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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)
Ivy Lane Capital Management
6001
Ivy Lane Capital Management
Florida
$111M +$8.41M +8% 7.19% 101% 14 57.14% 0.9
AAFMAA Wealth Management & Trust
6002
AAFMAA Wealth Management & Trust
North Carolina
$111M -$25M -18% 9.79% 62.3% 62 17.74% 1.2
Paragon Private Wealth Management
6003
Paragon Private Wealth Management
Kentucky
$111M +$8.05M +8% 8.05% 104% 131 10.69% 0.8
26North Partners
6004
26North Partners
New York
$111M – – 6.97% 77.8% 3 – 0
Cook & Bynum Capital Management
6005
Cook & Bynum Capital Management
Alabama
$111M +$16.1M +17% 23.8% 46.8% 5 0% 5.5
AFT
6006
Alpha Family Trust
California
$111M -$21.5M -16% 5.57% 198% 132 76.52% 0.2
Yorktown Energy Partners X
6007
Yorktown Energy Partners X
New York
$111M +$6.07M +6% 3.73% 95.9% 4 25% 2.1
Capital Square
6008
Capital Square
Tennessee
$111M +$673K +0.6% 8.43% 62.5% 151 16.56% 1.9
Mills Wealth Advisors
6009
Mills Wealth Advisors
Texas
$111M – – 5.56% 37.9% 51 – 0
MCM
6010
McMillion Capital Management
North Carolina
$111M +$2.49M +2% 11.3% 59.3% 212 64.62% 6
Fort Henry Capital
6011
Fort Henry Capital
West Virginia
$110M +$7.75M +8% 4.96% 39.3% 15 0% 1.7
Merk Investments
6012
Merk Investments
California
$110M +$8.81M +9% 22% 303% 15 0% 2.2
Ergawealth Advisors
6013
Ergawealth Advisors
Illinois
$110M – – 9.44% 50% 52 – 0
Prentiss Smith & Co
6014
Prentiss Smith & Co
Vermont
$110M -$2.13M -2% 11% 67.4% 67 14.93% 5.6
Keeler & Nadler Financial Planning & Wealth Management
6015
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$110M – – 9.08% 72.1% 47 – 0.9
Presidio Capital Management
6016
Presidio Capital Management
California
$110M +$17.2M +18% 8.86% 56.1% 43 53.49% 0.5
Beacon Financial Strategies
6017
Beacon Financial Strategies
North Carolina
$110M +$5.45M +5% 7.61% 54.2% 35 2.86% 1.3
OF
6018
Outfitter Financial
Maine
$110M +$8.08M +8% 11.1% 97.6% 87 8.05% 1.8
Chicago Capital Management
6019
Chicago Capital Management
Illinois
$110M -$73.6M -40% 28.8% 270% 44 70.45% 0.1
Purus Wealth Management
6020
Purus Wealth Management
California
$110M +$1.59M +1% 5.9% 174% 110 8.18% 1.5
Buttonwood Financial Group
6021
Buttonwood Financial Group
Missouri
$110M +$13.8M +14% 7.31% 77.9% 28 28.57% 0.5
Washburn Capital Management
6022
Washburn Capital Management
Florida
$110M +$5.34M +5% 9.58% 123% 52 15.38% 1.9
Wealthspan Partners
6023
Wealthspan Partners
Iowa
$110M +$13.3M +14% 11.1% 65% 70 7.14% 0.9
CAM
6024
Crown Advisors Management
California
$110M +$9.12M +9% 13.7% 284% 51 31.37% 1.9
Apricus Wealth
6025
Apricus Wealth
South Carolina
$110M +$9.16M +9% 12.6% 80.6% 85 14.12% 0.9