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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
AFT
6001
Alpha Family Trust
California
$111M -$21.5M -16% 5.57% 198% 132 76.52%
YEPX
6002
Yorktown Energy Partners X
New York
$111M +$6.07M +6% 3.73% 95.8% 4 25%
CS
6003
Capital Square
Tennessee
$111M +$673K +0.6% 8.43% 53.1% 151 16.56%
MWA
6004
Mills Wealth Advisors
Texas
$111M 5.56% 37.4% 51
MCM
6005
McMillion Capital Management
North Carolina
$111M +$2.49M +2% 11.3% 59.3% 212 64.62%
FHC
6006
Fort Henry Capital
West Virginia
$110M +$7.75M +8% 4.96% 37% 15 0%
MI
6007
Merk Investments
California
$110M +$8.81M +9% 22% 303% 15 0%
EA
6008
Ergawealth Advisors
Illinois
$110M 9.44% 47.7% 52
PSC
6009
Prentiss Smith & Co
Vermont
$110M -$2.13M -2% 11% 63.9% 67 14.93%
KNFPWM
6010
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$110M 9.08% 47
PCM
6011
Presidio Capital Management
California
$110M +$17.2M +18% 8.86% 56.1% 43 53.49%
BFS
6012
Beacon Financial Strategies
North Carolina
$110M +$5.45M +5% 7.61% 50.4% 35 2.86%
OF
6013
Outfitter Financial
Maine
$110M +$8.08M +8% 11.1% 95.9% 87 8.05%
CCM
6014
Chicago Capital Management
Illinois
$110M -$73.6M -40% 28.8% 295% 44 70.45%
PWM
6015
Purus Wealth Management
California
$110M +$1.59M +1% 5.9% 156% 110 8.18%
BFG
6016
Buttonwood Financial Group
Missouri
$110M +$13.8M +14% 7.31% 73.1% 28 28.57%
WCM
6017
Washburn Capital Management
Florida
$110M +$5.34M +5% 9.58% 117% 52 15.38%
WP
6018
Wealthspan Partners
Iowa
$110M +$13.3M +14% 11.1% 65% 70 7.14%
CAM
6019
Crown Advisors Management
California
$110M +$9.12M +9% 13.7% 284% 51 31.37%
AW
6020
Apricus Wealth
South Carolina
$110M +$9.16M +9% 12.6% 78.8% 85 14.12%
EIM
6021
Ervin Investment Management
Washington
$110M +$8.92M +9% 8.68% 84.3% 35 8.57%
KFA
6022
Kapstone Financial Advisors
Ohio
$110M 8.24% 131% 99
PFA
6023
Peak Financial Advisors
Colorado
$110M +$28.4M +35% 3.91% 40.1% 78 41.03%
KAM
6024
Kraft Asset Management
Tennessee
$110M +$11.1M +11% 11.2% 41% 28 10.71%
CBC
6025
Coombe, Bender & Co
New York
$110M -$2.94M -3% 9.96% 86 19.77%