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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)
PWS
3101
Private Wealth Strategies
Ohio
$4.98億 +$3647万 +8% 1.89% 18.8% 79 20.25% 2.8
Wahed Invest
3102
Wahed Invest
New York
$4.98億 +$5964万 +14% 6.01% 140% 243 8.23% 1.8
Blue Grotto Capital
3103
Blue Grotto Capital
Georgia
$4.98億 +$504万 +1% 5.38% 300% 28 28.57% 1.1
IAG Wealth Partners
3104
IAG Wealth Partners
Wisconsin
$4.98億 +$3203万 +7% 0.38% 47.3% 526 20.34% 2.6
Beck Bode LLC
3105
Beck Bode LLC
Massachusetts
$4.98億 +$796万 +2% 4.89% 155% 133 40.6% 1
EWA
3106
ERTS Wealth Advisors
Michigan
$4.97億 +$759万 +2% 0.57% 39.3% 91 6.59% 3.7
SOA Wealth Advisors
3107
SOA Wealth Advisors
New York
$4.97億 +$1418万 +3% 5.85% 79.1% 929 10.44% 3
Ellenbecker Investment Group
3108
Ellenbecker Investment Group
Wisconsin
$4.97億 +$2066万 +4% 2.2% 56.3% 119 13.45% 3.3
Advocate Group
3109
Advocate Group
Minnesota
$4.97億 -$636万 -1% 1.4% 56.3% 128 10.16% 1.7
CRA Financial Services
3110
CRA Financial Services
New Jersey
$4.96億 +$3519万 +8% 4.91% 91.9% 259 10.42% 3.1
Glynn Capital Management
3111
Glynn Capital Management
California
$4.95億 -$3825万 -7% 1.31% 252% 42 11.9% 6.8
Schnieders Capital Management
3112
Schnieders Capital Management
California
$4.95億 +$1010万 +2% 6.29% 103% 213 9.39% 5.6
Montag & Caldwell
3113
Montag & Caldwell
Georgia
$4.95億 -$8528万 -15% 3.62% 91.3% 88 9.09% 3.8
Norden Group
3114
Norden Group
Utah
$4.95億 +$244万 +0.5% 3.27% 104% 442 16.52% 0.5
Tetrad Corporation
3115
Tetrad Corporation
Nebraska
$4.95億 -$2099万 -4% 3.99% 45.6% 3 0% 11
Polymer Capital Management (HK)
3116
Polymer Capital Management (HK)
Hong Kong
$4.94億 +$9651万 +24% 12.4% – 265 67.55% 0.2
Sugarloaf Wealth Management
3117
Sugarloaf Wealth Management
Georgia
$4.94億 +$1083万 +2% 1.79% 10.2% 691 6.37% 3.5
Cyrus J. Lawrence
3118
Cyrus J. Lawrence
New York
$4.94億 +$4274万 +9% 7.37% – 176 17.61% 1.5
Summit Financial Wealth Advisors
3119
Summit Financial Wealth Advisors
Louisiana
$4.94億 -$12.1万 -0% 0.93% 71.4% 143 8.39% 4.3
Chandler Asset Management
3120
Chandler Asset Management
California
$4.93億 +$19.6万 +0% 0.59% 35.6% 24 0% 4.6
Mengis Capital Management
3121
Mengis Capital Management
Oregon
$4.93億 -$1.55億 -24% 1.76% 104% 223 22.42% 5.3
StepStone Group
3122
StepStone Group
California
$4.93億 +$2152万 +5% 15.1% 107% 23 39.13% 2.3
CT
3123
Chicago Trust
Illinois
$4.93億 +$965万 +2% 3.25% 85.9% 338 19.82% 4
Spirit of America Management Corp
3124
Spirit of America Management Corp
New York
$4.93億 -$343万 -0.7% 3.39% 113% 319 11.91% 4.8
Farmers Trust Company
3125
Farmers Trust Company
Ohio
$4.93億 -$407万 -0.8% 1.83% 73.5% 187 9.09% 5.9