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
TLIC
1901
Taiyo Life Insurance Company
Japan
$758M +$89.3M +13% 9
GIM
1902
Grassi Investment Management
California
$757M -$199M -21% 140
SFG
1903
Sage Financial Group
Pennsylvania
$757M -$102M -12% 113
KA
1904
Kovack Advisors
Florida
$756M -$215M -22% 760
PNAA
1905
Pictet North America Advisors
Switzerland
$755M -$107M -12% 153
GWM
1906
Greenwich Wealth Management
Connecticut
$755M -$225M -23% 252
LFS
1907
Lutz Financial Services
Nebraska
$754M -$57M -7% 70
II
1908
Inspire Investing
Idaho
$754M -$110M -13% 807
HH
1909
Hilltop Holdings
Texas
$752M -$134M -15% 587
JCM
1910
Jacobi Capital Management
Pennsylvania
$752M -$85.3M -10% 436
CA
1911
Callahan Advisors
Texas
$751M -$125M -14% 152
DCM
1912
Discovery Capital Management
Connecticut
$751M -$310M -29% 90
RI
1913
RWWM Inc
California
$751M -$143M -16% 14
CS
1914
Central Securities
New York
$750M -$191M -20% 30
SIS
1915
Sound Income Strategies
Florida
$750M -$119M -14% 985
WA
1916
WBH Advisory
Maryland
$749M -$65.2M -8% 326
CHAM
1917
Clear Harbor Asset Management
Connecticut
$748M -$121M -14% 443
CLC
1918
Charles-Lim Capital
Hong Kong
$748M -$191M -20% 11
JIR
1919
James Investment Research
Ohio
$747M -$206M -22% 563
JSW
1920
Journey Strategic Wealth
New Jersey
$747M -$170M -19% 228
JC
1921
Jacobs & Co
California
$747M -$156M -17% 125
GM
1922
GeoWealth Management
Illinois
$747M -$391M -34% 419
RW
1923
RVW Wealth
California
$747M -$119M -14% 150
CTC
1924
Chai Trust Company
Illinois
$746M -$151M -17% 34
HS
1925
Hazelview Securities
Ontario, Canada
$745M -$27M -3% 27