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
YWP
3376
YorkBridge Wealth Partners
New York
$198M -$26.6M -12% 777
SGH
3377
Sivik Global Healthcare
Connecticut
$198M -$54.2M -21% 63
RCS
3378
Retirement Capital Strategies
California
$198M -$2.33M -1% 57
FCB
3379
First Command Bank
Texas
$198M +$14K +0% 430
FCFS
3380
First Command Financial Services
Texas
$198M +$14K +0% 430
SHA
3381
Shelter Harbor Advisors
Connecticut
$198M -$1.34M -0.7% 26
ACM
3382
Aquamarine Capital Management
New York
$198M +$4.77M +2% 12
HCM
3383
HMS Capital Management
Tennessee
$198M +$25.4M +15% 217
MLIM
3384
Mountain Lake Investment Management
Florida
$198M -$15.2M -7% 22
EWA
3385
ERTS Wealth Advisors
Michigan
$198M +$16.5M +9% 91
DPI
3386
Diversified Portfolios Inc
Michigan
$198M +$15.7M +9% 58
PCA
3387
Prospect Capital Advisors
California
$198M -$37.5M -16% 31
SHCM
3388
Silver Heights Capital Management
Ontario, Canada
$198M -$5.41M -3% 6
RSWM
3389
Robertson Stephens Wealth Management
California
$198M +$94.7M +92% 124
QCMC
3390
Quantum Capital Management (California)
California
$197M +$14.7M +8% 334
FEM
3391
Fulcrum Equity Management
Texas
$197M -$12.5M -6% 246
IRC
3392
Investors Research Corp
Georgia
$197M +$5.68M +3% 1,158
BDWM
3393
Brewin Dolphin Wealth Management
Ireland
$197M +$5.14M +3% 201
LPIC
3394
LeJeune Puetz Investment Counsel
Michigan
$197M +$3.36M +2% 181
SFG
3395
Summit Financial Group
West Virginia
$197M -$24.5M -11% 167
BA
3396
Bard Associates
Illinois
$197M -$3.84M -2% 173
PWAP
3397
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$196M -$85.9M -30% 144
SFS
3398
Shaker Financial Services
Virginia
$196M +$3.82M +2% 150
LJHT
3399
Laurie J. Hall Trustee
$196M +$3.5M +2% 341
FRGX
3400
First Reserve GP XIII
Connecticut
$196M +$6.8M +4% 2