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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
DGAM
1951
Desjardins Global Asset Management
Quebec, Canada
$762M -$387M -34% 13.5% 511 18.98%
BST
1952
Bath Savings Trust
Maine
$761M -$115M -13% 11.6% 47.3% 160 8.13%
YIH
1953
Y-Intercept (HK)
Hong Kong
$761M +$324M +74% 20.6% 34.4% 1,302 82.87%
ICM
1954
Indaba Capital Management
California
$760M -$123M -14% 20.6% 66.7% 50 14%
MCM
1955
Maple Capital Management
Vermont
$759M -$92.8M -11% 14% 94.4% 105 16.19%
HTI
1956
Hikari Tsushin Inc
Japan
$758M -$237M -24% 18% 64% 54 11.11%
LWIC
1957
Leith Wheeler Investment Counsel
British Columbia, Canada
$758M +$88M +13% 15.5% 46.8% 59 20.34%
KA
1958
Kovack Advisors
Florida
$758M -$216M -22% 14.6% 95% 792 28.16%
TLIC
1959
Taiyo Life Insurance Company
Japan
$758M +$89.3M +13% 16.7% 63.8% 9 44.44%
GIM
1960
Grassi Investment Management
California
$757M -$199M -21% 17.1% 170% 140 13.57%
SFG
1961
Sage Financial Group
Pennsylvania
$757M -$102M -12% 15.7% 62% 113 55.75%
CC
1962
Criteria Caixa
Spain
$756M -$115M -13% 13.2% 35.5% 52 34.62%
HH
1963
Hilltop Holdings
Texas
$755M -$133M -15% 8.95% 72.2% 596 21.48%
PNAA
1964
Pictet North America Advisors
Switzerland
$755M -$107M -12% 12% 65.9% 153 24.84%
GWM
1965
Greenwich Wealth Management
Connecticut
$755M -$225M -23% 17.3% 163% 252 14.29%
SVP
1966
Strategic Value Partners
Connecticut
$755M -$544M -42% 17.8% 5 0%
LFS
1967
Lutz Financial Services
Nebraska
$754M -$57M -7% 10.5% 28.7% 70 18.57%
II
1968
Inspire Investing
Idaho
$754M -$110M -13% 13.1% 77.1% 807 7.93%
JCM
1969
Jacobi Capital Management
Pennsylvania
$752M -$85.3M -10% 12.8% 62.7% 436 11.47%
CHAM
1970
Clear Harbor Asset Management
Connecticut
$751M -$128M -15% 14.2% 71.8% 457 24.95%
CA
1971
Callahan Advisors
Texas
$751M -$125M -14% 12.2% 75.6% 152 9.21%
RI
1972
RWWM Inc
California
$751M -$143M -16% 5.96% 37% 14 0%
CS
1973
Central Securities
New York
$750M -$191M -20% 15.7% 84.7% 30 3.33%
SIS
1974
Sound Income Strategies
Florida
$750M -$119M -14% 11.6% 31.2% 985 8.32%
WA
1975
WBH Advisory
Maryland
$749M -$65.2M -8% 12.7% 47.2% 326 12.27%