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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)
First Trust Direct Indexing
2351
First Trust Direct Indexing
Massachusetts
$7.72億 +$6836万 +10% 11.1% 69% 697 11.19% 0.7
Oldfield Partners
2352
Oldfield Partners
United Kingdom
$7.71億 -$1.63億 -17% 3.31% 98% 22 13.64% 5.6
Beacon Financial Group
2353
Beacon Financial Group
Texas
$7.69億 +$2392万 +3% 7.33% 66.6% 238 13.45% 4
Matrix Asset Advisors
2354
Matrix Asset Advisors
New York
$7.69億 +$5852万 +8% 8.92% 84.9% 86 8.14% 4.1
DT Investment Partners
2355
DT Investment Partners
Pennsylvania
$7.69億 +$2276万 +3% 6.24% 64.3% 147 12.93% 2.4
Resources Management Corp
2356
Resources Management Corp
Connecticut
$7.68億 +$7288万 +10% 13.2% 78.5% 535 10.47% 2.4
Abner Herrman & Brock
2357
Abner Herrman & Brock
New Jersey
$7.68億 +$5757万 +8% 10.8% 156% 116 22.41% 4.1
Oak Hill Capital Management
2358
Oak Hill Capital Management
New York
$7.68億 – – 4.49% 1.19% 2 – 0
EFG Asset Management
2359
EFG Asset Management
Oregon
$7.67億 – – 7.21% 211% 175 – 0
Circle Wealth Management
2360
Circle Wealth Management
New Jersey
$7.66億 +$7281万 +11% 9.63% 71.8% 204 17.16% 2
Triodos Investment Management
2361
Triodos Investment Management
Netherlands
$7.65億 +$2119万 +3% 6.57% 89.9% 37 2.7% 2.8
Manchester Capital Management
2362
Manchester Capital Management
Vermont
$7.64億 +$3349万 +5% 10.9% 86.7% 1,145 19.04% 2.8
RTD Financial Advisors
2363
RTD Financial Advisors
Pennsylvania
$7.64億 – – 6.12% 51.5% 116 – 0
Redwood Investment Management
2364
Redwood Investment Management
Arizona
$7.63億 +$6262万 +9% 6.81% 62.5% 323 43.03% 0.9
North Point Portfolio Managers
2365
North Point Portfolio Managers
Ohio
$7.63億 +$5007万 +7% 12.1% 72.8% 84 5.95% 4.3
Anderson Hoagland & Co
2366
Anderson Hoagland & Co
Missouri
$7.63億 -$2149万 -3% 6.57% 104% 117 11.97% 2.5
Cardiff Park Advisors
2367
Cardiff Park Advisors
California
$7.62億 – – 6.83% 88.6% 308 – 0
Archon Capital Management
2368
Archon Capital Management
Washington
$7.61億 +$5322万 +8% 0.89% 222% 36 16.67% 1.4
Third Avenue Management
2369
Third Avenue Management
New York
$7.6億 +$1738万 +2% 9.71% 113% 64 14.06% 3.8
Nations Financial Group
2370
Nations Financial Group
Iowa
$7.6億 +$1.01億 +15% 9.33% 112% 494 17.21% 2
BIC
2371
Beach Investment Counsel
Pennsylvania
$7.56億 -$2.99億 -28% 12.4% 36% 186 30.65% 4.9
Verus Financial Partners
2372
Verus Financial Partners
Virginia
$7.56億 +$8831万 +13% 4.65% 45.7% 98 5.1% 2.6
AltraVue Capital
2373
AltraVue Capital
Washington
$7.56億 +$7909万 +12% 6.92% 221% 34 5.88% 2.2
Arkadios Wealth Advisors
2374
Arkadios Wealth Advisors
Georgia
$7.55億 +$6146万 +9% 8.33% 91.1% 1,981 72.29% 1.5
LFCM
2375
Long Focus Capital Management
Puerto Rico
$7.55億 – – 3.87% 120% 103 – 0