で公開中です! 詳しく見る

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)
Bay Harbor Wealth Management
4276
Bay Harbor Wealth Management
Maryland
$4.34億 +$4789万 +12% 12.1% 52.9% 1,354 8.57% 1.4
B. Riley Financial
4277
B. Riley Financial
California
$4.34億 -$2266万 -5% 0.19% 682% 45 68.89% 0.6
Creative Capital Management Investments
4278
Creative Capital Management Investments
California
$4.33億 +$8498万 +24% 10.2% 53.6% 1,463 79.56% 0.4
Shah Wealth Advisors
4279
Shah Wealth Advisors
California
$4.33億 – – 15.8% – 79 – 0
Safeguard Investment Advisory Group
4280
Safeguard Investment Advisory Group
California
$4.33億 +$7113万 +20% 21.8% 84.3% 184 25.54% 2.4
Heights Capital Management
4281
Heights Capital Management
California
$4.33億 +$7430万 +21% 27.4% – 429 62.94% 0.3
Intergy Private Wealth
4282
Intergy Private Wealth
Colorado
$4.33億 +$9204万 +27% 15.6% 73.8% 151 21.19% 2.1
Greenstone Partners & Co
4283
Greenstone Partners & Co
California
$4.33億 +$3752万 +9% 21.7% 527% 9 11.11% 4.1
Cornerstone Planning
4284
Cornerstone Planning
North Carolina
$4.32億 -$1065万 -2% 14.2% – 143 6.29% 1.1
Grandeur Peak Global Advisors
4285
Grandeur Peak Global Advisors
Utah
$4.32億 +$527万 +1% 16.8% 96% 93 26.88% 2.2
IPA
4286
Investment Planning Advisors
Georgia
$4.32億 +$6862万 +19% 12.4% – 121 14.88% 1.2
MCM
4287
Monimus Capital Management
New Jersey
$4.32億 +$7113万 +20% 16.1% – 66 31.82% 0.7
Gradient Capital Advisors
4288
Gradient Capital Advisors
California
$4.32億 +$4602万 +12% 14.4% 78.5% 185 7.57% 4.8
Blueshift Asset Management
4289
Blueshift Asset Management
New Jersey
$4.32億 +$1.02億 +31% 16.4% 38.8% 789 68.19% 0.3
BPH
4290
Boundless Plain Holdings
$4.32億 +$1.28億 +42% 147% – 24 62.5% 0.4
Siemens Pension Trust
4291
Siemens Pension Trust
Germany
$4.31億 -$574万 -1% 44.5% 25.4% 1 0% 3.5
BWM Planning
4292
BWM Planning
Texas
$4.31億 +$5213万 +14% 10.4% – 102 17.65% 1.3
Ripple Effect Asset Management
4293
Ripple Effect Asset Management
New York
$4.31億 -$2.47億 -36% 21.8% – 34 58.82% 0.4
CWM
4294
CCG Wealth Management
California
$4.31億 +$6222万 +17% 18.5% 82.6% 162 22.84% 2.3
PWMG
4295
Private Wealth Management Group
New Jersey
$4.31億 +$5018万 +13% 9.83% 63.2% 1,526 11.21% 2
Cat Rock Capital Management
4296
Cat Rock Capital Management
Connecticut
$4.31億 -$2.13億 -33% 15.5% 66.7% 14 50% 2.1
Doma Perpetual Capital Management
4297
Doma Perpetual Capital Management
Florida
$4.31億 +$5841万 +16% 5.35% – 13 15.38% 1.3
BOS Asset Management
4298
BOS Asset Management
Illinois
$4.31億 +$3920万 +10% 13.9% 70.3% 223 18.83% 2.1
PA
4299
PSI Advisors
Florida
$4.3億 +$1295万 +3% 13.9% 58.2% 174 23.56% 3.1
Fusion Capital
4300
Fusion Capital
South Carolina
$4.3億 +$5981万 +16% 22.9% 108% 119 18.49% 3.3