Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LCM
3326
Lafitte Capital Management
Texas
$207M +$12M +6% 5.64% 55.1% 8
CCP
3327
Clifford Capital Partners
Utah
$207M +$5.39M +3% 2.42% 47.2% 35
SWP
3328
Strategic Wealth Partners
Ohio
$207M -$10.7M -5% 2.94% – 926
CPA
3329
Cowen Prime Advisors
New York
$207M +$14M +7% 12.5% 116% 175
GWMIA
3330
Global Wealth Management Investment Advisory
Florida
$207M +$14M +7% 2.61% 58.2% 823
CFG
3331
Cooper Financial Group
California
$206M +$24.7M +14% 2.79% 64.8% 128
CC
3332
Chanos & Company
New York
$206M +$20.2M +11% 2.32% – 44
FA
3333
Fortis Advisors
Pennsylvania
$206M +$15.3M +8% 5.68% 30.7% 373
SFS
3334
Summit Financial Strategies
Ohio
$206M +$8.92M +5% 3.16% 49.7% 62
MC
3335
Muhlenkamp & Co
Pennsylvania
$206M -$5.39M -3% 1.81% – 35
HWCM
3336
Hudson Way Capital Management
Texas
$206M +$12.8M +7% 10.5% 133% 17
MCM
3337
Maytus Capital Management
New York
$206M +$13.6M +7% 6.37% 317% 75
BCCM
3338
Bridge Creek Capital Management
Massachusetts
$205M +$9.6M +5% 3.1% 52.7% 90
SAM
3339
Sandbar Asset Management
United Kingdom
$205M +$75.3M +58% 8.3% 128% 42
HCM
3340
Horrell Capital Management
Arkansas
$205M +$9.52M +5% 0.23% 50.8% 200
PCM
3341
Princeton Capital Management
New Jersey
$205M +$6.79M +3% 5.61% 147% 260
VAS
3342
Valicenti Advisory Services
New York
$205M -$4.29M -2% 1.81% 74.2% 66
CWM
3343
Confluence Wealth Management
Oregon
$205M +$3.5M +2% 3.44% 31.9% 118
TCPWM
3344
Traverso Chambers Private Wealth Management
California
$205M +$855K +0.4% 1.76% 16.4% 102
CC
3345
Clearline Capital
New York
$205M +$13.5M +7% 2.6% 9.29% 60
BLA
3346
Balter Liquid Alternatives
Massachusetts
$205M +$24M +13% 2.42% 76.6% 207
AC
3347
Athos Capital
Hong Kong
$205M +$74.1M +57% 6.28% 176% 43
BSWM
3348
Boston Standard Wealth Management
Massachusetts
$204M +$12.3M +6% 2.18% 33% 33
WEO
3349
William E. Oberndorf
$204M +$21.1M +12% 13.1% 107% 10
KFP
3350
Keystone Financial Planning
Ohio
$204M +$1.73M +0.9% 0.66% 13.4% 48
132 133
134
135 136