257M +$30.6M +13% 89
CYG
4439
Clean Yield Group
Vermont
$257M +$19.6M +8% 400
SFA
4440
Spectrum Financial Alliance
Kentucky
$257M +$14M +6% 14
BP
4441
Bandera Partners
New York
$257M -$45.4M -15% 21
NC
4442
Naman Capital
Brazil
$256M +$99.4M +63% 12
VFIC
4443
Valley Forge Investment Consultants
Pennsylvania
$256M +$31.5M +14% 86
ATI
4444
ARK & TLK Investments
Oklahoma
$256M +$6.27M +3% 114
RFG
4445
RFP Financial Group
Georgia
$256M +$12M +5% 988
ACM
4446
Allred Capital Management
Texas
$256M +$26.1M +11% 175
AP
4447
AlpInvest Partners
Netherlands
$256M -$182M -42% 22
TA
4448
TFG Advisers
Michigan
$256M +$17.2M +7% 209
PM
4449
Phraction Management
Connecticut
$256M +$18.5M +8% 64
PCM
4450
Passive Capital Management
Maryland
$256M +$9.27M +4% 59