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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)
Atlantic Union Bankshares
801
Atlantic Union Bankshares
Virginia
$5.33B +$21.9M +0.4% 2.48% 78.9% 1,797 14.3% 1.3
Geneva Capital Management
802
Geneva Capital Management
Wisconsin
$5.32B -$507M -9% 1.22% 59.4% 125 4.8% 6.2
RFG Advisory
803
RFG Advisory
Alabama
$5.31B +$476M +10% 1.7% 52.3% 1,048 15.84% 2.8
BSL
804
Blue Sparrow LLC
Delaware
$5.31B – – 6.37% – 96 – 0
Forvis Mazars Wealth Advisors
805
Forvis Mazars Wealth Advisors
Missouri
$5.3B +$261M +5% 2.69% 68.2% 420 7.86% 5.6
Starboard Value
806
Starboard Value
New York
$5.28B -$35.1M -0.7% 0.33% 56% 23 17.39% 1.5
Baupost Group
807
Baupost Group
Massachusetts
$5.28B +$488M +10% 4.24% 47.9% 23 17.39% 2
Bellevue Group
808
Bellevue Group
Switzerland
$5.28B +$464M +10% 23.6% 159% 185 24.86% 3.5
SP
809
SIH Partners
Delaware
$5.28B +$1.76B +50% 4.45% – 304 56.91% 0.4
South Dakota Investment Council
810
South Dakota Investment Council
South Dakota
$5.25B +$109M +2% 3.25% 76.5% 627 6.7% 5.3
Annex Advisory Services
811
Annex Advisory Services
Wisconsin
$5.24B +$537M +11% 1.71% 77.9% 378 22.49% 3.3
DePrince Race & Zollo Inc (DRZ)
812
DePrince Race & Zollo Inc (DRZ)
Florida
$5.23B +$241M +5% 4.11% 58% 199 16.08% 2.5
Disciplined Growth Investors
813
Disciplined Growth Investors
Minnesota
$5.22B -$295M -5% 4.35% 186% 65 7.69% 6.4
Caledonia Investments (Australia)
814
Caledonia Investments (Australia)
Australia
$5.22B -$936M -15% 9.28% 4.24% 19 31.58% 3.4
Great Valley Advisor Group
815
Great Valley Advisor Group
Delaware
$5.2B +$217M +4% 2.36% 73.9% 992 11.79% 3.1
Mizuho Markets Americas
816
Mizuho Markets Americas
New York
$5.18B -$137M -3% 2.31% 121% 258 53.49% 0.9
EFG International
817
EFG International
$5.17B – – 3.31% – 869 – 0
Arkadios Wealth Advisors
818
Arkadios Wealth Advisors
Georgia
$5.16B +$990M +24% 2.91% 91.1% 1,670 18.02% 1.9
Todd Asset Management
819
Todd Asset Management
Kentucky
$5.13B +$190M +4% 6.35% 120% 188 13.3% 5.5
Atalanta Sosnoff Capital
820
Atalanta Sosnoff Capital
New York
$5.13B -$89.2M -2% 6.55% 206% 110 11.82% 3.6
Cincinnati Financial Corp
821
Cincinnati Financial Corp
Ohio
$5.12B +$70.7M +1% 1.75% 74.2% 56 5.36% 9
Caxton Associates (UK)
822
Caxton Associates (UK)
$5.11B +$874M +21% 10.6% – 1,006 58.25% 0.3
Central Trust Company
823
Central Trust Company
Missouri
$5.1B +$321M +7% 4.98% 84% 1,631 18.45% 5.7
Vise Technologies
824
Vise Technologies
New York
$5.1B +$2.42B +90% 2.83% – 1,536 27.99% 1.1
AP
825
Altarock Partners
Florida
$5.1B -$369M -7% 1.95% 58.1% 9 11.11% 7.4