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

All fund managers
Name AUM AUM
Growth 		AUM
Growth % 		Quarter
Est. Return 		3 Year
Est. Return 		Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Aryeh Capital Management
5751
Aryeh Capital Management
Ontario, Canada
$136M +$6.36M +5% 4% 87.7% 10 40% 1.1
Ivy Lane Capital Management
5752
Ivy Lane Capital Management
Florida
$136M +$17.1M +14% 9.17% 101% 18 61.11% 0.7
Arcadia Wealth Management (New Hampshire)
5753
Arcadia Wealth Management (New Hampshire)
New Hampshire
$136M +$15M +12% 4.42% 55.5% 70 42.86% 0.4
TCG Capital Management
5754
TCG Capital Management
California
$135M +$17.4M +15% 14.7% 45.7% 1 0% 0.5
Northland Capital Management
5755
Northland Capital Management
Minnesota
$135M +$1.97M +1% 1.52% 37.5% 32 28.13% 0.7
Colorado Capital Management
5756
Colorado Capital Management
Colorado
$135M +$6.42M +5% 5.28% 60.4% 77 1.3% 5.6
CNFG
5757
Creegan & Nassoura Financial Group
New Hampshire
$135M +$4.94M +4% 4.38% 52.6% 77 2.6% 5.7
Riverwood Capital Management
5758
Riverwood Capital Management
California
$135M -$13.8M -9% 1.18% 46.5% 4 0% 1.4
Old North State Trust
5759
Old North State Trust
North Carolina
$135M -$9.15M -6% 5.35% – 457 67.83% 3.1
Mad River Investors
5760
Mad River Investors
Massachusetts
$135M -$6.57M -5% 7.69% 225% 28 21.43% 4
Long Walk Management
5761
Long Walk Management
Connecticut
$135M +$23.2M +21% 12% 302% 9 22.22% 0.9
DIS
5762
Diversified Investment Strategies
Louisiana
$135M -$5.33M -4% 0.01% 86% 50 4% 3.9
Crystal Rock Capital Management
5763
Crystal Rock Capital Management
Illinois
$135M +$14.6M +12% 17.4% 172% 26 3.85% 4.7
Boyar Asset Management
5764
Boyar Asset Management
New York
$135M +$5.52M +4% 4.93% 75.5% 80 5% 6.1
Daventry Group
5765
Daventry Group
New York
$135M -$7.83M -5% 1.4% 26.2% 7 0% 1.2
Data Collective IV
5766
Data Collective IV
California
$135M +$41.2M +44% 53.9% 317% 6 0% 1.3
Pension & Wealth Management Advisors
5767
Pension & Wealth Management Advisors
Massachusetts
$135M +$7.94M +6% 3.57% 49.9% 337 28.78% 0.4
AREX Capital Management
5768
AREX Capital Management
New York
$135M -$2.19M -2% 4.36% 36.2% 15 26.67% 1.8
Verity Asset Management
5769
Verity Asset Management
North Carolina
$135M -$32.7M -20% 4.21% 79.7% 195 24.62% 2.5
Client First Capital
5770
Client First Capital
California
$135M +$3.76M +3% 1.84% 54.6% 22 0% 1.1
Peak Planning Group
5771
Peak Planning Group
Colorado
$135M +$11.3M +9% 10.3% 105% 80 7.5% 2
Barnett & Company
5772
Barnett & Company
Tennessee
$135M +$2.94M +2% 3.8% 65.9% 84 11.9% 3.7
E Fund Management (HK)
5773
E Fund Management (HK)
Hong Kong
$134M -$44.9M -25% 7.23% 163% 36 27.78% 1.5
Mosaic Advisors
5774
Mosaic Advisors
Texas
$134M +$11.5M +9% 4.12% 50.9% 21 38.1% 1.4
WF
5775
Williams Financial
Vermont
$134M +$6.02M +5% 1.96% 33.1% 28 14.29% 0.9
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