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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
CNTOF
6851
Canandaigua National Trust of Florida
New York
$141M +$27.2M +24% 5.99% 125 19.2%
CW
6852
Code Waechter
Florida
$141M +$19M +16% 6.5% 138 28.26%
EWA
6853
Elevate Wealth Advisory
Georgia
$141M -$633K -0.4% 5.95% 139 8.63%
MCM
6854
MontVue Capital Management
Virginia
$140M +$15.5M +12% 10.7% 65 12.31%
WMRU
6855
William Marsh Rice University
Texas
$140M -$96.5M -41% 2.59% 4.44% 3 33.33%
OCM
6856
Orser Capital Management
Texas
$140M +$4.16M +3% 14% 122% 58 36.21%
TL
6857
TowerView LLC
New York
$140M +$1.32M +1% 5.5% 17.9% 24 16.67%
HWM
6858
Horizons Wealth Management
North Carolina
$140M +$5.91M +4% 4.27% 23% 181 1.66%
BWM
6859
BCO Wealth Management
New Mexico
$140M +$12.7M +10% 5.97% 37 18.92%
AGAM
6860
Audent Global Asset Management
California
$140M +$18.9M +16% 15.1% 112% 54 11.11%
YC
6861
Yunqi Capital
Hong Kong
$140M +$38.5M +38% 2.23% 71.4% 6 50%
UPS
6862
UHLMANN PRICE SECURITIES
Illinois
$140M +$4.29M +3% 8.92% 209 20.57%
SA
6863
Sage Advisors
Colorado
$140M -$2.05M -1% 0.71% 38 21.05%
TAC
6864
Twenty Acre Capital
Pennsylvania
$140M +$14M +11% 21.3% 196% 19 21.05%
CIAM
6865
Caitong International Asset Management
Hong Kong
$140M +$5.5M +4% 37.1% 2,604 43.89%
FW
6866
Fidato Wealth
Ohio
$140M +$9.26M +7% 7.96% 25 60%
ZC
6867
Zeit Capital
Colorado
$140M +$9.91M +8% 7.67% 51.6% 28 7.14%
RCM
6868
RMR Capital Management
California
$140M -$1.04M -0.7% 2.32% 80 10%
PIS
6869
POM Investment Strategies
North Carolina
$140M +$54.3M +64% 9.49% 242 53.72%
FCM
6870
Floyd Capital Management
Texas
$140M 10.5% 1
GA
6871
Gordian Advisors
Arizona
$140M +$13.9M +11% 8.79% 46 17.39%
SFG
6872
Somnio Financial Group
Connecticut
$140M 6.19% 13
CCM
6873
Crew Capital Management
Ohio
$140M +$17M +14% 11.1% 104% 167 42.51%
HIM
6874
Hanlon Investment Management
New Jersey
$139M +$6.91M +5% 12.7% 80.6% 192 29.69%
RWS
6875
Rochester Wealth Strategies
Michigan
$139M +$13.5M +11% 6.76% 26 23.08%