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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)
Stonebridge Capital Advisors
1901
Stonebridge Capital Advisors
Minnesota
$8.76億 +$3234万 +4% 6.12% 80.1% 1,020 14.51% 2.5
Southernsun Asset Management
1902
Southernsun Asset Management
Tennessee
$8.76億 -$127万 -0.1% 3.87% 54.7% 30 10% 5
Lutz Financial Services
1903
Lutz Financial Services
Nebraska
$8.76億 +$6208万 +8% 3.74% 35.3% 77 3.9% 3.2
Beese Fulmer Investment Management
1904
Beese Fulmer Investment Management
Ohio
$8.76億 +$4558万 +5% 5.85% 124% 225 4.89% 5.7
Zhang Financial
1905
Zhang Financial
Michigan
$8.76億 +$9146万 +12% 6.55% 67.9% 236 6.78% 3.3
Cahaba Wealth Management
1906
Cahaba Wealth Management
Georgia
$8.74億 +$6830万 +8% 4.7% 48.7% 151 8.61% 2.7
Fifth Third Securities
1907
Fifth Third Securities
Ohio
$8.72億 +$1.11億 +15% 4.17% 62.7% 215 7.91% 0.9
Ledyard National Bank
1908
Ledyard National Bank
$8.71億 +$2021万 +2% 5.43% 80.7% 203 3.45% 6.6
BTC Capital Management
1909
BTC Capital Management
Iowa
$8.69億 +$3762万 +5% 7.61% – 251 10.36% 3.6
Guardian Capital Advisors (Canada)
1910
Guardian Capital Advisors (Canada)
Ontario, Canada
$8.68億 -$1353万 -2% 2.15% 26.1% 167 11.98% 6.2
Nicolet Advisory Services
1911
Nicolet Advisory Services
Wisconsin
$8.68億 +$1.11億 +15% 5.32% 62.7% 296 22.3% 2.1
Meeder Advisory Services
1912
Meeder Advisory Services
Ohio
$8.68億 +$7629万 +10% 7.76% 91.4% 443 13.54% 0.2
BBR Partners
1913
BBR Partners
New York
$8.68億 -$2156万 -2% 7.93% 63.4% 196 26.02% 2.7
Security Benefit Life Insurance Company
1914
Security Benefit Life Insurance Company
Kansas
$8.67億 +$7963万 +10% 11.2% 60.6% 91 31.87% 1.1
American Assets Investment Management
1915
American Assets Investment Management
California
$8.67億 +$437万 +0.5% 0.43% 520% 179 6.7% 4.6
StrategIQ Financial Group
1916
StrategIQ Financial Group
Indiana
$8.66億 +$332万 +0.4% 4.65% 12.6% 291 7.22% 3.9
Callan Capital
1917
Callan Capital
California
$8.64億 +$5415万 +7% 6.26% 20.1% 197 12.18% 2.5
Mizuho Bank
1918
Mizuho Bank
Japan
$8.64億 +$2.1億 +32% 8.45% 99.8% 8 12.5% 2.2
Texas Capital Bank Wealth Management Services
1919
Texas Capital Bank Wealth Management Services
Texas
$8.63億 +$4255万 +5% 6.95% 81.9% 203 23.15% 1.8
Bowie Capital Management
1920
Bowie Capital Management
Texas
$8.63億 +$8106万 +10% 14% 31.6% 48 35.42% 2.9
Wesleyan Assurance Society
1921
Wesleyan Assurance Society
United Kingdom
$8.63億 +$4872万 +6% 8.2% 102% 101 0.99% 3.3
Bronte Capital Management
1922
Bronte Capital Management
Australia
$8.62億 +$6937万 +9% 7.8% 123% 31 16.13% 1.9
Crescent Grove Advisors
1923
Crescent Grove Advisors
Illinois
$8.62億 -$1億 -10% 2.72% 64.1% 299 14.38% 2.7
Y-Intercept (HK)
1924
Y-Intercept (HK)
Hong Kong
$8.61億 +$1.83億 +27% 4.46% 41.6% 1,670 75.63% 0.2
Private Capital Management (Florida)
1925
Private Capital Management (Florida)
Florida
$8.6億 +$1.23億 +17% 12.2% 118% 149 33.56% 1.7