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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
BSW Wealth Partners
Boulder,
Colorado
| $899M | +$79.8M | +10% | 16.1% | 75.4% | 345 | 13.62% | 3.9 |
|
| 2752 |
2752
Financial Consulate
Hunt Valley,
Maryland
| $899M | +$96M | +12% | 11.1% | 61.4% | 1,533 | 13.96% | 0.7 |
|
| 2753 |
2753
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $898M | -$306M | -25% | 8.88% | 98.1% | 118 | 68.64% | 0.7 |
|
| 2754 |
2754
Titan Investment Solutions
London,
| $896M | +$96M | +12% | 13.8% | – | 65 | 21.54% | 0.4 |
|
| 2755 |
2755
Johnson Bixby & Associates
Vancouver,
Washington
| $896M | +$89.3M | +11% | 10.1% | 48.7% | 138 | 13.04% | 3.1 |
|
| 2756 |
2756
Sierra Summit Advisors
Incline Village,
Nevada
| $895M | +$207M | +30% | 58.7% | 302% | 244 | 50.41% | 1.1 |
|
| 2757 |
2757
Clayton Dubilier & Rice
New York
| $895M | +$358M | +67% | 597% | 176% | 2 | 0% | 3 |
|
| 2758 |
2758
Fortis Capital Management
Bellevue,
Washington
| $894M | -$83M | -8% | 23.3% | 82% | 250 | 17.2% | 1.9 |
|
| 2759 |
2759
Warwick Investment Management
Bryan,
Texas
| $891M | +$201M | +29% | 13.1% | 69.9% | 160 | 21.25% | 1.9 |
|
| 2760 |
2760
Fortis Capital Advisors
Prairie Village,
Kansas
| $889M | +$126M | +16% | 20.8% | 127% | 469 | 33.9% | 1 |
|
| 2761 |
2761
Discerene Group
Stamford,
Connecticut
| $889M | -$57.3M | -6% | 11.8% | 48.6% | 13 | 15.38% | 4.3 |
|
| 2762 |
2762
Philip James Wealth Mangement
Milton,
Georgia
| $888M | +$18.7M | +2% | 8.29% | 76% | 167 | 15.57% | 1.6 |
|
| 2763 |
2763
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $888M | +$93.1M | +12% | 10.5% | 44.3% | 140 | 18.57% | 1.7 |
|
| 2764 |
2764
Brookwood Investment Group
Phoenix,
Arizona
| $888M | +$77.7M | +10% | 17.4% | – | 612 | 26.96% | 0.8 |
|
| 2765 |
IBOK
2765
Independence Bank of Kentucky
Owensboro,
Kentucky
| $888M | +$98.2M | +12% | 17.2% | 94.3% | 629 | 7.31% | 4.6 |
|
| 2766 |
2766
KFG Wealth Management
Granger,
Indiana
| $886M | +$112M | +15% | 10.2% | 55.9% | 243 | 18.52% | 1.8 |
|
| 2767 |
2767
Camrose Capital Investment Partners
London,
United Kingdom
| $885M | +$121M | +16% | 9.63% | – | 10 | 0% | 1.4 |
|
| 2768 |
2768
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $885M | +$47.3M | +6% | 3.2% | 95.4% | 51 | 15.69% | 5.3 |
|
| 2769 |
2769
City Holding Co
Charleston,
West Virginia
| $884M | +$84.7M | +11% | 14.5% | 89.2% | 608 | 9.7% | 6.2 |
|
| 2770 |
2770
Arbor Investment Advisors
Winston Salem,
North Carolina
| $883M | +$115M | +15% | 9.82% | 48.5% | 148 | 25% | 4.2 |
|
| 2771 |
2771
Caledonia Investments plc (UK)
London England,
United Kingdom
| $883M | +$27.3M | +3% | 9.51% | 61.9% | 15 | 0% | 6.4 |
|
| 2772 |
2772
1834 Investment Advisors
Milwaukee,
Wisconsin
| $883M | +$81.3M | +10% | 11% | 68.7% | 218 | 8.72% | 6.1 |
|
| 2773 |
2773
Fiduciary Financial Group
San Rafael,
California
| $882M | +$128M | +17% | 11.3% | – | 393 | 17.3% | 1.3 |
|
| 2774 |
2774
TCP Asset Management
Columbus,
Ohio
| $882M | +$104M | +13% | 12.2% | 65% | 148 | 14.86% | 1.7 |
|
| 2775 |
2775
Canyon Capital Advisors
Dallas,
Texas
| $882M | +$110M | +14% | 24.2% | 78% | 27 | 48.15% | 1.2 |
|