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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 Time
Held (Qtrs)
FCM
2751
Fortis Capital Management
Washington
$894M -$83M -8% 23.3% 82% 250 17.2% 7.5
TIS
2752
Titan Investment Solutions
$894M +$112M +14% 13.6% – 65 21.54% 1.5
WIM
2753
Warwick Investment Management
Texas
$891M +$201M +29% 13.1% 64.3% 160 21.25% 7.6
FCA
2754
Fortis Capital Advisors
Kansas
$889M +$126M +16% 20.8% 127% 469 33.9% 4
DG
2755
Discerene Group
Connecticut
$889M -$57.3M -6% 11.8% 48.6% 13 15.38% 17.3
PJWM
2756
Philip James Wealth Mangement
Georgia
$888M +$18.7M +2% 8.29% – 167 15.57% 6.3
Legacy Financial Group (Iowa)
2757
Legacy Financial Group (Iowa)
Iowa
$888M +$93.1M +12% 10.5% 44.3% 140 18.57% 6.8
BIG
2758
Brookwood Investment Group
Arizona
$888M +$77.7M +10% 17.4% – 612 26.96% 3.1
IBOK
2759
Independence Bank of Kentucky
Kentucky
$888M +$98.2M +12% 17.2% 80.6% 629 7.31% 18.5
KWM
2760
KFG Wealth Management
Indiana
$886M +$112M +15% 10.2% 50.4% 243 18.52% 7.3
CCIP
2761
Camrose Capital Investment Partners
United Kingdom
$885M +$121M +16% 9.63% – 10 0% 5.6
SAIG
2762
Semper Augustus Investments Group
Colorado
$885M +$47.3M +6% 3.2% 95.4% 51 15.69% 21.2
CHC
2763
City Holding Co
West Virginia
$884M +$84.7M +11% 14.5% 81.3% 608 9.7% 25
AIA
2764
Arbor Investment Advisors
North Carolina
$883M +$115M +15% 9.82% 44.3% 148 25% 16.8
CIPU
2765
Caledonia Investments plc (UK)
United Kingdom
$883M +$27.3M +3% 9.51% 61.9% 15 0% 25.7
1IA
2766
1834 Investment Advisors
Wisconsin
$883M +$81.3M +10% 11% 61.8% 218 8.72% 24.2
FFG
2767
Fiduciary Financial Group
California
$882M +$128M +17% 11.3% – 393 17.3% 5.2
TAM
2768
TCP Asset Management
Ohio
$882M +$104M +13% 12.2% 58.4% 148 14.86% 6.9
CCA
2769
Canyon Capital Advisors
Texas
$882M +$110M +14% 24.2% 78% 27 48.15% 4.6
AAA
2770
Adams Asset Advisors
Texas
$882M -$9.72M -1% 2.19% 66.8% 89 2.25% 22.2
AVLSA
2771
Atlas Venture Life Science Advisors
Massachusetts
$881M +$91.3M +12% 23.2% 484% 7 14.29% 11.1
FSCM
2772
Front Street Capital Management
Montana
$881M +$127M +17% 25% 316% 77 14.29% 22.1
MWA
2773
Meridian Wealth Advisors
Texas
$880M +$124M +16% 14.6% 79.9% 227 18.06% 16.9
EPAM
2774
Euro Pacific Asset Management
Puerto Rico
$880M -$130M -13% 10.4% 172% 96 0% 13.9
FWM
2775
Foguth Wealth Management
Michigan
$879M +$21.7M +3% 11.1% – 226 12.39% 4.9