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
SWA
4101
ShankerValleau Wealth Advisors
Illinois
$311M +$17.8M +6% 40
LL
4102
LPWM LLC
Minnesota
$311M +$5.89M +2% 81
CIC
4103
Chase Investment Counsel
Virginia
$311M +$11M +4% 151
MC
4104
Mirabaud & Cie
Switzerland
$311M -$33M -10% 63
CCG
4105
Cloverfields Capital Group
Minnesota
$311M +$1.6M +0.5% 99
DW
4106
Dodds Wealth
Colorado
$311M +$11M +4% 61
WWP
4107
WR Wealth Planners
Missouri
$311M -$48.5M -13% 1,211
BIA
4108
Barry Investment Advisors
Massachusetts
$311M -$16.3M -5% 118
KLCM
4109
KG&L Capital Management
Louisiana
$311M +$991K +0.3% 203
HA
4110
Hamel Associates
New Jersey
$311M -$16.6M -5% 77
TCM
4111
Thomist Capital Management
Texas
$311M -$85.5M -22% 54
PCI
4112
Pacifica Capital Investments
Texas
$311M +$19.1M +7% 17
LFGO
4113
Legacy Financial Group (Oklahoma)
Oklahoma
$311M +$16.5M +6% 88
RAM
4114
Roanoke Asset Management
New Jersey
$311M -$7.39M -2% 108
PPWP
4115
Proquility Private Wealth Partners
Nevada
$310M -$1.71M -0.5% 93
PWC
4116
PYA Waltman Capital
Tennessee
$310M +$4.41M +1% 78
CIC
4117
Cornercap Investment Counsel
Georgia
$310M -$27.7M -8% 552
GCA
4118
Gradient Capital Advisors
California
$310M +$8.21M +3% 154
GCM
4119
GoodHaven Capital Management
New Jersey
$310M +$8.48M +3% 27
MA
4120
Mezzasalma Advisors
New Jersey
$310M +$56.4M +22% 151
TAM
4121
TFG Asset Management
Cayman Islands
$310M -$3.96M -1% 28
OMC
4122
Oasis Management Company
Cayman Islands
$310M +$16.9M +6% 97
ACM
4123
Avalon Capital Management
California
$310M -$20.3M -6% 153
APWM
4124
Argonautica Private Wealth Management
Massachusetts
$310M +$8.12M +3% 198
MWPCG
4125
Measured Wealth Private Client Group
New Hampshire
$309M +$10.5M +4% 199