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
SWP
751
Sagespring Wealth Partners
Tennessee
$5.5B +$395M +8% 821
MWM
752
Modern Wealth Management
Kansas
$5.48B +$429M +8% 899
RWM
753
Ritholtz Wealth Management
New York
$5.48B +$335M +7% 1,182
FIS
754
Fundsmith Investment Services
Mauritius
$5.47B -$951M -15% 28
BPWM
755
Badgley Phelps Wealth Managers
Washington
$5.46B +$707M +15% 337
PA
756
Perceptive Advisors
New York
$5.46B +$2B +58% 131
PA
757
Parallel Advisors
California
$5.46B +$1.26M +0% 3,811
JSTA
758
Japan Science & Technology Agency
Japan
$5.44B -$174M -3% 13
DT
759
Diversified Trust
Tennessee
$5.43B +$426M +9% 1,120
B
760
Barings
North Carolina
$5.43B +$175M +3% 187
CIC
761
Carnegie Investment Counsel
Ohio
$5.42B +$115M +2% 597
SCM
762
Snyder Capital Management
California
$5.36B +$76.6M +1% 69
CS
763
Cannell & Spears
New York
$5.35B +$43.6M +0.8% 435
DSC
764
Donald Smith & Co
New York
$5.34B +$324M +6% 62
RP
765
Riverbridge Partners
Minnesota
$5.33B -$592M -10% 202
AUB
766
Atlantic Union Bankshares
Virginia
$5.33B +$21.9M +0.4% 1,798
GCM
767
Geneva Capital Management
Wisconsin
$5.32B -$507M -9% 125
RA
768
RFG Advisory
Alabama
$5.31B +$476M +10% 1,048
BSL
769
Blue Sparrow LLC
Delaware
$5.31B 96
FMWA
770
Forvis Mazars Wealth Advisors
Missouri
$5.3B +$261M +5% 420
SV
771
Starboard Value
New York
$5.28B -$35.1M -0.7% 23
BG
772
Baupost Group
Massachusetts
$5.28B +$488M +10% 25
BG
773
Bellevue Group
Switzerland
$5.28B +$464M +10% 185
SDIC
774
South Dakota Investment Council
South Dakota
$5.25B +$109M +2% 627
AAS
775
Annex Advisory Services
Wisconsin
$5.24B +$537M +11% 378