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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)
Baker Avenue Asset Management
1526
Baker Avenue Asset Management
California
$6.58億 -$3834万 -6% 0.27% 95.6% 209 31.1% 1.2
SMA
1527
Simply Money Advisors
Ohio
$6.56億 -$896万 -1% 1.04% 11.5% 26 11.54% 1.6
SG
1528
Swarthmore Group
Pennsylvania
$6.55億 -$2.78億 -30% 1.9% 44.2% 58 25.86% 1.4
Geneos Wealth Management
1529
Geneos Wealth Management
Colorado
$6.54億 – – 3.54% 66.7% 1,783 – 0
Crestline Management
1530
Crestline Management
Texas
$6.54億 -$4.79億 -42% 13.4% 80.2% 1 0% 1.3
First National Trust
1531
First National Trust
Pennsylvania
$6.53億 +$2116万 +3% 1.62% 82.9% 317 14.51% 2
Carnegie Investment Counsel
1532
Carnegie Investment Counsel
Ohio
$6.53億 +$7656万 +13% 1.76% 112% 305 7.54% 1.9
Foundation Capital
1533
Foundation Capital
California
$6.53億 -$1.68億 -20% 15.7% – 9 0% 1.4
EP Wealth Advisors
1534
EP Wealth Advisors
California
$6.52億 +$5718万 +10% 2.27% – 171 35.09% 1.6
Tiedemann Trust
1535
Tiedemann Trust
Delaware
$6.51億 -$3732万 -5% 1.83% 18.9% 82 23.17% 1.4
P2 Capital Partners
1536
P2 Capital Partners
New York
$6.49億 +$5608万 +9% 4.96% 7.96% 15 13.33% 1.8
Makaira Partners
1537
Makaira Partners
California
$6.47億 +$4123万 +7% 9.57% 22% 13 23.08% 2.1
Glazer Capital LLC
1538
Glazer Capital LLC
New York
$6.47億 -$2821万 -4% 7.55% 323% 121 59.5% 0.4
Ardsley Advisory Partners
1539
Ardsley Advisory Partners
Connecticut
$6.47億 -$1.21億 -16% 2.14% 555% 218 72.02% 0.4
SouthState Corp
1540
SouthState Corp
Florida
$6.43億 +$556万 +0.9% 1.89% 78.9% 222 13.51% 2.2
Berkshire Asset Management
1541
Berkshire Asset Management
Pennsylvania
$6.43億 +$3843万 +6% 1.58% 70.4% 171 18.13% 2
Edgemoor Investment Advisors
1542
Edgemoor Investment Advisors
Maryland
$6.42億 -$2445万 -4% 1.86% 109% 141 17.73% 2.1
TM
1543
Thrax Management
New York
$6.41億 +$1.56億 +32% 1.17% – 156 73.72% 0.1
Martin Investment Management
1544
Martin Investment Management
Florida
$6.41億 +$1087万 +2% 2.35% 44% 49 30.61% 1.9
Webster Bank
1545
Webster Bank
Connecticut
$6.41億 +$1740万 +3% 2.21% 77.5% 221 10.41% 2
Polaris Wealth Advisory Group
1546
Polaris Wealth Advisory Group
California
$6.4億 +$2013万 +3% 4% 64% 163 49.69% 0.6
WA
1547
Westport Advisers
Connecticut
$6.4億 -$5162万 -7% 3.02% 39.2% 44 6.82% 2.5
EAM Investors
1548
EAM Investors
California
$6.39億 -$1.25億 -16% 11.6% 6,012% 408 53.68% 0.4
Portfolio Solutions
1549
Portfolio Solutions
Michigan
$6.39億 +$1231万 +2% 1.09% 11.6% 27 51.85% 0.7
Murphy Capital Management
1550
Murphy Capital Management
New Jersey
$6.38億 -$1760万 -3% 2.16% 41.6% 336 19.64% 2