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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)
Icon Wealth Partners
1876
Icon Wealth Partners
Texas
$9.45億 +$2641万 +3% 5.6% – 439 10.93% 2.3
Provident Investment Management
1877
Provident Investment Management
Michigan
$9.45億 +$2208万 +2% 9.28% 90.8% 75 2.67% 3.8
Mount Yale Investment Advisors
1878
Mount Yale Investment Advisors
Colorado
$9.44億 +$5354万 +6% 8.01% 81.9% 524 16.6% 2.3
Bell Bank
1879
Bell Bank
North Dakota
$9.44億 -$143万 -0.2% 4.34% 71% 203 16.26% 4.4
Armstrong Advisory Group
1880
Armstrong Advisory Group
Massachusetts
$9.42億 +$9547万 +11% 4.86% 55.6% 833 10.08% 0.5
Stonebridge Capital Advisors
1881
Stonebridge Capital Advisors
Minnesota
$9.41億 +$6490万 +7% 6.06% 80.1% 1,022 17.32% 2.7
TCV Trust & Wealth Management
1882
TCV Trust & Wealth Management
Virginia
$9.4億 +$3979万 +4% 6.31% 75.3% 198 9.09% 6.1
Salomon & Ludwin
1883
Salomon & Ludwin
Virginia
$9.4億 +$1.01億 +12% 6.35% 52.6% 176 8.52% 2.2
Lindbrook Capital
1884
Lindbrook Capital
California
$9.39億 +$8617万 +10% 7.65% 35.8% 2,925 12.48% 2.5
Willis Johnson & Associates
1885
Willis Johnson & Associates
Texas
$9.38億 +$9538万 +11% 4.11% 50.9% 133 13.53% 1.5
Wesleyan Assurance Society
1886
Wesleyan Assurance Society
United Kingdom
$9.36億 +$7353万 +9% 8.39% 102% 103 1.94% 3.5
Fragasso Financial Advisors
1887
Fragasso Financial Advisors
Pennsylvania
$9.35億 +$5747万 +7% 6.5% 73.7% 238 11.34% 3
Koshinski Asset Management
1888
Koshinski Asset Management
Illinois
$9.33億 -$9074万 -9% 5.51% 76.5% 671 27.57% 2.4
Texas Capital Bank Wealth Management Services
1889
Texas Capital Bank Wealth Management Services
Texas
$9.32億 +$6903万 +8% 6.96% 81.9% 238 23.95% 1.6
Blackhill Capital
1890
Blackhill Capital
New Jersey
$9.32億 +$3597万 +4% 6.12% 212% 53 5.66% 8.6
Crescent Grove Advisors
1891
Crescent Grove Advisors
Illinois
$9.32億 +$7006万 +8% 5.76% 64.1% 310 15.81% 2.8
BCM
1892
Bayesian Capital Management
New York
$9.31億 +$1.23億 +15% 10.6% 107% 1,150 70.17% 0.2
Novare Capital Management
1893
Novare Capital Management
North Carolina
$9.31億 +$5095万 +6% 7.51% 76.5% 180 9.44% 4.2
New York Life Insurance Company
1894
New York Life Insurance Company
New York
$9.31億 -$1.77億 -16% 7.97% 61.5% 9 22.22% 2.5
Lutz Financial Services
1895
Lutz Financial Services
Nebraska
$9.3億 +$5349万 +6% 3.38% 35.3% 82 8.54% 3.2
Wedmont Private Capital
1896
Wedmont Private Capital
Pennsylvania
$9.29億 +$1.71億 +23% 5.82% 87.5% 532 20.3% 0.9
Meeder Advisory Services
1897
Meeder Advisory Services
Ohio
$9.29億 +$6078万 +7% 6.45% 91.4% 453 9.71% 0.4
Pembroke Management
1898
Pembroke Management
Quebec, Canada
$9.28億 +$1349万 +1% 7.81% 105% 66 9.09% 3.3
Invictus Private Wealth
1899
Invictus Private Wealth
Colorado
$9.27億 +$7728万 +9% 8.48% 84.2% 93 9.68% 0.4
MIM
1900
Marco Investment Management
Georgia
$9.25億 +$3826万 +4% 7.43% 127% 210 8.1% 6.3