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