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
KIM
5726
Kestrel Investment Management
California
$174M +$22.8M +15% 42
AWAP
5727
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$174M +$15.1M +10% 141
PP
5728
PFS Partners
New Jersey
$174M +$15.3M +10% 461
EB
5729
Emprise Bank
Kansas
$174M +$11.5M +7% 108
MPCG
5730
Matrix Private Capital Group
New York
$174M +$14.4M +9% 156
DCM
5731
Delta Capital Management
New Jersey
$173M +$8.03M +5% 89
CP
5732
Castleview Partners
Texas
$173M -$2.52M -1% 959
TCPG
5733
Trivant Custom Portfolio Group
California
$173M +$10.6M +6% 202
IOOF
5734
Independent Order of Foresters
Ontario, Canada
$173M +$11.1M +7% 15
CBT
5735
CoreFirst Bank & Trust
Kansas
$173M +$24.5M +16% 344
GHA
5736
Granite Harbor Advisors
Texas
$173M +$15.1M +10% 91
ACM
5737
AUA Capital Management
Pennsylvania
$173M +$6.62M +4% 84
BCM
5738
Banyan Capital Management
Georgia
$173M +$7.08M +4% 18
MA
5739
Minerva Advisors
Pennsylvania
$173M +$22.6M +15% 57
HWMT
5740
Heritage Wealth Management (Texas)
Texas
$173M +$12M +7% 40
PPWM
5741
PFG Private Wealth Management
Florida
$172M +$7.58M +5% 258
ACA
5742
American Capital Advisory
Idaho
$172M +$32.5M +23% 532
NPFS
5743
Novak & Powell Financial Services
Florida
$172M +$11.5M +7% 157
CASB
5744
Cape Ann Savings Bank
Massachusetts
$172M +$11.2M +7% 92
PBM
5745
Propel Bio Management
California
$172M +$18.2M +12% 27
KFS
5746
Kaizen Financial Strategies
California
$172M +$11.9M +7% 147
WAM
5747
Werlinich Asset Management
Connecticut
$172M +$11.6M +7% 64
FWS
5748
FinDec Wealth Services
California
$172M +$13.8M +9% 42
BMMM
5749
Boston Mountain Money Management
Arkansas
$172M +$20.7M +14% 66
QC
5750
Qalhat Capital
British Virgin Islands
$172M -$10.3M -6% 3