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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)
WestHill Financial Advisors
3601
WestHill Financial Advisors
California
$3.24億 – – 0.39% 62.9% 112 – 0.5
Hedeker Wealth
3602
Hedeker Wealth
Illinois
$3.24億 +$249万 +0.8% 0.13% 161% 94 25.53% 2.4
Acorn Financial Advisory Services
3603
Acorn Financial Advisory Services
Virginia
$3.23億 -$1592万 -5% 1.26% 96.9% 248 20.97% 1.2
Capital City Trust
3604
Capital City Trust
Florida
$3.22億 -$748万 -2% 0.01% 98.5% 122 4.92% 5.3
Advisors Management Group
3605
Advisors Management Group
Wisconsin
$3.22億 -$1323万 -4% 0.94% 125% 137 5.84% 3.1
BT Wealth Management
3606
BT Wealth Management
Georgia
$3.22億 -$793万 -2% 0.29% 34.8% 60 10% 1.7
Foresite Capital Management V
3607
Foresite Capital Management V
California
$3.22億 +$6757万 +27% 9.48% 401% 20 30% 0.5
Seven Post Investment Office
3608
Seven Post Investment Office
California
$3.22億 -$928万 -3% 2.11% 44.4% 56 25% 2
TCPWM
3609
Traverso Chambers Private Wealth Management
California
$3.21億 +$368万 +1% 0.41% 16.4% 109 2.75% 2.3
Providence Capital Advisors
3610
Providence Capital Advisors
North Carolina
$3.21億 +$1147万 +4% 0.97% 47.4% 358 20.95% 1.7
Anfield Capital Management
3611
Anfield Capital Management
California
$3.21億 +$5800万 +22% 0.78% 65.3% 275 76.36% 0.6
Partners in Financial Planning
3612
Partners in Financial Planning
Virginia
$3.2億 +$89万 +0.3% 1.11% 38.9% 95 3.16% 0.2
Parkside Advisors
3613
Parkside Advisors
California
$3.2億 +$670万 +2% 0.75% 36.7% 73 8.22% 3.1
Bar Harbor Trust Services
3614
Bar Harbor Trust Services
Maine
$3.2億 +$885万 +3% 1.46% 86.4% 127 5.51% 2.8
Ellenbecker Investment Group
3615
Ellenbecker Investment Group
Wisconsin
$3.2億 +$1523万 +5% 0.46% 56.3% 74 9.46% 2.4
Perkins Coie Trust Company
3616
Perkins Coie Trust Company
Washington
$3.2億 -$524万 -2% 0.28% 83.2% 297 6.4% 5
Westover Capital Advisors
3617
Westover Capital Advisors
Delaware
$3.2億 +$781万 +3% 1.92% 144% 191 17.28% 2.3
Redmond Asset Management
3618
Redmond Asset Management
Virginia
$3.19億 -$2162万 -6% 1.85% 68.2% 194 6.7% 3.2
Discerene Group
3619
Discerene Group
Connecticut
$3.19億 +$801万 +3% 14.2% 48.6% 14 14.29% 0.6
Summit Asset Management
3620
Summit Asset Management
Tennessee
$3.19億 +$96.5万 +0.3% 0.94% 48.9% 149 3.36% 4.4
Inscription Capital
3621
Inscription Capital
Texas
$3.19億 -$5.62億 -64% 0.09% – 413 73.85% 0.9
SWK
3622
Stephen W. Kidder
$3.19億 -$525万 -2% 0.29% 94.7% 77 7.79% 5.7
Krensavage Asset Management
3623
Krensavage Asset Management
New York
$3.19億 +$2424万 +8% 8.76% 124% 14 14.29% 3
Gries Financial
3624
Gries Financial
Ohio
$3.19億 +$681万 +2% 0.05% 71.3% 191 32.98% 0.4
Franklin, Parlapiano, Turner & Welch
3625
Franklin, Parlapiano, Turner & Welch
Texas
$3.19億 -$503万 -2% 0.8% 49.3% 51 3.92% 5.5