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
4101
Chase Investment Counsel
Virginia
$311M +$11M +4% 151
MC
4102
Mirabaud & Cie
Switzerland
$311M -$33M -10% 63
CCG
4103
Cloverfields Capital Group
Minnesota
$311M +$1.6M +0.5% 99
DW
4104
Dodds Wealth
Colorado
$311M +$11M +4% 61
WWP
4105
WR Wealth Planners
Missouri
$311M -$48.5M -13% 1,211
BIA
4106
Barry Investment Advisors
Massachusetts
$311M -$16.3M -5% 118
KLCM
4107
KG&L Capital Management
Louisiana
$311M +$991K +0.3% 203
HA
4108
Hamel Associates
New Jersey
$311M -$16.6M -5% 77
TCM
4109
Thomist Capital Management
Texas
$311M -$85.5M -22% 54
PCI
4110
Pacifica Capital Investments
Texas
$311M +$19.1M +7% 17
LFGO
4111
Legacy Financial Group (Oklahoma)
Oklahoma
$311M +$16.5M +6% 88
RAM
4112
Roanoke Asset Management
New Jersey
$311M -$7.39M -2% 108
PPWP
4113
Proquility Private Wealth Partners
Nevada
$310M -$1.71M -0.5% 93
PWC
4114
PYA Waltman Capital
Tennessee
$310M +$4.41M +1% 78
CIC
4115
Cornercap Investment Counsel
Georgia
$310M -$27.7M -8% 552
GCA
4116
Gradient Capital Advisors
California
$310M +$8.21M +3% 154
GCM
4117
GoodHaven Capital Management
New Jersey
$310M +$8.48M +3% 27
MA
4118
Mezzasalma Advisors
New Jersey
$310M +$56.4M +22% 151
TAM
4119
TFG Asset Management
Cayman Islands
$310M -$3.96M -1% 28
OMC
4120
Oasis Management Company
Cayman Islands
$310M +$16.9M +6% 97
ACM
4121
Avalon Capital Management
California
$310M -$20.3M -6% 153
APWM
4122
Argonautica Private Wealth Management
Massachusetts
$310M +$8.12M +3% 198
MWPCG
4123
Measured Wealth Private Client Group
New Hampshire
$309M +$10.5M +4% 199
NWM
4124
Northcape Wealth Management
New York
$309M +$3.85M +1% 136
CA
4125
Claar Advisors
New York
$309M +$11.9M +4% 22