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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OFA
4426
Oak Family Advisors
Illinois
$277M +$13.8M +5% 4.58% 71.8% 134
PSAMP
4427
P. Schoenfeld Asset Management (PSAM)
New York
$276M +$46.1M +20% 10.3% 127% 45
RWM
4428
Reston Wealth Management
Virginia
$276M +$26.2M +10% 5.74% 44.7% 454
MIM
4429
Montgomery Investment Management
Maryland
$276M +$23.5M +9% 11.1% 77.7% 93
ACP
4430
Arcus Capital Partners
Georgia
$276M +$16.6M +6% 16% 88.5% 123
SBF
4431
Sara-Bay Financial
Florida
$276M +$29.7M +12% 5.78% 185% 95
CFO
4432
Custos Family Office
Texas
$276M +$25.6M +10% 6.9% 43.6% 57
TP
4433
Tranquility Partners
Tennessee
$276M +$15.9M +6% 7.6% 66.6% 223
GTC
4434
Ghost Tree Capital
New York
$276M -$11.6M -4% 12.2% 198% 70
AJ
4435
Ashburton (Jersey)
Jersey
$276M +$38.9M +16% 2.19% – 62
SC
4436
Schiavi & Co
Delaware
$276M +$20.6M +8% 5.86% 29.1% 34
DFA
4437
Delta Financial Advisors
Louisiana
$275M +$17.2M +7% 7.48% 77% 116
FWM
4438
Foguth Wealth Management
Michigan
$275M +$48.4M +21% 6.18% – 152
SSWG
4439
Seven Springs Wealth Group
Tennessee
$275M +$19.5M +8% 6.63% 51.4% 71
TFIPS
4440
Towarzystwo Funduszy Inwestycyjnych PZU SA
$275M +$7.19M +3% 2.91% – 585
BAG
4441
Bridgewealth Advisory Group
California
$275M +$49.3M +22% 4.63% – 94
BCM
4442
Birmingham Capital Management
Alabama
$275M +$18.8M +7% 10.2% 55.4% 110
JF
4443
Joule Financial
Kentucky
$275M +$28.8M +12% 7.11% 43.8% 113
CM
4444
Columbus Macro
Pennsylvania
$275M +$16M +6% 7.27% 35.4% 190
GCCM
4445
Green Court Capital Management
Hong Kong
$275M +$120M +78% 21.1% 8.63% 2
SHFA
4446
SS&H Financial Advisors
Michigan
$275M +$18.4M +7% 6.5% – 126
CSB
4447
City State Bank
Iowa
$274M +$29.5M +12% 6.77% 47.2% 759
HM
4448
HCEP Management
Hong Kong
$274M -$98.5M -26% 20.3% 104% 10
CFCI
4449
Comprehensive Financial Consultants Institutional
Indiana
$274M +$18.7M +7% 6.97% 62.6% 172
TPCM
4450
Two Point Capital Management
New York
$274M +$25.5M +10% 11.9% – 25
176 177
178
179 180