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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)
Baron Financial Group
5126
Baron Financial Group
New Jersey
$145M +$20M +16% 3.89% 55.5% 256 5.86% 0.5
HBC Financial Services
5127
HBC Financial Services
Washington
$145M +$16.1M +12% 6.46% 12.6% 212 29.25% 0.8
Arrow Investment Advisors
5128
Arrow Investment Advisors
Maryland
$145M +$3.69M +3% 6.46% 38.1% 68 26.47% 0.9
LM
5129
Lasry Marc
$145M -$118M -45% 4.58% 14.8% 8 37.5% 1.8
Harvey Partners
5130
Harvey Partners
New York
$145M +$946K +0.7% 19.4% 174% 53 37.74% 1.1
Westhampton Capital
5131
Westhampton Capital
North Carolina
$145M +$10.7M +8% 5.94% 105% 111 9.01% 1.5
Beaton Management Company
5132
Beaton Management Company
Massachusetts
$145M +$9.35M +7% 7.64% 110% 129 2.33% 2.7
Delphi Management Partners VIII
5133
Delphi Management Partners VIII
California
$145M -$7.34M -5% 24.3% – 5 0% 1.3
Costello Asset Management
5134
Costello Asset Management
Pennsylvania
$145M +$12.5M +9% 6.5% 81.5% 266 13.91% 0.9
Tandem Capital Management
5135
Tandem Capital Management
New Jersey
$145M +$11.6M +9% 7.47% 128% 87 12.64% 1
CNB Bank
5136
CNB Bank
Pennsylvania
$145M +$12.1M +9% 6.33% 106% 450 17.56% 2.3
Treybourne Wealth Planners
5137
Treybourne Wealth Planners
Indiana
$144M +$5.46M +4% 6.63% – 47 19.15% 0.2
Cox Capital Management
5138
Cox Capital Management
Massachusetts
$144M +$13.1M +10% 6.88% 106% 89 11.24% 1.9
Coyle Financial Counsel
5139
Coyle Financial Counsel
Illinois
$144M +$7.95M +6% 5.06% 67.3% 63 19.05% 1.9
Walled Lake Planning & Wealth Management
5140
Walled Lake Planning & Wealth Management
Illinois
$144M +$12.6M +10% 9.16% 62.6% 385 26.49% 1
Bordeaux Wealth Advisors
5141
Bordeaux Wealth Advisors
California
$144M +$11.1M +8% 0.31% 141% 62 8.06% 0.2
SC
5142
Steph & Co
Wisconsin
$144M +$13M +10% 7.01% 61.6% 243 8.23% 1.1
First Financial Corp
5143
First Financial Corp
Indiana
$144M +$8.43M +6% 8.44% 95.3% 368 5.43% 5
Axis Capital Holdings
5144
Axis Capital Holdings
$144M +$15M +12% 5.87% 76% 3 0% 4.3
Quaero Capital
5145
Quaero Capital
Switzerland
$144M +$9.7M +7% 22.7% 62.4% 60 30% 0.2
TWS
5146
Thomas W. Smith
$144M -$4.1M -3% 22.4% – 8 0% 5.9
Spreng Capital Management
5147
Spreng Capital Management
Ohio
$144M +$17.1M +14% 6.4% 72.5% 105 13.33% 1
Privium Fund Management (UK)
5148
Privium Fund Management (UK)
United Kingdom
$144M +$14M +11% 13.3% 34.4% 90 84.44% 0.1
Sunburst Financial Group
5149
Sunburst Financial Group
Alabama
$144M +$10.8M +8% 5.49% 55.7% 63 6.35% 1.1
Godshalk Welsh Capital Management
5150
Godshalk Welsh Capital Management
Pennsylvania
$144M +$7.87M +6% 5.53% 61.1% 116 6.03% 4.5