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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)
Travelers Companies
7201
Travelers Companies
Minnesota
$1.32億 +$1271万 +11% 9.39% – 2 50% 0.9
Cannon Wealth Management Services
7202
Cannon Wealth Management Services
North Carolina
$1.32億 +$974万 +8% 6.14% – 86 11.63% 0.9
Kagan Cocozza Asset Management
7203
Kagan Cocozza Asset Management
New Jersey
$1.32億 +$165万 +1% 5.22% – 62 3.23% 0.7
Flight Deck Capital
7204
Flight Deck Capital
California
$1.32億 +$3756万 +40% 60% 379% 17 41.18% 0.9
Orca Wealth Management
7205
Orca Wealth Management
Florida
$1.32億 +$1330万 +11% 11.2% – 70 10% 0.7
Opulen Financial Group
7206
Opulen Financial Group
Virginia
$1.32億 +$1001万 +8% 5.46% – 108 9.26% 0.6
Clayton Partners
7207
Clayton Partners
California
$1.32億 +$1285万 +11% 12.4% 109% 41 21.95% 2.4
Womack Financial
7208
Womack Financial
Texas
$1.32億 +$1170万 +10% 7.35% – 68 4.41% 0.7
Leibman Financial Services
7209
Leibman Financial Services
Nebraska
$1.32億 +$161万 +1% 6.86% 59.2% 53 16.98% 1.3
GeoSphere Capital Management
7210
GeoSphere Capital Management
Florida
$1.32億 +$1490万 +13% 33% 446% 55 49.09% 0.4
WSA
7211
Warm Springs Advisors
California
$1.32億 +$1516万 +13% 9.64% – 50 16% 0.7
Finward Bancorp
7212
Finward Bancorp
Indiana
$1.32億 +$500万 +4% 8.8% – 109 10.09% 0.7
Carnegie Mellon University
7213
Carnegie Mellon University
Pennsylvania
$1.32億 -$2303万 -15% 13.1% 61.6% 5 0% 2.8
Affinity Wealth
7214
Affinity Wealth
Ohio
$1.32億 +$1412万 +12% 7.65% – 84 52.38% 0.4
Institutional Venture Management XV
7215
Institutional Venture Management XV
California
$1.31億 -$1.11億 -46% 8.8% 116% 4 25% 3.1
PMG Wealth Management
7216
PMG Wealth Management
Illinois
$1.31億 +$1010万 +8% 6.09% – 55 3.64% 0.6
TT Capital Management
7217
TT Capital Management
California
$1.31億 +$755万 +6% 0.98% – 77 22.08% 0.6
Pine Brook Road Advisors
7218
Pine Brook Road Advisors
New York
$1.31億 -$102万 -0.8% 9.47% – 2 50% 1.8
HC
7219
Hoese & Co
Minnesota
$1.31億 +$685万 +6% 4.86% 51% 154 18.83% 3
SIMA Wealth Partners
7220
SIMA Wealth Partners
Virginia
$1.31億 +$689万 +6% 5.51% – 183 26.23% 1
Kids Capital Management
7221
Kids Capital Management
California
$1.31億 +$870万 +7% 7.25% – 13 7.69% 1.4
Family Legacy Financial Solutions
7222
Family Legacy Financial Solutions
North Carolina
$1.31億 +$1272万 +11% 4.08% – 292 28.08% 0.2
Kennondale Capital Management
7223
Kennondale Capital Management
Virginia
$1.31億 +$3264万 +33% 17.2% – 84 4.76% 0.7
HAM
7224
Hedges Asset Management
Nevada
$1.31億 +$608万 +5% 11.6% – 110 15.45% 2.8
PAYA
7225
Phil A. Younker & Associates
Alaska
$1.31億 +$2911万 +29% 3.9% – 34 17.65% 0.6