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
SHA
3376
Shelter Harbor Advisors
Connecticut
$198M -$1.34M -0.7% 26
ACM
3377
Aquamarine Capital Management
New York
$198M +$4.77M +2% 12
HCM
3378
HMS Capital Management
Tennessee
$198M +$25.4M +15% 217
MLIM
3379
Mountain Lake Investment Management
Florida
$198M -$15.2M -7% 22
EWA
3380
ERTS Wealth Advisors
Michigan
$198M +$16.5M +9% 91
DPI
3381
Diversified Portfolios Inc
Michigan
$198M +$15.7M +9% 58
PCA
3382
Prospect Capital Advisors
California
$198M -$37.5M -16% 31
SHCM
3383
Silver Heights Capital Management
Ontario, Canada
$198M -$5.41M -3% 6
RSWM
3384
Robertson Stephens Wealth Management
California
$198M +$94.7M +92% 124
QCMC
3385
Quantum Capital Management (California)
California
$197M +$14.7M +8% 334
FEM
3386
Fulcrum Equity Management
Texas
$197M -$12.5M -6% 246
IRC
3387
Investors Research Corp
Georgia
$197M +$5.68M +3% 1,158
BDWM
3388
Brewin Dolphin Wealth Management
Ireland
$197M +$5.14M +3% 201
LPIC
3389
LeJeune Puetz Investment Counsel
Michigan
$197M +$3.36M +2% 181
SFG
3390
Summit Financial Group
West Virginia
$197M -$24.5M -11% 167
BA
3391
Bard Associates
Illinois
$197M -$3.84M -2% 173
PWAP
3392
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$196M -$85.9M -30% 144
SFS
3393
Shaker Financial Services
Virginia
$196M +$3.82M +2% 150
LJHT
3394
Laurie J. Hall Trustee
$196M +$3.5M +2% 341
FRGX
3395
First Reserve GP XIII
Connecticut
$196M +$6.8M +4% 2
SIRP
3396
Shelter Insurance Retirement Plan
Missouri
$196M -$2.82M -1% 47
SMFS
3397
Squar Milner Financial Services
California
$196M +$47.6M +32% 837
BIA
3398
BMT Investment Advisors
Pennsylvania
$196M +$4.94M +3% 86
SIAP
3399
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$196M +$237K +0.1% 462
SSI
3400
Scott & Selber Inc
Texas
$196M -$3.3M -2% 81