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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HTI
1901
Hikari Tsushin Inc
Japan
$758M -$237M -24% 18% 69.4% 54
LWIC
1902
Leith Wheeler Investment Counsel
British Columbia, Canada
$758M +$88M +13% 15.5% 54.9% 59
TLIC
1903
Taiyo Life Insurance Company
Japan
$758M +$89.3M +13% 16.7% 72.1% 9
GIM
1904
Grassi Investment Management
California
$757M -$199M -21% 17.1% 170% 140
SFG
1905
Sage Financial Group
Pennsylvania
$757M -$102M -12% 15.7% 51.5% 113
KA
1906
Kovack Advisors
Florida
$756M -$215M -22% 14.5% 93% 760
PNAA
1907
Pictet North America Advisors
Switzerland
$755M -$107M -12% 12% 67.7% 153
GWM
1908
Greenwich Wealth Management
Connecticut
$755M -$225M -23% 17.3% 216% 252
LFS
1909
Lutz Financial Services
Nebraska
$754M -$57M -7% 10.5% 28.4% 70
II
1910
Inspire Investing
Idaho
$754M -$110M -13% 13.1% 68% 808
HH
1911
Hilltop Holdings
Texas
$752M -$134M -15% 8.91% 61.2% 587
JCM
1912
Jacobi Capital Management
Pennsylvania
$752M -$85.3M -10% 12.8% 62.5% 436
CA
1913
Callahan Advisors
Texas
$751M -$125M -14% 12.2% 75.1% 152
DCM
1914
Discovery Capital Management
Connecticut
$751M -$310M -29% 12.7% 297% 90
RI
1915
RWWM Inc
California
$751M -$143M -16% 5.96% 41.7% 14
CS
1916
Central Securities
New York
$750M -$191M -20% 15.7% 102% 30
SIS
1917
Sound Income Strategies
Florida
$750M -$119M -14% 11.6% 23.9% 985
WA
1918
WBH Advisory
Maryland
$749M -$65.2M -8% 12.7% 326
CHAM
1919
Clear Harbor Asset Management
Connecticut
$748M -$121M -14% 14.1% 72% 443
CLC
1920
Charles-Lim Capital
Hong Kong
$748M -$191M -20% 28.3% 10.4% 11
JIR
1921
James Investment Research
Ohio
$747M -$206M -22% 11.4% 82.5% 563
JSW
1922
Journey Strategic Wealth
New Jersey
$747M -$170M -19% 16.1% 42.1% 228
JC
1923
Jacobs & Co
California
$747M -$156M -17% 12.6% 71.6% 125
GM
1924
GeoWealth Management
Illinois
$747M -$391M -34% 11.4% 35.7% 419
RW
1925
RVW Wealth
California
$747M -$119M -14% 13.3% 48.1% 150