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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)
Ascent Wealth Partners
2801
Ascent Wealth Partners
New York
$5.24億 +$6356万 +14% 7.73% 105% 148 18.24% 3.4
BC
2802
Bruce & Co
Illinois
$5.24億 -$1016万 -2% 2.47% 94.5% 35 14.29% 5.4
Mizuho Securities
2803
Mizuho Securities
Japan
$5.23億 +$4034万 +8% 1.11% 109% 214 14.49% 0.8
Chemung Canal Trust
2804
Chemung Canal Trust
New York
$5.23億 +$2436万 +5% 6.94% 80.9% 121 4.96% 5
Destiny Wealth Partners
2805
Destiny Wealth Partners
Florida
$5.23億 +$4334万 +9% 4.74% 63.7% 558 69.35% 0.5
Rodgers Brothers
2806
Rodgers Brothers
Pennsylvania
$5.22億 +$3880万 +8% 5.24% 108% 207 11.59% 4.6
First Fiduciary Investment Counsel
2807
First Fiduciary Investment Counsel
Ohio
$5.22億 -$244万 -0.5% 5.52% 48.1% 67 5.97% 3.1
Cartica Management
2808
Cartica Management
District of Columbia
$5.22億 +$1.48億 +40% 11.1% 92.9% 14 21.43% 0.7
Exchange Capital Management
2809
Exchange Capital Management
Michigan
$5.21億 +$3840万 +8% 6.84% 57.8% 164 1.83% 3.9
KWB Wealth
2810
KWB Wealth
California
$5.21億 -$219万 -0.4% 5.01% 54.8% 85 0% 0.5
Montecito Bank & Trust
2811
Montecito Bank & Trust
California
$5.21億 +$3902万 +8% 6.81% – 257 6.61% 3.7
HCP
2812
Holt Capital Partners
Texas
$5.21億 +$3415万 +7% 6.39% 69.5% 158 3.16% 4.6
CF
2813
Clarity Financial
Texas
$5.21億 +$2684万 +5% 7.02% 56.8% 154 46.75% 0.3
Kathmere Capital Management
2814
Kathmere Capital Management
Pennsylvania
$5.2億 +$1420万 +3% 4.17% 68.3% 135 5.19% 1.1
Parkside Investments
2815
Parkside Investments
Illinois
$5.2億 +$3918万 +8% 5.35% 70.4% 93 10.75% 2.3
IMOV
2816
Investment Management of Virginia
Virginia
$5.2億 +$2323万 +5% 5.82% 93.4% 167 9.58% 4.5
Smith Anglin Financial
2817
Smith Anglin Financial
Texas
$5.19億 +$5673万 +12% 5.87% 52.8% 150 12.67% 0.4
Pinkerton Retirement Specialists
2818
Pinkerton Retirement Specialists
Idaho
$5.19億 +$4214万 +9% 7.04% 82.9% 105 18.1% 2.2
Advantage Alpha Capital Partners
2819
Advantage Alpha Capital Partners
California
$5.19億 +$4357万 +9% 7.78% 79.2% 135 6.67% 0.8
Chatham Capital Group
2820
Chatham Capital Group
Georgia
$5.17億 +$3950万 +8% 5.54% 97% 194 10.31% 3.9
Resonant Capital Advisors
2821
Resonant Capital Advisors
Wisconsin
$5.17億 +$3099万 +6% 5.77% 56.5% 176 9.09% 1.3
Princeton Portfolio Strategies Group
2822
Princeton Portfolio Strategies Group
New Jersey
$5.17億 +$76.6万 +0.1% 7.92% 83.8% 157 14.01% 4.9
GIM
2823
Greylin Investment Management
Virginia
$5.17億 +$3694万 +8% 6.79% 52.1% 100 17% 3.4
Towercrest Capital Management
2824
Towercrest Capital Management
Pennsylvania
$5.16億 +$4911万 +11% 4.11% 42.6% 90 7.78% 2.9
OH
2825
Overlook Holdings
British Virgin Islands
$5.16億 +$1.24億 +32% 3.99% – 3 66.67% 2.7