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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)
Spotlight Asset Group
6251
Spotlight Asset Group
Illinois
$140M +$29.5M +27% 8.03% – 273 15.38% 1.5
Cosner Financial Group
6252
Cosner Financial Group
Colorado
$140M +$21.2M +18% 6.85% 56.1% 34 5.88% 0.5
CWMGP
6253
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$139M +$33.6M +32% 6.21% 85.4% 73 26.03% 1.3
McClarren Financial Advisors
6254
McClarren Financial Advisors
Pennsylvania
$139M +$7.98M +6% 7.65% 63% 428 19.86% 1.4
Defined Wealth Management
6255
Defined Wealth Management
Oregon
$139M +$8.61M +7% 7.14% 78.1% 106 10.38% 2.4
MSK
6256
Melissa S. Kampmann
$139M +$22.3M +19% 9.95% 82.1% 40 2.5% 0.5
Echo45 Advisors
6257
Echo45 Advisors
California
$139M +$8.98M +7% 5.33% 53.6% 49 4.08% 1.7
Industrial Alliance Investment Management
6258
Industrial Alliance Investment Management
Quebec, Canada
$139M +$12.7M +10% 7.74% 88.8% 5 0% 2.3
Councilmark Asset Management
6259
Councilmark Asset Management
Tennessee
$139M – – 8.28% – 85 – 0
CastleKeep Investment Advisors
6260
CastleKeep Investment Advisors
Connecticut
$139M -$2M -1% 7.9% – 103 6.8% 0.2
Unconventional Investor
6261
Unconventional Investor
New Hampshire
$139M +$12.5M +10% 9.39% 62.7% 34 8.82% 1.8
Beacon Financial Strategies
6262
Beacon Financial Strategies
North Carolina
$139M +$10.2M +8% 6.91% 54.2% 34 2.94% 2.5
W.H. Cornerstone Investments
6263
W.H. Cornerstone Investments
Massachusetts
$139M +$12.6M +10% 6.25% 58.2% 138 13.04% 1.1
AC
6264
AIFG Consultants
New York
$139M +$7.3M +6% 5.66% 49.8% 46 17.39% 0.8
EP
6265
Elkhorn Partners
Nebraska
$139M -$5.85M -4% 3.76% 32.2% 52 19.23% 4.7
Sustainable Insight Capital Management
6266
Sustainable Insight Capital Management
New York
$139M +$15.8M +13% 14% 168% 80 45% 1.6
Trust Investment Advisors
6267
Trust Investment Advisors
Indiana
$139M +$10.3M +8% 13.8% 178% 108 23.15% 4.2
Olistico Wealth
6268
Olistico Wealth
Oklahoma
$139M +$10.5M +8% 10.7% 108% 108 8.33% 1.1
Melfa Wealth Management
6269
Melfa Wealth Management
Massachusetts
$139M +$32.3M +30% 5.52% 49.9% 195 27.69% 0.8
APS
6270
American Planning Services
Florida
$138M +$8.15M +6% 8.05% 23.8% 50 14% 1
Peterson Wealth Management
6271
Peterson Wealth Management
Nevada
$138M +$27.4M +25% 10.2% 88.9% 59 20.34% 1.8
Clio Asset Management
6272
Clio Asset Management
Virginia
$138M +$15.3M +12% 13.2% 60.6% 13 15.38% 0.6
KIA
6273
KLR Investment Advisors
Rhode Island
$138M -$57.3K -0% 9.93% – 205 21.46% 0.9
Green Alpha Advisors
6274
Green Alpha Advisors
Colorado
$138M -$649K -0.5% 4.81% 316% 152 7.24% 2.3
Legend Financial Advisors
6275
Legend Financial Advisors
Pennsylvania
$138M +$13.6M +11% 8.59% 117% 197 8.12% 1.4