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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LFA
4251
Level Financial Advisors
New York
$321M +$27.2M +9% 6.1% 32.4% 91
PCM
4252
Passive Capital Management
Maryland
$321M +$5.61M +2% 5.15% 22.1% 84
GCM
4253
Gator Capital Management
Florida
$321M +$59.4M +23% 27.3% 162% 72
BPIA
4254
Broad Peak Investment Advisers
Singapore
$321M +$172M +116% 39.6% – 14
FWM
4255
ForthRight Wealth Management
Georgia
$321M +$21.8M +7% 5.16% 36.8% 71
DP
4256
Denver PWM
Colorado
$321M +$42.8M +15% 6.25% 37.5% 80
CL
4257
CLG LLC
California
$321M +$32.4M +11% 5.7% – 136
PAA
4258
Peregrine Asset Advisers
Oregon
$321M +$53.2M +20% 18.1% 163% 178
MC
4259
Muhlenkamp & Co
Pennsylvania
$320M +$14.8M +5% 9.86% – 27
NFP
4260
Narus Financial Partners
Utah
$320M +$26.4M +9% 10.4% 82.1% 168
CC
4261
Cannell Capital
Wyoming
$320M +$23.6M +8% 11.5% 130% 69
ACM
4262
Arcataur Capital Management
Wisconsin
$320M +$26.6M +9% 8.54% – 102
FMTCOCP
4263
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$320M +$37.4M +13% 8.03% 61% 422
HCM
4264
Heights Capital Management
California
$320M +$111M +53% 22.7% – 225
TCMP
4265
Thrive Capital Management (Pennsylvania)
Pennsylvania
$319M +$152M +91% 5.85% 40.5% 193
SIC
4266
Shoker Investment Counsel
Ohio
$319M +$23.1M +8% 7.8% 53.5% 112
CSB
4267
City State Bank
Iowa
$319M +$15.6M +5% 6.2% 47.2% 766
SEEDPG
4268
S.E.E.D. Planning Group
New York
$319M +$22.2M +7% 6.23% 52.5% 76
SMG
4269
Smart Money Group
Texas
$319M +$24.8M +8% 8.31% 39.7% 81
SW
4270
SMART Wealth
Nebraska
$319M +$39.8M +14% 8.78% – 197
CWM
4271
Concentrum Wealth Management
California
$319M +$48.9M +18% 22.2% 208% 83
VBFP
4272
Valtinson Bruner Financial Planning
Minnesota
$319M +$22.8M +8% 4.58% 37.1% 161
TCMG
4273
TSP Capital Management Group
New Jersey
$319M +$14.6M +5% 10.3% 109% 46
CP
4274
Capital Planning
Washington
$318M -$39.3M -11% 15.7% 69.9% 101
OPW
4275
Oxler Private Wealth
New York
$318M +$33.6M +12% 14.8% 98.2% 87
169 170
171
172 173