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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)
Cowbird Capital
5451
Cowbird Capital
New York
$171M -$20M -10% 2.71% 21.3% 13 38.46% 0.9
Orion Capital Management
5452
Orion Capital Management
California
$171M +$16.7M +11% 10.7% 75.3% 542 12.92% 0.8
DI
5453
Disciplined Investments
Oklahoma
$171M +$6.31M +4% 7.55% 51.4% 115 13.91% 3.1
Delphi Financial Group
5454
Delphi Financial Group
Delaware
$171M -$36.2M -18% 1.23% 66.3% 22 22.73% 1.8
Cincinnati Casualty Company
5455
Cincinnati Casualty Company
Ohio
$171M +$13.9M +9% 10.1% 68.7% 26 3.85% 8.3
Fairfield, Bush & Co
5456
Fairfield, Bush & Co
Connecticut
$171M +$17.5M +11% 12.1% 112% 532 79.7% 1.4
Investmark Advisory Group
5457
Investmark Advisory Group
Connecticut
$171M +$22.9M +16% 9.33% 73.8% 120 14.17% 1.4
Straight Path Wealth Management
5458
Straight Path Wealth Management
Michigan
$170M +$23M +16% 6.2% 70.4% 98 26.53% 1.1
HCM
5459
Hall Capital Management
Rhode Island
$170M +$14.4M +9% 9.23% – 95 6.32% 6
Unison Asset Management
5460
Unison Asset Management
Florida
$170M +$18.3M +12% 12.2% 81.4% 35 2.86% 2.3
Silver Oak Advisory Group
5461
Silver Oak Advisory Group
Oregon
$170M +$15.9M +10% 7.88% 28.9% 63 7.94% 1.6
Peoples Bank (Ohio)
5462
Peoples Bank (Ohio)
Ohio
$170M +$17M +11% 12.5% 78.9% 123 17.07% 4.3
Caliber Wealth Management (Utah)
5463
Caliber Wealth Management (Utah)
Utah
$170M +$21.5M +14% 14.4% 36.5% 57 5.26% 1.9
Ballentine Capital Advisors
5464
Ballentine Capital Advisors
South Carolina
$170M – – 8.93% 48.8% 30 – 0
Pinnacle Family Advisors
5465
Pinnacle Family Advisors
Missouri
$170M -$4.41M -3% 11% 85.8% 101 20.79% 1.9
CVA
5466
Central Valley Advisors
California
$170M – – 11.8% 77.8% 142 – 0
Jupiter Wealth Management
5467
Jupiter Wealth Management
Colorado
$170M +$15.8M +10% 11.2% 99.2% 86 0% 2.2
13D Management
5468
13D Management
New York
$170M +$9.2M +6% 19.4% 157% 31 16.13% 1.4
CMAI
5469
Capital Management Associates Inc
Minnesota
$170M – – 11.2% 75.6% 83 – 0
Cora Capital Advisors
5470
Cora Capital Advisors
New Jersey
$170M +$20.8M +14% 11.4% 80.3% 98 11.22% 0.8
Members Advisory Group
5471
Members Advisory Group
New York
$170M +$15M +10% 9.72% 70.6% 23 26.09% 1.5
Phoenix Asset Management Partners
5472
Phoenix Asset Management Partners
$170M +$31.4M +23% 23.7% 139% 13 7.69% 0.9
Symetra Investment Management
5473
Symetra Investment Management
Connecticut
$170M -$70.3M -29% 7.5% 37.3% 5 20% 1.4
Hutner Capital Management
5474
Hutner Capital Management
Vermont
$170M +$6.61M +4% 5.42% 52.2% 45 2.22% 5.8
Kize Capital
5475
Kize Capital
New York
$169M +$8.15M +5% 14.5% 34.7% 7 14.29% 2.2