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
FPGT
4426
Financial Partners Group (Tennessee)
Tennessee
$258M +$37.4M +17% 97
SFS
4427
Shaker Financial Services
Virginia
$258M +$14.9M +6% 176
APA
4428
Astoria Portfolio Advisors
New York
$258M +$11.8M +5% 206
ACM
4429
Argyle Capital Management
Pennsylvania
$258M +$17.1M +7% 119
PAM
4430
Pegasus Asset Management
New York
$258M +$25M +11% 71
CAG
4431
Curtis Advisory Group
California
$258M +$39.2M +18% 98
GWM
4432
Gitterman Wealth Management
New Jersey
$258M +$33.5M +15% 116
WCM
4433
Westend Capital Management
California
$258M 336
JWM
4434
Jeppson Wealth Management
California
$258M +$16.2M +7% 216
CW
4435
Cabot-Wellington
Massachusetts
$258M +$18.4M +8% 4
SIM
4436
Sentry Investment Management
Wisconsin
$258M +$24.6M +11% 475
NC
4437
Nixon Capital
Texas
$257M +$34.4M +15% 30
UCB
4438
United Community Bank
South Carolina
$257M +$21.3M +9% 384
VC
4439
Veracity Capital
Georgia
$257M +$8.8M +4% 222
FMB
4440
Field & Main Bank
Kentucky
$257M +$21M +9% 255
NA
4441
Nordwand Advisors
Pennsylvania
$257M -$122M -32% 180
SMG
4442
Smart Money Group
Texas
$257M +$27.6M +12% 93
3F
4443
360 Financial
Minnesota
$257M +$30.6M +13% 89
CYG
4444
Clean Yield Group
Vermont
$257M +$19.6M +8% 400
SFA
4445
Spectrum Financial Alliance
Kentucky
$257M +$14M +6% 14
BP
4446
Bandera Partners
New York
$257M -$45.4M -15% 21
NC
4447
Naman Capital
Brazil
$256M +$99.4M +63% 12
VFIC
4448
Valley Forge Investment Consultants
Pennsylvania
$256M +$31.5M +14% 86
ATI
4449
ARK & TLK Investments
Oklahoma
$256M +$6.27M +3% 114
RFG
4450
RFP Financial Group
Georgia
$256M +$12M +5% 988