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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FMTCOCP
5151
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$150M +$4.44M +3% 4.42% 61% 372
RFP
5152
Roth Financial Partners
Texas
$150M +$11.8M +9% 6.58% 47.6% 23
JAM
5153
JLP Asset Management
New York
$150M +$388K +0.3% 4.9% 16.1% 26
AC
5154
Applied Capital
Arkansas
$150M +$12.1M +9% 5.61% 42.9% 36
SFSG
5155
Sound Financial Strategies Group
Mississippi
$150M +$12.1M +9% 3.79% 25% 80
AFG
5156
AFS Financial Group
Maryland
$150M +$9.36M +7% 7.94% – 93
CMU
5157
Carnegie Mellon University
Pennsylvania
$150M -$33M -18% 44.7% 267% 6
CFLC
5158
California First Leasing Corp
California
$150M +$5.65M +4% 5.46% 101% 34
LAM
5159
Lifestyle Asset Management
Texas
$150M +$24.5M +20% 5.6% – 89
GIS
5160
Graphene Investments SAS
France
$150M +$1.88M +1% 7.79% – 52
ZR
5161
Zeno Research
New York
$149M -$1.74M -1% 13.1% 25.3% 35
RA
5162
RiverPark Advisors
New York
$149M -$60.4M -29% 13% 113% 107
RCM
5163
Riverwood Capital Management
California
$149M -$8.15M -5% 6.36% 49.7% 4
SW
5164
StrongBox Wealth
Missouri
$149M +$7.64M +5% 3.57% 50.6% 88
AFM
5165
Abbot Financial Management
Massachusetts
$149M +$2.78M +2% 7.91% 81.4% 116
VLC
5166
Van Leeuwen & Company
New Jersey
$149M +$4.3M +3% 8.61% 76.3% 84
GA
5167
Gagnon Advisors
New York
$149M +$815K +0.6% 9.37% 115% 29
OCM
5168
Orion Capital Management
California
$149M +$12.9M +10% 7.48% 72.7% 448
LBC
5169
Lawrence B. Cohen
$149M -$42.4M -22% 11.2% 41.8% 93
HIP
5170
HPS Investment Partners
New York
$149M -$20.7M -12% 1.01% 55.9% 8
PCR
5171
Potrero Capital Research
California
$149M -$2.41M -2% 20.2% 98.3% 32
AM
5172
Ampfield Management
New York
$149M +$51.2M +52% 18.5% 111% 4
SOAG
5173
Silver Oak Advisory Group
Oregon
$149M +$6.97M +5% 3.66% 17.2% 58
TVWM
5174
Tower View Wealth Management
Wisconsin
$149M +$4.95M +3% 8.21% 110% 169
RTL
5175
Red Tortoise LLC
Georgia
$149M +$4.48M +3% 5.38% – 634
205 206
207
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