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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)
FAS Wealth Partners
1726
FAS Wealth Partners
Kansas
$16.1億 +$5837万 +4% 1.32% 72.3% 550 13.64% 4.8
Roundview Capital
1727
Roundview Capital
New Jersey
$16.1億 -$2030万 -1% 2.11% 77.7% 356 11.52% 5.8
Koshinski Asset Management
1728
Koshinski Asset Management
Illinois
$16億 +$5114万 +3% 0.55% 82.9% 766 11.88% 3.3
Shapiro Capital Management
1729
Shapiro Capital Management
Georgia
$16億 -$2.94億 -16% 7.29% 40.7% 55 21.82% 3.2
Mogy Joel R Investment Counsel
1730
Mogy Joel R Investment Counsel
California
$16億 -$2.46億 -13% 8.41% 121% 116 2.59% 8.7
First American Bank
1731
First American Bank
Illinois
$15.9億 -$5671万 -3% 1.87% 114% 192 9.9% 5.8
Lee, Danner & Bass
1732
Lee, Danner & Bass
Tennessee
$15.9億 +$1.97億 +14% 2.26% – 253 10.28% 7.3
Guardian Wealth Advisors (North Carolina)
1733
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.9億 -$2141万 -1% 2% 58.9% 628 44.43% 1.5
Vanguard National Trust
1734
Vanguard National Trust
Pennsylvania
$15.9億 – – 2.36% – 751 – 0
Soltis Investment Advisors
1735
Soltis Investment Advisors
Utah
$15.9億 +$6802万 +4% 0.57% 95.1% 613 19.25% 2.3
Nishkama Capital LLC
1736
Nishkama Capital LLC
Puerto Rico
$15.8億 -$9.1億 -36% 12.1% 723% 93 78.49% 0.3
DigitalBridge Group
1737
DigitalBridge Group
Florida
$15.8億 +$2.74億 +21% 10.2% 161% 81 35.8% 1.5
Sunbelt Securities
1738
Sunbelt Securities
Texas
$15.8億 +$8475万 +6% 7.17% 83.5% 3,116 15.79% 2
Lakewood Capital Management
1739
Lakewood Capital Management
New York
$15.8億 +$7189万 +5% 9.12% 45.4% 81 37.04% 2
B. Riley Wealth Advisors
1740
B. Riley Wealth Advisors
Florida
$15.8億 -$5.88億 -27% 1.04% 118% 1,148 32.93% 5
Cornerstone Wealth Group
1741
Cornerstone Wealth Group
North Carolina
$15.8億 +$1.15億 +8% 1.75% 108% 472 22.67% 2
Landscape Capital Management
1742
Landscape Capital Management
New Jersey
$15.8億 +$8480万 +6% 1.41% 92.5% 1,008 60.91% 0.4
Foster Dykema Cabot & Partners
1743
Foster Dykema Cabot & Partners
Massachusetts
$15.7億 -$5547万 -3% 1.91% 81.1% 332 3.61% 1.8
Alaska Permanent Fund
1744
Alaska Permanent Fund
Alaska
$15.7億 +$848万 +0.5% 1.04% 69.2% 7 14.29% 4.5
Stephens Group Asset Management
1745
Stephens Group Asset Management
Arkansas
$15.7億 +$7142万 +5% 1.36% 51.4% 26 0% 6.5
AMI Asset Management
1746
AMI Asset Management
California
$15.7億 -$1.98億 -11% 5.8% 96.6% 103 18.45% 3.7
PIMG
1747
Patriot Investment Management Group
Tennessee
$15.7億 -$1168万 -0.7% 0.86% 52.9% 245 4.49% 5.1
Governors Lane
1748
Governors Lane
New York
$15.6億 -$1.23億 -7% 0.46% 133% 249 55.42% 0.3
Fernbridge Capital Management
1749
Fernbridge Capital Management
California
$15.6億 -$4.75億 -23% 22.9% 12.4% 23 39.13% 1.9
Beese Fulmer Investment Management
1750
Beese Fulmer Investment Management
Ohio
$15.6億 +$2397万 +2% 1.44% 124% 482 27.8% 4