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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 Avg Holding
Period (Yrs)
CNTOF
6801
Canandaigua National Trust of Florida
New York
$116M – – 4.56% – 99 – 0
ICM
6802
Infini Capital Management
Hong Kong
$116M – – 50.5% – 8 – 0.5
FIS
6803
Fischer Investment Strategies
California
$116M +$13.6M +13% 6.09% 81% 32 37.5% 0.5
JWWM
6804
Johnson & White Wealth Management
Pennsylvania
$116M +$11.5M +11% 7.43% 76.5% 54 5.56% 1.2
GIM
6805
Guardian Investment Management
California
$116M -$23.6M -17% 7.17% 89.7% 58 8.62% 6.4
NFGH
6806
Nan Fung Group Holdings
Hong Kong
$116M +$22.3M +24% 17.5% 281% 49 32.65% 1.7
GF
6807
GGM Financials
Ohio
$116M +$7.31M +7% 4.53% – 55 7.27% 0.2
GC
6808
Grizzlyrock Capital
Illinois
$116M -$4.52M -4% 1.54% – 22 27.27% 0.6
FVIM
6809
Fort Vancouver Investment Management
Washington
$116M +$11.7M +11% 5.44% – 51 11.76% 0.2
SHFA
6810
Sherrill & Hutchins Financial Advisory
Georgia
$116M +$4.94M +4% 5.88% 41.6% 12 8.33% 0.6
KDIA
6811
KPCB DGF II Associates
California
$116M -$21.9M -16% 24% 2.08% 2 0% 1
FI
6812
FWG Investments
Kentucky
$116M +$16.6M +17% 5.44% – 128 19.53% 0.6
BC
6813
Birchview Capital
Vermont
$115M +$7.3M +7% 18.6% 327% 65 13.85% 3.3
MWM
6814
Maripau Wealth Management
Indiana
$115M -$30.9M -21% 5.04% 55.6% 168 72.02% 1.5
HLA
6815
Hamilton Lane Advisors
Pennsylvania
$115M -$8.43M -7% 3.22% 187% 22 40.91% 2
YEPX
6816
Yorktown Energy Partners XI
New York
$115M -$6.98M -6% 5.69% 105% 3 0% 4.1
TCPW
6817
Twin City Private Wealth
North Carolina
$115M +$9.55M +9% 7.88% – 104 13.46% 0.4
RPM
6818
Ridgemont Partners Management
North Carolina
$115M -$17.6M -13% 49.8% 45.6% 2 0% 0.4
CAM
6819
Chesapeake Asset Management
New York
$115M +$10.5M +10% 9.37% 153% 546 42.31% 1.2
SWP
6820
SIMA Wealth Partners
Virginia
$115M +$10.3M +10% 5.82% – 172 18.02% 0.2
LP
6821
LB Partners
Virginia
$115M -$4.99M -4% 1.28% – 28 32.14% 0.6
SMAM
6822
Sugar Maple Asset Management
Wisconsin
$115M +$11.7M +11% 6.65% – 73 35.62% 0.4
Compass Rose Asset Management
6823
Compass Rose Asset Management
New York
$115M +$57.9M +101% 0.79% 41% 13 53.85% 0.2
ASG
6824
Ariston Services Group
California
$115M +$11M +11% 8.88% – 68 25% 0.6
DWA
6825
Delos Wealth Advisors
Texas
$115M +$11.3M +11% 7.02% 58% 372 56.99% 2.1