Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ERWM
3301
Elk River Wealth Management
Colorado
$303M – – 14.1% 66.6% 119
JBA
3302
Johnson Bixby & Associates
Washington
$302M – – 8.7% 34.3% 77
IAM
3303
Infusive Asset Management
New York
$302M – – 16.7% 67.6% 73
ISB
3304
Iowa State Bank
Iowa
$302M +$43.6M +17% 11.6% 59.6% 127
GPSPJS
3305
General Pension Society PZU Joint Stock
Poland
$302M +$63.6M +27% 31.3% 75.2% 15
KI
3306
Koch Industries
Kansas
$302M +$206M +216% 39% 58.3% 4
B
3307
Bridgeworth
Alabama
$302M +$35.3M +13% 16.3% 19.7% 133
TWM
3308
Tolleson Wealth Management
Texas
$302M +$54.3M +22% 12.7% 53.9% 69
GG
3309
GenWealth Group
New Jersey
$302M +$25.3M +9% 9.59% 58.4% 71
OAM
3310
Occidental Asset Management
California
$302M +$61.6M +26% 10% 66.4% 170
FCA
3311
FLC Capital Advisors
California
$301M +$27.6M +10% 9.57% 43.6% 150
MAA
3312
Mraz Amerine & Associates
California
$301M +$32.1M +12% 18.9% 61.8% 171
SWK
3313
Stephen W. Kidder
$300M +$18.5M +7% 12.6% 68.7% 72
PAG
3314
Private Advisory Group
Washington
$300M +$52.1M +21% 11.8% 139% 138
PCM
3315
Punch Card Management
Florida
$300M +$53M +21% 23.3% 59.1% 3
PC
3316
Packer & Co
Australia
$300M +$38.3M +15% 12.1% – 4
RPWA
3317
Regent Peak Wealth Advisors
Georgia
$300M +$65M +28% 11.8% 32.1% 1,168
SCP
3318
SailingStone Capital Partners
Texas
$300M +$39.4M +15% 44.1% 101% 14
B
3319
Bellecapital
Switzerland
$300M +$81.3M +37% 15.6% 102% 195
FA
3320
FMA Advisory
Pennsylvania
$300M +$48.8M +19% 15.4% 46.7% 175
S
3321
Surevest
California
$300M +$45.4M +18% 13.2% 24.6% 90
EDRIA
3322
Edmonds Duncan Registered Investment Advisors
Kansas
$300M +$59.9M +25% 13.3% 12.8% 134
AIM
3323
Atlantic Investment Management
New York
$299M +$65.2M +28% 30.1% 19% 11
SHJ
3324
Sharkey, Howes & Javer
Colorado
$299M +$36.4M +14% 10.9% 43.6% 78
ROC
3325
Running Oak Capital
Minnesota
$299M +$25M +9% 14% 61.8% 65
131 132
133
134 135