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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
SGH
3501
Sivik Global Healthcare
Connecticut
$198M -$215M -52% 0.67% 53.8% 63 34.92%
FCFS
3502
First Command Financial Services
Texas
$198M +$14K +0% 2.37% 34.4% 430 15.12%
FCB
3503
First Command Bank
Texas
$198M +$14K +0% 2.37% 34.1% 430 15.12%
SHA
3504
Shelter Harbor Advisors
Connecticut
$198M -$1.34M -0.7% 9.49% 26 53.85%
ACM
3505
Aquamarine Capital Management
New York
$198M +$4.77M +2% 1.71% 23% 12 8.33%
MLIM
3506
Mountain Lake Investment Management
Florida
$198M -$15.2M -7% 12.7% 64% 22 18.18%
EWA
3507
ERTS Wealth Advisors
Michigan
$198M +$16.5M +9% 0.96% 36.5% 91 18.68%
DPI
3508
Diversified Portfolios Inc
Michigan
$198M +$15.7M +9% 0.78% 38.2% 58 10.34%
PCA
3509
Prospect Capital Advisors
California
$198M -$37.5M -16% 3.2% 202% 31 25.81%
SHCM
3510
Silver Heights Capital Management
Ontario, Canada
$198M -$5.41M -3% 3.45% 39.8% 6 0%
RSWM
3511
Robertson Stephens Wealth Management
California
$198M +$94.7M +92% 0.95% 103% 124 47.58%
QCMC
3512
Quantum Capital Management (California)
California
$197M +$14.7M +8% 3.62% 53.7% 334 54.19%
FEM
3513
Fulcrum Equity Management
Texas
$197M -$12.5M -6% 0.84% 110% 246 70.33%
IRC
3514
Investors Research Corp
Georgia
$197M +$5.68M +3% 0.29% 57.2% 1,158 9.24%
BDWM
3515
Brewin Dolphin Wealth Management
Ireland
$197M +$5.14M +3% 2.54% 47.8% 201 7.46%
LPIC
3516
LeJeune Puetz Investment Counsel
Michigan
$197M +$3.36M +2% 1.33% 64.1% 181 4.42%
SFG
3517
Summit Financial Group
West Virginia
$197M -$24.5M -11% 0.95% 26.1% 167 12.57%
BA
3518
Bard Associates
Illinois
$197M -$3.84M -2% 0.67% 241% 173 9.25%
PWAP
3519
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$196M -$85.9M -30% 1.6% 58.5% 144 13.19%
SFS
3520
Shaker Financial Services
Virginia
$196M +$3.82M +2% 0.2% 13.1% 150 31.33%
LJHT
3521
Laurie J. Hall Trustee
$196M +$3.5M +2% 2.08% 96% 341 5.57%
FRGX
3522
First Reserve GP XIII
Connecticut
$196M +$6.8M +4% 13.4% 5.56% 2 0%
SIRP
3523
Shelter Insurance Retirement Plan
Missouri
$196M -$2.82M -1% 2.12% 60.5% 47 97.87%
SMFS
3524
Squar Milner Financial Services
California
$196M +$47.4M +32% 1.33% 834 76.38%
BIA
3525
BMT Investment Advisors
Pennsylvania
$196M +$4.94M +3% 0.84% 86 8.14%