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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
MWC
4001
MBM Wealth Consultants
Missouri
$403M +$29.2M +8% 5.51% 52.6% 111 6.31%
MIA
4002
Milestone Investment Advisors
Wisconsin
$403M +$19.2M +5% 5.41% 43.6% 127 3.94%
AC
4003
Arjuna Capital
North Carolina
$402M +$22.9M +6% 7.49% 74.9% 129 27.13%
UCI
4004
Uncommon Cents Investing
Wisconsin
$402M +$28.5M +8% 10.5% 83.8% 211 4.27%
ECA
4005
Elevated Capital Advisors
Utah
$402M +$45.2M +13% 6.07% 37.3% 263 6.08%
GAG
4006
Goodman Advisory Group
Massachusetts
$402M +$108M +37% 8.56% 62.7% 211 42.65%
SL
4007
Sentry LLC
Tennessee
$402M -$100M -20% 5.39% 55% 132 6.06%
NFG
4008
Northeast Financial Group
Pennsylvania
$402M +$58.6M +17% 5.98% 31.6% 100 23%
OWA
4009
Outlook Wealth Advisors
Texas
$401M +$12.5M +3% 6.74% 54.9% 329 30.09%
TPWM
4010
Twelve Points Wealth Management
Massachusetts
$401M +$29.8M +8% 7.53% 42.6% 201 10.95%
OA
4011
Operose Advisors
Wisconsin
$401M +$46.5M +13% 7.32% 53.3% 472 19.07%
ERP
4012
Eldred Rock Partners
Texas
$401M +$71.9M +22% 9.12% 30 3.33%
HIF
4013
Hill Island Financial
Michigan
$401M +$42M +12% 7.72% 54.8% 80 10%
MAM
4014
Montanaro Asset Management
United Kingdom
$400M +$12.5M +3% 1.98% 37.4% 42 9.52%
KFA
4015
Kelleher Financial Advisors
New York
$400M +$112M +39% 6.4% 73.2% 667 81.11%
FAM
4016
Frontier Asset Management
Wyoming
$400M +$33M +9% 7.33% 41% 77 7.79%
GL
4017
Globe Life
Texas
$400M +$35.2M +10% 7.06% 53.2% 2 0%
MA
4018
MSA Advisors
California
$400M +$1.5M +0.4% 3.15% 30 6.67%
CA
4019
Clune & Associates
Illinois
$400M +$34.8M +10% 6.38% 162 5.56%
MCM
4020
Monument Capital Management
Virginia
$400M +$16.1M +4% 9.48% 160% 259 28.19%
OFA
4021
Oak Family Advisors
Illinois
$400M +$82.7M +26% 8.79% 83.5% 119 21.85%
ATFA
4022
All Terrain Financial Advisors
Minnesota
$400M +$50.9M +15% 9.54% 52.8% 143 21.68%
AWM
4023
Abound Wealth Management
Tennessee
$399M +$45.6M +13% 8.05% 58.6% 1,417 12.28%
FI
4024
Firetrail Investments
Australia
$399M +$16.1M +4% 7.11% 30 20%
VDBMI
4025
Van Den Berg Management I
Texas
$399M +$47.3M +13% 10.8% 146% 117 15.38%