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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 Avg Holding
Period (Yrs)
Rothschild Capital Partners
3501
Rothschild Capital Partners
New York
$199M -$5.91M -3% 2.6% 90.8% 37 5.41% 3.1
YorkBridge Wealth Partners
3502
YorkBridge Wealth Partners
New York
$198M -$26.6M -12% 2.03% 36.5% 775 78.45% 2.5
SGH
3503
Sivik Global Healthcare
Connecticut
$198M -$215M -52% 0.67% 83.8% 63 34.92% 1.6
First Command Bank
3504
First Command Bank
Texas
$198M +$14K +0% 2.37% 34.1% 430 15.12% 2.1
First Command Financial Services
3505
First Command Financial Services
Texas
$198M +$14K +0% 2.37% 34.4% 430 15.12% 2.1
SHA
3506
Shelter Harbor Advisors
Connecticut
$198M -$1.34M -0.7% 9.49% – 26 53.85% 0.3
Aquamarine Capital Management
3507
Aquamarine Capital Management
New York
$198M +$4.77M +2% 1.71% 23% 12 8.33% 3.8
Mountain Lake Investment Management
3508
Mountain Lake Investment Management
Florida
$198M -$15.2M -7% 12.7% 64% 22 18.18% 1.5
EWA
3509
ERTS Wealth Advisors
Michigan
$198M +$16.5M +9% 0.96% 39.3% 91 18.68% 0.7
Diversified Portfolios Inc
3510
Diversified Portfolios Inc
Michigan
$198M +$15.7M +9% 0.78% 38.2% 58 10.34% 3
PCA
3511
Prospect Capital Advisors
California
$198M -$37.5M -16% 3.2% 202% 31 25.81% 1.6
Silver Heights Capital Management
3512
Silver Heights Capital Management
Ontario, Canada
$198M -$5.41M -3% 3.45% 39.8% 6 0% 2.8
Robertson Stephens Wealth Management
3513
Robertson Stephens Wealth Management
California
$198M +$94.7M +92% 0.95% 109% 124 47.58% 0.4
QCMC
3514
Quantum Capital Management (California)
California
$197M +$14.7M +8% 3.62% 53.7% 334 54.19% 1.3
Fulcrum Equity Management
3515
Fulcrum Equity Management
Texas
$197M -$12.5M -6% 0.84% 116% 246 70.33% 0.2
Investors Research Corp
3516
Investors Research Corp
Georgia
$197M +$5.68M +3% 0.29% 62.1% 1,158 9.24% 0.8
Brewin Dolphin Wealth Management
3517
Brewin Dolphin Wealth Management
Ireland
$197M +$5.14M +3% 2.54% 47.5% 201 7.46% 1.7
LeJeune Puetz Investment Counsel
3518
LeJeune Puetz Investment Counsel
Michigan
$197M +$3.36M +2% 1.33% 64.1% 181 4.42% 2.2
Summit Financial Group
3519
Summit Financial Group
West Virginia
$197M -$24.5M -11% 0.95% 26.1% 167 12.57% 1.4
Bard Associates
3520
Bard Associates
Illinois
$197M -$3.84M -2% 0.67% 241% 173 9.25% 3.9
PWAP
3521
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$196M -$85.9M -30% 1.6% 58.5% 144 13.19% 4.4
Shaker Financial Services
3522
Shaker Financial Services
Virginia
$196M +$3.82M +2% 0.2% 12.9% 150 31.33% 1
LJHT
3523
Laurie J. Hall Trustee
$196M +$3.5M +2% 2.08% 105% 341 5.57% 3.4
First Reserve GP XIII
3524
First Reserve GP XIII
Connecticut
$196M +$6.8M +4% 13.4% 5.56% 2 0% 1.4
Shelter Insurance Retirement Plan
3525
Shelter Insurance Retirement Plan
Missouri
$196M -$2.82M -1% 2.12% 60.5% 47 97.87% 0.3