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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
TJHA
4101
Thomas J. Herzfeld Advisors
Florida
$312M +$11.8M +4% 165
PP
4102
Prosperity Planning
Missouri
$312M -$3.54M -1% 106
BFWA
4103
Benchmark Financial Wealth Advisors
Florida
$312M +$12.1M +4% 111
AWM
4104
Abound Wealth Management
Tennessee
$312M +$10.6M +4% 1,362
SA
4105
Shilanski & Associates
Alaska
$312M +$3.92M +1% 115
BC
4106
Bruce & Co
Illinois
$311M -$32.2M -9% 42
SWA
4107
ShankerValleau Wealth Advisors
Illinois
$311M +$17.8M +6% 40
LL
4108
LPWM LLC
Minnesota
$311M +$5.89M +2% 81
CIC
4109
Chase Investment Counsel
Virginia
$311M +$11M +4% 151
MC
4110
Mirabaud & Cie
Switzerland
$311M -$33M -10% 63
CCG
4111
Cloverfields Capital Group
Minnesota
$311M +$1.6M +0.5% 99
DW
4112
Dodds Wealth
Colorado
$311M +$11M +4% 61
WWP
4113
WR Wealth Planners
Missouri
$311M -$48.5M -13% 1,211
BIA
4114
Barry Investment Advisors
Massachusetts
$311M -$16.3M -5% 118
KLCM
4115
KG&L Capital Management
Louisiana
$311M +$991K +0.3% 203
HA
4116
Hamel Associates
New Jersey
$311M -$16.6M -5% 77
TCM
4117
Thomist Capital Management
Texas
$311M -$85.5M -22% 54
PCI
4118
Pacifica Capital Investments
Texas
$311M +$19.1M +7% 17
LFGO
4119
Legacy Financial Group (Oklahoma)
Oklahoma
$311M +$16.5M +6% 88
RAM
4120
Roanoke Asset Management
New Jersey
$311M -$7.39M -2% 108
PPWP
4121
Proquility Private Wealth Partners
Nevada
$310M -$1.71M -0.5% 93
PWC
4122
PYA Waltman Capital
Tennessee
$310M +$4.41M +1% 78
CIC
4123
Cornercap Investment Counsel
Georgia
$310M -$27.7M -8% 552
GCA
4124
Gradient Capital Advisors
California
$310M +$8.21M +3% 154
GCM
4125
GoodHaven Capital Management
New Jersey
$310M +$8.48M +3% 27