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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)
Opus Capital Group
2576
Opus Capital Group
Ohio
$5.64億 -$1381万 -2% 2.9% 53.7% 126 8.73% 4.5
Cornerstone Wealth Group
2577
Cornerstone Wealth Group
North Carolina
$5.64億 +$1203万 +2% 3.11% 96% 160 17.5% 2.4
SYM Financial Corp
2578
SYM Financial Corp
Indiana
$5.63億 +$7006万 +14% 4.33% 64.3% 201 44.78% 1.6
Intelligence Driven Advisers
2579
Intelligence Driven Advisers
California
$5.63億 -$733万 -1% 2.81% 65.6% 101 20.79% 1.9
Discovery Capital Management
2580
Discovery Capital Management
Connecticut
$5.63億 -$3.88億 -41% 6.95% 871% 75 65.33% 0.6
Thompson Investment Management
2581
Thompson Investment Management
Wisconsin
$5.63億 -$5327万 -9% 5.51% 100% 425 5.65% 2.9
One Day In July LLC
2582
One Day In July LLC
Vermont
$5.62億 +$940万 +2% 4.72% 48.2% 106 16.98% 2.4
City Holding Co
2583
City Holding Co
West Virginia
$5.61億 -$1952万 -3% 2.09% 89.2% 538 10.22% 5.6
Acorn Financial Advisory Services
2584
Acorn Financial Advisory Services
Virginia
$5.6億 -$274万 -0.5% 2.55% 96.9% 254 9.45% 2.4
River Wealth Advisors
2585
River Wealth Advisors
Pennsylvania
$5.59億 -$3034万 -5% 3.24% 80.3% 213 7.04% 5.5
Baker Ellis Asset Management
2586
Baker Ellis Asset Management
Washington
$5.57億 -$3121万 -5% 2.99% 91.9% 216 11.11% 5.2
Hartline Investment Corp
2587
Hartline Investment Corp
Illinois
$5.57億 -$3001万 -5% 2.81% 222% 117 11.97% 2.4
GIM
2588
Greylin Investment Management
Virginia
$5.57億 +$297万 +0.5% 2.53% 52.1% 74 12.16% 5.6
Lake Street Private Wealth
2589
Lake Street Private Wealth
Illinois
$5.56億 -$1319万 -2% 2.24% 105% 305 12.13% 2.4
Nan Fung Trinity
2590
Nan Fung Trinity
Hong Kong
$5.55億 +$1.49億 +37% 2.78% 82.3% 33 60.61% 0.9
Moloney Securities Asset Management
2591
Moloney Securities Asset Management
Missouri
$5.55億 -$1059万 -2% 2.05% 86% 479 18.37% 3.2
Great Lakes Retirement
2592
Great Lakes Retirement
Ohio
$5.55億 -$1083万 -2% 2.3% 118% 236 16.95% 1.6
Gateway Wealth Partners
2593
Gateway Wealth Partners
Wisconsin
$5.55億 -$469万 -0.8% 3.39% 58.9% 273 18.32% 0.6
Institute for Wealth Management
2594
Institute for Wealth Management
Colorado
$5.54億 -$3837万 -6% 2.39% 137% 481 8.94% 3.6
Perennial Investment Advisors
2595
Perennial Investment Advisors
California
$5.54億 -$1442万 -3% 3.27% 84.3% 381 12.34% 1.6
Mark Asset Management
2596
Mark Asset Management
New York
$5.53億 -$6542万 -11% 3.21% 325% 61 37.7% 2.6
NTV Asset Management
2597
NTV Asset Management
West Virginia
$5.52億 -$2144万 -4% 2.59% 110% 266 8.27% 5.8
Nemes Rush Group
2598
Nemes Rush Group
Michigan
$5.52億 -$1541万 -3% 3.44% 111% 734 17.98% 0.2
Hardy Reed
2599
Hardy Reed
Mississippi
$5.52億 -$1577万 -3% 3.71% 69.7% 108 12.96% 2.7
Strategic Wealth Investment Group
2600
Strategic Wealth Investment Group
Kentucky
$5.52億 -$7847万 -12% 3.91% – 117 14.53% 2.3