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
ASG
6701
Ariston Services Group
California
$141M +$21M +18% 73
CNTOF
6702
Canandaigua National Trust of Florida
New York
$141M +$27.2M +24% 125
CW
6703
Code Waechter
Florida
$141M +$19M +16% 138
EWA
6704
Elevate Wealth Advisory
Georgia
$141M -$633K -0.4% 139
MCM
6705
MontVue Capital Management
Virginia
$140M +$15.5M +12% 65
WMRU
6706
William Marsh Rice University
Texas
$140M -$96.5M -41% 3
OCM
6707
Orser Capital Management
Texas
$140M +$4.16M +3% 58
TL
6708
TowerView LLC
New York
$140M +$1.32M +1% 24
BWM
6709
BCO Wealth Management
New Mexico
$140M +$12.7M +10% 37
AGAM
6710
Audent Global Asset Management
California
$140M +$18.9M +16% 54
YC
6711
Yunqi Capital
Hong Kong
$140M +$38.5M +38% 6
UPS
6712
UHLMANN PRICE SECURITIES
Illinois
$140M +$4.29M +3% 207
SA
6713
Sage Advisors
Colorado
$140M -$2.05M -1% 38
TAC
6714
Twenty Acre Capital
Pennsylvania
$140M +$17.5M +14% 19
CIAM
6715
Caitong International Asset Management
Hong Kong
$140M +$5.5M +4% 2,604
FW
6716
Fidato Wealth
Ohio
$140M +$9.26M +7% 25
ZC
6717
Zeit Capital
Colorado
$140M +$9.91M +8% 28
RCM
6718
RMR Capital Management
California
$140M +$1.29M +0.9% 79
PIS
6719
POM Investment Strategies
North Carolina
$140M +$54.3M +64% 242
FCM
6720
Floyd Capital Management
Texas
$140M 1
GA
6721
Gordian Advisors
Arizona
$140M +$13.9M +11% 46
SFG
6722
Somnio Financial Group
Connecticut
$140M 13
CA
6723
Continental Advisors
Utah
$140M +$4.99M +4% 38
CCM
6724
Crew Capital Management
Ohio
$140M +$17M +14% 167
HIM
6725
Hanlon Investment Management
New Jersey
$139M +$6.91M +5% 192