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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
OWA
4051
Outlook Wealth Advisors
Texas
$401M +$12.5M +3% 6.74% 70% 329 30.09%
TPWM
4052
Twelve Points Wealth Management
Massachusetts
$401M +$29.8M +8% 7.53% 50.7% 201 10.95%
OA
4053
Operose Advisors
Wisconsin
$401M +$46.5M +13% 7.32% 68.8% 472 19.07%
ERP
4054
Eldred Rock Partners
Texas
$401M +$71.9M +22% 9.12% 30 3.33%
HIF
4055
Hill Island Financial
Michigan
$401M +$42M +12% 7.72% 68.6% 80 10%
MAM
4056
Montanaro Asset Management
United Kingdom
$400M +$12.5M +3% 1.98% 49.6% 42 9.52%
KFA
4057
Kelleher Financial Advisors
New York
$400M +$112M +39% 6.4% 72.4% 667 81.11%
FAM
4058
Frontier Asset Management
Wyoming
$400M +$33M +9% 7.33% 51.8% 77 7.79%
GL
4059
Globe Life
Texas
$400M +$35.2M +10% 7.06% 60.1% 2 0%
MA
4060
MSA Advisors
California
$400M +$1.5M +0.4% 3.15% 30 6.67%
CA
4061
Clune & Associates
Illinois
$400M +$34.8M +10% 6.38% 162 5.56%
MCM
4062
Monument Capital Management
Virginia
$400M +$16.1M +4% 9.48% 160% 259 28.19%
OFA
4063
Oak Family Advisors
Illinois
$400M +$82.7M +26% 8.79% 83.5% 119 21.85%
KEM
4064
Kimmeridge Energy Management
New York
$400M -$674M -63% 14.1% 19.7% 4 50%
ATFA
4065
All Terrain Financial Advisors
Minnesota
$400M +$50.9M +15% 9.54% 71.1% 143 21.68%
AWM
4066
Abound Wealth Management
Tennessee
$399M +$45.6M +13% 8.05% 58.6% 1,417 12.28%
FI
4067
Firetrail Investments
Australia
$399M +$16.1M +4% 7.11% 30 20%
VDBMI
4068
Van Den Berg Management I
Texas
$399M +$47.3M +13% 10.8% 187% 117 15.38%
PG
4069
Prostatis Group
Maryland
$399M +$49.6M +14% 8.3% 72.9% 173 14.45%
LEFP
4070
Leading Edge Financial Planning
Tennessee
$398M +$38.7M +11% 5.4% 44.4% 66 16.67%
MAV
4071
Mason & Associates (Virginia)
Virginia
$398M +$4.44K +0% 5.06% 41 0%
OPA
4072
Old Port Advisors
Maine
$398M +$31.5M +9% 8.72% 106% 247 9.31%
NF
4073
Nikulski Financial
Iowa
$398M +$32.7M +9% 8.71% 95.8% 158 12.03%
DI
4074
DAGCO Inc
Ohio
$398M +$39.2M +11% 7.39% 66.5% 367 4.36%
SAM
4075
Shikiar Asset Management
New York
$397M +$38M +11% 10.7% 97.8% 102 24.51%