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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
EAIC
5601
Empower Annuity Insurance Company
Connecticut
$268M +$197K +0.1% 0.07% 0.86% 1 0%
NEPPG
5602
New England Professional Planning Group
Rhode Island
$268M +$28.7M +12% 13.4% 59% 52 9.62%
SSW
5603
Smith Shellnut Wilson
Mississippi
$268M +$38.8M +17% 21% 90.2% 164 13.41%
WSIB
5604
Washington State Investment Board
Washington
$268M +$16.6M +7% 7.05% 567% 2 0%
CFS
5605
Compass Financial Services
Iowa
$268M +$36.7M +16% 12.4% 58 5.17%
HCM
5606
HMS Capital Management
Tennessee
$267M +$8.83M +3% 29.1% 130% 123 10.57%
JWWM
5607
Johnson & White Wealth Management
Pennsylvania
$267M +$31M +13% 14.9% 76.5% 118 11.02%
FGG
5608
Financial Guidance Group
Florida
$267M +$18.5M +7% 9.61% 52% 92 4.35%
FPN
5609
Financial Planning Navigators
Minnesota
$267M +$39.1M +17% 11.8% 72 31.94%
RI
5610
Ridgewood Investments
New Jersey
$267M +$22.7M +9% 12.1% 221 11.76%
EW
5611
Element Wealth
Mississippi
$267M +$24.8M +10% 14.6% 59.6% 224 12.05%
FA
5612
FF Advisors
California
$267M +$20.2M +8% 14% 127 13.39%
DFG
5613
Dupree Financial Group
Kentucky
$267M +$18.4M +7% 16.6% 85 21.18%
BWG
5614
Beta Wealth Group
California
$267M +$24.9M +10% 9.99% 45.4% 119 10.08%
FOR
5615
Family Office Research
Maryland
$267M +$36.4M +16% 14.9% 91 24.18%
HBS
5616
Howard Bailey Securities
Indiana
$267M +$23.4M +10% 9.61% 145 32.41%
SSA
5617
SSA Swiss Advisors
$266M +$50.9M +24% 14.4% 113 22.12%
MH
5618
Mishpacha Holdings
$266M +$143M +116% 166% 6 66.67%
FCM
5619
Forager Capital Management
Alabama
$266M +$65.1M +32% 30.6% 52.6% 11 18.18%
RGF
5620
Retirement Guys Formula
Ohio
$266M +$48.2M +22% 13% 70.2% 168 14.29%
VF
5621
Vawter Financial
Ohio
$266M +$27.8M +12% 10.3% 48% 131 6.87%
I
5622
IMPACTfolio
Colorado
$266M +$30.2M +13% 12.3% 51.2% 37 5.41%
BCA
5623
Ballentine Capital Advisors
South Carolina
$265M +$23.8M +10% 9.53% 28 10.71%
WFA
5624
WMG Financial Advisors
Tennessee
$265M +$25.7M +11% 12.7% 68% 116 23.28%
CSC
5625
Caldwell Sutter Capital
California
$265M +$19.3M +8% 12.7% 79.5% 957 9.82%