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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)
Donor Advised Charitable Giving
1926
Donor Advised Charitable Giving
California
$10.4億 +$4.79億 +86% 38.1% 418% 61 34.43% 1.7
Montag & Caldwell
1927
Montag & Caldwell
Georgia
$10.4億 -$4791万 -4% 14.7% 91.3% 74 8.11% 4.1
Orgel Wealth Management
1928
Orgel Wealth Management
Wisconsin
$10.4億 +$1.56億 +18% 4.52% 39.6% 68 19.12% 2.4
Cat Rock Capital Management
1929
Cat Rock Capital Management
Connecticut
$10.4億 -$1.04億 -9% 3.42% 66.7% 10 40% 1.5
Kovack Advisors
1930
Kovack Advisors
Florida
$10.4億 +$1.15億 +12% 9.37% 118% 797 22.33% 2.2
RPGK
1931
Retirement Planning Group (Kansas)
Kansas
$10.3億 +$1.55億 +18% 6.85% 54.7% 112 25.89% 2.8
Washington Trust Bank
1932
Washington Trust Bank
Washington
$10.3億 +$1.78億 +21% 12.1% 89.9% 239 15.06% 4.2
XS
1933
XR Securities
Illinois
$10.3億 +$8.17億 +377% 10.3% 17% 570 51.75% 0.7
Global Alpha Capital Management
1934
Global Alpha Capital Management
Quebec, Canada
$10.3億 +$1.32億 +15% 10.2% 80.4% 36 8.33% 4.1
Hackensack Meridian Health
1935
Hackensack Meridian Health
New Jersey
$10.3億 – – 4.1% 53.4% 7 – 0
First Interstate Bank
1936
First Interstate Bank
Montana
$10.3億 +$5534万 +6% 5.32% 49.7% 114 5.26% 4.9
Advisors Preferred
1937
Advisors Preferred
Maryland
$10.3億 +$3.1億 +43% 6.02% 102% 250 63.2% 0.8
Ashton Thomas Private Wealth
1938
Ashton Thomas Private Wealth
Arizona
$10.3億 +$3.37億 +49% 9.59% 85.9% 466 27.47% 1.1
NXG Investment Management
1939
NXG Investment Management
Texas
$10.3億 -$516万 -0.5% 0.28% 121% 130 34.62% 2.1
SFMG Wealth Advisors
1940
SFMG Wealth Advisors
Texas
$10.3億 +$1.27億 +14% 10.4% 76.1% 308 20.78% 2.3
AAM
1941
AO Asset Management
New York
$10.3億 -$3.32億 -24% 12.1% 127% 68 36.76% 1.5
Johns Hopkins University
1942
Johns Hopkins University
Maryland
$10.3億 -$2.04億 -17% 3.48% 30.6% 13 30.77% 0.5
Middleton & Co
1943
Middleton & Co
Massachusetts
$10.3億 +$9219万 +10% 10.9% 81.8% 167 8.98% 5.4
HighTower Trust
1944
HighTower Trust
Texas
$10.3億 +$2.13億 +26% 10.9% 90.4% 231 57.14% 1.8
IFG Advisory
1945
IFG Advisory
Georgia
$10.3億 +$9818万 +11% 8.62% 70.1% 519 12.14% 2.2
Garde Capital
1946
Garde Capital
Washington
$10.2億 +$5530万 +6% 6.46% 67.6% 304 14.8% 2.5
JB Capital
1947
JB Capital
Connecticut
$10.2億 +$2.49億 +32% 5.75% 83.8% 351 38.46% 0.2
Anson Funds Management
1948
Anson Funds Management
Texas
$10.2億 -$3618万 -3% 1.54% 2,010% 491 69.25% 0.2
Bramshill Investments
1949
Bramshill Investments
Florida
$10.2億 -$1.55億 -13% 1.25% 3.6% 145 29.66% 1.6
Phillips Financial Management
1950
Phillips Financial Management
Indiana
$10.2億 +$5485万 +6% 4.48% 45.6% 93 6.45% 5.3