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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
RAM
4176
Roanoke Asset Management
New Jersey
$311M -$7.39M -2% 1.96% 50.3% 108 12.96%
PPWP
4177
Proquility Private Wealth Partners
Nevada
$310M -$1.71M -0.5% 0.55% 19.4% 93 11.83%
PWC
4178
PYA Waltman Capital
Tennessee
$310M +$4.41M +1% 1.22% 60.6% 78 6.41%
CIC
4179
Cornercap Investment Counsel
Georgia
$310M -$27.7M -8% 0.46% 55.4% 552 23.37%
WCA
4180
Whetstone Capital Advisors
Kansas
$310M +$103M +50% 28.6% 201% 42 40.48%
GCA
4181
Gradient Capital Advisors
California
$310M +$8.21M +3% 1.26% 71% 154 5.19%
GCM
4182
GoodHaven Capital Management
New Jersey
$310M +$8.48M +3% 1.6% 87.7% 27 3.7%
MA
4183
Mezzasalma Advisors
New Jersey
$310M +$56.4M +22% 10% 157% 151 48.34%
ACM
4184
Avalon Capital Management
California
$310M -$20.3M -6% 6.43% 151% 153 29.41%
APWM
4185
Argonautica Private Wealth Management
Massachusetts
$310M +$8.12M +3% 3.4% 158% 198 4.55%
NWM
4186
Northcape Wealth Management
New York
$310M +$4.31M +1% 0.94% 59.5% 146 14.38%
MWPCG
4187
Measured Wealth Private Client Group
New Hampshire
$309M +$10.5M +4% 0% 68.1% 199 23.62%
CA
4188
Claar Advisors
New York
$309M +$11.9M +4% 2.81% 63% 22 18.18%
WC
4189
Winmill & Co
New York
$309M +$11.8M +4% 0.76% 106% 57 8.77%
CFA
4190
CWS Financial Advisors
Michigan
$309M +$26.6M +9% 0.19% 47.7% 133 14.29%
IIA
4191
Integral Investment Advisors
California
$309M +$10.2M +3% 1.87% 60% 161 8.7%
AFGAS
4192
Allegiance Financial Group Advisory Services
Virginia
$309M +$21.4M +7% 1.84% 62.6% 119 38.66%
FIBT
4193
First International Bank & Trust
North Dakota
$309M -$3.28M -1% 0.67% 38.6% 75 8%
LPP
4194
Long Path Partners
Connecticut
$309M +$313K +0.1% 9.57% 9.18% 12 25%
CPA
4195
Court Place Advisors
Maryland
$308M -$34.6M -10% 1.25% 92% 168 13.69%
AFS
4196
Aft Forsyth & Sober
Florida
$308M +$4.29M +1% 3.64% 77.3% 81 7.41%
BHWM
4197
Bay Harbor Wealth Management
Maryland
$308M +$1.95M +0.6% 1.66% 47.9% 194 22.16%
OBGC
4198
O'Brien Greene & Co
Pennsylvania
$308M -$13.1M -4% 0.39% 79.6% 143 11.19%
FP
4199
Fiduciary Planning
Florida
$308M +$13.3M +5% 1.42% 65.5% 76 21.05%
WIS
4200
Wright Investors Service
Connecticut
$308M -$74.1M -19% 4.28% 107% 146 15.07%