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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
6501
Councilmark Asset Management
Knoxville,
Tennessee
| $158M | +$9.8M | +7% | 9.09% | – | 92 | 11.96% | 1.1 |
|
| 6502 |
6502
Forthright Family Wealth Advisory
Houston,
Texas
| $158M | +$6.52M | +4% | 8.72% | – | 57 | 17.54% | 1.2 |
|
| 6503 |
6503
W.H. Cornerstone Investments
Kingston,
Massachusetts
| $158M | +$13.1M | +9% | 6.1% | 51.4% | 125 | 20% | 1.8 |
|
| 6504 |
6504
Seros Financial
Tempe,
Arizona
| $158M | +$24M | +18% | 10.7% | – | 64 | 18.75% | 0.4 |
|
| 6505 |
6505
STAR Financial Bank
Fort Wayne,
Indiana
| $158M | +$21.1M | +15% | 5.99% | 53.4% | 117 | 17.95% | 1.6 |
|
| 6506 |
6506
Vestment Financial
Chanhassen,
Minnesota
| $158M | +$18.3M | +13% | 7.21% | – | 40 | 7.5% | 0.5 |
|
| 6507 |
6507
Riverchase Wealth Management
Flower Mound,
Texas
| $158M | +$14.8M | +10% | 6.16% | – | 73 | 16.44% | 0.4 |
|
| 6508 |
6508
Petra Financial Advisors
Colorado Srpings,
Colorado
| $158M | +$35.6M | +29% | 11.5% | 129% | 146 | 19.86% | 1.4 |
|
| 6509 |
6509
Efficient Frontier Advisors
Eastford,
Connecticut
| $158M | +$3.8M | +2% | 4.86% | – | 22 | 4.55% | 1.1 |
|
| 6510 |
6510
Fire Capital Management
San Francisco,
California
| $157M | +$21.5M | +16% | 16.2% | – | 97 | 12.37% | 0.4 |
|
| 6511 |
6511
William Mack & Associates
Troy,
Michigan
| $157M | +$40.6M | +35% | 8.57% | – | 81 | 17.28% | 0.4 |
|
| 6512 |
6512
Michael S. Ryan Inc
Latham,
New York
| $157M | +$14.4M | +10% | 9.37% | 63.3% | 48 | 6.25% | 1.5 |
|
| 6513 |
6513
Carson Advisory
Athens,
Georgia
| $157M | +$8.87M | +6% | 6.01% | 68.6% | 176 | 9.66% | 2.3 |
|
| 6514 |
6514
ROI Financial Advisors
Beaverton,
Oregon
| $157M | +$19.7M | +14% | 15.3% | 165% | 73 | 19.18% | 1.1 |
|
| 6515 |
TCM
6515
Thoma Capital Management
Towson,
Maryland
| $157M | +$14.1M | +10% | 10.3% | – | 60 | 5% | 0.5 |
|
| 6516 |
6516
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| $157M | +$15M | +11% | 4.31% | – | 161 | 11.18% | 0.5 |
|
| 6517 |
6517
Atmos Advisory
Pittsburgh,
Pennsylvania
| $157M | +$7.86M | +5% | 5.03% | 31.9% | 20 | 0% | 3.5 |
|
| 6518 |
LP
6518
LB Partners
Charlottesville,
Virginia
| $157M | +$17.7M | +13% | 19% | – | 25 | 20% | 1.1 |
|
| 6519 |
6519
Emergent Wealth Advisors
Williamsville,
New York
| $157M | +$18.5M | +13% | 9.05% | 74.2% | 120 | 14.17% | 1.1 |
|
| 6520 |
6520
Conscious Wealth Investments
Coral Gables,
Florida
| $157M | +$12.6M | +9% | 11.3% | – | 55 | 3.64% | 1.1 |
|
| 6521 |
6521
AFG Fiduciary Services
Hingham,
Massachusetts
| $156M | +$19.9M | +15% | 8.36% | 72.4% | 91 | 26.37% | 1.8 |
|
| 6522 |
6522
Ryan Investment Management
Basalt,
Colorado
| $156M | – | – | 9.27% | – | 52 | – | 0 |
|
| 6523 |
6523
Peregrine Investment Management
Toronto,
Ontario, Canada
| $156M | +$22.5M | +17% | 25.3% | – | 24 | 25% | 0.5 |
|
| 6524 |
6524
Clay Northam Wealth Management
Huntington Beach,
California
| $156M | +$13.5M | +9% | 12% | 125% | 95 | 8.42% | 2.4 |
|
| 6525 |
6525
Anderson Financial Strategies
Dayton,
Ohio
| $156M | -$7.14M | -4% | 6.37% | – | 241 | 85.06% | 0.4 |
|