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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CCC
5276
Cincinnati Casualty Company
Ohio
$171M +$13.9M +9% 10.1% 50.7% 26
FBC
5277
Fairfield, Bush & Co
Connecticut
$171M +$17.5M +11% 12.1% 102% 532
IAG
5278
Investmark Advisory Group
Connecticut
$171M +$22.9M +16% 9.34% 51.7% 120
SPWM
5279
Straight Path Wealth Management
Michigan
$170M +$23M +16% 6.2% 73.6% 98
HCM
5280
Hall Capital Management
Rhode Island
$170M +$14.4M +9% 9.23% – 95
UAM
5281
Unison Asset Management
Florida
$170M +$18.3M +12% 12.2% 107% 35
SOAG
5282
Silver Oak Advisory Group
Oregon
$170M +$15.9M +10% 7.88% 17.2% 63
PBO
5283
Peoples Bank (Ohio)
Ohio
$170M +$17M +11% 12.5% 54.7% 123
CWMU
5284
Caliber Wealth Management (Utah)
Utah
$170M +$21.5M +14% 14.4% 36.5% 57
OCM
5285
Orion Capital Management
California
$170M +$16.5M +11% 10.6% 72.7% 525
BCA
5286
Ballentine Capital Advisors
South Carolina
$170M – – 8.93% – 30
PFA
5287
Pinnacle Family Advisors
Missouri
$170M -$4.41M -3% 11% 83.6% 101
CVA
5288
Central Valley Advisors
California
$170M – – 11.8% – 142
JWM
5289
Jupiter Wealth Management
Colorado
$170M +$15.8M +10% 11.2% 80.3% 86
1M
5290
13D Management
New York
$170M +$9.2M +6% 19.4% 60.2% 31
CMAI
5291
Capital Management Associates Inc
Minnesota
$170M – – 11.2% – 83
CCA
5292
Cora Capital Advisors
New Jersey
$170M +$20.8M +14% 11.4% – 98
MAG
5293
Members Advisory Group
New York
$170M +$15M +10% 9.72% 30.4% 23
SIM
5294
Symetra Investment Management
Connecticut
$170M -$70.3M -29% 7.5% 44.7% 5
HCM
5295
Hutner Capital Management
Vermont
$170M +$6.61M +4% 5.42% 48.7% 45
KC
5296
Kize Capital
New York
$169M +$8.15M +5% 14.5% 57.4% 7
BWM
5297
Benchmark Wealth Management
Connecticut
$169M +$12.5M +8% 9.39% 42.7% 49
AIA
5298
Acute Investment Advisory
Arizona
$169M +$2.63M +2% 1.72% 2.93% 13
CWA
5299
Clarus Wealth Advisors
Arizona
$169M – – 11.7% – 124
PWM
5300
Proathlete Wealth Management
Florida
$169M – – 11.3% – 53
210 211
212
213 214