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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)
RCM
2201
Ratan Capital Management
Florida
$3.5億 -$1.93億 -36% 7.68% 616% 14 64.29% 1.3
LIC
2202
Lodestar Investment Counsel
Illinois
$3.5億 +$2240万 +7% 5.14% 45.1% 120 8.33% 1.3
Phillips Financial Management
2203
Phillips Financial Management
Indiana
$3.49億 +$1805万 +5% 2.69% 45.6% 70 2.86% 1.3
Fairfield, Bush & Co
2204
Fairfield, Bush & Co
Connecticut
$3.49億 +$67万 +0.2% 4.69% 112% 182 9.34% 1.1
Fiduciary Financial Services of The Southwest
2205
Fiduciary Financial Services of The Southwest
Texas
$3.49億 -$498万 -1% 0.85% 39.8% 179 11.73% 1.3
Strategic Investment Management
2206
Strategic Investment Management
Virginia
$3.49億 +$2110万 +6% 2.91% 53.4% 156 69.23% 0.3
Calamos Wealth Management
2207
Calamos Wealth Management
Illinois
$3.48億 +$196万 +0.6% 4.56% 102% 243 30.86% 0.8
Summit Securities Group
2208
Summit Securities Group
New York
$3.48億 +$282万 +0.8% 5.36% 136% 948 52.64% 0.5
Waterfront Capital Partners
2209
Waterfront Capital Partners
New York
$3.48億 +$1702万 +5% 13.3% 88.3% 57 57.89% 0.4
Mather Group
2210
Mather Group
Illinois
$3.47億 +$2203万 +7% 1.85% 54.1% 30 20% 0.8
Meritech Capital Associates III
2211
Meritech Capital Associates III
California
$3.47億 -$737万 -2% 6.96% 135% 7 14.29% 1.4
CCMD
2212
Cypress Capital Management (Delaware)
Delaware
$3.46億 +$2686万 +8% 3.73% 25.6% 71 26.76% 0.9
K.J. Harrison & Partners
2213
K.J. Harrison & Partners
Ontario, Canada
$3.46億 -$1073万 -3% 4.41% 140% 187 28.34% 1
Brookmont Capital Management
2214
Brookmont Capital Management
Texas
$3.46億 -$4487万 -11% 2.01% 32.2% 62 33.87% 1
Twele Capital Management
2215
Twele Capital Management
Minnesota
$3.46億 +$1038万 +3% 1.24% 37.1% 62 3.23% 1.4
Emery Howard Portfolio Management
2216
Emery Howard Portfolio Management
California
$3.46億 +$2964万 +9% 2.4% 66.5% 28 0% 1.5
Greenwood Capital Associates
2217
Greenwood Capital Associates
South Carolina
$3.45億 +$1949万 +6% 6.3% 81.3% 181 41.99% 0.7
Vicus Capital
2218
Vicus Capital
Pennsylvania
$3.45億 +$4247万 +14% 2.14% 59.6% 196 29.08% 0.8
Rhenman & Partners Asset Management
2219
Rhenman & Partners Asset Management
Sweden
$3.45億 +$348万 +1% 17.9% 131% 110 33.64% 0.7
Northwestern Mutual Investment Services
2220
Northwestern Mutual Investment Services
Wisconsin
$3.45億 +$4278万 +14% 1.61% – 171 82.46% 0.2
First Nebraska Trust
2221
First Nebraska Trust
Nebraska
$3.45億 -$498万 -1% 5.31% 67.9% 111 13.51% 1.2
Regis Management Company
2222
Regis Management Company
California
$3.45億 +$234万 +0.7% 0.25% 5.33% 62 16.13% 1.1
SPC Financial Inc
2223
SPC Financial Inc
Maryland
$3.44億 -$101万 -0.3% 5.13% 65.1% 121 24.79% 1.1
Tetrad Corporation
2224
Tetrad Corporation
Nebraska
$3.42億 -$110万 -0.3% 3.61% 45.6% 12 25% 1.4
Vestor Capital
2225
Vestor Capital
Illinois
$3.42億 +$4048万 +13% 4.36% 188% 114 27.19% 0.9