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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
5576
Dennis R. Delaney
$194M +$8.82M +5% 6.37% 84.3% 47 4.26% 6.3
Cahill Wealth Management
5577
Cahill Wealth Management
Michigan
$194M +$26.1M +16% 8.6% 24.7% 51 7.84% 2
IMPACTfolio
5578
IMPACTfolio
Colorado
$194M +$15.2M +9% 5.92% 58.8% 55 30.91% 1.2
Heritage Family Offices
5579
Heritage Family Offices
Arizona
$194M +$13.5M +8% 7.67% – 188 14.89% 0.2
Briaud Financial Planning
5580
Briaud Financial Planning
Texas
$194M +$20.4M +12% 6.72% 113% 152 13.16% 0.6
Cherry Creek Investment Advisors
5581
Cherry Creek Investment Advisors
Colorado
$194M +$1.87M +1% 7.23% 151% 115 13.91% 2
Schrum Private Wealth Management
5582
Schrum Private Wealth Management
Florida
$194M +$82.6M +74% 6.96% 60.9% 179 36.31% 1.4
Creekside Partners
5583
Creekside Partners
California
$193M +$12.9M +7% 7.86% – 169 6.51% 0.2
Blackston Financial Advisory Group
5584
Blackston Financial Advisory Group
Florida
$193M +$14.7M +8% 6.65% 69.1% 145 50.34% 0.7
Pragma Gestao de Patrimonio
5585
Pragma Gestao de Patrimonio
Brazil
$193M +$5.1M +3% 5.08% 75.2% 22 18.18% 1.7
Everpar Advisors
5586
Everpar Advisors
Oklahoma
$193M -$6.4M -3% 7.6% – 282 14.89% 0.6
GCM
5587
Granby Capital Management
Florida
$193M +$18.3M +10% 5.98% 50% 23 13.04% 1.5
DCM
5588
Dudley Capital Management
Virginia
$193M +$12.7M +7% 6.96% 129% 136 16.18% 1.4
PCMK
5589
Paragon Capital Management (Kansas)
Kansas
$193M +$7.91M +4% 4.99% 87.5% 60 13.33% 5.8
State Insurance Fund
5590
State Insurance Fund
New York
$193M +$10.2M +6% 5.57% 77.9% 1 0% 0.8
Melia Wealth
5591
Melia Wealth
Oklahoma
$193M +$9.9M +5% 0.65% – 20 10% 0.6
Significant Wealth Partners
5592
Significant Wealth Partners
Illinois
$193M +$15.2M +9% 3.43% – 86 20.93% 0.5
Tieton Capital Management
5593
Tieton Capital Management
Washington
$193M +$13.1M +7% 9.71% 172% 40 2.5% 4.5
Pinnacle Family Advisors
5594
Pinnacle Family Advisors
Missouri
$193M +$12.1M +7% 6.48% 85.8% 133 30.08% 2
Moser Wealth Advisors
5595
Moser Wealth Advisors
Washington
$193M +$8.96M +5% 4.96% – 155 11.61% 3.4
Alhambra Investment Management
5596
Alhambra Investment Management
Florida
$193M +$10.3M +6% 7.65% 67.7% 183 12.57% 2.6
DSC Meridian Capital
5597
DSC Meridian Capital
New York
$193M -$125M -39% 8.08% – 23 56.52% 0.3
XXIP
5598
Xiamen Xinweidachuang Investment Partnership
China
$193M +$29M +18% 43.5% 66.6% 1 0% 2.8
New England Capital Financial Advisors
5599
New England Capital Financial Advisors
Connecticut
$193M +$13.7M +8% 7.2% 55.6% 424 10.61% 1.5
Northstar Advisory Group
5600
Northstar Advisory Group
New Jersey
$192M +$18.6M +11% 8.11% 141% 112 28.57% 1.5