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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
CIC
4326
Chase Investment Counsel
Virginia
$311M +$11M +4% 6.03% 350% 151 29.8%
CCG
4327
Cloverfields Capital Group
Minnesota
$311M +$1.6M +0.5% 2.98% 101% 99 12.12%
DW
4328
Dodds Wealth
Colorado
$311M +$11M +4% 1.7% 61 4.92%
WWP
4329
WR Wealth Planners
Missouri
$311M -$48.5M -13% 0.6% 22.1% 1,209 13.98%
BIA
4330
Barry Investment Advisors
Massachusetts
$311M -$16.3M -5% 5.28% 57.9% 118 9.32%
KLCM
4331
KG&L Capital Management
Louisiana
$311M +$991K +0.3% 2.18% 84.2% 203 15.76%
HA
4332
Hamel Associates
New Jersey
$311M -$16.6M -5% 1.72% 50.6% 77 7.79%
PCI
4333
Pacifica Capital Investments
Texas
$311M +$19.1M +7% 9.5% 70.4% 17 23.53%
LFGO
4334
Legacy Financial Group (Oklahoma)
Oklahoma
$311M +$16.5M +6% 0.5% 58.7% 88 13.64%
RAM
4335
Roanoke Asset Management
New Jersey
$311M -$7.39M -2% 1.96% 50.3% 108 12.96%
PPWP
4336
Proquility Private Wealth Partners
Nevada
$310M -$1.71M -0.5% 0.55% 19.4% 93 11.83%
MWM
4337
Maridea Wealth Management
New York
$310M 1.99% 232
PWC
4338
PYA Waltman Capital
Tennessee
$310M +$4.41M +1% 1.22% 62.4% 78 6.41%
CIC
4339
Cornercap Investment Counsel
Georgia
$310M -$27.7M -8% 0.46% 55.4% 552 23.37%
WCA
4340
Whetstone Capital Advisors
Kansas
$310M +$103M +50% 28.6% 282% 42 40.48%
GCA
4341
Gradient Capital Advisors
California
$310M +$8.21M +3% 1.26% 71% 154 5.19%
GCM
4342
GoodHaven Capital Management
New Jersey
$310M +$8.48M +3% 1.6% 80.7% 27 3.7%
MA
4343
Mezzasalma Advisors
New Jersey
$310M +$56.4M +22% 10% 194% 151 48.34%
ACM
4344
Avalon Capital Management
California
$310M -$20.3M -6% 6.43% 151% 153 29.41%
APWM
4345
Argonautica Private Wealth Management
Massachusetts
$310M +$8.12M +3% 3.4% 158% 198 4.55%
NWM
4346
Northcape Wealth Management
New York
$310M +$4.31M +1% 0.94% 66% 146 14.38%
MWPCG
4347
Measured Wealth Private Client Group
New Hampshire
$309M +$10.5M +4% 0% 84.3% 199 23.62%
PWP
4348
Prasad Wealth Partners
Ohio
$309M 3.39% 113
CA
4349
Claar Advisors
New York
$309M +$11.9M +4% 2.81% 65.5% 22 18.18%
WC
4350
Winmill & Co
New Hampshire
$309M +$11.8M +4% 0.76% 146% 57 8.77%