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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)
Evolution Wealth Advisors
3001
Evolution Wealth Advisors
Florida
$5.56億 +$4325万 +8% 4.96% 96% 149 18.79% 2.4
Mirador Capital Partners
3002
Mirador Capital Partners
California
$5.56億 +$2411万 +5% 4.96% 120% 202 10.89% 3.7
Private Capital Management (Colorado)
3003
Private Capital Management (Colorado)
Colorado
$5.55億 +$5168万 +10% 6.6% 20% 305 26.23% 2
Physician Wealth Advisors
3004
Physician Wealth Advisors
Utah
$5.54億 +$1154万 +2% 6.01% 79.9% 189 6.88% 3.1
Leelyn Smith
3005
Leelyn Smith
Illinois
$5.54億 +$3670万 +7% 6.6% 86% 133 15.04% 3.2
Valley National Advisers
3006
Valley National Advisers
Pennsylvania
$5.54億 -$1.2億 -18% 6.42% 87.2% 1,183 39.31% 5.7
GWI
3007
Grace & White Inc
New York
$5.54億 +$2122万 +4% 5.4% 59.6% 138 5.8% 6.8
Eagle Strategies
3008
Eagle Strategies
New York
$5.54億 +$3077万 +6% 5.75% 77.7% 221 10.86% 1.2
Pacific Global Investment Management
3009
Pacific Global Investment Management
California
$5.54億 +$2722万 +5% 7.17% 48% 214 7.94% 6.3
AMCA
3010
Arthur M. Cohen & Associates
Illinois
$5.54億 +$816万 +1% 6.44% 129% 146 8.22% 4.5
Crane Advisory
3011
Crane Advisory
California
$5.53億 +$3456万 +7% 4.51% 38.2% 44 9.09% 1.2
MAA
3012
Mraz Amerine & Associates
California
$5.53億 +$6625万 +14% 7.82% 63.2% 179 12.85% 5.4
James J. Burns & Company
3013
James J. Burns & Company
New York
$5.53億 +$4444万 +9% 6.71% 70.2% 143 11.19% 1.1
Bordeaux Wealth Advisors
3014
Bordeaux Wealth Advisors
California
$5.53億 +$2829万 +5% 2.97% 141% 163 15.34% 1.6
Human Investing
3015
Human Investing
Oregon
$5.53億 +$3839万 +7% 6.21% 56.9% 104 15.38% 3
D.L. Carlson Investment Group
3016
D.L. Carlson Investment Group
New Hampshire
$5.52億 +$3439万 +7% 7.47% 113% 161 24.84% 3.6
KAS
3017
Kemnay Advisory Services
New York
$5.52億 +$7122万 +15% 21% 167% 26 11.54% 3.8
Advocate Group
3018
Advocate Group
Minnesota
$5.52億 +$5494万 +11% 9.59% 56.3% 125 8.8% 1.9
Blueprint Investment Partners
3019
Blueprint Investment Partners
North Carolina
$5.51億 +$8943万 +19% 5.02% 91.9% 175 35.43% 1.3
Carolinas Wealth Consulting
3020
Carolinas Wealth Consulting
North Carolina
$5.51億 +$3314万 +6% 6.62% 24.6% 1,109 11.36% 2.8
Wedgewood Partners
3021
Wedgewood Partners
Missouri
$5.51億 +$6077万 +12% 7.21% 78.1% 19 0% 5.6
Wealthstream Advisors
3022
Wealthstream Advisors
New York
$5.5億 +$2.77億 +101% 7.21% 88.2% 166 13.25% 1.5
Elk River Wealth Management
3023
Elk River Wealth Management
Colorado
$5.5億 +$3874万 +8% 6.32% 81.8% 98 6.12% 2.9
Moody Aldrich Partners
3024
Moody Aldrich Partners
Massachusetts
$5.5億 +$3671万 +7% 14.3% 312% 218 22.94% 1.3
Occudo Quantitative Strategies
3025
Occudo Quantitative Strategies
Florida
$5.49億 -$1495万 -3% 8.56% 94.6% 1,071 70.68% 0.3