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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)
Oxford Financial Group
1576
Oxford Financial Group
Indiana
$16.8億 +$2.57億 +18% 6.37% 77.2% 272 8.82% 3.8
Efficient Advisors
1577
Efficient Advisors
Ohio
$16.8億 +$1.44億 +9% 6.56% 30.6% 101 44.55% 4.4
Roffman Miller Associates
1578
Roffman Miller Associates
Pennsylvania
$16.7億 +$8863万 +6% 7.6% 83.5% 75 1.33% 8.2
SC
1579
SRB Corp
Massachusetts
$16.7億 +$1.34億 +9% 11.8% 87.3% 23 0% 3.8
Univest Financial
1580
Univest Financial
Pennsylvania
$16.7億 +$1.36億 +9% 10.9% 82.6% 289 12.8% 2.7
Cidel Asset Management
1581
Cidel Asset Management
Ontario, Canada
$16.6億 +$1.35億 +9% 8.72% 69.1% 368 9.78% 2.6
Spinnaker Trust
1582
Spinnaker Trust
Maine
$16.6億 +$1.31億 +9% 9.02% 68.2% 295 6.78% 6.2
Maren Capital
1583
Maren Capital
Illinois
$16.6億 +$1.93億 +13% 9.32% – 25 0% 1.4
Motley Fool Wealth Management
1584
Motley Fool Wealth Management
Virginia
$16.6億 -$3358万 -2% 10.6% 70.7% 138 17.39% 4.2
Sax Wealth Advisors
1585
Sax Wealth Advisors
New Jersey
$16.6億 +$2.59億 +19% 8.08% 64.3% 427 16.86% 1.6
Financiere des Professionnels
1586
Financiere des Professionnels
Quebec, Canada
$16.6億 +$1.1億 +7% 9.94% 79.7% 395 58.23% 0.5
L1 Capital
1587
L1 Capital
Australia
$16.5億 +$5.81億 +54% 19% 127% 31 58.06% 0.7
Rehmann Capital Advisory Group
1588
Rehmann Capital Advisory Group
Michigan
$16.5億 +$6282万 +4% 7.91% 64.6% 651 13.82% 4.3
Knights of Columbus Asset Advisors
1589
Knights of Columbus Asset Advisors
Connecticut
$16.5億 +$1.98億 +14% 12.6% 137% 394 14.97% 2.3
Courier Capital
1590
Courier Capital
New York
$16.5億 +$1.19億 +8% 7.92% 70.8% 397 8.82% 5.7
CWM
1591
Cornerstone Wealth Management
Missouri
$16.5億 +$1.7億 +11% 8.83% 69.8% 664 10.99% 3.9
TP
1592
Theleme Partners
United Kingdom
$16.5億 +$3.73億 +29% 14.7% 35.5% 13 30.77% 1.3
Emerald Mutual Fund Advisers Trust
1593
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.4億 +$2.33億 +17% 29.1% 478% 239 24.69% 2
Evensky & Katz
1594
Evensky & Katz
Florida
$16.4億 +$1.47億 +10% 8.6% 57.1% 79 8.86% 6.5
SoFi Wealth
1595
SoFi Wealth
California
$16.4億 +$3.07億 +23% 10.6% 62.2% 46 13.04% 1.1
KNB
1596
KHAZANAH NASIONAL BERHAD
$16.4億 +$1.61億 +11% 9.6% 73.6% 17 17.65% 1.3
Sofinnova Investments
1597
Sofinnova Investments
California
$16.4億 +$1.04億 +7% 13.9% 450% 80 41.25% 1.2
Chai Trust Company
1598
Chai Trust Company
Illinois
$16.3億 +$2300万 +1% 2.12% 12.7% 12 8.33% 5.9
Guyasuta Investment Advisors
1599
Guyasuta Investment Advisors
Pennsylvania
$16.3億 +$1.03億 +7% 11.2% 99.5% 263 7.6% 6.4
BloombergSen
1600
BloombergSen
Ontario, Canada
$16.3億 +$1752万 +1% 4.75% 46.9% 34 17.65% 3.4