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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)
First Dallas Securities
5001
First Dallas Securities
Texas
$2.39億 -$606万 -2% 0.3% 163% 122 16.39% 3
Members Advisory Group
5002
Members Advisory Group
New York
$2.39億 -$454万 -2% 2.65% 70.6% 36 16.67% 1.2
HCM
5003
Horrell Capital Management
Arkansas
$2.39億 -$1.03億 -30% 0.81% 55.6% 214 17.76% 7.2
Peloton Wealth Strategists
5004
Peloton Wealth Strategists
Indiana
$2.39億 -$872万 -4% 2.37% 51.3% 99 14.14% 3.5
American Trust Investment Advisors
5005
American Trust Investment Advisors
New Hampshire
$2.39億 -$481万 -2% 0.02% 91% 115 17.39% 3.6
Omnia Family Wealth
5006
Omnia Family Wealth
Florida
$2.39億 -$288万 -1% 1.19% 80.6% 93 17.2% 3.9
American Assets Capital Advisers
5007
American Assets Capital Advisers
California
$2.39億 -$6070万 -20% 8.12% 73.5% 43 13.95% 3.3
Kerrisdale Advisers
5008
Kerrisdale Advisers
Florida
$2.39億 -$5701万 -19% 5.64% 78.8% 98 29.59% 1.6
Highview Capital Management
5009
Highview Capital Management
Illinois
$2.39億 -$2152万 -8% 1.96% 123% 129 26.36% 2.1
Capasso Planning Partners
5010
Capasso Planning Partners
South Carolina
$2.39億 -$1132万 -5% 1.37% 51.6% 104 8.65% 1.8
Painted Porch Advisors
5011
Painted Porch Advisors
California
$2.39億 +$3615万 +18% 3.65% – 581 25.3% 0.6
DLK Investment Management
5012
DLK Investment Management
California
$2.39億 -$36.6万 -0.2% 0.37% 80.4% 94 12.77% 1.1
VWM
5013
VCI Wealth Management
Missouri
$2.38億 +$276万 +1% 0.16% 86.3% 111 30.63% 0.6
Morris Financial Concepts
5014
Morris Financial Concepts
South Carolina
$2.38億 +$512万 +2% 1.67% 56.5% 200 9% 2.2
Harmony Asset Management
5015
Harmony Asset Management
Arizona
$2.38億 -$1397万 -6% 3.02% 138% 173 15.61% 0.9
Invenio Wealth Partners
5016
Invenio Wealth Partners
Florida
$2.38億 -$58.2万 -0.2% 1.19% 55.5% 105 19.05% 1.3
Wealth Effects
5017
Wealth Effects
Massachusetts
$2.38億 -$4345万 -15% 8.41% 235% 222 15.32% 2.3
Jessup Wealth Management
5018
Jessup Wealth Management
Ohio
$2.38億 +$335万 +1% 5.31% 181% 86 33.72% 1.1
Strategic Equity Management
5019
Strategic Equity Management
Arizona
$2.38億 +$50.1万 +0.2% 4.09% 74.9% 64 26.56% 1.3
Peak Planning Group
5020
Peak Planning Group
Colorado
$2.38億 -$221万 -0.9% 2.69% 105% 131 18.32% 2.2
Penobscot Wealth Management
5021
Penobscot Wealth Management
Maine
$2.38億 +$2076万 +10% 0.39% 56.7% 94 24.47% 2
Myriad Asset Management US
5022
Myriad Asset Management US
Florida
$2.38億 +$8851万 +59% 11.6% – 75 100% 0
Flagship Wealth Advisors
5023
Flagship Wealth Advisors
Massachusetts
$2.38億 +$6740万 +40% 2.45% – 396 8.08% 0.2
Bayview Asset Management
5024
Bayview Asset Management
Florida
$2.38億 +$1.14億 +92% 0.43% 55.4% 68 69.12% 0.3
MMA Asset Management
5025
MMA Asset Management
Pennsylvania
$2.37億 +$854万 +4% 0.85% 61.2% 137 10.22% 2.2