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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)
TRUE Private Wealth Advisors
2426
TRUE Private Wealth Advisors
Oregon
$619M +$22M +4% 5.62% 89.2% 773 71.54% 2.6
Emery Howard Portfolio Management
2427
Emery Howard Portfolio Management
California
$619M +$37.6M +6% 5.96% 66.5% 44 15.91% 4.5
Smith, Moore & Co
2428
Smith, Moore & Co
Missouri
$618M +$82.2M +15% 6.77% 67% 407 18.92% 3
Verity & Verity
2429
Verity & Verity
South Carolina
$618M +$88.8M +17% 9.7% 90.4% 103 10.68% 3.8
WBH Advisory
2430
WBH Advisory
Maryland
$618M +$36.7M +6% 5.6% 64.5% 262 4.2% 4.7
BFSG LLC
2431
BFSG LLC
California
$617M +$14.1M +2% 4.26% 90.7% 220 15.91% 1.7
BlueDrive Global Investors
2432
BlueDrive Global Investors
United Kingdom
$617M +$154M +33% 3.11% 25.6% 15 53.33% 0.6
LVM Capital Management
2433
LVM Capital Management
Michigan
$616M +$22.9M +4% 4.15% 121% 135 10.37% 4.4
Quadrant Capital Group
2434
Quadrant Capital Group
Ohio
$616M +$77.7M +14% 6.78% 118% 2,527 9.02% 3.2
Hills Bank & Trust
2435
Hills Bank & Trust
Iowa
$616M +$43.8M +8% 6.64% 52.8% 263 14.07% 3.1
Toyota Motor Corp
2436
Toyota Motor Corp
Japan
$616M +$39.7M +7% 6.9% 78.9% 2 0% 0.3
AH
2437
Allen Holding
New York
$616M +$30.6M +5% 4.81% 185% 11 9.09% 4.5
Private Trust Company
2438
Private Trust Company
Ohio
$616M +$22M +4% 5.67% 87.7% 405 13.58% 4.2
Stewart & Patten Company
2439
Stewart & Patten Company
California
$616M +$21M +4% 7.59% 27.5% 94 8.51% 5.4
Burleson & Co
2440
Burleson & Co
California
$615M +$38.3M +7% 4.21% 49.1% 389 66.84% 0.7
Cozad Asset Management
2441
Cozad Asset Management
Illinois
$615M +$55.1M +10% 7.44% 132% 365 13.97% 1.5
S&T Bank
2442
S&T Bank
Pennsylvania
$614M +$58M +10% 15.6% 193% 139 10.07% 3
McGowan Group Asset Management
2443
McGowan Group Asset Management
Texas
$613M +$27.6M +5% 5.32% 69.8% 113 17.7% 2.8
Freemont Management
2444
Freemont Management
Switzerland
$612M +$75.2M +14% 7.27% 102% 75 14.67% 0.2
Gates Foundation
2445
Gates Foundation
Washington
$611M +$173M +40% 34.9% 58.1% 7 28.57% 0.2
Sunflower Bank
2446
Sunflower Bank
Texas
$611M +$28.5M +5% 4.08% 42.7% 216 15.74% 0.4
Zuckerman Investment Group
2447
Zuckerman Investment Group
Illinois
$609M +$66.4M +12% 13% 111% 110 21.82% 2.1
HoldCo Asset Management
2448
HoldCo Asset Management
Florida
$609M +$156M +34% 25.6% – 25 20% 0.2
JLB & Associates
2449
JLB & Associates
Michigan
$608M +$5.22M +0.9% 2.6% 69.9% 71 1.41% 5.4
Highland Private Wealth Management
2450
Highland Private Wealth Management
Washington
$608M +$28.7M +5% 2.99% 19% 158 12.03% 2