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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)
Lafayette Investments
3326
Lafayette Investments
Maryland
$2.4億 +$3178万 +15% 13.2% 77.9% 84 13.1% 4.1
Rothschild Capital Partners
3327
Rothschild Capital Partners
New York
$2.4億 +$5984万 +33% 21.2% 90.8% 38 13.16% 3
Delta Investment Management
3328
Delta Investment Management
California
$2.4億 +$1.09億 +83% 25.8% 65.8% 160 41.88% 0.5
Northstar Wealth Partners
3329
Northstar Wealth Partners
Connecticut
$2.39億 +$4268万 +22% 17.3% 36.2% 186 15.05% 2.1
MidWestOne Financial Group
3330
MidWestOne Financial Group
Iowa
$2.39億 -$3269万 -12% 9.17% 62.7% 206 39.81% 0.9
Sentinel Pension Advisors
3331
Sentinel Pension Advisors
Massachusetts
$2.39億 +$3376万 +16% 15.4% 52.1% 72 5.56% 0.4
HHM Wealth Advisors
3332
HHM Wealth Advisors
Tennessee
$2.39億 +$3452万 +17% 18.9% 62.3% 542 18.08% 0.4
Dumont & Blake Investment Advisors
3333
Dumont & Blake Investment Advisors
New Jersey
$2.39億 +$4432万 +23% 21.1% 86.1% 187 13.9% 4.6
Lincoln Capital
3334
Lincoln Capital
Nebraska
$2.39億 +$4092万 +21% 15.9% 67.1% 81 12.35% 3.8
CBTWT
3335
Community Bank & Trust (Waco, Texas)
Texas
$2.39億 +$3924万 +20% 20.1% 124% 124 12.9% 3.4
Henry James International Management
3336
Henry James International Management
New York
$2.39億 +$4421万 +23% 25.1% 125% 134 10.45% 1.6
Kayak Investment Partners
3337
Kayak Investment Partners
California
$2.39億 +$1311万 +6% 41.1% 27% 26 42.31% 1.1
CCM
3338
Compton Capital Management
Rhode Island
$2.39億 +$3573万 +18% 20.8% 75.6% 133 11.28% 5.1
Rizvi Traverse Management
3339
Rizvi Traverse Management
Florida
$2.39億 +$1.2億 +102% 81.8% – 2 0% 1.5
BCM Advisors
3340
BCM Advisors
Louisiana
$2.39億 +$3075万 +15% 8.95% 66.3% 50 14% 1.8
Spotlight Asset Group
3341
Spotlight Asset Group
Illinois
$2.39億 +$5065万 +27% 17.6% – 157 36.94% 0.3
Voleon Capital Management
3342
Voleon Capital Management
California
$2.39億 – – 49.8% – 10 – 0.2
TCPWM
3343
Traverso Chambers Private Wealth Management
California
$2.38億 +$2613万 +12% 11.1% 16.4% 104 14.42% 1.2
Argyle Capital Management
3344
Argyle Capital Management
Pennsylvania
$2.38億 +$2672万 +13% 14.3% 106% 124 4.03% 5.8
Financial Planning & Information Services
3345
Financial Planning & Information Services
Wisconsin
$2.38億 +$4598万 +24% 17.6% 13% 51 3.92% 4.3
TrueWealth LLC
3346
TrueWealth LLC
Georgia
$2.38億 +$3256万 +16% 15.2% – 804 13.68% 2
Stoneridge Investment Partners
3347
Stoneridge Investment Partners
Pennsylvania
$2.38億 +$1521万 +7% 19.6% 44.2% 140 39.29% 1.5
Kalos Management
3348
Kalos Management
Georgia
$2.37億 +$1311万 +6% 21.5% 48.5% 234 20.09% 1.1
Northwest Quadrant Wealth Management
3349
Northwest Quadrant Wealth Management
Oregon
$2.37億 +$1666万 +8% 14.5% 45.6% 58 6.9% 2.6
LFA
3350
Lighthouse Financial Advisors
Maryland
$2.37億 +$7311万 +45% 25.4% – 105 34.29% 0.3