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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)
CapWealth Advisors
1851
CapWealth Advisors
Tennessee
$5.69億 -$4034万 -7% 13.2% 152% 117 19.66% 3.8
Cardan Capital Partners
1852
Cardan Capital Partners
Colorado
$5.69億 -$6932万 -11% 10.7% 64% 209 35.89% 1.3
Executive Wealth Management
1853
Executive Wealth Management
Michigan
$5.68億 – – 8.2% 18.4% 927 – 0
TRUE Private Wealth Advisors
1854
TRUE Private Wealth Advisors
Oregon
$5.67億 -$1.44億 -20% 9.52% 89.2% 1,109 79.98% 1.7
Ensemble Capital Management
1855
Ensemble Capital Management
California
$5.67億 -$4063万 -7% 16.4% 36.2% 31 19.35% 3.4
Osborn Williams & Donohoe
1856
Osborn Williams & Donohoe
Ohio
$5.67億 -$7642万 -12% 10.5% 23.7% 237 9.7% 4.2
Dorsey & Whitney Trust
1857
Dorsey & Whitney Trust
South Dakota
$5.66億 -$7878万 -12% 11.8% 86% 454 24.89% 2.9
Fulton Breakefield Broenniman
1858
Fulton Breakefield Broenniman
Maryland
$5.66億 -$7696万 -12% 9.57% 68% 114 9.65% 3.3
BPM
1859
Bowling Portfolio Management
Ohio
$5.65億 -$1.49億 -21% 16.3% 45.7% 436 48.39% 1.6
Independent Advisor Alliance
1860
Independent Advisor Alliance
North Carolina
$5.65億 +$943万 +2% 11.1% 135% 492 40.24% 1.1
EA
1861
Echinus Advisors
New York
$5.65億 -$1807万 -3% 12.8% 91.4% 10 20% 1.5
Garde Capital
1862
Garde Capital
Washington
$5.65億 -$3014万 -5% 9.75% 57.6% 173 8.67% 2.6
CFIC
1863
City Financial Investment Company
United Kingdom
$5.62億 -$25.3億 -82% 1.23% – 191 55.5% 0.4
Vicus Capital
1864
Vicus Capital
Pennsylvania
$5.62億 -$6050万 -10% 11.6% 59.6% 243 14.81% 2.9
Corient Capital Partners
1865
Corient Capital Partners
California
$5.61億 -$3966万 -7% 12.1% 39.2% 327 29.66% 1.6
CC
1866
Cornerstone Capital
California
$5.61億 -$9688万 -15% 10.8% 91.2% 83 10.84% 3.9
Capital Investment Services of America
1867
Capital Investment Services of America
Wisconsin
$5.61億 -$1.05億 -16% 11.8% 50.7% 74 10.81% 4
Provident Investment Management
1868
Provident Investment Management
Michigan
$5.6億 -$1.44億 -20% 13.6% 90.8% 61 6.56% 3.7
YHB Investment Advisors
1869
YHB Investment Advisors
Connecticut
$5.6億 -$1.03億 -16% 11.7% 96.2% 201 16.92% 3.8
Hilton Capital Management
1870
Hilton Capital Management
New York
$5.59億 -$1.1億 -16% 8.36% 58.2% 366 27.87% 0.8
GenTrust
1871
GenTrust
Florida
$5.59億 -$6415万 -10% 9.33% 53% 111 35.14% 1.2
Cornerstone Advisors (Washington)
1872
Cornerstone Advisors (Washington)
Washington
$5.59億 +$4.04億 +262% 13.5% 24.3% 1,339 21.21% 2.8
BTC Capital Management
1873
BTC Capital Management
Iowa
$5.58億 -$2726万 -5% 11.7% – 189 19.05% 2
Sound Point Capital Management
1874
Sound Point Capital Management
New York
$5.58億 -$7079万 -11% 13.9% 61.5% 42 54.76% 0.8
Exane Derivatives
1875
Exane Derivatives
France
$5.57億 +$2403万 +5% 11.3% 42.7% 771 22.7% 1.7