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

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
FCB
3426
First Command Bank
Texas
$198M +$14K +0% 2.37% 34.1% 430 15.12%
SHA
3427
Shelter Harbor Advisors
Connecticut
$198M -$1.34M -0.7% 9.49% 26 53.85%
ACM
3428
Aquamarine Capital Management
New York
$198M +$4.77M +2% 1.71% 23% 12 8.33%
MLIM
3429
Mountain Lake Investment Management
Florida
$198M -$15.2M -7% 12.7% 79.5% 22 18.18%
EWA
3430
ERTS Wealth Advisors
Michigan
$198M +$16.5M +9% 0.96% 29.7% 91 18.68%
DPI
3431
Diversified Portfolios Inc
Michigan
$198M +$15.7M +9% 0.78% 33% 58 10.34%
PCA
3432
Prospect Capital Advisors
California
$198M -$37.5M -16% 3.2% 136% 31 25.81%
SHCM
3433
Silver Heights Capital Management
Ontario, Canada
$198M -$5.41M -3% 3.45% 6.93% 6 0%
RSWM
3434
Robertson Stephens Wealth Management
California
$198M +$94.7M +92% 0.95% 91.8% 124 47.58%
QCMC
3435
Quantum Capital Management (California)
California
$197M +$14.7M +8% 3.62% 53.7% 334 54.19%
FEM
3436
Fulcrum Equity Management
Texas
$197M -$12.5M -6% 0.84% 110% 246 70.33%
IRC
3437
Investors Research Corp
Georgia
$197M +$5.68M +3% 0.29% 57.2% 1,158 9.24%
BDWM
3438
Brewin Dolphin Wealth Management
Ireland
$197M +$5.14M +3% 2.54% 47.8% 201 7.46%
LPIC
3439
LeJeune Puetz Investment Counsel
Michigan
$197M +$3.36M +2% 1.33% 64.1% 181 4.42%
SFG
3440
Summit Financial Group
West Virginia
$197M -$24.5M -11% 0.95% 26.1% 167 12.57%
BA
3441
Bard Associates
Illinois
$197M -$3.84M -2% 0.67% 200% 173 9.25%
PWAP
3442
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$196M -$85.9M -30% 1.6% 58.5% 144 13.19%
SFS
3443
Shaker Financial Services
Virginia
$196M +$3.82M +2% 0.2% 13.1% 150 31.33%
LJHT
3444
Laurie J. Hall Trustee
$196M +$3.5M +2% 2.08% 96% 341 5.57%
FRGX
3445
First Reserve GP XIII
Connecticut
$196M +$6.8M +4% 13.4% 29.1% 2 0%
SIRP
3446
Shelter Insurance Retirement Plan
Missouri
$196M -$2.82M -1% 2.12% 51.1% 47 97.87%
SMFS
3447
Squar Milner Financial Services
California
$196M +$47.4M +32% 1.33% 834 76.38%
BIA
3448
BMT Investment Advisors
Pennsylvania
$196M +$4.94M +3% 0.84% 86 8.14%
SIAP
3449
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$196M +$261K +0.1% 3.69% 97.5% 464 13.36%
SSI
3450
Scott & Selber Inc
Texas
$196M -$3.3M -2% 1% 187% 81 20.99%