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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)
Meridian Wealth Advisors
4101
Meridian Wealth Advisors
Texas
$1.43億 +$617万 +4% 2.22% 79.9% 134 8.21% 0.4
BigSur Wealth Management
4102
BigSur Wealth Management
Florida
$1.43億 -$914万 -6% 4.07% 94.8% 109 11.01% 1.9
Adirondack Trust Company
4103
Adirondack Trust Company
New York
$1.43億 -$242万 -2% 3.83% 96.7% 360 5.56% 4.1
OptiFour Integrated Wealth Management
4104
OptiFour Integrated Wealth Management
Virginia
$1.43億 +$2075万 +17% 2.76% – 79 37.97% 0.8
MinichMacGregor Wealth Management
4105
MinichMacGregor Wealth Management
New York
$1.43億 +$998万 +7% 3.67% 130% 50 12% 0.9
Aries Wealth Management
4106
Aries Wealth Management
Maine
$1.43億 +$930万 +7% 3.33% 75% 169 14.2% 1
Perkins Capital Management
4107
Perkins Capital Management
Minnesota
$1.43億 -$908万 -6% 5.62% 303% 128 16.41% 2.6
Towerpoint Wealth
4108
Towerpoint Wealth
California
$1.43億 -$61万 -0.4% 2.4% 67.7% 58 13.79% 0.9
LCNB Corp
4109
LCNB Corp
Ohio
$1.42億 +$427万 +3% 4.46% 75.2% 140 5% 1.7
Riverview Trust Company
4110
Riverview Trust Company
Washington
$1.42億 +$1006万 +8% 2.11% 87.6% 449 41.43% 0.5
HA
4111
Havens Advisors
New York
$1.42億 +$3884万 +38% 14% 460% 46 65.22% 0.2
DeDora Capital
4112
DeDora Capital
California
$1.42億 +$951万 +7% 3.93% 81.7% 92 10.87% 1.2
Emory University
4113
Emory University
Georgia
$1.42億 -$20.8万 -0.1% 5.99% – 51 21.57% 1.6
Kayak Investment Partners
4114
Kayak Investment Partners
California
$1.42億 +$1230万 +9% 3.77% 27% 19 52.63% 0.9
Axel Capital Management
4115
Axel Capital Management
New York
$1.42億 -$4595万 -24% 10.6% 194% 17 41.18% 1.2
Harbour Investment Management
4116
Harbour Investment Management
Washington
$1.42億 +$631万 +5% 5.03% 58.8% 69 4.35% 4.6
Marshall & Sullivan
4117
Marshall & Sullivan
Washington
$1.42億 +$556万 +4% 4.68% 82% 45 13.33% 3.8
Brandywine Trust
4118
Brandywine Trust
Delaware
$1.42億 +$2796万 +25% 1.06% 32.7% 39 5.13% 3.6
LIC
4119
Laurus Investment Counsel
Canada
$1.42億 +$1369万 +11% 7.11% 14.1% 29 3.45% 1.3
Shepherd Kaplan Krochuk
4120
Shepherd Kaplan Krochuk
Massachusetts
$1.41億 -$1883万 -12% 3.25% 38.5% 182 16.48% 2.3
Private Capital Management (Colorado)
4121
Private Capital Management (Colorado)
Colorado
$1.41億 +$685万 +5% 3.69% 20% 105 14.29% 0.4
WealthOne
4122
WealthOne
New York
$1.41億 +$5282万 +60% 3.31% 23.4% 107 39.25% 0.3
SAM
4123
Shamrock Asset Management
Texas
$1.41億 +$1505万 +12% 2.61% 31% 271 16.61% 3
Martin Capital Partners
4124
Martin Capital Partners
Oregon
$1.41億 +$1181万 +9% 4.43% 42.3% 64 26.56% 1.2
Peninsula Asset Management
4125
Peninsula Asset Management
Florida
$1.41億 +$261万 +2% 3.34% 44.1% 47 2.13% 4.5