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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 Avg Holding
Period (Yrs)
BSW Wealth Partners
2751
BSW Wealth Partners
Colorado
$899M +$79.8M +10% 16.1% 75.4% 345 13.62% 3.9
Financial Consulate
2752
Financial Consulate
Maryland
$899M +$96M +12% 11.1% 61.4% 1,533 13.96% 0.7
SPX Gestao de Recursos
2753
SPX Gestao de Recursos
Brazil
$898M -$306M -25% 8.88% 98.1% 118 68.64% 0.7
Titan Investment Solutions
2754
Titan Investment Solutions
$896M +$96M +12% 13.8% – 65 21.54% 0.4
Johnson Bixby & Associates
2755
Johnson Bixby & Associates
Washington
$896M +$89.3M +11% 10.1% 48.7% 138 13.04% 3.1
Sierra Summit Advisors
2756
Sierra Summit Advisors
Nevada
$895M +$207M +30% 58.7% 302% 244 50.41% 1.1
Clayton Dubilier & Rice
2757
Clayton Dubilier & Rice
New York
$895M +$358M +67% 597% 176% 2 0% 3
Fortis Capital Management
2758
Fortis Capital Management
Washington
$894M -$83M -8% 23.3% 82% 250 17.2% 1.9
Warwick Investment Management
2759
Warwick Investment Management
Texas
$891M +$201M +29% 13.1% 69.9% 160 21.25% 1.9
Fortis Capital Advisors
2760
Fortis Capital Advisors
Kansas
$889M +$126M +16% 20.8% 127% 469 33.9% 1
Discerene Group
2761
Discerene Group
Connecticut
$889M -$57.3M -6% 11.8% 48.6% 13 15.38% 4.3
Philip James Wealth Mangement
2762
Philip James Wealth Mangement
Georgia
$888M +$18.7M +2% 8.29% 76% 167 15.57% 1.6
Legacy Financial Group (Iowa)
2763
Legacy Financial Group (Iowa)
Iowa
$888M +$93.1M +12% 10.5% 44.3% 140 18.57% 1.7
Brookwood Investment Group
2764
Brookwood Investment Group
Arizona
$888M +$77.7M +10% 17.4% – 612 26.96% 0.8
IBOK
2765
Independence Bank of Kentucky
Kentucky
$888M +$98.2M +12% 17.2% 94.3% 629 7.31% 4.6
KFG Wealth Management
2766
KFG Wealth Management
Indiana
$886M +$112M +15% 10.2% 55.9% 243 18.52% 1.8
Camrose Capital Investment Partners
2767
Camrose Capital Investment Partners
United Kingdom
$885M +$121M +16% 9.63% – 10 0% 1.4
Semper Augustus Investments Group
2768
Semper Augustus Investments Group
Colorado
$885M +$47.3M +6% 3.2% 95.4% 51 15.69% 5.3
City Holding Co
2769
City Holding Co
West Virginia
$884M +$84.7M +11% 14.5% 89.2% 608 9.7% 6.2
Arbor Investment Advisors
2770
Arbor Investment Advisors
North Carolina
$883M +$115M +15% 9.82% 48.5% 148 25% 4.2
Caledonia Investments plc (UK)
2771
Caledonia Investments plc (UK)
United Kingdom
$883M +$27.3M +3% 9.51% 61.9% 15 0% 6.4
1834 Investment Advisors
2772
1834 Investment Advisors
Wisconsin
$883M +$81.3M +10% 11% 68.7% 218 8.72% 6.1
Fiduciary Financial Group
2773
Fiduciary Financial Group
California
$882M +$128M +17% 11.3% – 393 17.3% 1.3
TCP Asset Management
2774
TCP Asset Management
Ohio
$882M +$104M +13% 12.2% 65% 148 14.86% 1.7
Canyon Capital Advisors
2775
Canyon Capital Advisors
Texas
$882M +$110M +14% 24.2% 78% 27 48.15% 1.2