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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Birinyi Associates
Westport,
Connecticut
| $237M | +$34.5M | +17% | 16.6% | 134% | 72 | 22.22% | 4.5 |
|
| 3502 |
3502
ESL Trust Services
Rochester,
New York
| $236M | +$15.8M | +7% | 7.2% | 53.9% | 24 | 16.67% | 0.6 |
|
| 3503 |
3503
Harfst & Associates
Sheridan,
Wyoming
| $236M | +$3.61M | +2% | 9.71% | 88.1% | 108 | 6.48% | 2.6 |
|
| 3504 |
3504
Winch Advisory Services
Appleton,
Wisconsin
| $236M | +$25.8M | +12% | 8.91% | 92.4% | 445 | 12.81% | 2.8 |
|
| 3505 |
3505
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $236M | +$11.9M | +5% | 28.6% | 2,136% | 17 | 17.65% | 0.6 |
|
| 3506 |
3506
Natixis Investment Managers International
Paris,
France
| $236M | -$11.8M | -5% | 12.8% | 34.7% | 10 | 10% | 5.5 |
|
| 3507 |
3507
Pettinga Financial Advisors
Evansville,
Indiana
| $236M | +$28.9M | +14% | 7.44% | 78.1% | 87 | 12.64% | 1.2 |
|
| 3508 |
3508
BHZ Capital Management
San Jose,
California
| $236M | -$18.4M | -7% | 7.44% | 3.24% | 149 | 13.42% | 2.5 |
|
| 3509 |
3509
Covalis Capital
London,
United Kingdom
| $235M | -$26.4M | -10% | 5.47% | 37.9% | 21 | 66.67% | 0.1 |
|
| 3510 |
3510
First Bankers Trust
Louisville,
Kentucky
| $235M | +$11.7M | +5% | 9.26% | 78.9% | 121 | 9.09% | 5.3 |
|
| 3511 |
3511
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $235M | +$35.2M | +18% | 6.59% | 56.3% | 66 | 21.21% | 1.9 |
|
| 3512 |
3512
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $235M | +$14.4M | +7% | 8.18% | – | 136 | 18.38% | 0.6 |
|
| 3513 |
3513
First National Bank of Hutchinson
Hutchinson,
Kansas
| $235M | +$41.6M | +22% | 6.11% | 121% | 88 | 10.23% | 3.1 |
|
| 3514 |
CCM
3514
Contrarian Capital Management
Greenwich,
Connecticut
| $235M | -$49.7M | -17% | 10.2% | 29.4% | 9 | 11.11% | 2.2 |
|
| 3515 |
3515
Atlantic Investment Management
New York
| $234M | +$30.6M | +15% | 5.58% | 28.8% | 10 | 30% | 2 |
|
| 3516 |
3516
Axel Capital Management
New York
| $234M | +$101M | +76% | 32.5% | 194% | 46 | 43.48% | 0.3 |
|
| 3517 |
3517
McIlrath & Eck
Arlington,
Washington
| $234M | +$18M | +8% | 6.14% | 44% | 739 | 11.5% | 1.9 |
|
| 3518 |
3518
CMH Wealth Management
Portsmouth,
New Hampshire
| $234M | +$24.3M | +12% | 9.62% | 88% | 51 | 7.84% | 2.1 |
|
| 3519 |
APW
3519
Aurora Private Wealth
Rockaway,
New Jersey
| $234M | +$16.3M | +7% | 9.09% | – | 207 | 20.77% | 0.6 |
|
| 3520 |
3520
Mattern Wealth Management
Lawrence,
Kansas
| $234M | +$27.7M | +13% | 7.19% | 62.2% | 148 | 12.84% | 0.6 |
|
| 3521 |
3521
Peninsula Wealth
San Francisco,
California
| $233M | +$18.9M | +9% | 8.72% | 30% | 55 | 16.36% | 1.4 |
|
| 3522 |
3522
Rational Advisors
Huntington,
New York
| $233M | +$40.2M | +21% | 9.34% | 39.2% | 678 | 33.33% | 0.6 |
|
| 3523 |
3523
Alliance Wealth Management Group
Flemington,
New Jersey
| $233M | +$13.9M | +6% | 4.4% | 43.4% | 61 | 4.92% | 2.7 |
|
| 3524 |
3524
Summit Wealth & Retirement Planning
San Ramon,
California
| $233M | +$19.7M | +9% | 6.5% | 67.6% | 117 | 17.09% | 1.3 |
|
| 3525 |
3525
FFT Wealth Management
Philadelphia,
Pennsylvania
| $233M | -$100M | -30% | 4.28% | 65.6% | 30 | 26.67% | 2.5 |
|