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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)
Oak Harbor Wealth Partners
5626
Oak Harbor Wealth Partners
North Carolina
$268M -$159M -37% 11.5% 64.7% 299 32.11% 3
Carnegie Lake Advisors
5627
Carnegie Lake Advisors
New Jersey
$268M +$16.4M +7% 13.1% – 176 9.66% 1.5
Mad River Investors
5628
Mad River Investors
Massachusetts
$268M -$9.8M -4% 1.69% 169% 33 12.12% 3.6
MI
5629
Moneywise Inc
Virginia
$268M +$39M +17% 13.8% 60.8% 89 11.24% 3
Aspect Partners
5630
Aspect Partners
Virginia
$268M +$23.4M +10% 9.88% 66.7% 766 18.8% 1.8
ANB Bank
5631
ANB Bank
Colorado
$268M +$20.8M +8% 14.6% – 140 17.86% 1.1
Everest Management Corp
5632
Everest Management Corp
California
$268M +$70.6M +36% 18.3% – 89 23.6% 1
Empower Annuity Insurance Company
5633
Empower Annuity Insurance Company
Connecticut
$268M +$197K +0.1% 0.07% 0.86% 1 0% 3.5
New England Professional Planning Group
5634
New England Professional Planning Group
Rhode Island
$268M +$28.7M +12% 13.4% 64.1% 52 9.62% 4.7
Smith Shellnut Wilson
5635
Smith Shellnut Wilson
Mississippi
$268M +$38.8M +17% 21% 98.6% 164 13.41% 4.5
Washington State Investment Board
5636
Washington State Investment Board
Washington
$268M +$16.6M +7% 7.05% 567% 2 0% 4.9
Compass Financial Services
5637
Compass Financial Services
Iowa
$268M +$36.7M +16% 12.4% – 58 5.17% 1.3
HMS Capital Management
5638
HMS Capital Management
Tennessee
$267M +$8.83M +3% 29.1% 140% 123 10.57% 3.1
Johnson & White Wealth Management
5639
Johnson & White Wealth Management
Pennsylvania
$267M +$31M +13% 14.9% 76.5% 118 11.02% 1.9
Financial Guidance Group
5640
Financial Guidance Group
Florida
$267M +$18.5M +7% 9.61% 58.7% 92 4.35% 2.7
Financial Planning Navigators
5641
Financial Planning Navigators
Minnesota
$267M +$39.1M +17% 11.8% – 72 31.94% 0.3
Ridgewood Investments
5642
Ridgewood Investments
New Jersey
$267M +$22.7M +9% 12.1% – 221 11.76% 3.7
Element Wealth
5643
Element Wealth
Mississippi
$267M +$24.8M +10% 14.6% 59.6% 224 12.05% 3.4
FA
5644
FF Advisors
California
$267M +$20.2M +8% 14% 59.7% 127 13.39% 1.7
Dupree Financial Group
5645
Dupree Financial Group
Kentucky
$267M +$18.4M +7% 16.6% 75.8% 85 21.18% 1.5
Beta Wealth Group
5646
Beta Wealth Group
California
$267M +$24.9M +10% 9.99% 45.4% 119 10.08% 2.3
Family Office Research
5647
Family Office Research
Maryland
$267M +$36.4M +16% 14.9% – 91 24.18% 1
Howard Bailey Securities
5648
Howard Bailey Securities
Indiana
$267M +$23.4M +10% 9.61% – 145 32.41% 1.1
SSA
5649
SSA Swiss Advisors
$266M +$50.9M +24% 14.4% – 113 22.12% 0.9
MH
5650
Mishpacha Holdings
$266M +$143M +116% 166% – 6 66.67% 0.2