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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)
Discerene Group
2301
Discerene Group
Connecticut
$10.6億 -$1.14億 -10% 9.51% 48.6% 13 0% 4
KWB Wealth
2302
KWB Wealth
California
$10.6億 +$1.51億 +17% 1.95% 54.8% 190 30.53% 2
Carret Asset Management
2303
Carret Asset Management
New York
$10.5億 +$2559万 +2% 5.09% 94.4% 300 6% 7.9
Pictet North America Advisors
2304
Pictet North America Advisors
Switzerland
$10.5億 -$1463万 -1% 2.47% 67.7% 152 5.26% 4.5
Southeast Asset Advisors
2305
Southeast Asset Advisors
Georgia
$10.5億 +$1.35億 +15% 8.91% 91.5% 228 13.16% 4
MASTERINVEST Kapitalanlage
2306
MASTERINVEST Kapitalanlage
$10.5億 +$2735万 +3% 4.64% – 288 11.11% 0.5
Triad Wealth Partners
2307
Triad Wealth Partners
Kansas
$10.5億 +$2.77億 +36% 1.81% – 487 30.39% 0.6
Summit Partners
2308
Summit Partners
Massachusetts
$10.5億 +$1.27億 +14% 17.6% 23.2% 8 0% 5.1
Liberty Mutual Group Asset Management
2309
Liberty Mutual Group Asset Management
Massachusetts
$10.5億 +$7.36億 +234% 0.02% 47.9% 29 55.17% 0.8
Parkman Healthcare Partners
2310
Parkman Healthcare Partners
Connecticut
$10.5億 +$9177万 +10% 26.9% 306% 111 27.93% 1.4
Compass Ion Advisors
2311
Compass Ion Advisors
Pennsylvania
$10.5億 +$1275万 +1% 1.2% 75.6% 284 7.04% 2.3
AH
2312
Allen Holding
New York
$10.5億 -$1044万 -1% 1.87% 135% 9 0% 7.9
Three Seasons Wealth
2313
Three Seasons Wealth
Utah
$10.5億 +$4175万 +4% 4.24% 156% 223 38.12% 0.9
Cornerstone Advisory
2314
Cornerstone Advisory
Maryland
$10.5億 +$3055万 +3% 2.04% 53.5% 259 9.65% 4.8
Berkshire Money Management
2315
Berkshire Money Management
Massachusetts
$10.5億 +$7662万 +8% 1.99% 61.8% 132 64.39% 1.4
SC
2316
Shellback Capital
Massachusetts
$10.5億 -$5.3億 -34% 8.43% 198% 130 54.62% 1.1
Octavia Wealth Advisors
2317
Octavia Wealth Advisors
Ohio
$10.5億 +$4207万 +4% 2.71% 67.9% 272 13.24% 2.9
Spirepoint Private Client
2318
Spirepoint Private Client
Florida
$10.5億 +$9519万 +10% 4.45% – 325 17.54% 1.1
CCM Investment Advisers
2319
CCM Investment Advisers
South Carolina
$10.4億 +$2948万 +3% 5.96% 170% 98 14.29% 4.6
Marks Group Wealth Management
2320
Marks Group Wealth Management
Minnesota
$10.4億 -$3185万 -3% 0.8% 62.8% 342 16.96% 3.2
Penn Davis McFarland
2321
Penn Davis McFarland
Texas
$10.4億 +$7617万 +8% 7.66% 100% 77 3.9% 4.3
Limestone Investment Advisors
2322
Limestone Investment Advisors
New York
$10.4億 -$2.19億 -17% 0.1% – 680 57.79% 0.3
Randolph Company
2323
Randolph Company
Ohio
$10.4億 +$1405万 +1% 2.18% 127% 45 11.11% 4.7
Steigerwald Gordon & Koch
2324
Steigerwald Gordon & Koch
Virginia
$10.4億 -$18.9万 -0% 2.29% 59.5% 973 20.66% 1.1
SG Capital Management
2325
SG Capital Management
Illinois
$10.4億 -$8018万 -7% 2.7% 250% 96 73.96% 0.2