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
PCI
4201
Pacifica Capital Investments
Texas
$311M +$19.1M +7% 17
LFGO
4202
Legacy Financial Group (Oklahoma)
Oklahoma
$311M +$16.5M +6% 88
RAM
4203
Roanoke Asset Management
New Jersey
$311M -$7.39M -2% 108
PPWP
4204
Proquility Private Wealth Partners
Nevada
$310M -$1.71M -0.5% 93
PWC
4205
PYA Waltman Capital
Tennessee
$310M +$4.41M +1% 78
CIC
4206
Cornercap Investment Counsel
Georgia
$310M -$27.7M -8% 552
MWM
4207
Maridea Wealth Management
New York
$310M 230
GCA
4208
Gradient Capital Advisors
California
$310M +$8.21M +3% 154
GCM
4209
GoodHaven Capital Management
New Jersey
$310M +$8.48M +3% 27
MA
4210
Mezzasalma Advisors
New Jersey
$310M +$56.4M +22% 151
TAM
4211
TFG Asset Management
Cayman Islands
$310M -$3.96M -1% 28
OMC
4212
Oasis Management Company
Cayman Islands
$310M +$16.9M +6% 97
ACM
4213
Avalon Capital Management
California
$310M -$20.3M -6% 153
APWM
4214
Argonautica Private Wealth Management
Massachusetts
$310M +$8.12M +3% 198
MWPCG
4215
Measured Wealth Private Client Group
New Hampshire
$309M +$10.5M +4% 199
NWM
4216
Northcape Wealth Management
New York
$309M +$3.85M +1% 136
PWP
4217
Prasad Wealth Partners
Ohio
$309M 113
CA
4218
Claar Advisors
New York
$309M +$11.9M +4% 22
WC
4219
Winmill & Co
New York
$309M +$11.8M +4% 57
CFA
4220
CWS Financial Advisors
Michigan
$309M +$26.6M +9% 133
IIA
4221
Integral Investment Advisors
California
$309M +$10.2M +3% 161
AFGAS
4222
Allegiance Financial Group Advisory Services
Virginia
$309M +$21.4M +7% 119
FIBT
4223
First International Bank & Trust
North Dakota
$309M -$3.28M -1% 75
LPP
4224
Long Path Partners
Connecticut
$309M +$313K +0.1% 12
CPA
4225
Court Place Advisors
Maryland
$308M -$34.6M -10% 168