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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
ETS
3501
ESL Trust Services
New York
$236M +$15.8M +7% 7.2% 53.9% 24 16.67%
HA
3502
Harfst & Associates
Wyoming
$236M +$3.61M +2% 9.71% 82.5% 108 6.48%
WAS
3503
Winch Advisory Services
Wisconsin
$236M +$25.8M +12% 8.91% 80.8% 445 12.81%
FFM
3504
Fairmount Funds Management
Pennsylvania
$236M +$11.9M +5% 28.6% 2,136% 17 17.65%
NIMI
3505
Natixis Investment Managers International
France
$236M -$11.8M -5% 12.8% 34.7% 10 10%
PFA
3506
Pettinga Financial Advisors
Indiana
$236M +$28.9M +14% 7.44% 71.8% 87 12.64%
BCM
3507
BHZ Capital Management
California
$236M -$18.4M -7% 7.44% 3.24% 149 13.42%
CC
3508
Covalis Capital
United Kingdom
$235M -$26.4M -10% 5.47% 37.9% 21 66.67%
FBT
3509
First Bankers Trust
Kentucky
$235M +$11.7M +5% 9.26% 78.9% 121 9.09%
EIG
3510
Ellenbecker Investment Group
Wisconsin
$235M +$35.2M +18% 6.59% 56.3% 66 21.21%
RPWA
3511
Regent Peak Wealth Advisors
Georgia
$235M +$14.4M +7% 8.18% 136 18.38%
FNBOH
3512
First National Bank of Hutchinson
Kansas
$235M +$41.6M +22% 6.11% 121% 88 10.23%
CCM
3513
Contrarian Capital Management
Connecticut
$235M -$49.7M -17% 10.2% 29.4% 9 11.11%
AIM
3514
Atlantic Investment Management
New York
$234M +$30.6M +15% 5.58% 28.8% 10 30%
ACM
3515
Axel Capital Management
New York
$234M +$101M +76% 32.5% 194% 46 43.48%
ME
3516
McIlrath & Eck
Washington
$234M +$18M +8% 6.14% 44% 739 11.5%
CWM
3517
CMH Wealth Management
New Hampshire
$234M +$24.3M +12% 9.62% 76.6% 51 7.84%
APW
3518
Aurora Private Wealth
New Jersey
$234M +$16.3M +7% 9.09% 207 20.77%
MWM
3519
Mattern Wealth Management
Kansas
$234M +$27.7M +13% 7.19% 54% 148 12.84%
PW
3520
Peninsula Wealth
California
$233M +$18.9M +9% 8.72% 30% 55 16.36%
RA
3521
Rational Advisors
New York
$233M +$40.2M +21% 9.34% 37.7% 678 33.33%
AWMG
3522
Alliance Wealth Management Group
New Jersey
$233M +$13.9M +6% 4.4% 61 4.92%
SWRP
3523
Summit Wealth & Retirement Planning
California
$233M +$19.7M +9% 6.5% 67.6% 117 17.09%
FWM
3524
FFT Wealth Management
Pennsylvania
$233M -$99.6M -30% 4.28% 65.6% 30 26.67%
WCG
3525
Wall Capital Group
Arizona
$233M +$8.27M +4% 8.72% 20 25%