Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
OCA
2126
Octagon Capital Advisors
New York
$693M +$51.1M +8% 11.9% 560% 45
M
2127
Mirova
France
$693M +$54.6M +9% 4.61% 44.1% 221
FFS
2128
Founders Financial Securities
Maryland
$693M +$57.6M +9% 5.52% 52.4% 344
ITP
2129
Iron Triangle Partners
Connecticut
$693M +$135M +24% 6.33% 134% 38
KP
2130
Keel Point
Alabama
$692M +$55.1M +9% 6.89% 67.9% 329
RC
2131
Randolph Company
Ohio
$692M +$38.9M +6% 2.76% 80.4% 51
CWM
2132
Circle Wealth Management
New Jersey
$692M +$44.2M +7% 8.09% 58.9% 170
HMH
2133
Hackensack Meridian Health
New Jersey
$692M -$19.7M -3% 3.41% 41.2% 7
MAA
2134
Matrix Asset Advisors
New York
$691M +$24.2M +4% 5.66% 59.1% 99
MG
2135
Magnolia Group
Nebraska
$691M -$41.7M -6% 1.13% 21.3% 13
CAM
2136
Crake Asset Management
United Kingdom
$691M +$457M +196% 14.5% 62.1% 15
QA
2137
Quantitative Advantage
Minnesota
$689M +$41.2M +6% 5.09% 45.9% 124
EBSAM
2138
Eubel Brady & Suttman Asset Management
Ohio
$689M +$68.1M +11% 5.85% 40.6% 94
PP
2139
Prospector Partners
Connecticut
$689M -$37.9M -5% 2.41% 60.3% 114
TWM
2140
Tanglewood Wealth Management
Texas
$688M +$20.8M +3% 5.64% 46.2% 35
COI
2141
Connable Office Inc
Michigan
$688M -$10.1M -1% 5.74% 52.2% 220
EIM
2142
Essex Investment Management
Massachusetts
$688M +$46.1M +7% 9.94% 215% 434
NEWAS
2143
N.E.W. Advisory Services
Wisconsin
$687M +$48.5M +8% 5.01% 41% 134
GCP
2144
Greenoaks Capital Partners
California
$687M +$90.7M +15% 27.3% 954% 17
LI
2145
LVZ Inc
Michigan
$687M +$46M +7% 4.09% 38.7% 157
CA
2146
Crewe Advisors
Utah
$686M +$55.2M +9% 7.34% 67.4% 1,072
TFP
2147
Triple Frond Partners
California
$685M +$80.7M +13% 13.8% 91.4% 10
NB
2148
NBT Bank
New York
$684M -$2.01M -0.3% 3.7% 54.3% 247
GAM
2149
Gemmer Asset Management
California
$684M +$51.9M +8% 4.79% 55.7% 124
SC
2150
Skylands Capital
Wisconsin
$684M +$52.5M +8% 7.05% 42.2% 157