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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)
Legacy Private Trust
1576
Legacy Private Trust
Wisconsin
$11.7億 +$6656万 +6% 6.27% 71.1% 235 9.36% 5.2
Simmons Bank
1577
Simmons Bank
Arkansas
$11.7億 +$805万 +0.7% 4.28% 92.9% 350 8.29% 5
Moody National Bank Trust Division
1578
Moody National Bank Trust Division
Texas
$11.7億 +$2149万 +2% 3.12% 115% 618 6.47% 3.3
Hillsdale Investment Management
1579
Hillsdale Investment Management
Ontario, Canada
$11.7億 -$1536万 -1% 9.56% 271% 662 34.44% 1.7
Fulton Breakefield Broenniman
1580
Fulton Breakefield Broenniman
Maryland
$11.6億 +$3710万 +3% 5.29% 68% 180 8.89% 3.6
1WCM
1581
12 West Capital Management
New York
$11.6億 +$1.74億 +18% 20.6% 169% 29 44.83% 1.4
Zions Bancorporation
1582
Zions Bancorporation
Utah
$11.6億 -$1.03億 -8% 6.15% 22.9% 1,075 17.3% 3.8
Community Trust & Investment
1583
Community Trust & Investment
Kentucky
$11.6億 +$6295万 +6% 7.29% 123% 121 9.92% 3.2
Klingman & Associates
1584
Klingman & Associates
New York
$11.6億 +$2109万 +2% 4.83% 64.9% 209 7.66% 3.9
CSM Advisors
1585
CSM Advisors
Pennsylvania
$11.6億 +$1.08億 +10% 7.33% 105% 149 17.45% 1.5
Stairway Partners
1586
Stairway Partners
Illinois
$11.5億 +$4.53億 +65% 5.32% 48.1% 15 33.33% 6
SFG
1587
Sather Financial Group
Texas
$11.5億 -$6495万 -5% 6.8% 82.3% 107 12.15% 2.7
Goelzer Investment Management
1588
Goelzer Investment Management
Indiana
$11.5億 -$1662万 -1% 2.64% 97.2% 244 11.89% 5.3
Baystate Wealth Management
1589
Baystate Wealth Management
Massachusetts
$11.5億 +$5668万 +5% 5.37% 14.6% 1,093 16.01% 3.3
Ostrum Asset Management
1590
Ostrum Asset Management
France
$11.5億 – – 4.63% 107% 671 – 0.1
Baldwin Wealth Partners
1591
Baldwin Wealth Partners
Massachusetts
$11.5億 +$4475万 +4% 7.91% 94.5% 821 7.43% 3.6
Sonora Investment Management Group
1592
Sonora Investment Management Group
Arizona
$11.5億 +$4917万 +4% 4.6% 78.3% 286 10.49% 0.9
Meridian Wealth Management
1593
Meridian Wealth Management
Kentucky
$11.5億 +$1.25億 +12% 10.5% 117% 568 11.44% 2.1
Lombard Odier Asset Management (Switzerland)
1594
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.5億 -$1.05億 -8% 6.47% 135% 431 25.06% 1.1
Adelante Capital Management
1595
Adelante Capital Management
California
$11.4億 -$4275万 -4% 3.22% 43.2% 46 10.87% 3.3
Summit Financial
1596
Summit Financial
New Jersey
$11.4億 +$8111万 +8% 7.85% 81.8% 265 9.81% 1.7
Rothschild Investment LLC
1597
Rothschild Investment LLC
Illinois
$11.4億 +$5460万 +5% 6.55% 99.4% 511 7.63% 4.9
CBIZ Investment Advisory Services
1598
CBIZ Investment Advisory Services
Ohio
$11.4億 +$8.86億 +345% 5.69% 48.7% 39 46.15% 0.6
WMS Partners
1599
WMS Partners
Maryland
$11.4億 +$1.33億 +13% 5.95% 10.8% 296 13.18% 3.5
Ashton Thomas Private Wealth
1600
Ashton Thomas Private Wealth
Arizona
$11.4億 +$1.35億 +13% 5.86% 77.5% 526 16.16% 1.9