で公開中です! 詳しく見る

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)
Stack Financial Management
2026
Stack Financial Management
Montana
$10.9億 -$2029万 -2% 3.85% 58.4% 52 11.54% 4.8
Forest Avenue Capital Management
2027
Forest Avenue Capital Management
Florida
$10.9億 +$2.7億 +33% 20.6% 415% 31 61.29% 0.5
Hartford Funds Management
2028
Hartford Funds Management
Pennsylvania
$10.9億 +$1292万 +1% 2.61% 26.8% 104 16.35% 1.7
XML Financial
2029
XML Financial
Maryland
$10.9億 +$1487万 +1% 0.33% 77.9% 373 10.72% 3
Fusion Family Wealth
2030
Fusion Family Wealth
New York
$10.9億 +$470万 +0.4% 1.76% 58.2% 46 8.7% 4.7
United Asset Strategies
2031
United Asset Strategies
New York
$10.9億 +$1592万 +1% 4.68% 111% 252 14.29% 3.9
Recurrent Investment Advisors
2032
Recurrent Investment Advisors
Texas
$10.9億 +$8369万 +8% 5.1% 99.7% 68 25% 2.9
Nicolet Advisory Services
2033
Nicolet Advisory Services
Wisconsin
$10.9億 +$2932万 +3% 0.47% 62.7% 398 11.81% 2.6
TCV Trust & Wealth Management
2034
TCV Trust & Wealth Management
Virginia
$10.8億 -$3350万 -3% 0.2% 75.3% 205 6.83% 6.9
Austin Private Wealth
2035
Austin Private Wealth
Texas
$10.8億 +$4053万 +4% 0.16% 62.3% 322 24.84% 1.9
Soltis Investment Advisors
2036
Soltis Investment Advisors
Utah
$10.8億 +$5630万 +6% 2.85% 95.1% 399 15.54% 2.4
BTC Capital Management
2037
BTC Capital Management
Iowa
$10.8億 -$4605万 -4% 2.19% – 215 9.77% 4.9
WBH Advisory
2038
WBH Advisory
Maryland
$10.8億 +$2157万 +2% 0.08% 57.6% 335 7.16% 6.2
WM
2039
WS Management
Florida
$10.8億 -$3.52億 -25% 1.08% 309% 58 39.66% 3.8
MPM
2040
MBB Public Markets
Illinois
$10.8億 -$7.1億 -40% 4.14% 50.3% 571 87.22% 1
Silver Oak Securities
2041
Silver Oak Securities
Tennessee
$10.8億 +$1.29億 +14% 0.91% 73.4% 664 23.34% 1.3
J.L. Bainbridge & Co
2042
J.L. Bainbridge & Co
Florida
$10.8億 +$3430万 +3% 5.63% 118% 109 8.26% 3.1
Uniplan Investment Counsel
2043
Uniplan Investment Counsel
Wisconsin
$10.8億 -$7012万 -6% 1.71% 70.5% 138 20.29% 2.7
Tompkins Financial
2044
Tompkins Financial
New York
$10.8億 +$3191万 +3% 1.52% 84.4% 610 18.03% 5.2
Charter Oak Capital Management
2045
Charter Oak Capital Management
New Hampshire
$10.7億 +$401万 +0.4% 1.32% 39.2% 192 9.38% 3.2
DCM
2046
Dupont Capital Management
Delaware
$10.7億 -$1.25億 -10% 2.96% 100% 144 27.78% 4.2
Cozad Asset Management
2047
Cozad Asset Management
Illinois
$10.7億 +$2564万 +2% 3.8% 132% 421 10.45% 3.7
RVW Wealth
2048
RVW Wealth
California
$10.7億 -$461万 -0.4% 0.36% 65.8% 162 15.43% 3.1
Royal Fund Management
2049
Royal Fund Management
Florida
$10.7億 -$6.06億 -36% 1.58% 103% 372 29.84% 3.2
First Financial Bank - Trust Division
2050
First Financial Bank - Trust Division
Ohio
$10.7億 -$1968万 -2% 0.59% 68.6% 215 4.65% 6.9