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
IVMX
3376
Institutional Venture Management XIV
California
$199M +$20.8M +12% 5
RCP
3377
Rothschild Capital Partners
New York
$199M +$4.07M +2% 37
YWP
3378
YorkBridge Wealth Partners
New York
$198M -$26.6M -12% 777
SGH
3379
Sivik Global Healthcare
Connecticut
$198M -$54.2M -21% 63
RCS
3380
Retirement Capital Strategies
California
$198M -$2.33M -1% 57
FCFS
3381
First Command Financial Services
Texas
$198M +$14K +0% 430
FCB
3382
First Command Bank
Texas
$198M +$14K +0% 430
SHA
3383
Shelter Harbor Advisors
Connecticut
$198M -$1.34M -0.7% 26
ACM
3384
Aquamarine Capital Management
New York
$198M +$4.77M +2% 12
HCM
3385
HMS Capital Management
Tennessee
$198M +$25.4M +15% 217
MLIM
3386
Mountain Lake Investment Management
Florida
$198M -$15.2M -7% 22
EWA
3387
ERTS Wealth Advisors
Michigan
$198M +$16.5M +9% 91
DPI
3388
Diversified Portfolios Inc
Michigan
$198M +$15.7M +9% 58
PCA
3389
Prospect Capital Advisors
California
$198M -$37.5M -16% 31
SHCM
3390
Silver Heights Capital Management
Ontario, Canada
$198M -$5.41M -3% 6
RSWM
3391
Robertson Stephens Wealth Management
California
$198M +$94.7M +92% 124
QCMC
3392
Quantum Capital Management (California)
California
$197M +$14.7M +8% 334
FEM
3393
Fulcrum Equity Management
Texas
$197M -$12.5M -6% 246
IRC
3394
Investors Research Corp
Georgia
$197M +$5.68M +3% 1,158
BDWM
3395
Brewin Dolphin Wealth Management
Ireland
$197M +$5.14M +3% 201
LPIC
3396
LeJeune Puetz Investment Counsel
Michigan
$197M +$3.36M +2% 181
SFG
3397
Summit Financial Group
West Virginia
$197M -$24.5M -11% 167
BA
3398
Bard Associates
Illinois
$197M -$3.84M -2% 173
PWAP
3399
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$196M -$85.9M -30% 144
SFS
3400
Shaker Financial Services
Virginia
$196M +$3.82M +2% 150