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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)
KSA
3426
Ken Stern & Associates
California
$1.33億 +$468万 +4% 2.35% 39.4% 100 51% 0.2
IMS
3427
Index Management Solutions
Pennsylvania
$1.33億 -$5.93億 -82% 4.31% – 953 37.15% 1
Graybill Wealth Management
3428
Graybill Wealth Management
Illinois
$1.33億 +$125万 +0.9% 3.34% – 53 7.55% 1.5
RJA
3429
Robshaw & Julian Associates
New York
$1.33億 +$579万 +5% 0.13% 19.3% 35 5.71% 1.5
Weaver C. Barksdale & Associates
3430
Weaver C. Barksdale & Associates
Tennessee
$1.33億 +$874万 +7% 9.77% 52.2% 581 10.5% 1.4
B. Riley Wealth Management
3431
B. Riley Wealth Management
Tennessee
$1.33億 +$1075万 +9% 4.64% 32.2% 1,183 21.47% 0.8
GOCM
3432
Green Owl Capital Management
New York
$1.33億 +$2105万 +19% 7.9% – 146 73.97% 0.1
NFM
3433
North Forty Management
Washington
$1.32億 -$621万 -4% 5.33% 9.62% 6 16.67% 1.8
Harber Asset Management
3434
Harber Asset Management
North Carolina
$1.32億 +$1025万 +8% 2.86% 63.6% 56 39.29% 0.7
EisnerAmper Wealth Management Corporate Benefits
3435
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.32億 +$615万 +5% 1.86% 13% 81 3.7% 0.2
Farmers National Bank
3436
Farmers National Bank
Kentucky
$1.32億 +$1031万 +8% 0.09% – 103 7.77% 0.2
Cornerstone Management
3437
Cornerstone Management
Georgia
$1.32億 +$360万 +3% 1.3% 43.6% 47 8.51% 0.3
Bourne Lent Asset Management
3438
Bourne Lent Asset Management
New York
$1.32億 – – 1.31% 76.1% 59 – 0
Citizens & Northern Corp
3439
Citizens & Northern Corp
Pennsylvania
$1.32億 -$34.2万 -0.3% 0.88% 73.3% 113 5.31% 1.2
WESPAC Advisors
3440
WESPAC Advisors
California
$1.32億 -$1064万 -7% 3.36% 112% 146 39.04% 0.8
Loudon Investment Management
3441
Loudon Investment Management
New Hampshire
$1.32億 -$177万 -1% 0.72% 61.6% 81 8.64% 1.1
MIM
3442
Midwest Investment Management
Ohio
$1.32億 -$602万 -4% 0.49% 26% 56 10.71% 1.4
Keystone Financial Planning
3443
Keystone Financial Planning
Ohio
$1.32億 -$406万 -3% 2.55% 46% 48 16.67% 1
AC
3444
Aperimus Capital
California
$1.31億 -$870万 -6% 3.15% 44% 3 0% 1.8
Cahill Financial Advisors
3445
Cahill Financial Advisors
Minnesota
$1.31億 +$175万 +1% 1.95% 55.9% 106 9.43% 1.1
RFG Advisory
3446
RFG Advisory
Alabama
$1.31億 +$4679万 +55% 4.96% 52.3% 58 84.48% 0.1
Madison International Realty Holdings
3447
Madison International Realty Holdings
New York
$1.31億 +$552万 +4% 1.02% – 2 0% 0.3
LI
3448
Longer Investments
Arkansas
$1.31億 -$388万 -3% 1.16% 20.4% 46 32.61% 1.1
Columbia Pacific Advisors
3449
Columbia Pacific Advisors
Washington
$1.31億 -$1178万 -8% 1.65% 5.27% 56 60.71% 0.3
OF
3450
Orbis Financial
British Virgin Islands
$1.31億 +$969万 +8% 8.38% – 2 0% 0.3