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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)
Wealth Architects
2801
Wealth Architects
California
$5.15億 +$486万 +1% 0.89% 85.1% 199 12.56% 3.5
Gifford Fong Associates
2802
Gifford Fong Associates
California
$5.15億 +$35.7万 +0.1% 0.3% 180% 136 0.74% 3.1
Montecito Bank & Trust
2803
Montecito Bank & Trust
California
$5.15億 -$654万 -1% 0.37% – 263 6.84% 3.8
Corbin Capital Partners
2804
Corbin Capital Partners
New York
$5.15億 +$3193万 +7% 0.74% 87.7% 107 30.84% 0.3
Third Security
2805
Third Security
Virginia
$5.15億 -$1.94億 -27% 22.5% 28.2% 11 0% 2.1
Johnson Financial Group LLC (Colorado)
2806
Johnson Financial Group LLC (Colorado)
Colorado
$5.14億 -$89.7万 -0.2% 0.84% 66.9% 83 12.05% 1.2
Smith Anglin Financial
2807
Smith Anglin Financial
Texas
$5.13億 -$644万 -1% 1.74% 52.8% 151 15.89% 0.7
VM
2808
VPR Management
Texas
$5.13億 -$3713万 -7% 6.13% 54.5% 28 0% 3
Edge Wealth Management
2809
Edge Wealth Management
New York
$5.13億 +$2143万 +4% 0.11% 75.3% 558 24.91% 2.4
First Fiduciary Investment Counsel
2810
First Fiduciary Investment Counsel
Ohio
$5.13億 -$970万 -2% 0.3% 60% 67 4.48% 3.4
Noesis Capital Mangement
2811
Noesis Capital Mangement
Florida
$5.12億 +$2280万 +5% 0.77% 139% 136 16.18% 3.4
Absoluto Partners Gestao de Recursos
2812
Absoluto Partners Gestao de Recursos
Brazil
$5.12億 -$2.75億 -35% 1.4% 78.7% 30 26.67% 0.5
Hahn Capital Management
2813
Hahn Capital Management
California
$5.12億 -$1582万 -3% 0.99% 71.7% 34 2.94% 5.7
BlueSky Wealth Advisors
2814
BlueSky Wealth Advisors
North Carolina
$5.11億 +$63.7万 +0.1% 1.02% 45.9% 65 3.08% 2.8
Brasada Capital Management
2815
Brasada Capital Management
Texas
$5.1億 +$28.9万 +0.1% 3.58% 76.5% 162 21.6% 1.7
VDBMI
2816
Van Den Berg Management I
Texas
$5.1億 +$214万 +0.4% 0.87% 187% 78 8.97% 2
Tectonic Advisors
2817
Tectonic Advisors
Texas
$5.09億 +$2452万 +5% 1.28% 44.9% 238 22.69% 0.6
Quest Capital Management
2818
Quest Capital Management
Texas
$5.09億 +$716万 +1% 1.6% 87.7% 314 14.01% 1.6
MA Private Wealth
2819
MA Private Wealth
California
$5.09億 +$614万 +1% 0.62% 57.5% 96 15.63% 1.5
FRG Family Wealth Advisors
2820
FRG Family Wealth Advisors
Washington
$5.09億 -$1765万 -3% 0.67% 76.4% 141 7.09% 4.1
Affinity Wealth Management
2821
Affinity Wealth Management
Delaware
$5.09億 +$531万 +1% 0.19% 116% 128 31.25% 1.3
P.J. Schmidt Investment Management (PJS)
2822
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.09億 +$814万 +2% 0.05% 75.9% 176 3.41% 4.1
Charles Schwab Trust
2823
Charles Schwab Trust
Nevada
$5.09億 +$51.9万 +0.1% 1.35% 52.7% 186 8.6% 1.5
True North Advisors
2824
True North Advisors
Texas
$5.08億 +$2789万 +6% 2.19% 82.9% 232 11.21% 1.2
Keebeck Wealth Management
2825
Keebeck Wealth Management
Illinois
$5.07億 -$1.87億 -27% 0.67% 81.3% 253 21.34% 1.3