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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)
Juniper Investment Company
5226
Juniper Investment Company
New York
$1.51億 +$1070万 +8% 36.8% 358% 11 9.09% 1.5
Tempus Wealth Planning
5227
Tempus Wealth Planning
California
$1.51億 +$5626万 +60% 4.99% 95% 154 37.66% 0.7
First Financial Corp
5228
First Financial Corp
Indiana
$1.5億 +$633万 +4% 4.43% 95.3% 356 3.09% 5.3
GoodHaven Capital Management
5229
GoodHaven Capital Management
New Jersey
$1.5億 +$1682万 +13% 9.82% 80.7% 28 14.29% 3.4
Royal Harbor Partners
5230
Royal Harbor Partners
Texas
$1.5億 +$1919万 +15% 6.59% 49.5% 80 16.25% 0.9
Briaud Financial Planning
5231
Briaud Financial Planning
Texas
$1.5億 +$1435万 +11% 4.68% 113% 23 17.39% 1
Banco de Sabadell
5232
Banco de Sabadell
Florida
$1.5億 -$8.19億 -84% 7.82% 75.1% 318 63.21% 2.2
Lederer & Associates Investment Counsel
5233
Lederer & Associates Investment Counsel
California
$1.5億 +$829万 +6% 7.87% 75.5% 154 44.81% 3.7
Pratt Collard Advisory Partners
5234
Pratt Collard Advisory Partners
New York
$1.5億 +$1020万 +7% 6.72% 91.7% 100 6% 2.7
SVB Investment Services
5235
SVB Investment Services
Utah
$1.5億 +$2444万 +19% 5.51% – 38 7.89% 1.4
AWAM
5236
Appian Way Asset Management
New York
$1.5億 -$4586万 -23% 6.49% 49.4% 77 84.42% 0.1
Core Wealth Advisors (Florida)
5237
Core Wealth Advisors (Florida)
Florida
$1.5億 +$3652万 +32% 5.18% 59.7% 216 26.85% 0.9
MJB
5238
Mark J. Bradley
$1.5億 +$219万 +1% 7.51% – 51 1.96% 0.5
Gables Capital Management
5239
Gables Capital Management
Florida
$1.5億 -$3139万 -17% 8.41% 151% 388 11.86% 2.5
Value Star Asset Management
5240
Value Star Asset Management
Hong Kong
$1.5億 +$1226万 +9% – – 29 48.28% 0.2
Washburn Capital Management
5241
Washburn Capital Management
Florida
$1.5億 +$221万 +2% 8.84% 123% 59 20.34% 1.1
KLC
5242
Knowledge Leaders Capital
Colorado
$1.49億 +$2376万 +19% 7.48% 51.6% 151 40.4% 0.6
Grace Capital
5243
Grace Capital
Massachusetts
$1.49億 -$790万 -5% 8.31% 127% 214 30.37% 2.1
Cox Capital Management
5244
Cox Capital Management
Massachusetts
$1.49億 +$489万 +3% 4.86% 106% 83 6.02% 2.2
One Charles Private Wealth Services
5245
One Charles Private Wealth Services
Massachusetts
$1.49億 +$1.27億 +584% 4.55% 99.7% 111 70.27% 0.2
New World Advisors
5246
New World Advisors
Massachusetts
$1.49億 -$3290万 -18% 8% 84.1% 109 87.16% 0.3
Palumbo Wealth Management
5247
Palumbo Wealth Management
New York
$1.49億 +$1635万 +12% 8% 115% 107 18.69% 0.4
IFS Advisors
5248
IFS Advisors
Kansas
$1.49億 +$2109万 +17% 4.37% 54.2% 29 20.69% 0.4
Applied Fundamental Research
5249
Applied Fundamental Research
Massachusetts
$1.49億 +$3033万 +26% 5.56% 44.6% 12 16.67% 0.5
Colorado Capital Management
5250
Colorado Capital Management
Colorado
$1.49億 +$866万 +6% 5.04% 60.4% 74 1.35% 4.3