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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
FNT
2001
First Nebraska Trust
Nebraska
$762M -$82M -10% 8.91% 67.9% 180 11.11%
DGAM
2002
Desjardins Global Asset Management
Quebec, Canada
$762M -$387M -34% 13.5% 511 18.98%
BST
2003
Bath Savings Trust
Maine
$761M -$115M -13% 11.6% 47.3% 160 8.13%
YIH
2004
Y-Intercept (HK)
Hong Kong
$761M +$324M +74% 20.6% 34.4% 1,302 82.8%
ICM
2005
Indaba Capital Management
California
$760M -$123M -14% 20.6% 66.7% 50 14%
MCM
2006
Maple Capital Management
Vermont
$759M -$92.8M -11% 14% 100% 105 16.19%
HTI
2007
Hikari Tsushin Inc
Japan
$758M -$237M -24% 18% 59.5% 54 11.11%
LWIC
2008
Leith Wheeler Investment Counsel
British Columbia, Canada
$758M +$88M +13% 15.5% 52.3% 59 20.34%
KA
2009
Kovack Advisors
Florida
$758M -$216M -22% 14.6% 118% 792 28.16%
TLIC
2010
Taiyo Life Insurance Company
Japan
$758M +$89.3M +13% 16.7% 79.2% 9 44.44%
GIM
2011
Grassi Investment Management
California
$757M -$199M -21% 17.1% 170% 140 13.57%
SFG
2012
Sage Financial Group
Pennsylvania
$757M -$102M -12% 15.7% 62% 113 55.75%
CC
2013
Criteria Caixa
Spain
$756M -$115M -13% 13.2% 35.5% 52 34.62%
HH
2014
Hilltop Holdings
Texas
$755M -$133M -15% 8.95% 96.7% 596 21.48%
PNAA
2015
Pictet North America Advisors
Switzerland
$755M -$107M -12% 12% 65.9% 153 24.84%
GWM
2016
Greenwich Wealth Management
Connecticut
$755M -$225M -23% 17.3% 198% 252 14.29%
SVP
2017
Strategic Value Partners
Connecticut
$755M -$544M -42% 17.8% 5 0%
LFS
2018
Lutz Financial Services
Nebraska
$754M -$57M -7% 10.5% 35.3% 70 18.57%
II
2019
Inspire Investing
Idaho
$754M -$110M -13% 13.1% 108% 807 7.93%
JCM
2020
Jacobi Capital Management
Pennsylvania
$752M -$85.3M -10% 12.8% 76.6% 436 11.47%
CHAM
2021
Clear Harbor Asset Management
Connecticut
$751M -$128M -15% 14.2% 98.6% 457 24.95%
CA
2022
Callahan Advisors
Texas
$751M -$125M -14% 12.2% 87.7% 152 9.21%
RI
2023
RWWM Inc
California
$751M -$143M -16% 5.96% 40.6% 14 0%
CS
2024
Central Securities
New York
$750M -$191M -20% 15.7% 90.2% 30 3.33%
SIS
2025
Sound Income Strategies
Florida
$750M -$119M -14% 11.6% 31.2% 985 8.32%