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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CWM
3401
Concentric Wealth Management
California
$213M +$32.5M +18% 16.8% 33.5% 121
ECA
3402
Elevated Capital Advisors
Utah
$213M – – 17.6% 35.2% 153
AHC
3403
Anderson Hoagland & Co
Missouri
$212M +$50.4M +31% 25% 86.2% 84
SCP
3404
Syntal Capital Partners
Texas
$212M +$60.5M +40% 25% 102% 116
SCP
3405
Siena Capital Partners
Illinois
$212M -$17.8M -8% 4.32% 24.8% 126
CWM
3406
Confluence Wealth Management
Oregon
$212M +$32.6M +18% 18.5% 31.9% 107
LKIM
3407
Lawson Kroeker Investment Management
Nebraska
$212M +$32.2M +18% 18.9% 61.2% 62
TOGEPT
3408
Trustees of General Electric Pension Trust
Connecticut
$212M -$34.4M -14% 14% 184% 1
HC
3409
Hendley & Co
Ohio
$212M +$33.6M +19% 17.9% 50.1% 62
FFG
3410
Frisch Financial Group
New York
$212M +$39.9M +23% 13.8% 55.1% 112
E
3411
EnerVest
Texas
$211M +$71.9M +52% 51.5% 7.1% 1
FEM
3412
Fulcrum Equity Management
Texas
$211M +$71.2M +51% 23.9% 70% 143
SDH
3413
Sloy Dahl & Holst
Washington
$211M +$80.1M +61% 63.9% 169% 44
VEA
3414
Virtus ETF Advisers
New York
$211M -$31.9M -13% 35.9% 79.8% 499
FCFC
3415
First Commonwealth Financial Corp
Pennsylvania
$211M +$45.1M +27% 18.6% 62.6% 167
AIA
3416
Affinity Investment Advisors
California
$210M +$14.2M +7% 24% 103% 161
LFG
3417
Larson Financial Group
Missouri
$210M +$50.5M +32% 16.2% 57.2% 790
WAS
3418
Winch Advisory Services
Wisconsin
$210M +$9.26M +5% 18% 82.1% 428
SRAM
3419
Spouting Rock Asset Management
Pennsylvania
$210M +$65.7M +45% 42.6% 74.9% 158
RCS
3420
Retirement Capital Strategies
California
$210M +$27.7M +15% 18.7% 50.7% 53
TSS
3421
Thomas Story & Son
Indiana
$210M +$36.4M +21% 25.4% 60.3% 60
NC
3422
Nightview Capital
Texas
$210M +$60.6M +41% 36.1% 65.4% 38
WAM
3423
Wakefield Asset Management
Colorado
$210M +$23.5M +13% 21.4% 106% 223
W
3424
WealthStone
Ohio
$210M +$110M +111% 25.5% – 179
PH
3425
Pinnacle Holdings
Oklahoma
$210M +$35.2M +20% 23.6% 58.8% 221
135 136
137
138 139