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
RWIA
5701
Roger Wittlin Investment Advisory
California
$174M +$18M +12% 55
ACA
5702
AYAL Capital Advisors
Ontario, Canada
$174M +$16.2M +10% 44
FP
5703
Factorial Partners
New York
$174M +$11.3M +7% 87
KIM
5704
Kestrel Investment Management
California
$174M +$22.8M +15% 42
AWAP
5705
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$174M +$15.1M +10% 141
PP
5706
PFS Partners
New Jersey
$174M +$15.3M +10% 461
EB
5707
Emprise Bank
Kansas
$174M +$11.5M +7% 108
MPCG
5708
Matrix Private Capital Group
New York
$174M +$14.4M +9% 156
DCM
5709
Delta Capital Management
New Jersey
$173M +$8.03M +5% 89
CP
5710
Castleview Partners
Texas
$173M -$2.52M -1% 959
TCPG
5711
Trivant Custom Portfolio Group
California
$173M +$10.6M +6% 202
IOOF
5712
Independent Order of Foresters
Ontario, Canada
$173M +$11.1M +7% 15
CBT
5713
CoreFirst Bank & Trust
Kansas
$173M +$24.5M +16% 344
GHA
5714
Granite Harbor Advisors
Texas
$173M +$15.1M +10% 91
ACM
5715
AUA Capital Management
Pennsylvania
$173M +$6.62M +4% 84
BCM
5716
Banyan Capital Management
Georgia
$173M +$7.08M +4% 18
MA
5717
Minerva Advisors
Pennsylvania
$173M +$22.6M +15% 57
HWMT
5718
Heritage Wealth Management (Texas)
Texas
$173M +$12M +7% 40
PPWM
5719
PFG Private Wealth Management
Florida
$172M +$7.58M +5% 258
ACA
5720
American Capital Advisory
Idaho
$172M +$32.5M +23% 532
NPFS
5721
Novak & Powell Financial Services
Florida
$172M +$11.5M +7% 157
CASB
5722
Cape Ann Savings Bank
Massachusetts
$172M +$11.2M +7% 92
PBM
5723
Propel Bio Management
California
$172M +$18.2M +12% 27
KFS
5724
Kaizen Financial Strategies
California
$172M +$11.9M +7% 147
WAM
5725
Werlinich Asset Management
Connecticut
$172M +$11.6M +7% 64