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