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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)
Ironwood Financial
3301
Ironwood Financial
Arizona
$3.8億 +$2164万 +6% 6.16% 54.1% 140 2.14% 4.8
Fulcrum Capital
3302
Fulcrum Capital
Washington
$3.8億 +$878万 +2% 10.6% 102% 120 5.83% 2.2
Aire Advisors
3303
Aire Advisors
California
$3.8億 +$2186万 +6% 6.08% 77.4% 142 7.75% 1.2
Ipswich Investment Management
3304
Ipswich Investment Management
Massachusetts
$3.8億 +$1407万 +4% 6.09% 104% 195 6.67% 4.8
Summit Asset Management
3305
Summit Asset Management
Tennessee
$3.79億 +$1607万 +4% 4.67% 48.9% 156 4.49% 5.5
Hexagon Capital Partners
3306
Hexagon Capital Partners
Arkansas
$3.79億 +$2147万 +6% 6.68% 104% 1,514 10.44% 1.8
Callan Family Office
3307
Callan Family Office
Pennsylvania
$3.79億 -$3280万 -8% 5.61% 93.4% 161 36.65% 0.4
Brian C. Broderick
3308
Brian C. Broderick
$3.79億 +$2278万 +6% 7.37% 98.6% 81 1.23% 6.3
Great Diamond Partners
3309
Great Diamond Partners
Maine
$3.79億 +$3344万 +10% 6.61% 86.1% 232 14.22% 2.2
New Harbor Financial Group
3310
New Harbor Financial Group
Massachusetts
$3.79億 +$8240万 +28% 1.91% 94.6% 50 28% 1.7
IAG Wealth Partners
3311
IAG Wealth Partners
Wisconsin
$3.78億 +$1797万 +5% 4.5% 47.3% 491 16.29% 2.3
Contravisory Investment Management
3312
Contravisory Investment Management
Massachusetts
$3.78億 +$2398万 +7% 7.05% 135% 388 41.75% 1.6
Peterson Wealth Advisors
3313
Peterson Wealth Advisors
Utah
$3.78億 +$1508万 +4% 4.55% 50.9% 68 13.24% 3.1
The Family Firm
3314
The Family Firm
Maryland
$3.78億 +$1731万 +5% 3.76% 40.2% 187 5.35% 4.8
CNBTD
3315
Citizens National Bank Trust Department
Mississippi
$3.78億 +$1796万 +5% 6.28% 114% 323 4.64% 2
Blue Bell Private Wealth Management
3316
Blue Bell Private Wealth Management
Pennsylvania
$3.78億 +$4426万 +13% 6.74% 62.5% 701 9.27% 2.2
Walkner Condon Financial Advisors
3317
Walkner Condon Financial Advisors
Wisconsin
$3.78億 +$2099万 +6% 3.82% 56.8% 253 13.44% 1.5
Light Street Capital Management
3318
Light Street Capital Management
California
$3.77億 -$3264万 -8% 24.5% 377% 29 48.28% 1
Beacon Capital Management LLC (Tennessee)
3319
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.77億 +$3473万 +10% 9.62% 83% 1,059 14.07% 1
Yakira Capital Management
3320
Yakira Capital Management
Connecticut
$3.77億 -$1717万 -4% 4.26% 74.1% 443 32.05% 0.9
Laffer Tengler Investments
3321
Laffer Tengler Investments
Tennessee
$3.77億 +$778万 +2% 4.57% 96.5% 422 13.98% 1.9
Harber Asset Management
3322
Harber Asset Management
North Carolina
$3.77億 +$670万 +2% 2.91% 63.6% 40 20% 1.3
Fortis Group Advisors
3323
Fortis Group Advisors
New Jersey
$3.77億 +$4530万 +14% 2.95% 91.2% 143 22.38% 1.7
Fourthstone LLC
3324
Fourthstone LLC
Missouri
$3.76億 +$9213万 +32% 10.3% 104% 70 55.71% 0.8
Wealth Advisory Solutions
3325
Wealth Advisory Solutions
Indiana
$3.76億 -$48万 -0.1% 5.34% 60.5% 140 42.86% 2