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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
6976
Canandaigua National Trust of Florida
New York
$128M +$11.8M +10% 1.48% 116 19.83%
LI
6977
Latash Investments
Alaska
$128M +$19.5M +18% 22.5% 110% 17 5.88%
CVSC
6978
C.V. Starr & Co
New York
$128M 1.74% 6
BIG
6979
Bush Investment Group
Georgia
$128M +$3.06M +2% 0.21% 33 6.06%
TA
6980
TPG Advisors
Illinois
$128M +$101K +0.1% 1.42% 91 5.49%
LCM
6981
LRT Capital Management
Texas
$128M +$20.4M +19% 2.26% 76.3% 105 40.95%
PCMU
6982
Paragon Capital Management (Utah)
Utah
$128M -$7.71M -6% 3.1% 69.4% 86 45.35%
AFR
6983
Applied Fundamental Research
Massachusetts
$128M -$23.6M -16% 12.4% 44.6% 13 15.38%
CCA
6984
Cypress Capital Advisors
Tennessee
$128M 0.39% 61
SFA
6985
Salus Financial Advisors
Colorado
$128M 0.34% 33
VIA
6986
Virtus Investment Advisers
Connecticut
$128M +$468K +0.4% 6.27% 172% 414 31.88%
RWM
6987
Rolek Wealth Management
Pennsylvania
$128M 3.95% 11
BA
6988
Brightwater Advisory
Florida
$128M -$8.32M -6% 2.12% 60 3.33%
BWA
6989
Blodgett Wealth Advisors
California
$128M +$8.6M +7% 6.4% 124% 61 6.56%
SWA
6990
Sterling Wealth Advisors
Florida
$127M 1.47% 18
BDS
6991
Banco de Sabadell
Florida
$127M -$6M -4% 0.65% 75.1% 60 6.67%
IPAM
6992
Investment Partners Asset Management
New Jersey
$127M +$5.36M +4% 1.45% 154 9.74%
SIM
6993
Sterling Investment Management
Arizona
$127M -$4.44M -3% 1.55% 44.1% 62 17.74%
IAP
6994
Indie Asset Partners
Indiana
$127M -$6.19M -5% 2.14% 119% 120 7.5%
IA
6995
IFS Advisors
Kansas
$127M +$946K +0.7% 1.29% 48.3% 191 18.85%
CBOR
6996
Community Bank of Raymore
Missouri
$127M -$5.18M -4% 0.28% 89.6% 77 6.49%
RFA
6997
Reyes Financial Architecture
California
$127M 2.94% 279
GEH
6998
General Equity Holdings
New York
$127M -$16.8M -12% 14.7% 775% 7 28.57%
MSK
6999
Melissa S. Kampmann
$127M -$14.3M -10% 2.63% 70.4% 41 0%
NLWP
7000
Next Level Wealth Planning
Idaho
$127M 1.02% 43