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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DPI
3376
Diversified Portfolios Inc
Michigan
$198M +$15.7M +9% 0.78% 33.4% 58
PCA
3377
Prospect Capital Advisors
California
$198M -$37.5M -16% 3.2% 125% 31
SHCM
3378
Silver Heights Capital Management
Ontario, Canada
$198M -$5.41M -3% 3.45% 25.9% 6
RSWM
3379
Robertson Stephens Wealth Management
California
$198M +$94.7M +92% 0.95% 81.4% 124
QCMC
3380
Quantum Capital Management (California)
California
$197M +$14.7M +8% 3.62% 54% 334
FEM
3381
Fulcrum Equity Management
Texas
$197M -$12.5M -6% 0.84% 70% 246
IRC
3382
Investors Research Corp
Georgia
$197M +$5.68M +3% 0.29% 45.5% 1,158
BDWM
3383
Brewin Dolphin Wealth Management
Ireland
$197M +$5.14M +3% 2.54% 47.7% 201
LPIC
3384
LeJeune Puetz Investment Counsel
Michigan
$197M +$3.36M +2% 1.33% 64% 181
SFG
3385
Summit Financial Group
West Virginia
$197M -$24.5M -11% 0.95% 26.1% 167
BA
3386
Bard Associates
Illinois
$197M -$3.84M -2% 0.65% 145% 173
PWAP
3387
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$196M -$85.9M -30% 1.6% 58.6% 144
SFS
3388
Shaker Financial Services
Virginia
$196M +$3.82M +2% 0.2% 7.48% 150
LJHT
3389
Laurie J. Hall Trustee
$196M +$3.5M +2% 2.08% 82.5% 341
FRGX
3390
First Reserve GP XIII
Connecticut
$196M +$6.8M +4% 13.4% 56.1% 2
SIRP
3391
Shelter Insurance Retirement Plan
Missouri
$196M -$2.82M -1% 2.12% 55.6% 47
SMFS
3392
Squar Milner Financial Services
California
$196M +$47.6M +32% 1.33% 837
BIA
3393
BMT Investment Advisors
Pennsylvania
$196M +$4.94M +3% 0.84% 86
SIAP
3394
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$196M +$237K +0.1% 3.69% 81.4% 462
SSI
3395
Scott & Selber Inc
Texas
$196M -$3.3M -2% 1% 110% 81
FAN
3396
Financial Advisors Network
California
$195M +$9.38M +5% 0.71% 110
PS
3397
Portfolio Strategies
New York
$195M +$43.7M +29% 3.26% 99.7% 64
CIC
3398
Chase Investment Counsel
Virginia
$195M -$1.38M -0.7% 2.67% 245% 120
RAM
3399
Riggs Asset Management
Pennsylvania
$195M +$16.1M +9% 1% 131% 282
AWM
3400
Arbor Wealth Management
Florida
$194M +$9.22M +5% 4.33% 100% 215