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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)
DRD
5176
Dennis R. Delaney
$314M +$31.6M +11% 25.3% 84.3% 62 4.84% 5.5
Stonebridge Financial Planning Group
5177
Stonebridge Financial Planning Group
Florida
$314M +$41.6M +15% 15.6% 67.2% 188 11.7% 3.4
Praetorian PR
5178
Praetorian PR
Puerto Rico
$314M +$38.8M +14% 1.05% 80.3% 16 31.25% 0.8
Macro Advisors
5179
Macro Advisors
Pennsylvania
$314M +$71.5M +30% 11.5% – 48 20.83% 0.2
Merk Investments
5180
Merk Investments
California
$314M -$54.3M -15% 18.4% 303% 11 0% 3.9
Raleigh Capital Management
5181
Raleigh Capital Management
North Carolina
$313M +$23.5M +8% 10.9% 79.9% 785 24.84% 2.3
Plum Street Advisors
5182
Plum Street Advisors
Louisiana
$313M +$24.3M +8% 8.45% – 109 11.93% 1.8
StoneCrest Wealth Management
5183
StoneCrest Wealth Management
Arizona
$313M +$76.6M +32% 42.2% 168% 84 26.19% 1.4
Bennett Selby Investments
5184
Bennett Selby Investments
Maine
$313M +$28.2M +10% 11% 82.1% 90 15.56% 3.2
First Citizens Asset Management
5185
First Citizens Asset Management
North Carolina
$313M +$30.8M +11% 10.7% 44.2% 30 6.67% 2.7
Ravenswood Partners
5186
Ravenswood Partners
Virginia
$313M +$41.9M +15% 38.9% – 42 30.95% 0.6
Worth Asset Management
5187
Worth Asset Management
Texas
$313M +$44.4M +17% 20.2% 115% 249 41.77% 1.1
Windward Private Wealth Management
5188
Windward Private Wealth Management
Kansas
$313M +$23.3M +8% 7.66% 35.5% 44 2.27% 4.8
Prosperitas Financial
5189
Prosperitas Financial
California
$312M +$43.9M +16% 13.4% 118% 113 26.55% 1.3
Monte Financial Group
5190
Monte Financial Group
Connecticut
$312M +$30.6M +11% 7.94% 66.7% 109 14.68% 3.8
Pennington Partners & Co
5191
Pennington Partners & Co
Maryland
$312M +$20.1M +7% 14.2% – 134 17.16% 0.9
Beacon Wealthcare LLC
5192
Beacon Wealthcare LLC
North Carolina
$312M +$28.5M +10% 9.97% 47% 26 0% 3.2
Maryland Capital Advisors
5193
Maryland Capital Advisors
Maryland
$312M – – 7.56% – 1,043 – 0.9
Peachtree Investment Partners
5194
Peachtree Investment Partners
Florida
$312M +$49.5M +19% 18.3% 92.2% 152 21.05% 3.5
Townsend Asset Management
5195
Townsend Asset Management
North Carolina
$312M +$35.1M +13% 16% 88.5% 199 8.04% 4.3
Weinberger Asset Management
5196
Weinberger Asset Management
California
$312M +$45.1M +17% 14.8% 89.6% 101 8.91% 3
Armor Investment Advisors
5197
Armor Investment Advisors
North Carolina
$312M +$34.2M +12% 14.1% 62% 163 6.75% 5.3
Five Oceans Advisors
5198
Five Oceans Advisors
California
$311M +$34.7M +13% 16.3% 85.3% 214 14.49% 2.7
Hengistbury Investment Partners
5199
Hengistbury Investment Partners
United Kingdom
$311M +$71M +30% 13.9% 108% 4 25% 3.6
Oak Asset Management
5200
Oak Asset Management
California
$311M +$20.6M +7% 12% 91.8% 117 9.4% 3.2