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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Johnson Bixby & Associates
Vancouver,
Washington
| $302M | – | – | 8.7% | 48.7% | 77 | – | 0 |
|
| 3477 |
3477
Infusive Asset Management
New York
| $302M | – | – | 16.7% | 33.8% | 73 | – | 0 |
|
| 3478 |
3478
Iowa State Bank
Urbandale,
Iowa
| $302M | +$43.6M | +17% | 11.6% | 85.7% | 127 | 8.66% | 4 |
|
| 3479 |
3479
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $302M | +$63.6M | +27% | 31.3% | 116% | 15 | 6.67% | 5.6 |
|
| 3480 |
3480
Koch Industries
Wichita,
Kansas
| $302M | +$206M | +216% | 39% | 56.9% | 4 | 50% | 2 |
|
| 3481 |
3481
Bridgeworth
Birmingham,
Alabama
| $302M | +$35.3M | +13% | 16.3% | 19.3% | 133 | 14.29% | 2.3 |
|
| 3482 |
3482
Tolleson Wealth Management
Dallas,
Texas
| $302M | +$54.3M | +22% | 12.7% | 56.2% | 69 | 11.59% | 1.3 |
|
| 3483 |
3483
GenWealth Group
Maplewood,
New Jersey
| $302M | +$25.3M | +9% | 9.59% | 73.9% | 71 | 7.04% | 2.2 |
|
| 3484 |
3484
Occidental Asset Management
Burlingame,
California
| $302M | +$61.6M | +26% | 10% | 97.4% | 170 | 19.41% | 2.7 |
|
| 3485 |
3485
SailingStone Capital Partners
Houston,
Texas
| $302M | +$41M | +16% | 44.3% | 129% | 14 | 35.71% | 2.3 |
|
| 3486 |
3486
Heard Capital LLC
Chicago,
Illinois
| $301M | +$58.1M | +24% | 20% | 144% | 70 | 67.14% | 0.4 |
|
| 3487 |
3487
Infrastructure Capital Advisors
New York
| $301M | +$120M | +66% | 29.7% | 52% | 70 | 57.14% | 1.3 |
|
| 3488 |
FCA
3488
FLC Capital Advisors
Palm Desert,
California
| $301M | +$27.6M | +10% | 9.57% | 64.5% | 150 | 12.67% | 1.2 |
|
| 3489 |
MAA
3489
Mraz Amerine & Associates
Modesto,
California
| $301M | +$32.1M | +12% | 18.9% | 63.2% | 171 | 12.28% | 4.1 |
|
| 3490 |
SWK
3490
Stephen W. Kidder
| $300M | +$18.5M | +7% | 12.6% | 111% | 72 | 6.94% | 5.5 |
|
| 3491 |
3491
Punch Card Management
Winter Park,
Florida
| $300M | +$53M | +21% | 23.3% | 41% | 3 | 0% | 2.8 |
|
| 3492 |
3492
Packer & Co
Cottesloe,
Australia
| $300M | +$38.3M | +15% | 12.1% | – | 4 | 0% | 2.9 |
|
| 3493 |
3493
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $300M | +$65M | +28% | 11.8% | – | 1,168 | 88.78% | 0.1 |
|
| 3494 |
3494
Bellecapital
Zurich,
Switzerland
| $300M | +$81.3M | +37% | 15.6% | 152% | 195 | 25.64% | 1.5 |
|
| 3495 |
FA
3495
FMA Advisory
Harrisburg,
Pennsylvania
| $300M | +$48.8M | +19% | 15.4% | 46.7% | 175 | 11.43% | 2.5 |
|
| 3496 |
3496
Surevest
Los Angeles,
California
| $300M | +$45.4M | +18% | 13.2% | 24.6% | 90 | 12.22% | 1.4 |
|
| 3497 |
3497
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $300M | +$59.9M | +25% | 13.3% | 12.8% | 134 | 20.9% | 2.9 |
|
| 3498 |
3498
Atlantic Investment Management
New York
| $299M | +$65.2M | +28% | 30.1% | 28.8% | 11 | 36.36% | 1.6 |
|
| 3499 |
3499
Sharkey, Howes & Javer
Denver,
Colorado
| $299M | +$36.4M | +14% | 10.9% | 60.2% | 78 | 21.79% | 2.2 |
|
| 3500 |
3500
Running Oak Capital
Edina,
Minnesota
| $299M | +$25M | +9% | 14% | 40.8% | 65 | 3.08% | 0.8 |
|