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
JIR
1926
James Investment Research
Ohio
$747M -$206M -22% 563
JSW
1927
Journey Strategic Wealth
New Jersey
$747M -$170M -19% 228
JC
1928
Jacobs & Co
California
$747M -$156M -17% 125
GM
1929
GeoWealth Management
Illinois
$747M -$391M -34% 419
RW
1930
RVW Wealth
California
$747M -$119M -14% 150
CTC
1931
Chai Trust Company
Illinois
$746M -$151M -17% 34
HS
1932
Hazelview Securities
Ontario, Canada
$745M -$27M -3% 27
NFG
1933
Nations Financial Group
Iowa
$745M -$87.4M -10% 572
QCG
1934
Quadrant Capital Group
Ohio
$744M -$81.5M -10% 2,874
CPI
1935
Crestview Partners II
New York
$744M -$152M -17% 3
EWM
1936
Executive Wealth Management
Michigan
$744M -$178M -19% 208
KBG
1937
Kahn Brothers Group
New York
$743M -$44.8M -6% 46
FBFS
1938
First Business Financial Services
Wisconsin
$742M -$162M -18% 185
FFA
1939
Fragasso Financial Advisors
Pennsylvania
$742M -$107M -13% 201
TWM
1940
Tanglewood Wealth Management
Texas
$741M +$75.3M +11% 37
LCM
1941
Landscape Capital Management
New Jersey
$740M -$45.1M -6% 1,123
RCM
1942
Redwood Capital Management
New York
$739M -$382M -34% 48
ELFC
1943
E-L Financial Corp
Ontario, Canada
$738M -$119M -14% 1
TCM
1944
TD Capital Management
Tennessee
$738M -$99.6M -12% 95
NA
1945
Nottingham Advisors
New York
$737M -$106M -13% 145
DG
1946
Discerene Group
Connecticut
$737M -$47M -6% 16
CCM
1947
CAAS Capital Management
New York
$736M +$168M +30% 709
LCG
1948
Lisanti Capital Growth
New York
$736M -$154M -17% 152
CC
1949
Criteria Caixa
Spain
$736M -$116M -14% 31
JAFL
1950
Jay A. Fishman Ltd
Michigan
$734M -$174M -19% 98