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
LWIC
1901
Leith Wheeler Investment Counsel
British Columbia, Canada
$758M +$88M +13% 59
TLIC
1902
Taiyo Life Insurance Company
Japan
$758M +$89.3M +13% 9
GIM
1903
Grassi Investment Management
California
$757M -$199M -21% 140
SFG
1904
Sage Financial Group
Pennsylvania
$757M -$102M -12% 113
KA
1905
Kovack Advisors
Florida
$756M -$215M -22% 760
PNAA
1906
Pictet North America Advisors
Switzerland
$755M -$107M -12% 153
GWM
1907
Greenwich Wealth Management
Connecticut
$755M -$225M -23% 252
LFS
1908
Lutz Financial Services
Nebraska
$754M -$57M -7% 70
II
1909
Inspire Investing
Idaho
$754M -$110M -13% 807
HH
1910
Hilltop Holdings
Texas
$752M -$134M -15% 587
JCM
1911
Jacobi Capital Management
Pennsylvania
$752M -$85.3M -10% 436
CA
1912
Callahan Advisors
Texas
$751M -$125M -14% 152
DCM
1913
Discovery Capital Management
Connecticut
$751M -$310M -29% 90
RI
1914
RWWM Inc
California
$751M -$143M -16% 14
CS
1915
Central Securities
New York
$750M -$191M -20% 30
SIS
1916
Sound Income Strategies
Florida
$750M -$119M -14% 985
WA
1917
WBH Advisory
Maryland
$749M -$65.2M -8% 326
CHAM
1918
Clear Harbor Asset Management
Connecticut
$748M -$121M -14% 443
CLC
1919
Charles-Lim Capital
Hong Kong
$748M -$191M -20% 11
JIR
1920
James Investment Research
Ohio
$747M -$206M -22% 563
JSW
1921
Journey Strategic Wealth
New Jersey
$747M -$170M -19% 228
JC
1922
Jacobs & Co
California
$747M -$156M -17% 125
GM
1923
GeoWealth Management
Illinois
$747M -$391M -34% 419
RW
1924
RVW Wealth
California
$747M -$119M -14% 150
CTC
1925
Chai Trust Company
Illinois
$746M -$151M -17% 34