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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
DRD
5576
Dennis R. Delaney
| $194M | +$8.82M | +5% | 6.37% | 84.3% | 47 | 4.26% | 6.3 |
|
| 5577 |
5577
Cahill Wealth Management
Portage,
Michigan
| $194M | +$26.1M | +16% | 8.6% | 24.7% | 51 | 7.84% | 2 |
|
| 5578 |
5578
IMPACTfolio
Denver,
Colorado
| $194M | +$15.2M | +9% | 5.92% | 58.8% | 55 | 30.91% | 1.2 |
|
| 5579 |
5579
Heritage Family Offices
Scottsdale,
Arizona
| $194M | +$13.5M | +8% | 7.67% | – | 188 | 14.89% | 0.2 |
|
| 5580 |
5580
Briaud Financial Planning
College Station,
Texas
| $194M | +$20.4M | +12% | 6.72% | 113% | 152 | 13.16% | 0.6 |
|
| 5581 |
5581
Cherry Creek Investment Advisors
Englewood,
Colorado
| $194M | +$1.87M | +1% | 7.23% | 151% | 115 | 13.91% | 2 |
|
| 5582 |
5582
Schrum Private Wealth Management
St. Augustine,
Florida
| $194M | +$82.6M | +74% | 6.96% | 60.9% | 179 | 36.31% | 1.4 |
|
| 5583 |
5583
Creekside Partners
Petaluma,
California
| $193M | +$12.9M | +7% | 7.86% | – | 169 | 6.51% | 0.2 |
|
| 5584 |
5584
Blackston Financial Advisory Group
The Villages,
Florida
| $193M | +$14.7M | +8% | 6.65% | 69.1% | 145 | 50.34% | 0.7 |
|
| 5585 |
5585
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $193M | +$5.1M | +3% | 5.08% | 75.2% | 22 | 18.18% | 1.7 |
|
| 5586 |
5586
Everpar Advisors
Tulsa,
Oklahoma
| $193M | -$6.4M | -3% | 7.6% | – | 282 | 14.89% | 0.6 |
|
| 5587 |
GCM
5587
Granby Capital Management
Miami Beach,
Florida
| $193M | +$18.3M | +10% | 5.98% | 50% | 23 | 13.04% | 1.5 |
|
| 5588 |
DCM
5588
Dudley Capital Management
Middleburg,
Virginia
| $193M | +$12.7M | +7% | 6.96% | 129% | 136 | 16.18% | 1.4 |
|
| 5589 |
PCMK
5589
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $193M | +$7.91M | +4% | 4.99% | 87.5% | 60 | 13.33% | 5.8 |
|
| 5590 |
5590
State Insurance Fund
New York
| $193M | +$10.2M | +6% | 5.57% | 77.9% | 1 | 0% | 0.8 |
|
| 5591 |
5591
Melia Wealth
Tulsa,
Oklahoma
| $193M | +$9.9M | +5% | 0.65% | – | 20 | 10% | 0.6 |
|
| 5592 |
5592
Significant Wealth Partners
Cary,
Illinois
| $193M | +$15.2M | +9% | 3.43% | – | 86 | 20.93% | 0.5 |
|
| 5593 |
5593
Tieton Capital Management
Yakima,
Washington
| $193M | +$13.1M | +7% | 9.71% | 172% | 40 | 2.5% | 4.5 |
|
| 5594 |
5594
Pinnacle Family Advisors
Springfield,
Missouri
| $193M | +$12.1M | +7% | 6.48% | 85.8% | 133 | 30.08% | 2 |
|
| 5595 |
5595
Moser Wealth Advisors
Bellevue,
Washington
| $193M | +$8.96M | +5% | 4.96% | – | 155 | 11.61% | 3.4 |
|
| 5596 |
5596
Alhambra Investment Management
Palmetto Bay,
Florida
| $193M | +$10.3M | +6% | 7.65% | 67.7% | 183 | 12.57% | 2.6 |
|
| 5597 |
5597
DSC Meridian Capital
New York
| $193M | -$125M | -39% | 8.08% | – | 23 | 56.52% | 0.3 |
|
| 5598 |
XXIP
5598
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| $193M | +$29M | +18% | 43.5% | 66.6% | 1 | 0% | 2.8 |
|
| 5599 |
5599
New England Capital Financial Advisors
Meriden,
Connecticut
| $193M | +$13.7M | +8% | 7.2% | 55.6% | 424 | 10.61% | 1.5 |
|
| 5600 |
5600
Northstar Advisory Group
Northfield,
New Jersey
| $192M | +$18.6M | +11% | 8.11% | 141% | 112 | 28.57% | 1.5 |
|