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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Prospera Capital Management
Gilbert,
Arizona
| $181M | +$25.6M | +16% | 9.72% | – | 43 | 13.95% | 0.3 |
|
| 6127 |
6127
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| $181M | +$11.3M | +7% | 9.79% | 65.6% | 53 | 16.98% | 1.1 |
|
| 6128 |
ASBI
6128
American State Bank (Iowa)
Sioux Center,
Iowa
| $181M | +$14.8M | +9% | 12.9% | 138% | 131 | 7.63% | 3.9 |
|
| 6129 |
6129
New Millennium Group
Sandy,
Utah
| $181M | +$28.2M | +19% | 20.2% | 176% | 501 | 20.36% | 1.1 |
|
| 6130 |
6130
Kathryn A. Hall
| $180M | +$13.4M | +8% | 8.57% | 95.2% | 19 | 5.26% | 4.1 |
|
| 6131 |
6131
BostonPremier Wealth
Hanover,
Massachusetts
| $180M | +$19.2M | +12% | 9.91% | – | 66 | 16.67% | 0.4 |
|
| 6132 |
6132
Bright Financial Advisors
Portage,
Michigan
| $180M | +$17.4M | +11% | 6.61% | – | 58 | 5.17% | 1 |
|
| 6133 |
6133
Olistico Wealth
Tulsa,
Oklahoma
| $180M | +$18.4M | +11% | 11.8% | 108% | 398 | 20.85% | 1.2 |
|
| 6134 |
6134
Prudent Man Investment Management
Louisville,
Colorado
| $180M | -$353K | -0.2% | 5.35% | – | 169 | 0% | 0.5 |
|
| 6135 |
6135
Purkiss Capital Advisors
Ridgefield,
Connecticut
| $180M | +$47.4M | +36% | 7.25% | – | 157 | 33.12% | 0.3 |
|
| 6136 |
6136
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $180M | +$16.3M | +10% | 14.4% | 116% | 445 | 24.04% | 1.7 |
|
| 6137 |
6137
Western Standard LLC
Los Angeles,
California
| $180M | +$9.7M | +6% | 17.1% | 83.7% | 31 | 41.94% | 0.7 |
|
| 6138 |
6138
Cosner Financial Group
Windsor,
Colorado
| $180M | +$16.1M | +10% | 8.05% | 49.7% | 38 | 10.53% | 1.5 |
|
| 6139 |
6139
Heronetta Management
New York
| $180M | -$3.49M | -2% | 1.75% | 59.7% | 25 | 4% | 7.1 |
|
| 6140 |
6140
TLW Wealth Management
Indian Rocks Beach,
Florida
| $179M | +$12.9M | +8% | 7.8% | 98.3% | 18 | 16.67% | 4.5 |
|
| 6141 |
RWIA
6141
Roger Wittlin Investment Advisory
San Francisco,
California
| $179M | +$8.5M | +5% | 8.9% | 61.3% | 47 | 17.02% | 2.1 |
|
| 6142 |
6142
Axiom Financial Strategies
New Albany,
Indiana
| $179M | +$10.6M | +6% | 9.36% | 54.5% | 57 | 45.61% | 2.4 |
|
| 6143 |
6143
Alcosta Capital Management
San Ramon,
California
| $179M | +$29.4M | +20% | 22.6% | 175% | 28 | 14.29% | 2.4 |
|
| 6144 |
6144
Beacon Financial Planning
Hyannis,
Massachusetts
| $179M | +$5.13M | +3% | 7.53% | 71.1% | 50 | 4% | 1.7 |
|
| 6145 |
GCM
6145
Granby Capital Management
Miami Beach,
Florida
| $179M | -$6.42M | -3% | 6.21% | 50% | 21 | 19.05% | 2.5 |
|
| 6146 |
6146
Avondale Wealth Management
West Lake Hills,
Texas
| $179M | +$20.2M | +13% | 11.5% | 83.8% | 121 | 14.05% | 3.5 |
|
| 6147 |
6147
WealthCollab
Bellevue,
Washington
| $179M | +$17M | +10% | 9.3% | – | 1,027 | 18.7% | 1.1 |
|
| 6148 |
6148
MOKAN Wealth Management
Overland Park,
Kansas
| $179M | +$13M | +8% | 4.77% | – | 85 | 16.47% | 0.4 |
|
| 6149 |
AIM
6149
Athena Investment Management
Orinda,
California
| $179M | +$13.8M | +8% | 9.24% | 80.6% | 155 | 5.81% | 2.8 |
|
| 6150 |
6150
Harper Investing
Santa Clara,
California
| $179M | +$28M | +19% | 13.1% | 58.7% | 62 | 25.81% | 1.3 |
|