Canton Hathaway, LLC
Canton Hathaway, LLC is a boutique SEC Registered Investment Adviser headquartered in Providence, Rhode Island. Founded in 2018, the firm specializes in managing generational wealth primarily for the Chace and Procaccianti families, as well as other high-net-worth individuals, trusts, family groups, and charitable organizations. With approximately 6 employees and over $651 million in assets under management, Canton Hathaway offers tailored investment management and financial planning services to about 88 clients.
Investment Strategy
Canton Hathaway, LLC provides personalized investment advisory services, focusing on long-term wealth preservation and growth for families and high-net-worth individuals. The firm builds concentrated, actively managed portfolios with significant allocations to core long-term holdings. Reported sector allocations and holdings, such as a large percentage in Berkshire Hathaway Inc. and major S&P 500 ETFs, signal a disciplined value-oriented equity strategy combined with diversified ETF and mutual fund investments for risk management.
Top Holdings
Equity Positions (267)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-A | Berkshire Hathaway Inc A | 43.75% | $227.8M | 302 | $364969.75 | $754200.00 | +$1.8M |
V VOO | Vanguard 500 ETF | 6.04% | $31.4M | 51,355 | $308.97 | $612.38 | +$2.3M |
M MSFT | Microsoft Corp | 2.41% | $12.6M | 24,267 | $203.98 | $517.95 | +$509.0K |
G GLD | Spdr Gold Tr Gold Shs | 2.13% | $11.1M | 31,163 | $175.79 | $355.47 | -$464.0K |
E EFA | Ishares Msci Eafe Etf | 2.07% | $10.8M | 115,649 | $71.52 | $93.37 | +$460.0K |