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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)
SMI Advisory Services
3326
SMI Advisory Services
Indiana
$5.18億 +$7528万 +17% 8.58% 80.7% 59 40.68% 1.1
Brady Martz Wealth Solutions
3327
Brady Martz Wealth Solutions
North Dakota
$5.17億 +$7522万 +17% 7.79% – 150 10% 0.5
Moody Aldrich Partners
3328
Moody Aldrich Partners
Massachusetts
$5.17億 +$3904万 +8% 15.7% 336% 199 26.13% 1.4
Aire Advisors
3329
Aire Advisors
California
$5.16億 +$4126万 +9% 9.1% 77.4% 166 7.83% 2.4
TAP
3330
Tounjian Advisory Partners
Florida
$5.16億 -$1800万 -3% 8.57% – 234 0% 0.3
Warwick Investment Management
3331
Warwick Investment Management
Texas
$5.15億 +$3414万 +7% 8.47% 69.9% 132 23.48% 1.4
Wedgewood Partners
3332
Wedgewood Partners
Missouri
$5.15億 +$1873万 +4% 12% 78.1% 21 14.29% 5.9
Ellis Investment Partners
3333
Ellis Investment Partners
Pennsylvania
$5.15億 +$3099万 +6% 6.68% 70.8% 248 9.27% 4.5
Citizens Business Bank
3334
Citizens Business Bank
California
$5.15億 +$5355万 +12% 14.5% 108% 107 12.15% 6
Shah Capital Management
3335
Shah Capital Management
North Carolina
$5.14億 +$2441万 +5% 11.9% 287% 17 17.65% 4.5
Austin Asset Management
3336
Austin Asset Management
Texas
$5.13億 +$3330万 +7% 9.62% 85.2% 79 8.86% 2.3
Estuary Capital Management
3337
Estuary Capital Management
Minnesota
$5.13億 +$1.01億 +24% 3.24% – 19 57.89% 0.6
Stieven Capital Advisors
3338
Stieven Capital Advisors
Missouri
$5.12億 -$400万 -0.8% 4.83% 117% 46 13.04% 3.7
AT
3339
Arlington Trust
Alabama
$5.12億 +$4065万 +9% 8.98% 65% 746 23.73% 1.1
IIA
3340
IPG Investment Advisors
California
$5.12億 +$7035万 +16% 16.1% 106% 212 36.79% 2.2
Triata Capital
3341
Triata Capital
Hong Kong
$5.12億 +$7031万 +16% 5.02% – 15 20% 0.4
Independent Solutions Wealth Management
3342
Independent Solutions Wealth Management
New York
$5.12億 +$6546万 +15% 15.3% 112% 186 11.29% 3.5
Gibraltar Capital Management
3343
Gibraltar Capital Management
Oklahoma
$5.12億 +$4890万 +11% 6.96% 56.6% 113 15.04% 2
Altiora Financial Group
3344
Altiora Financial Group
Ohio
$5.12億 +$4150万 +9% 5.57% 38.3% 95 6.32% 1.8
MCM
3345
Mason Capital Management
New York
$5.12億 +$8434万 +20% 27.1% 18.5% 5 20% 2.4
Riversedge Advisors
3346
Riversedge Advisors
Delaware
$5.11億 +$6292万 +14% 9.18% 71.3% 136 20.59% 2.1
Turim 21 Investimentos
3347
Turim 21 Investimentos
Brazil
$5.11億 +$1.39億 +37% 10.4% 62.1% 90 17.78% 2.5
Brickley Wealth Management
3348
Brickley Wealth Management
California
$5.11億 +$2883万 +6% 6.14% 62.6% 49 10.2% 4.1
Gould Asset Management
3349
Gould Asset Management
California
$5.11億 +$2563万 +5% 5.91% 42.8% 168 5.36% 5.9
CPA
3350
Capital Performance Advisors
California
$5.1億 +$5447万 +12% 9.46% 71% 322 34.78% 0.9