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
DI
5301
Disciplined Investments
Oklahoma
$171M +$6.31M +4% 115
DFG
5302
Delphi Financial Group
Delaware
$171M -$36.2M -18% 23
CCC
5303
Cincinnati Casualty Company
Ohio
$171M +$13.9M +9% 26
FBC
5304
Fairfield, Bush & Co
Connecticut
$171M +$17.5M +11% 532
IAG
5305
Investmark Advisory Group
Connecticut
$171M +$22.9M +16% 120
SPWM
5306
Straight Path Wealth Management
Michigan
$170M +$23M +16% 98
HCM
5307
Hall Capital Management
Rhode Island
$170M +$14.4M +9% 95
UAM
5308
Unison Asset Management
Florida
$170M +$18.3M +12% 35
SOAG
5309
Silver Oak Advisory Group
Oregon
$170M +$15.9M +10% 63
PBO
5310
Peoples Bank (Ohio)
Ohio
$170M +$17M +11% 123
CWMU
5311
Caliber Wealth Management (Utah)
Utah
$170M +$21.5M +14% 57
OCM
5312
Orion Capital Management
California
$170M +$16.5M +11% 525
BCA
5313
Ballentine Capital Advisors
South Carolina
$170M 30
PFA
5314
Pinnacle Family Advisors
Missouri
$170M -$4.41M -3% 101
CVA
5315
Central Valley Advisors
California
$170M 142
JWM
5316
Jupiter Wealth Management
Colorado
$170M +$15.8M +10% 86
1M
5317
13D Management
New York
$170M +$9.2M +6% 31
CMAI
5318
Capital Management Associates Inc
Minnesota
$170M 83
CCA
5319
Cora Capital Advisors
New Jersey
$170M +$20.8M +14% 98
MAG
5320
Members Advisory Group
New York
$170M +$15M +10% 23
SIM
5321
Symetra Investment Management
Connecticut
$170M -$70.3M -29% 5
HCM
5322
Hutner Capital Management
Vermont
$170M +$6.61M +4% 45
KC
5323
Kize Capital
New York
$169M +$8.15M +5% 7
BWM
5324
Benchmark Wealth Management
Connecticut
$169M +$12.5M +8% 49
AIA
5325
Acute Investment Advisory
Arizona
$169M +$2.63M +2% 13