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