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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)
IFS
6001
Intelligent Financial Strategies
Minnesota
$1.88億 -$324万 -2% 0.32% 63.5% 89 12.36% 2.8
Citrine Capital
6002
Citrine Capital
California
$1.88億 +$2851万 +18% 14.6% – 40 7.5% 0.5
Gullane Capital
6003
Gullane Capital
Tennessee
$1.88億 +$1.08億 +136% 141% – 5 20% 0.4
SP
6004
Saranac Partners
$1.88億 +$1239万 +7% 15.1% 69% 82 26.83% 0.8
4Thought Financial Group
6005
4Thought Financial Group
New York
$1.88億 +$2637万 +16% 6.74% 37.6% 90 1.11% 3.6
Nierenberg Investment Management Company
6006
Nierenberg Investment Management Company
Washington
$1.88億 +$499万 +3% 15.3% 135% 60 23.33% 1.4
Taylor Frigon Capital Management
6007
Taylor Frigon Capital Management
Arizona
$1.88億 +$2012万 +12% 17.7% 152% 91 2.2% 4.6
Private Wealth Group
6008
Private Wealth Group
Florida
$1.88億 +$1792万 +11% 6.81% 52.9% 65 13.85% 3
DSC Meridian Capital
6009
DSC Meridian Capital
New York
$1.88億 -$4643万 -20% 42% – 17 52.94% 0.4
ADE LLC
6010
ADE LLC
Maryland
$1.88億 +$1439万 +8% 7.9% 52.2% 80 6.25% 3.4
Asset Planning Corporation
6011
Asset Planning Corporation
Tennessee
$1.88億 +$1825万 +11% 3.57% 44.5% 46 13.04% 2.8
BIO
6012
Blue Investment Opportunities
Florida
$1.88億 +$6980万 +59% 59.1% – 1 0% 0.3
Glass Wealth Management
6013
Glass Wealth Management
Texas
$1.88億 +$2113万 +13% 18.8% – 59 5.08% 1.2
EnCap Energy Capital Fund X
6014
EnCap Energy Capital Fund X
Texas
$1.88億 -$3300万 -15% 14.9% – 1 0% 0.8
DCM
6015
Dilation Capital Management
New York
$1.88億 +$1.05億 +128% 42.2% – 23 47.83% 0.3
Mark Sheptoff Financial Planning
6016
Mark Sheptoff Financial Planning
Connecticut
$1.88億 +$624万 +3% 13.1% 92.4% 533 20.45% 4.7
HRC Wealth Management
6017
HRC Wealth Management
Idaho
$1.88億 +$2644万 +16% 11.2% 82.2% 54 9.26% 1.1
Capital Square
6018
Capital Square
Tennessee
$1.88億 +$1731万 +10% 5.33% 62.5% 210 13.33% 2.2
Fogel Capital Management
6019
Fogel Capital Management
Florida
$1.88億 +$161万 +0.9% 12.7% – 53 16.98% 0.9
Westbourne Investments
6020
Westbourne Investments
Virginia
$1.88億 +$2174万 +13% 19.1% – 167 34.73% 0.4
Diametric Capital
6021
Diametric Capital
Massachusetts
$1.87億 +$1.03億 +123% 12.6% 175% 414 73.67% 0.4
Wynn Capital
6022
Wynn Capital
Georgia
$1.87億 +$1904万 +11% 12.8% 115% 113 7.08% 1.3
International City Management Association Retirement Corp
6023
International City Management Association Retirement Corp
District of Columbia
$1.87億 +$1065万 +6% 6.19% 48.1% 6 0% 1.6
Enterprise Financial Services Corp (EFSC)
6024
Enterprise Financial Services Corp (EFSC)
Missouri
$1.87億 +$1825万 +11% 8.47% 100% 166 15.06% 7.2
PI
6025
PJT Investments
$1.87億 – – 10.8% – 6 – 0