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
SL
3901
Sentry LLC
Tennessee
$402M -$100M -20% 132
NFG
3902
Northeast Financial Group
Pennsylvania
$402M +$86M +27% 89
OWA
3903
Outlook Wealth Advisors
Texas
$401M +$12.5M +3% 329
TPWM
3904
Twelve Points Wealth Management
Massachusetts
$401M +$29.8M +8% 201
OA
3905
Operose Advisors
Wisconsin
$401M +$46.5M +13% 472
ERP
3906
Eldred Rock Partners
Texas
$401M +$71.9M +22% 30
HIF
3907
Hill Island Financial
Michigan
$401M +$42M +12% 80
MAM
3908
Montanaro Asset Management
United Kingdom
$400M +$12.5M +3% 42
KFA
3909
Kelleher Financial Advisors
New York
$400M +$112M +39% 668
FAM
3910
Frontier Asset Management
Wyoming
$400M +$33M +9% 77
GL
3911
Globe Life
Texas
$400M +$35.2M +10% 2
MA
3912
MSA Advisors
California
$400M +$1.5M +0.4% 30
CA
3913
Clune & Associates
Illinois
$400M +$34.8M +10% 162
MCM
3914
Monument Capital Management
Virginia
$400M +$16.1M +4% 259
AWM
3915
Abound Wealth Management
Tennessee
$399M +$45.6M +13% 1,418
FI
3916
Firetrail Investments
Australia
$399M +$16.1M +4% 30
VDBMI
3917
Van Den Berg Management I
Texas
$399M +$47.3M +13% 117
PG
3918
Prostatis Group
Maryland
$399M +$49.6M +14% 173
LEFP
3919
Leading Edge Financial Planning
Tennessee
$398M +$38.7M +11% 66
MAV
3920
Mason & Associates (Virginia)
Virginia
$398M +$4.44K +0% 41
NF
3921
Nikulski Financial
Iowa
$398M +$32.7M +9% 158
DI
3922
DAGCO Inc
Ohio
$398M +$39.2M +11% 367
SAM
3923
Shikiar Asset Management
New York
$397M +$38M +11% 102
FWP
3924
Forefront Wealth Partners
Texas
$397M +$252M +173% 208
TFP
3925
Triune Financial Partners
Kansas
$397M +$33.7M +9% 47