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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)
Aevitas Wealth Management
5101
Aevitas Wealth Management
Massachusetts
$1.57億 +$18.4万 +0.1% 0.04% 36.4% 127 6.3% 2.7
Orleans Capital Management
5102
Orleans Capital Management
Louisiana
$1.57億 +$53.5万 +0.3% 0.26% 94.6% 80 3.75% 1.3
SV
5103
Stilwell Value
New York
$1.57億 +$1475万 +10% 5.48% 87.9% 43 32.56% 2.9
Bluegrass Capital Partners
5104
Bluegrass Capital Partners
Florida
$1.57億 -$1924万 -11% 7.31% 60.1% 18 22.22% 0.7
HCM
5105
Hall Capital Management
Rhode Island
$1.57億 +$169万 +1% 0.69% – 95 2.11% 4.4
Affinia Financial Group
5106
Affinia Financial Group
Massachusetts
$1.57億 -$932万 -6% 0.02% 37.5% 33 6.06% 1.1
Mader & Shannon Wealth Management
5107
Mader & Shannon Wealth Management
Missouri
$1.57億 -$3757万 -19% 0.33% 53.1% 26 19.23% 1.8
Garrett Wealth Advisory Group
5108
Garrett Wealth Advisory Group
Texas
$1.56億 +$383万 +3% 0.57% 74.6% 57 21.05% 1.8
Costello Asset Management
5109
Costello Asset Management
Pennsylvania
$1.56億 +$387万 +3% 0.49% 65.9% 243 18.11% 1.3
Moser Wealth Advisors
5110
Moser Wealth Advisors
Washington
$1.56億 +$108万 +0.7% 1.07% – 149 12.08% 1.3
SC
5111
Steph & Co
Wisconsin
$1.56億 +$224万 +1% 0.73% 61.6% 280 19.64% 1.3
Wealth Dimensions Group
5112
Wealth Dimensions Group
Ohio
$1.56億 +$882万 +6% 0.51% 57.1% 131 9.16% 0.7
Eliot Finkel Investment Counsel
5113
Eliot Finkel Investment Counsel
California
$1.56億 +$46.5万 +0.3% 3.73% 88.9% 32 6.25% 3.4
IFS Advisors
5114
IFS Advisors
Kansas
$1.56億 +$714万 +5% 0.56% 54.2% 30 16.67% 0.6
Spreng Capital Management
5115
Spreng Capital Management
Ohio
$1.56億 +$153万 +1% 0.59% 72.5% 107 9.35% 1.4
SCM
5116
Symons Capital Management
Pennsylvania
$1.56億 -$1951万 -11% 5.64% 25.4% 82 25.61% 1.3
Mad River Investors
5117
Mad River Investors
Massachusetts
$1.56億 $0 0% 15.2% 169% 25 0% 4.4
Sustainable Insight Capital Management
5118
Sustainable Insight Capital Management
New York
$1.56億 -$1301万 -8% 1.16% 150% 135 26.67% 1.1
SVC
5119
Strycker View Capital
New York
$1.56億 +$299万 +2% 2.42% 114% 31 61.29% 0.2
State of Wyoming
5120
State of Wyoming
Wyoming
$1.56億 -$316万 -2% 0.64% 135% 1,392 24.5% 0.3
ARQ Wealth Advisors
5121
ARQ Wealth Advisors
Arizona
$1.56億 -$44.5万 -0.3% 0.04% 59.3% 54 20.37% 1.1
Mangham Associates
5122
Mangham Associates
Virginia
$1.55億 -$283万 -2% 0.19% 24.4% 7 14.29% 1.9
Albert D. Mason Inc
5123
Albert D. Mason Inc
Massachusetts
$1.55億 -$770万 -5% 1.86% 83.4% 151 6.62% 4.6
DB Wealth Management Group
5124
DB Wealth Management Group
California
$1.55億 -$100万 -0.6% 1% 19% 359 4.74% 0.7
Watchman Group
5125
Watchman Group
Texas
$1.55億 -$1608万 -9% 1.66% 54% 77 14.29% 1.4