Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > One Charles Private Wealth Services, Llc > Profile

Instuitional Investor - One Charles Private Wealth Services, Llc

Fund Profile
Filing Period:
Fund Name: One Charles Private Wealth Services, Llc
Portfolio Value $297,382,703
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 85,667 $38,831,361 13.05%
2.
Texas Pacific Land Corp
 TPL 25,194 $27,863,146 9.36%
3.
Grayscale Bitcoin Trust (Btc)
 294,713 $21,814,656 7.33%
4.
Acv Auctions Inc.
 ACVA 1,001,669 $21,636,050 7.27%
5.
Listed Fd Tr
 460,415 $17,532,592 5.89%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)