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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)
B. Riley Wealth Management
1976
B. Riley Wealth Management
Tennessee
$8.56億 +$8088万 +10% 4.28% 32.2% 504 37.9% 1.4
Broad Bay Capital Management
1977
Broad Bay Capital Management
New York
$8.56億 -$3454万 -4% 3.52% 338% 26 57.69% 0.8
MAM
1978
Mastrapasqua Asset Management
Tennessee
$8.55億 +$9522万 +13% 4.79% 54.9% 156 17.31% 3.2
Principle Wealth Partners
1979
Principle Wealth Partners
Connecticut
$8.55億 +$9622万 +13% 7.65% 90.7% 292 8.9% 1
Global Alpha Capital Management
1980
Global Alpha Capital Management
Quebec, Canada
$8.55億 +$3934万 +5% 16.3% 80.4% 35 2.86% 3.6
Pictet North America Advisors
1981
Pictet North America Advisors
Switzerland
$8.55億 +$6599万 +8% 2.47% 67.7% 130 11.54% 3.2
Focus Financial Network
1982
Focus Financial Network
Minnesota
$8.55億 -$2.74億 -24% 3.97% 106% 571 56.04% 1
Cipher Capital
1983
Cipher Capital
New York
$8.54億 +$2476万 +3% 9% – 718 69.64% 0.3
Global Retirement Partners
1984
Global Retirement Partners
California
$8.54億 +$5609万 +7% 4.96% – 1,961 17.29% 2.4
Crescent Grove Advisors
1985
Crescent Grove Advisors
Illinois
$8.53億 +$8815万 +12% 3.74% 64.1% 217 18.89% 1.9
Executive Wealth Management
1986
Executive Wealth Management
Michigan
$8.52億 +$3842万 +5% 3.25% 18.4% 200 18.5% 1.3
Endurance Wealth Management
1987
Endurance Wealth Management
Rhode Island
$8.5億 +$5814万 +7% 6.59% 59% 694 13.83% 3.8
AAM
1988
Autus Asset Management
Arizona
$8.49億 +$7357万 +9% 2.13% 26.3% 169 11.83% 4.7
Jaffetilchin Investment Partners
1989
Jaffetilchin Investment Partners
Florida
$8.49億 +$1.44億 +20% 4.34% 88.1% 383 33.68% 1.2
BDO Wealth Advisors
1990
BDO Wealth Advisors
Florida
$8.48億 +$1.38億 +19% 6.54% 38.3% 1,298 33.44% 1.3
Zazove Associates
1991
Zazove Associates
Nevada
$8.48億 +$3281万 +4% 2.97% 11% 124 15.32% 1.3
Main Management ETF Advisors
1992
Main Management ETF Advisors
California
$8.47億 +$2.08億 +32% 10.3% 97.2% 26 46.15% 1
CWM
1993
Cornerstone Wealth Management
Missouri
$8.46億 +$4898万 +6% 4.54% 77.5% 488 20.9% 2.3
Trek Financial
1994
Trek Financial
Arizona
$8.44億 +$7051万 +9% 5.22% 152% 274 49.27% 0.8
Condor Capital Management
1995
Condor Capital Management
New Jersey
$8.42億 +$5213万 +7% 5.99% 64.8% 285 36.14% 2.9
Baldwin Wealth Partners
1996
Baldwin Wealth Partners
Massachusetts
$8.42億 +$4655万 +6% 3.12% 94.5% 645 16.28% 3.2
First Interstate Bancsystem
1997
First Interstate Bancsystem
Montana
$8.41億 – – 4.15% – 104 – 0
Vicus Capital
1998
Vicus Capital
Pennsylvania
$8.41億 +$2946万 +4% 5.85% 67% 253 18.18% 3.3
Summit Creek Advisors
1999
Summit Creek Advisors
Minnesota
$8.39億 +$5960万 +8% 10.6% 84.6% 72 13.89% 2.6
Anson Funds Management
2000
Anson Funds Management
Texas
$8.39億 +$3.41億 +69% 3.19% 2,010% 369 87.53% 0.1