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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 Avg Holding
Period (Yrs)
Prospera Capital Management
6126
Prospera Capital Management
Arizona
$181M +$25.6M +16% 9.72% – 43 13.95% 0.3
Higgins & Schmidt Wealth Strategies
6127
Higgins & Schmidt Wealth Strategies
Colorado
$181M +$11.3M +7% 9.79% 65.6% 53 16.98% 1.1
ASBI
6128
American State Bank (Iowa)
Iowa
$181M +$14.8M +9% 12.9% 138% 131 7.63% 3.9
New Millennium Group
6129
New Millennium Group
Utah
$181M +$28.2M +19% 20.2% 176% 501 20.36% 1.1
Kathryn A. Hall
6130
Kathryn A. Hall
$180M +$13.4M +8% 8.57% 95.2% 19 5.26% 4.1
BostonPremier Wealth
6131
BostonPremier Wealth
Massachusetts
$180M +$19.2M +12% 9.91% – 66 16.67% 0.4
Bright Financial Advisors
6132
Bright Financial Advisors
Michigan
$180M +$17.4M +11% 6.61% – 58 5.17% 1
Olistico Wealth
6133
Olistico Wealth
Oklahoma
$180M +$18.4M +11% 11.8% 108% 398 20.85% 1.2
Prudent Man Investment Management
6134
Prudent Man Investment Management
Colorado
$180M -$353K -0.2% 5.35% – 169 0% 0.5
Purkiss Capital Advisors
6135
Purkiss Capital Advisors
Connecticut
$180M +$47.4M +36% 7.25% – 157 33.12% 0.3
Strengthening Families & Communities LLC
6136
Strengthening Families & Communities LLC
Massachusetts
$180M +$16.3M +10% 14.4% 116% 445 24.04% 1.7
Western Standard LLC
6137
Western Standard LLC
California
$180M +$9.7M +6% 17.1% 83.7% 31 41.94% 0.7
Cosner Financial Group
6138
Cosner Financial Group
Colorado
$180M +$16.1M +10% 8.05% 49.7% 38 10.53% 1.5
Heronetta Management
6139
Heronetta Management
New York
$180M -$3.49M -2% 1.75% 59.7% 25 4% 7.1
TLW Wealth Management
6140
TLW Wealth Management
Florida
$179M +$12.9M +8% 7.8% 98.3% 18 16.67% 4.5
RWIA
6141
Roger Wittlin Investment Advisory
California
$179M +$8.5M +5% 8.9% 61.3% 47 17.02% 2.1
Axiom Financial Strategies
6142
Axiom Financial Strategies
Indiana
$179M +$10.6M +6% 9.36% 54.5% 57 45.61% 2.4
Alcosta Capital Management
6143
Alcosta Capital Management
California
$179M +$29.4M +20% 22.6% 175% 28 14.29% 2.4
Beacon Financial Planning
6144
Beacon Financial Planning
Massachusetts
$179M +$5.13M +3% 7.53% 71.1% 50 4% 1.7
GCM
6145
Granby Capital Management
Florida
$179M -$6.42M -3% 6.21% 50% 21 19.05% 2.5
Avondale Wealth Management
6146
Avondale Wealth Management
Texas
$179M +$20.2M +13% 11.5% 83.8% 121 14.05% 3.5
WealthCollab
6147
WealthCollab
Washington
$179M +$17M +10% 9.3% – 1,027 18.7% 1.1
MOKAN Wealth Management
6148
MOKAN Wealth Management
Kansas
$179M +$13M +8% 4.77% – 85 16.47% 0.4
AIM
6149
Athena Investment Management
California
$179M +$13.8M +8% 9.24% 80.6% 155 5.81% 2.8
Harper Investing
6150
Harper Investing
California
$179M +$28M +19% 13.1% 58.7% 62 25.81% 1.3