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
H2CM
3926
H/2 Credit Manager
Connecticut
$403M +$38.9M +11% 17
SGA
3927
Sector Gamma AS
Norway
$403M +$97.4M +32% 44
SIAG
3928
Safeguard Investment Advisory Group
California
$403M +$2.46M +0.6% 160
MWC
3929
MBM Wealth Consultants
Missouri
$403M +$29.2M +8% 111
MIA
3930
Milestone Investment Advisors
Wisconsin
$403M +$19.2M +5% 127
AC
3931
Arjuna Capital
North Carolina
$402M +$22.9M +6% 129
UCI
3932
Uncommon Cents Investing
Wisconsin
$402M +$28.5M +8% 211
ECA
3933
Elevated Capital Advisors
Utah
$402M +$45.2M +13% 263
GAG
3934
Goodman Advisory Group
Massachusetts
$402M +$108M +37% 221
SL
3935
Sentry LLC
Tennessee
$402M -$100M -20% 132
NFG
3936
Northeast Financial Group
Pennsylvania
$402M +$86M +27% 89
OWA
3937
Outlook Wealth Advisors
Texas
$401M +$12.5M +3% 329
TPWM
3938
Twelve Points Wealth Management
Massachusetts
$401M +$29.8M +8% 201
OA
3939
Operose Advisors
Wisconsin
$401M +$46.5M +13% 472
ERP
3940
Eldred Rock Partners
Texas
$401M +$71.9M +22% 30
HIF
3941
Hill Island Financial
Michigan
$401M +$42M +12% 80
MAM
3942
Montanaro Asset Management
United Kingdom
$400M +$12.5M +3% 42
KFA
3943
Kelleher Financial Advisors
New York
$400M +$112M +39% 668
FAM
3944
Frontier Asset Management
Wyoming
$400M +$33M +9% 77
GL
3945
Globe Life
Texas
$400M +$35.2M +10% 2
MA
3946
MSA Advisors
California
$400M +$1.5M +0.4% 30
CA
3947
Clune & Associates
Illinois
$400M +$34.8M +10% 162
MCM
3948
Monument Capital Management
Virginia
$400M +$16.1M +4% 259
AWM
3949
Abound Wealth Management
Tennessee
$399M +$45.6M +13% 1,418
FI
3950
Firetrail Investments
Australia
$399M +$16.1M +4% 30