Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BC
4176
Bruce & Co
Illinois
$311M -$32.2M -9% 3.16% 23.4% 42
SWA
4177
ShankerValleau Wealth Advisors
Illinois
$311M +$17.8M +6% 2.81% 59% 40
LL
4178
LPWM LLC
Minnesota
$311M +$5.89M +2% 0.42% 46.6% 81
CIC
4179
Chase Investment Counsel
Virginia
$311M +$11M +4% 6.03% 245% 151
MC
4180
Mirabaud & Cie
Switzerland
$311M -$33M -10% 4.81% – 63
CCG
4181
Cloverfields Capital Group
Minnesota
$311M +$1.6M +0.5% 2.98% 83.1% 99
DW
4182
Dodds Wealth
Colorado
$311M +$11M +4% 1.7% – 61
WWP
4183
WR Wealth Planners
Missouri
$311M -$48.5M -13% 0.6% 22.1% 1,211
BIA
4184
Barry Investment Advisors
Massachusetts
$311M -$16.3M -5% 5.28% 31% 118
KLCM
4185
KG&L Capital Management
Louisiana
$311M +$991K +0.3% 2.18% 67.6% 203
HA
4186
Hamel Associates
New Jersey
$311M -$16.6M -5% 1.72% 32.4% 77
TCM
4187
Thomist Capital Management
Texas
$311M -$85.5M -22% 6.75% 49.4% 54
PCI
4188
Pacifica Capital Investments
Texas
$311M +$19.1M +7% 9.5% 108% 17
LFGO
4189
Legacy Financial Group (Oklahoma)
Oklahoma
$311M +$16.5M +6% 0.5% – 88
RAM
4190
Roanoke Asset Management
New Jersey
$311M -$7.39M -2% 1.97% 50.3% 108
PPWP
4191
Proquility Private Wealth Partners
Nevada
$310M -$1.71M -0.5% 0.55% 19.4% 93
PWC
4192
PYA Waltman Capital
Tennessee
$310M +$4.41M +1% 1.22% 73.5% 78
CIC
4193
Cornercap Investment Counsel
Georgia
$310M -$27.7M -8% 0.46% 45.9% 552
MWM
4194
Maridea Wealth Management
New York
$310M – – 1.99% – 230
GCA
4195
Gradient Capital Advisors
California
$310M +$8.21M +3% 1.26% 57% 154
GCM
4196
GoodHaven Capital Management
New Jersey
$310M +$8.48M +3% 1.6% 108% 27
MA
4197
Mezzasalma Advisors
New Jersey
$310M +$56.4M +22% 10% 167% 151
TAM
4198
TFG Asset Management
Cayman Islands
$310M -$3.96M -1% 8.2% 44% 28
OMC
4199
Oasis Management Company
Cayman Islands
$310M +$16.9M +6% 42.7% 289% 97
ACM
4200
Avalon Capital Management
California
$310M -$20.3M -6% 6.43% 94.3% 153
166 167
168
169 170