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
SWM
3926
Shakespeare Wealth Management
Wisconsin
$375M +$1.63M +0.4% 100
FCG
3927
Fielder Capital Group
Tennessee
$375M +$29.2M +8% 258
MSCM
3928
McElhenny Sheffield Capital Management
Texas
$375M +$108M +41% 114
IRM
3929
Income Research & Management
Massachusetts
$374M +$139M +59% 42
FA
3930
Fermata Advisors
California
$374M -$179M -32% 302
AAM
3931
Augustine Asset Management
Florida
$374M +$31.6M +9% 111
MCS
3932
Mercuria Capital Strategies
Texas
$374M +$291M +353% 12
UCI
3933
Uncommon Cents Investing
Wisconsin
$374M +$32.7M +10% 206
CNC
3934
Citizens & Northern Corp
Pennsylvania
$374M +$19M +5% 124
MWC
3935
MBM Wealth Consultants
Missouri
$374M +$35.1M +10% 110
CFC
3936
Coyle Financial Counsel
Illinois
$373M +$46.1M +14% 93
JC
3937
Jentner Corp
Ohio
$373M +$39.2M +12% 55
DW
3938
Dodds Wealth
Colorado
$373M +$66.1M +22% 61
SWRP
3939
Summit Wealth & Retirement Planning
California
$373M +$46.2M +14% 102
MCM
3940
Monarch Capital Management
Indiana
$372M +$12.7M +4% 119
AFA
3941
AllGen Financial Advisors
Florida
$372M +$34.5M +10% 51
AAM
3942
Arohi Asset Management
Singapore
$372M +$74.4M +25% 6
ACM
3943
Avalon Capital Management
California
$372M +$28M +8% 150
AWA
3944
Aquire Wealth Advisors
Utah
$372M +$47.2M +15% 50
FFL
3945
Flat Footed LLC
Wyoming
$372M +$102M +38% 23
TPWM
3946
Twelve Points Wealth Management
Massachusetts
$372M +$2.98M +0.8% 191
AACP
3947
Advantage Alpha Capital Partners
California
$371M -$37.3M -9% 167
LMKC
3948
L.M. Kohn & Company
Ohio
$371M -$11.8M -3% 310
SFA
3949
Spectrum Financial Alliance
Kentucky
$371M +$63.3M +21% 24
MFS
3950
Mattson Financial Services
Michigan
$371M +$38.2M +11% 354