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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
DFG
5451
Delphi Financial Group
Delaware
$171M -$36.2M -18% 1.23% 66.3% 22 22.73%
CCC
5452
Cincinnati Casualty Company
Ohio
$171M +$13.9M +9% 10.1% 56% 26 3.85%
FBC
5453
Fairfield, Bush & Co
Connecticut
$171M +$17.5M +11% 12.1% 112% 532 79.7%
IAG
5454
Investmark Advisory Group
Connecticut
$171M +$22.9M +16% 9.33% 65.1% 120 14.17%
SPWM
5455
Straight Path Wealth Management
Michigan
$170M +$23M +16% 6.2% 70.6% 98 26.53%
HCM
5456
Hall Capital Management
Rhode Island
$170M +$14.4M +9% 9.23% 95 6.32%
UAM
5457
Unison Asset Management
Florida
$170M +$18.3M +12% 12.2% 81.4% 35 2.86%
SOAG
5458
Silver Oak Advisory Group
Oregon
$170M +$15.9M +10% 7.88% 27% 63 7.94%
PBO
5459
Peoples Bank (Ohio)
Ohio
$170M +$17M +11% 12.5% 71.7% 123 17.07%
CWMU
5460
Caliber Wealth Management (Utah)
Utah
$170M +$21.5M +14% 14.4% 36.5% 57 5.26%
BCA
5461
Ballentine Capital Advisors
South Carolina
$170M 8.93% 30
PFA
5462
Pinnacle Family Advisors
Missouri
$170M -$4.41M -3% 11% 85.8% 101 20.79%
CVA
5463
Central Valley Advisors
California
$170M 11.8% 142
JWM
5464
Jupiter Wealth Management
Colorado
$170M +$15.8M +10% 11.2% 99.2% 86 0%
1M
5465
13D Management
New York
$170M +$9.2M +6% 19.4% 157% 31 16.13%
CMAI
5466
Capital Management Associates Inc
Minnesota
$170M 11.2% 83
CCA
5467
Cora Capital Advisors
New Jersey
$170M +$20.8M +14% 11.4% 70.5% 98 11.22%
MAG
5468
Members Advisory Group
New York
$170M +$15M +10% 9.72% 70.6% 23 26.09%
SIM
5469
Symetra Investment Management
Connecticut
$170M -$70.3M -29% 7.5% 37.3% 5 20%
HCM
5470
Hutner Capital Management
Vermont
$170M +$6.61M +4% 5.42% 52.2% 45 2.22%
KC
5471
Kize Capital
New York
$169M +$8.15M +5% 14.5% 34.7% 7 14.29%
BWM
5472
Benchmark Wealth Management
Connecticut
$169M +$12.5M +8% 9.39% 42.7% 49 6.12%
AIA
5473
Acute Investment Advisory
Arizona
$169M +$2.63M +2% 1.72% 15.3% 13 0%
RI
5474
Ridgewood Investments
New Jersey
$169M +$16.7M +11% 8.21% 201 13.93%
CWA
5475
Clarus Wealth Advisors
Arizona
$169M 11.7% 124