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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 Avg Holding
Period (Yrs)
Birinyi Associates
3501
Birinyi Associates
Connecticut
$237M +$34.5M +17% 16.6% 134% 72 22.22% 4.5
ESL Trust Services
3502
ESL Trust Services
New York
$236M +$15.8M +7% 7.2% 53.9% 24 16.67% 0.6
Harfst & Associates
3503
Harfst & Associates
Wyoming
$236M +$3.61M +2% 9.71% 88.1% 108 6.48% 2.6
Winch Advisory Services
3504
Winch Advisory Services
Wisconsin
$236M +$25.8M +12% 8.91% 92.4% 445 12.81% 2.8
Fairmount Funds Management
3505
Fairmount Funds Management
Pennsylvania
$236M +$11.9M +5% 28.6% 2,136% 17 17.65% 0.6
Natixis Investment Managers International
3506
Natixis Investment Managers International
France
$236M -$11.8M -5% 12.8% 34.7% 10 10% 5.5
Pettinga Financial Advisors
3507
Pettinga Financial Advisors
Indiana
$236M +$28.9M +14% 7.44% 78.1% 87 12.64% 1.2
BHZ Capital Management
3508
BHZ Capital Management
California
$236M -$18.4M -7% 7.44% 3.24% 149 13.42% 2.5
Covalis Capital
3509
Covalis Capital
United Kingdom
$235M -$26.4M -10% 5.47% 37.9% 21 66.67% 0.1
First Bankers Trust
3510
First Bankers Trust
Kentucky
$235M +$11.7M +5% 9.26% 78.9% 121 9.09% 5.3
Ellenbecker Investment Group
3511
Ellenbecker Investment Group
Wisconsin
$235M +$35.2M +18% 6.59% 56.3% 66 21.21% 1.9
Regent Peak Wealth Advisors
3512
Regent Peak Wealth Advisors
Georgia
$235M +$14.4M +7% 8.18% – 136 18.38% 0.6
First National Bank of Hutchinson
3513
First National Bank of Hutchinson
Kansas
$235M +$41.6M +22% 6.11% 121% 88 10.23% 3.1
CCM
3514
Contrarian Capital Management
Connecticut
$235M -$49.7M -17% 10.2% 29.4% 9 11.11% 2.2
Atlantic Investment Management
3515
Atlantic Investment Management
New York
$234M +$30.6M +15% 5.58% 28.8% 10 30% 2
Axel Capital Management
3516
Axel Capital Management
New York
$234M +$101M +76% 32.5% 194% 46 43.48% 0.3
McIlrath & Eck
3517
McIlrath & Eck
Washington
$234M +$18M +8% 6.14% 44% 739 11.5% 1.9
CMH Wealth Management
3518
CMH Wealth Management
New Hampshire
$234M +$24.3M +12% 9.62% 88% 51 7.84% 2.1
APW
3519
Aurora Private Wealth
New Jersey
$234M +$16.3M +7% 9.09% – 207 20.77% 0.6
Mattern Wealth Management
3520
Mattern Wealth Management
Kansas
$234M +$27.7M +13% 7.19% 62.2% 148 12.84% 0.6
Peninsula Wealth
3521
Peninsula Wealth
California
$233M +$18.9M +9% 8.72% 30% 55 16.36% 1.4
Rational Advisors
3522
Rational Advisors
New York
$233M +$40.2M +21% 9.34% 39.2% 678 33.33% 0.6
Alliance Wealth Management Group
3523
Alliance Wealth Management Group
New Jersey
$233M +$13.9M +6% 4.4% 43.4% 61 4.92% 2.7
Summit Wealth & Retirement Planning
3524
Summit Wealth & Retirement Planning
California
$233M +$19.7M +9% 6.5% 67.6% 117 17.09% 1.3
FFT Wealth Management
3525
FFT Wealth Management
Pennsylvania
$233M -$100M -30% 4.28% 65.6% 30 26.67% 2.5