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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)
Spirit of America Management Corp
2801
Spirit of America Management Corp
New York
$4.45億 +$2374万 +6% 10.8% 113% 238 6.72% 5.6
Capital Advantage
2802
Capital Advantage
California
$4.45億 +$846万 +2% 7.64% 49.2% 42 11.9% 4.8
EFG Asset Management
2803
EFG Asset Management
Oregon
$4.45億 +$1246万 +3% 8.47% 211% 180 8.33% 0.8
GA
2804
GFS Advisors
Texas
$4.45億 +$2796万 +7% 8.67% 97.9% 144 10.42% 4.8
Beck Bode LLC
2805
Beck Bode LLC
Massachusetts
$4.45億 -$1685万 -4% 11.9% 155% 282 48.94% 0.5
Ramsay Stattman Vela & Price
2806
Ramsay Stattman Vela & Price
Colorado
$4.44億 +$4087万 +10% 10.1% 81.8% 85 10.59% 5.3
Dudley & Shanley
2807
Dudley & Shanley
Florida
$4.44億 +$8655万 +24% 14.2% 67.9% 36 33.33% 2.9
Hunter Perkins Capital Management
2808
Hunter Perkins Capital Management
Illinois
$4.44億 +$3527万 +9% 9.07% 58% 100 18% 1.4
Nekton Capital
2809
Nekton Capital
United Kingdom
$4.43億 +$7623万 +21% 14.1% 30.1% 24 54.17% 0.3
VHMC
2810
Value Holdings Management Company
New York
$4.43億 +$4094万 +10% 11% 125% 44 0% 4.9
Formidable Asset Management
2811
Formidable Asset Management
Ohio
$4.43億 +$1152万 +3% 9.83% 52.2% 338 13.31% 2
IBEX Wealth Advisors
2812
IBEX Wealth Advisors
New Jersey
$4.43億 +$5790万 +15% 10.4% 221% 187 28.34% 1.7
LWANC
2813
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.42億 +$4069万 +10% 9.18% 71.1% 591 12.52% 3
Marietta Wealth Management
2814
Marietta Wealth Management
Georgia
$4.42億 +$4146万 +10% 10.3% 93% 115 16.52% 3.5
First National Bank & Trust Co of Newtown
2815
First National Bank & Trust Co of Newtown
Pennsylvania
$4.42億 +$2994万 +7% 8.34% 55.7% 125 4% 7.6
Carolinas Wealth Consulting
2816
Carolinas Wealth Consulting
North Carolina
$4.42億 +$4655万 +12% 6.75% 24.6% 1,117 21.84% 1.8
Probity Advisors
2817
Probity Advisors
Texas
$4.41億 +$3858万 +10% 8.23% 61.7% 184 8.15% 4.5
P.J. Schmidt Investment Management (PJS)
2818
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.41億 +$2598万 +6% 8.63% 65.9% 180 11.11% 4.7
Longfellow Investment Management
2819
Longfellow Investment Management
Massachusetts
$4.41億 -$4780万 -10% 7.32% 45.9% 380 34.21% 1.5
RMR Wealth Builders
2820
RMR Wealth Builders
New Jersey
$4.41億 +$3228万 +8% 7.57% 91.7% 202 8.42% 1.5
CFS Investment Advisory Services
2821
CFS Investment Advisory Services
New Jersey
$4.41億 +$5254万 +14% 6.11% 59.7% 138 28.26% 0.8
Siemens Pension Trust
2822
Siemens Pension Trust
Germany
$4.41億 – – 18.4% 25.4% 2 – 0
RiverFront Investment Group
2823
RiverFront Investment Group
Virginia
$4.41億 -$22.3億 -83% 6.43% 57.2% 109 23.85% 2.3
Wellington Shields & Co
2824
Wellington Shields & Co
New York
$4.4億 +$2.11億 +92% 13.3% 109% 297 7.74% 2.3
North Growth Management
2825
North Growth Management
British Columbia, Canada
$4.4億 +$3940万 +10% 18.6% 243% 47 6.38% 2.7