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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)
Principle Wealth Partners
1576
Principle Wealth Partners
Connecticut
$10.6億 +$2.29億 +28% 7.35% 79.9% 309 7.12% 2.3
Cooper Investors
1577
Cooper Investors
Australia
$10.6億 -$8907万 -8% 3.23% 57.5% 43 13.95% 2.9
Axxcess Wealth Management
1578
Axxcess Wealth Management
California
$10.6億 -$3064万 -3% 5.58% 81.2% 622 27.01% 0.6
Summit Financial
1579
Summit Financial
New Jersey
$10.6億 -$1146万 -1% 4.88% 81.8% 259 13.13% 1.3
Ellevest Inc
1580
Ellevest Inc
New York
$10.6億 -$956万 -0.9% 5.99% 73.8% 1,993 32.41% 1.5
Patten & Patten
1581
Patten & Patten
Tennessee
$10.5億 -$8453万 -7% 5.41% 74.1% 277 4.69% 6.1
Concourse Financial Group Securities
1582
Concourse Financial Group Securities
Alabama
$10.5億 -$1.3億 -11% 5.17% 18.1% 2,367 20.15% 2.6
Legacy Private Trust
1583
Legacy Private Trust
Wisconsin
$10.5億 -$6336万 -6% 5.13% 71.1% 235 11.91% 5.2
TrustCore Financial Services
1584
TrustCore Financial Services
Tennessee
$10.5億 -$2253万 -2% 3.75% 28.3% 1,216 19.65% 2.3
Foster & Motley
1585
Foster & Motley
Ohio
$10.5億 -$8476万 -7% 6.45% 68.8% 365 11.78% 3.9
NWAM LLC
1586
NWAM LLC
Washington
$10.5億 -$3443万 -3% 4.62% 112% 547 18.46% 2.7
ACM
1587
Ashe Capital Management
New Jersey
$10.5億 -$4793万 -4% 2.71% 70.7% 10 20% 4.7
Community Trust & Investment
1588
Community Trust & Investment
Kentucky
$10.5億 -$3682万 -3% 3.64% 123% 127 18.9% 2.7
Country Club Bank
1589
Country Club Bank
Missouri
$10.5億 -$3275万 -3% 5.94% 77.4% 278 9.71% 0.5
Cowen and Company
1590
Cowen and Company
New York
$10.5億 +$985万 +1% 5.02% 120% 874 50.69% 0.4
Easterly Investment Partners
1591
Easterly Investment Partners
Massachusetts
$10.5億 -$7739万 -7% 5.45% 57.6% 203 16.75% 1.1
III Capital Management
1592
III Capital Management
Florida
$10.4億 -$3796万 -4% 0.04% 28.7% 171 25.73% 0.6
Beaumont Financial Advisors
1593
Beaumont Financial Advisors
Massachusetts
$10.4億 -$7178万 -6% 3.46% 93.3% 329 15.5% 3.7
Venturi Wealth Management
1594
Venturi Wealth Management
Texas
$10.4億 -$7946万 -7% 4.32% 101% 351 21.37% 2.3
Trustmark National Bank Trust Department
1595
Trustmark National Bank Trust Department
Mississippi
$10.4億 -$7539万 -7% 5.1% 58.6% 270 11.48% 5.2
Tybourne Capital Management
1596
Tybourne Capital Management
Hong Kong
$10.4億 -$3.44億 -25% 3.14% 109% 27 3.7% 1.9
Sand Grove Capital Management
1597
Sand Grove Capital Management
United Kingdom
$10.4億 +$1.27億 +14% 9.05% 410% 28 60.71% 0.3
Caprock Group
1598
Caprock Group
Idaho
$10.4億 +$1900万 +2% 4.92% – 619 19.06% 2.7
Lowe Brockenbrough & Co
1599
Lowe Brockenbrough & Co
Virginia
$10.4億 -$1.05億 -9% 5.03% 78.8% 260 5.38% 5.7
Moody Lynn & Lieberson
1600
Moody Lynn & Lieberson
Massachusetts
$10.4億 -$7485万 -7% 3.22% 142% 232 12.5% 4.3