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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)
Beaird Harris Wealth Management
1951
Beaird Harris Wealth Management
Texas
$10.6億 +$3650万 +4% 0.54% 41.3% 805 30.31% 1.3
Main Street Financial Solutions
1952
Main Street Financial Solutions
Pennsylvania
$10.6億 +$1.25億 +13% 3.7% 75.4% 572 11.71% 2.1
TCI Wealth Advisors
1953
TCI Wealth Advisors
Arizona
$10.6億 +$4534万 +4% 0.36% 65% 231 10.39% 7.1
Greenwood Gearhart
1954
Greenwood Gearhart
Arkansas
$10.6億 +$3477万 +3% 2.97% 70.6% 112 11.61% 4.1
Founders Financial Securities
1955
Founders Financial Securities
Maryland
$10.6億 +$1.04億 +11% 2.15% 64.3% 438 15.3% 2.1
Narwhal Capital Management
1956
Narwhal Capital Management
Georgia
$10.6億 +$3584万 +4% 5.58% 93.8% 169 9.47% 5.4
Girard Partners
1957
Girard Partners
Pennsylvania
$10.6億 -$539万 -0.5% 2.69% 25.7% 268 5.6% 4.8
PDT Partners
1958
PDT Partners
New York
$10.6億 -$138万 -0.1% 1.02% 211% 774 36.05% 0.8
U.S. Global Investors (USGI)
1959
U.S. Global Investors (USGI)
Texas
$10.5億 -$1.61億 -13% 4.59% 151% 165 35.76% 2.1
Penn Capital Management
1960
Penn Capital Management
Pennsylvania
$10.5億 -$7075万 -6% 0.16% 181% 167 26.95% 2
Carlyle Group
1961
Carlyle Group
District of Columbia
$10.5億 -$5.33億 -34% 16.4% 7.98% 33 9.09% 1.3
Ninepoint Partners
1962
Ninepoint Partners
Ontario, Canada
$10.5億 +$1.09億 +12% 2.71% 82.6% 113 23.01% 1.4
Integral Health Asset Management
1963
Integral Health Asset Management
New York
$10.5億 -$2464万 -2% 14.5% 564% 105 55.24% 0.6
Bouchey Financial Group
1964
Bouchey Financial Group
New York
$10.5億 +$3645万 +4% 3.69% 66.7% 156 9.62% 3.1
Oak Ridge Investments
1965
Oak Ridge Investments
Illinois
$10.5億 +$5876万 +6% 9.78% 208% 157 15.92% 3.9
Sax Wealth Advisors
1966
Sax Wealth Advisors
New Jersey
$10.5億 +$1.94億 +23% 1.34% 64.3% 287 38.33% 1.5
TCV Trust & Wealth Management
1967
TCV Trust & Wealth Management
Virginia
$10.5億 +$486万 +0.5% 1.27% 75.3% 205 7.32% 6.5
Lyell Wealth Management
1968
Lyell Wealth Management
California
$10.5億 +$6385万 +6% 4.62% 128% 207 8.7% 3.8
ARS Investment Partners
1969
ARS Investment Partners
New York
$10.5億 +$4205万 +4% 4.12% 260% 183 22.95% 3.3
Condor Capital Management
1970
Condor Capital Management
New Jersey
$10.5億 +$2357万 +2% 1.77% 58.2% 204 16.18% 4.9
Cardiff Park Advisors
1971
Cardiff Park Advisors
California
$10.4億 -$1101万 -1% 2.27% 88.6% 363 12.67% 2
Colonial Trust Advisors
1972
Colonial Trust Advisors
South Carolina
$10.4億 +$3317万 +3% 4.62% 80% 1,055 31.66% 2.6
Nicolet Advisory Services
1973
Nicolet Advisory Services
Wisconsin
$10.4億 +$5916万 +6% 2.18% 62.7% 370 11.62% 2.5
Progeny 3 Inc
1974
Progeny 3 Inc
Washington
$10.4億 +$1.35億 +15% 3.88% 96.8% 30 16.67% 1.8
Kintegral Advisory
1975
Kintegral Advisory
New York
$10.4億 +$4216万 +4% 4.59% 143% 283 23.67% 3.7