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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)
Newport Wealth Strategies
4526
Newport Wealth Strategies
California
$1.09億 +$937万 +9% 3.53% 51.5% 82 12.2% 1.2
Trust Company
4527
Trust Company
Kansas
$1.09億 -$6289万 -37% 3.48% 40.6% 351 19.66% 2.8
Excalibur Management
4528
Excalibur Management
Massachusetts
$1.08億 +$245万 +2% 4.3% 81.7% 64 9.38% 4.4
Baldrige Asset Management
4529
Baldrige Asset Management
Pennsylvania
$1.08億 +$605万 +6% 2.76% 43.5% 79 7.59% 0.2
SRCM
4530
Swift Run Capital Management
Virginia
$1.08億 $0 0% 1.62% 9.9% 41 2.44% 3
Sanctuary Wealth Management
4531
Sanctuary Wealth Management
Idaho
$1.08億 +$1162万 +12% 1.98% – 29 20.69% 0.9
BP
4532
Barker Partnership
Cayman Islands
$1.08億 +$2733万 +34% 33.7% – 2 0% 1.5
Claro Advisors
4533
Claro Advisors
Massachusetts
$1.08億 +$728万 +7% 3.88% 85.5% 168 16.07% 0.4
Godshalk Welsh Capital Management
4534
Godshalk Welsh Capital Management
Pennsylvania
$1.08億 +$411万 +4% 4.1% 61.1% 109 6.42% 3.6
Grandview Asset Management
4535
Grandview Asset Management
Pennsylvania
$1.08億 -$45.5万 -0.4% 5.37% 200% 106 18.87% 0.4
RHDIC
4536
R.H. Dinel Investment Counsel
California
$1.08億 +$688万 +7% 7.96% 55.9% 47 0% 4.9
Mork Capital Management
4537
Mork Capital Management
California
$1.08億 +$39.4万 +0.4% 2.04% 61.9% 109 11.01% 1.8
Midwest Professional Planners Ltd (MPPL)
4538
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.08億 +$422万 +4% 3.23% 130% 97 14.43% 1.1
Madrona Financial Services
4539
Madrona Financial Services
Washington
$1.08億 +$1646万 +18% 3.52% 75.4% 59 37.29% 1.9
Fairhaven Wealth Management
4540
Fairhaven Wealth Management
Illinois
$1.08億 +$244万 +2% 1.72% – 85 15.29% 0.5
Providence Wealth Advisors
4541
Providence Wealth Advisors
Illinois
$1.07億 +$116万 +1% 3.2% 112% 85 12.94% 1.1
Constellation Investimentos e Participacoes
4542
Constellation Investimentos e Participacoes
Brazil
$1.07億 -$1187万 -10% 21.1% 172% 7 42.86% 0.2
Rainey & Randall Wealth Advisors
4543
Rainey & Randall Wealth Advisors
Florida
$1.07億 -$3499万 -25% 3.17% 47.8% 45 53.33% 1
Moseley Investment Management
4544
Moseley Investment Management
Florida
$1.07億 +$1117万 +12% 3.36% 96.6% 131 9.92% 0.2
IRON Financial
4545
IRON Financial
Illinois
$1.07億 -$5090万 -32% 5.11% 51.4% 105 22.86% 1.9
Legacy Financial Strategies
4546
Legacy Financial Strategies
Kansas
$1.07億 -$992万 -8% 3.11% 76.7% 60 18.33% 1.1
Kapitalo Investimentos
4547
Kapitalo Investimentos
Brazil
$1.07億 -$6662万 -38% 9.09% 66.5% 21 76.19% 0.1
1492 Capital Management
4548
1492 Capital Management
Wisconsin
$1.07億 -$1122万 -10% 2.27% 332% 106 43.4% 1.3
MCM
4549
Maxim Capital Management
California
$1.07億 -$51.8万 -0.5% 1.51% – 29 13.79% 0.4
Ategra Capital Management
4550
Ategra Capital Management
Virginia
$1.07億 +$459万 +4% 3.42% 114% 101 14.85% 0.2