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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)
Family Management
3351
Family Management
New York
$3.78億 +$5946万 +19% 8.1% 69% 208 26.44% 1.5
First Ascent Asset Management
3352
First Ascent Asset Management
Colorado
$3.77億 +$1.02億 +37% 4.16% 4.15% 24 8.33% 1.2
Synergy Asset Management
3353
Synergy Asset Management
Washington
$3.77億 +$4317万 +13% 8.68% 97.3% 139 64.03% 0.2
Sharkey, Howes & Javer
3354
Sharkey, Howes & Javer
Colorado
$3.77億 +$5703万 +18% 6.02% 60.2% 83 14.46% 2.4
Prestige Wealth Management Group
3355
Prestige Wealth Management Group
New Jersey
$3.77億 +$1093万 +3% 5.77% 55.8% 1,065 5.82% 1.5
CFM Wealth Partners
3356
CFM Wealth Partners
Texas
$3.77億 +$4496万 +14% 12.4% 152% 179 7.82% 1.2
Brian C. Broderick
3357
Brian C. Broderick
$3.76億 +$2902万 +8% 7.34% 98.6% 81 3.7% 5.5
Ironwood Investment Counsel
3358
Ironwood Investment Counsel
Arizona
$3.76億 +$2814万 +8% 6.48% 64% 205 4.39% 3.9
B&I Capital
3359
B&I Capital
Switzerland
$3.76億 +$3194万 +9% 11.6% 30.5% 35 22.86% 0.4
Stillwater Investment Management (Minnesota)
3360
Stillwater Investment Management (Minnesota)
Minnesota
$3.76億 +$2798万 +8% 7.21% 72.3% 82 3.66% 4.8
Occidental Asset Management
3361
Occidental Asset Management
California
$3.76億 +$3970万 +12% 6.02% 82.5% 204 9.31% 2.5
Adelphi Capital
3362
Adelphi Capital
United Kingdom
$3.75億 -$1765万 -4% 1.46% – 2 0% 4.1
Bulldog Investors
3363
Bulldog Investors
New Jersey
$3.75億 +$3501万 +10% 3.69% 22.5% 311 53.7% 0.6
Wilsey Asset Management
3364
Wilsey Asset Management
California
$3.75億 +$2534万 +7% 6.22% 66.9% 33 33.33% 2.2
Searchlight Capital Partners
3365
Searchlight Capital Partners
New York
$3.75億 -$8143万 -18% 8.28% 38.5% 10 20% 1.7
HUB Investment Partners
3366
HUB Investment Partners
Texas
$3.74億 +$3536万 +10% 5.4% 95.7% 266 37.97% 0.4
Quattro Financial Advisors
3367
Quattro Financial Advisors
Texas
$3.74億 -$6638万 -15% 5.03% 77.6% 98 10.2% 0.8
Bank of New Hampshire
3368
Bank of New Hampshire
New Hampshire
$3.74億 – – 6.94% 96.5% 188 – 0
NorthStar Asset Management (Massachusetts)
3369
NorthStar Asset Management (Massachusetts)
Massachusetts
$3.74億 +$5679万 +18% 9.82% 66.3% 90 27.78% 0.2
RV Capital
3370
RV Capital
Switzerland
$3.74億 +$6157万 +20% 15% 250% 5 0% 1.5
SkyOak Wealth
3371
SkyOak Wealth
Michigan
$3.74億 +$1433万 +4% 7.45% 80.7% 252 12.7% 1.1
Barry Investment Advisors
3372
Barry Investment Advisors
Massachusetts
$3.74億 +$995万 +3% 3.06% 66.7% 121 6.61% 2.3
Waller Financial Planning Group
3373
Waller Financial Planning Group
Ohio
$3.73億 +$2511万 +7% 4.33% 47.5% 54 12.96% 1.9
Pettinga Financial Advisors
3374
Pettinga Financial Advisors
Indiana
$3.73億 +$3000万 +9% 6.27% 78.1% 115 16.52% 1.4
Harbour Capital Advisors
3375
Harbour Capital Advisors
Virginia
$3.72億 +$3266万 +10% 9.54% 168% 250 15.6% 1.3