で公開中です! 詳しく見る

世界トップクラスの投資家・ヘッジファンドの最新株式ポートフォリオ

名前 AUM AUM
増加率
AUM
成長率%
四半期
推定リターン
3年間の推定リターン
保有銘柄 ポートフォリオ回転率 平均保有
期間(年)
Bedel Financial Consulting
2501
Bedel Financial Consulting
Indiana
$9.29億 +$1.46億 +19% 17.1% 97.4% 302 9.27% 4.7
Caliber Wealth Management (Kansas)
2502
Caliber Wealth Management (Kansas)
Kansas
$9.29億 +$3228万 +4% 3.31% – 268 9.7% 0.6
Benchstone Capital Management
2503
Benchstone Capital Management
New York
$9.28億 +$1.95億 +27% 2.37% – 56 71.43% 0.2
Barton Investment Management
2504
Barton Investment Management
Pennsylvania
$9.28億 -$5377万 -5% 2.3% 124% 52 1.92% 7.4
Quest Investment Management
2505
Quest Investment Management
Oregon
$9.28億 -$2502万 -3% 1.8% 105% 139 10.79% 3.5
Water Island Capital
2506
Water Island Capital
New York
$9.28億 +$1.34億 +17% 24.9% 438% 139 74.82% 0.2
Parthenon LLC
2507
Parthenon LLC
Kentucky
$9.27億 +$2420万 +3% 4.21% 93.3% 135 7.41% 8.2
Barlow Wealth Partners
2508
Barlow Wealth Partners
Kentucky
$9.27億 +$2789万 +3% 3.01% 101% 138 7.25% 1.6
Leuthold Group
2509
Leuthold Group
Minnesota
$9.26億 +$1205万 +1% 6.45% 138% 248 33.87% 1.6
Red Cedar Investment Management
2510
Red Cedar Investment Management
Michigan
$9.26億 +$7259万 +9% 4.43% 88.8% 88 9.09% 3
Curated Wealth Partners
2511
Curated Wealth Partners
California
$9.25億 +$9866万 +12% 4.39% 39.9% 222 35.59% 0.8
Hartline Investment Corp
2512
Hartline Investment Corp
Illinois
$9.25億 -$3953万 -4% 3.08% 222% 120 14.17% 3.4
Griffin Asset Management
2513
Griffin Asset Management
New York
$9.24億 +$3429万 +4% 2.73% 88.9% 259 23.17% 5.3
Opus Capital Group
2514
Opus Capital Group
Ohio
$9.23億 +$3341万 +4% 2.04% 53.7% 143 8.39% 4.8
Jag Capital Management
2515
Jag Capital Management
Missouri
$9.22億 +$892万 +1% 8.04% 269% 164 26.83% 3.8
Indivisible Partners
2516
Indivisible Partners
Florida
$9.22億 – – 1.34% – 440 – 0
CKW Financial Group
2517
CKW Financial Group
Hawaii
$9.22億 +$484万 +0.5% 2.25% 70.3% 198 11.11% 6.3
Avenir Corporation
2518
Avenir Corporation
Virginia
$9.22億 -$3842万 -4% 1.43% 34.4% 74 5.41% 6.6
Toth Financial Advisory
2519
Toth Financial Advisory
Virginia
$9.21億 -$661万 -0.7% 0.56% 90.4% 1,002 31.04% 3.4
Greenwood Capital Associates
2520
Greenwood Capital Associates
South Carolina
$9.21億 +$5433万 +6% 4.85% 87.7% 277 15.88% 2.5
HBW Advisory Services
2521
HBW Advisory Services
California
$9.2億 +$3167万 +4% 1.62% 68.6% 455 15.38% 2.3
INVST
2522
INVST
Indiana
$9.2億 +$4057万 +5% 3.41% 78.5% 324 10.19% 2.1
Private Wealth Asset Management
2523
Private Wealth Asset Management
Iowa
$9.19億 +$7170万 +8% 2.56% – 1,152 9.46% 0.7
DiNuzzo Private Wealth
2524
DiNuzzo Private Wealth
Pennsylvania
$9.19億 +$3730万 +4% 1.69% 42.7% 1,410 5.96% 1.8
Oak Harvest Investment Services
2525
Oak Harvest Investment Services
Texas
$9.17億 +$5964万 +7% 4.66% 120% 188 24.47% 2