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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)
IP
5001
Investment Partners
Ohio
$2.84億 +$1980万 +7% 7.94% 83.2% 162 7.41% 5.7
FullCircle Wealth
5002
FullCircle Wealth
Texas
$2.84億 +$1583万 +6% 5.49% – 273 10.26% 0.9
Theory Financial
5003
Theory Financial
Colorado
$2.84億 +$2010万 +8% 5.6% 54.5% 93 12.9% 1.7
Sculati Wealth Management
5004
Sculati Wealth Management
Michigan
$2.84億 +$1741万 +7% 7.86% 80.3% 129 7.75% 3.5
Engle Capital Management
5005
Engle Capital Management
Connecticut
$2.84億 -$4812万 -15% 13.7% 398% 33 54.55% 0.8
Future Fund LLC
5006
Future Fund LLC
Illinois
$2.83億 +$5940万 +27% 8.42% 93.1% 175 5.71% 0.5
University of Illinois Foundation
5007
University of Illinois Foundation
Illinois
$2.83億 +$3254万 +13% 11.8% – 20 70% 0.5
Hazlett, Burt & Watson
5008
Hazlett, Burt & Watson
West Virginia
$2.83億 +$3898万 +16% 9.31% 97.1% 935 16.9% 2.2
Meritech Capital Associates V
5009
Meritech Capital Associates V
California
$2.83億 +$4348万 +18% 19.5% 133% 2 0% 4.6
Members Advisory Group
5010
Members Advisory Group
New York
$2.83億 +$1674万 +6% 6.94% 70.6% 41 14.63% 1.3
Bank OZK
5011
Bank OZK
Arkansas
$2.83億 +$2186万 +8% 7.61% 112% 152 7.24% 6.4
Long Road Investment Counsel
5012
Long Road Investment Counsel
Michigan
$2.83億 +$1472万 +5% 11% 53.8% 82 4.88% 7.7
Midwest Heritage Bank
5013
Midwest Heritage Bank
Iowa
$2.82億 +$1660万 +6% 5.87% 52.2% 59 1.69% 2.5
CCM
5014
Consolidated Capital Management
California
$2.82億 +$561万 +2% 7.09% 166% 55 16.36% 3.3
Elmwood Wealth Management
5015
Elmwood Wealth Management
California
$2.82億 +$2998万 +12% 5.46% 42.1% 144 13.19% 3.8
State of New Jersey Common Pension Fund A
5016
State of New Jersey Common Pension Fund A
New Jersey
$2.82億 -$511万 -2% 9.06% – 3 33.33% 0.5
Chaney Capital Management
5017
Chaney Capital Management
Washington
$2.82億 +$2705万 +11% 7.22% – 39 12.82% 1.4
First Citizens Asset Management
5018
First Citizens Asset Management
North Carolina
$2.82億 -$10.3万 -0% 5.84% 44.2% 28 7.14% 2.4
WMA
5019
Wealth Management Associates
New Jersey
$2.82億 +$2483万 +10% 10.5% 111% 242 14.46% 3.5
Regents Gate Capital
5020
Regents Gate Capital
United Kingdom
$2.82億 -$140万 -0.5% 1.7% – 59 59.32% 0.2
Medallion Wealth Advisors
5021
Medallion Wealth Advisors
Connecticut
$2.82億 +$2284万 +9% 6.57% – 1,129 5.05% 0.7
Bourne Lent Asset Management
5022
Bourne Lent Asset Management
New York
$2.81億 +$2310万 +9% 12.7% 76.1% 63 1.59% 7.3
ODFS
5023
O'Donnell Financial Services
California
$2.81億 +$2057万 +8% 7.27% 61% 58 18.97% 1.6
Beacon Bridge Wealth Partners
5024
Beacon Bridge Wealth Partners
Pennsylvania
$2.81億 +$2916万 +12% 6.04% 52% 94 14.89% 2
Union Square Park Capital Management
5025
Union Square Park Capital Management
New York
$2.81億 +$4310万 +18% 14.1% 75.8% 71 49.3% 0.7