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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)
Spartan Planning & Wealth Management
6551
Spartan Planning & Wealth Management
North Carolina
$8024万 +$384万 +5% 7.58% – 174 48.85% 0.4
Redwood Wealth Management Group
6552
Redwood Wealth Management Group
New Jersey
$8013万 – – 8.68% 74.1% 146 – 0
Clifford Group
6553
Clifford Group
Massachusetts
$8008万 – – 7.52% 67.9% 74 – 0
Nvest Financial
6554
Nvest Financial
New Hampshire
$7992万 +$919万 +13% 9.08% 92.8% 51 7.84% 0.7
Offit Capital Advisors
6555
Offit Capital Advisors
New York
$7983万 +$1127万 +16% 25.3% – 1 0% 1
David J. Yvars Group
6556
David J. Yvars Group
Florida
$7980万 -$1019万 -11% 9.27% 143% 71 14.08% 1.6
Fidato Wealth
6557
Fidato Wealth
Ohio
$7967万 +$652万 +9% 6.66% 61.1% 7 28.57% 0.7
Meritech Capital Associates VI
6558
Meritech Capital Associates VI
California
$7965万 -$1736万 -18% 16.6% – 6 0% 1
PAM
6559
Premier Asset Management
Illinois
$7960万 -$1689万 -17% 10.2% 104% 121 23.14% 2
Ativo Capital Management
6560
Ativo Capital Management
Illinois
$7945万 +$1580万 +25% 11.1% 63.2% 62 24.19% 2
DIM
6561
DC Investments Management
Virginia
$7903万 +$3530万 +81% 3.41% 56.3% 65 64.62% 0.4
TMC
6562
Trellus Management Company
Florida
$7895万 -$338万 -4% 1.32% 268% 73 49.32% 1.5
Luts & Greenleigh Group
6563
Luts & Greenleigh Group
Maryland
$7892万 – – 14.1% – 60 – 0
Watershed Asset Management
6564
Watershed Asset Management
California
$7891万 +$226万 +3% 11.2% – 159 52.2% 0.4
Orca Investment Management
6565
Orca Investment Management
Oregon
$7885万 +$222万 +3% 7.87% 122% 57 0% 5.6
ClientFirst Wealth Management
6566
ClientFirst Wealth Management
Arkansas
$7876万 -$184万 -2% 14.2% – 26 3.85% 0.9
Gritstone Asset Management
6567
Gritstone Asset Management
Maryland
$7860万 – – 3.63% – 213 – 0
EDBI Pte Ltd
6568
EDBI Pte Ltd
Singapore
$7854万 -$1645万 -17% 9.4% 6.21% 26 26.92% 0.9
Mayfair Advisory Group
6569
Mayfair Advisory Group
Alabama
$7854万 +$776万 +11% 8.43% 71.5% 125 20% 1.5
Mendota Financial Group
6570
Mendota Financial Group
Wisconsin
$7851万 – – 12.6% 50.1% 312 – 0
Arthedge Capital Management
6571
Arthedge Capital Management
New York
$7849万 -$1960万 -20% 17.5% 80.7% 13 7.69% 1.5
AtonRa Partners
6572
AtonRa Partners
Switzerland
$7848万 -$2329万 -23% 14.9% 49% 116 4.31% 1.4
WPA
6573
Winning Points Advisors
Florida
$7847万 -$336万 -4% 6.51% – 53 26.42% 3.8
Morling Financial Advisors
6574
Morling Financial Advisors
California
$7841万 +$498万 +7% 3.82% 91.2% 79 16.46% 0.8
swisspartners
6575
swisspartners
Liechtenstein
$7838万 -$1825万 -19% 20.4% – 85 20% 1.5