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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)
KMG Fiduciary Partners
1826
KMG Fiduciary Partners
Ohio
$13.5億 +$1.46億 +12% 11.7% 114% 296 6.76% 3.3
Trust Asset Management
1827
Trust Asset Management
Texas
$13.5億 +$1.29億 +11% 12% 91.1% 228 5.7% 3.9
Kanawha Capital Management
1828
Kanawha Capital Management
Virginia
$13.5億 +$6134万 +5% 8.31% 74.5% 218 5.05% 7.8
NewSquare Capital
1829
NewSquare Capital
Pennsylvania
$13.5億 +$1.2億 +10% 8.56% 76.5% 1,393 22.4% 1.4
Neville Rodie & Shaw
1830
Neville Rodie & Shaw
New York
$13.5億 +$7049万 +6% 12.5% 125% 258 6.98% 8.1
Sonora Investment Management Group
1831
Sonora Investment Management Group
Arizona
$13.5億 +$8440万 +7% 9.89% 78.3% 325 13.85% 2.3
Avity Investment Management
1832
Avity Investment Management
Connecticut
$13.5億 +$1.09億 +9% 12.5% 119% 110 9.09% 5.4
CP
1833
Coho Partners
Pennsylvania
$13.4億 -$3.13億 -19% 0.25% 35.6% 38 15.79% 6.8
Beese Fulmer Investment Management
1834
Beese Fulmer Investment Management
Ohio
$13.4億 +$1.81億 +16% 10.6% 124% 291 15.46% 5.7
Cormorant Asset Management
1835
Cormorant Asset Management
Massachusetts
$13.4億 +$1254万 +0.9% 14.8% 3,977% 47 17.02% 1.9
PDS Planning
1836
PDS Planning
Ohio
$13.4億 +$1.55億 +13% 8.23% 62.7% 533 13.88% 2.7
Fiduciary Alliance
1837
Fiduciary Alliance
South Carolina
$13.4億 +$3.23億 +32% 14.4% 104% 487 22.59% 0.9
Lakewood Capital Management
1838
Lakewood Capital Management
New York
$13.4億 +$1.93億 +17% 4.88% 45.4% 57 31.58% 2.4
Diversified Enterprises
1839
Diversified Enterprises
Delaware
$13.4億 +$1.51億 +13% 8.73% – 328 11.89% 0.6
Vestor Capital
1840
Vestor Capital
Illinois
$13.4億 +$1.19億 +10% 12.6% 188% 288 17.01% 3.9
VR Adviser
1841
VR Adviser
New York
$13.3億 +$1.59億 +14% 19.9% 1,698% 40 30% 1.3
Regal Investment Advisors
1842
Regal Investment Advisors
Michigan
$13.3億 +$9795万 +8% 7.5% 64.7% 507 14.6% 3.1
Clear Harbor Asset Management
1843
Clear Harbor Asset Management
Connecticut
$13.3億 +$6764万 +5% 9.88% 98.6% 442 15.16% 4
Cornerstone Wealth Group
1844
Cornerstone Wealth Group
North Carolina
$13.3億 +$1.25億 +10% 11.4% 96% 335 17.31% 2
Charles Schwab Trust
1845
Charles Schwab Trust
Nevada
$13.3億 +$1.38億 +12% 7.17% 52.7% 183 14.75% 3.2
SFMG Wealth Advisors
1846
SFMG Wealth Advisors
Texas
$13.3億 +$6523万 +5% 5.89% 76.1% 303 14.52% 4.2
Triodos Investment Management
1847
Triodos Investment Management
Netherlands
$13.3億 +$1.15億 +9% 12% 89.9% 51 3.92% 3.3
Fifth Third Securities
1848
Fifth Third Securities
Ohio
$13.3億 +$1.46億 +12% 8.49% 62.7% 317 11.04% 2
Plato Investment Management
1849
Plato Investment Management
Australia
$13.3億 +$1.43億 +12% 14.5% – 560 13.75% 1.2
Delta Accumulation LLC
1850
Delta Accumulation LLC
California
$13.3億 -$4.08億 -23% 8.94% 96.5% 230 18.7% 1.2