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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)
Benchmark Financial Wealth Advisors
4326
Benchmark Financial Wealth Advisors
Florida
$312M +$12.1M +4% 0.9% 81.6% 111 19.82% 2.6
Abound Wealth Management
4327
Abound Wealth Management
Tennessee
$312M +$10.6M +4% 0.2% 65.7% 1,362 14.68% 1.7
Shilanski & Associates
4328
Shilanski & Associates
Alaska
$312M +$3.92M +1% 0.91% 84.2% 115 23.48% 1.8
Mirabaud & Cie
4329
Mirabaud & Cie
Switzerland
$312M -$33.7M -10% 4.82% 151% 65 20% 0.8
BC
4330
Bruce & Co
Illinois
$311M -$32.2M -9% 3.16% 94.5% 42 4.76% 6
ShankerValleau Wealth Advisors
4331
ShankerValleau Wealth Advisors
Illinois
$311M +$17.8M +6% 2.81% 60.3% 40 32.5% 1.7
LPWM LLC
4332
LPWM LLC
Minnesota
$311M +$5.89M +2% 0.42% 59.4% 81 8.64% 3.2
Chase Investment Counsel
4333
Chase Investment Counsel
Virginia
$311M +$11M +4% 6.03% 350% 151 29.8% 1.5
Cloverfields Capital Group
4334
Cloverfields Capital Group
Minnesota
$311M +$1.6M +0.5% 2.98% 101% 99 12.12% 1.9
Dodds Wealth
4335
Dodds Wealth
Colorado
$311M +$11M +4% 1.7% 35.4% 61 4.92% 0.9
WR Wealth Planners
4336
WR Wealth Planners
Missouri
$311M -$48.5M -13% 0.6% 22.1% 1,209 13.98% 0.9
Barry Investment Advisors
4337
Barry Investment Advisors
Massachusetts
$311M -$16.3M -5% 5.28% 66.7% 118 9.32% 3.8
KLCM
4338
KG&L Capital Management
Louisiana
$311M +$991K +0.3% 2.18% 91.9% 203 15.76% 2.8
HA
4339
Hamel Associates
New Jersey
$311M -$16.6M -5% 1.72% 50.6% 77 7.79% 6.4
Pacifica Capital Investments
4340
Pacifica Capital Investments
Texas
$311M +$19.1M +7% 9.5% 69.8% 17 23.53% 7.7
LFGO
4341
Legacy Financial Group (Oklahoma)
Oklahoma
$311M +$16.5M +6% 0.5% 64.2% 88 13.64% 1.5
Roanoke Asset Management
4342
Roanoke Asset Management
New Jersey
$311M -$7.39M -2% 1.96% 50.3% 108 12.96% 7.2
Proquility Private Wealth Partners
4343
Proquility Private Wealth Partners
Nevada
$310M -$1.71M -0.5% 0.55% 19.4% 93 11.83% 2.8
Maridea Wealth Management
4344
Maridea Wealth Management
New York
$310M – – 1.99% – 232 – 0
PYA Waltman Capital
4345
PYA Waltman Capital
Tennessee
$310M +$4.41M +1% 1.22% 62.4% 78 6.41% 2.7
Cornercap Investment Counsel
4346
Cornercap Investment Counsel
Georgia
$310M -$27.7M -8% 0.46% 55.4% 552 23.37% 1.5
Whetstone Capital Advisors
4347
Whetstone Capital Advisors
Kansas
$310M +$103M +50% 28.6% 282% 42 40.48% 2
Gradient Capital Advisors
4348
Gradient Capital Advisors
California
$310M +$8.21M +3% 1.26% 78.5% 154 5.19% 4.3
GoodHaven Capital Management
4349
GoodHaven Capital Management
New Jersey
$310M +$8.48M +3% 1.6% 80.7% 27 3.7% 4.9
Mezzasalma Advisors
4350
Mezzasalma Advisors
New Jersey
$310M +$56.4M +22% 10% 203% 151 48.34% 1.1