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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)
Heritage Trust
2376
Heritage Trust
Oklahoma
$8.25億 -$2447万 -3% 0.26% – 310 6.45% 4.6
Keeley-Teton Advisors
2377
Keeley-Teton Advisors
Illinois
$8.25億 -$3684万 -4% 3.92% 28.6% 380 7.11% 3.7
Vista Capital Partners
2378
Vista Capital Partners
Oregon
$8.24億 -$3590万 -4% 3.28% 61.2% 120 10% 4.8
Waddell & Associates
2379
Waddell & Associates
Tennessee
$8.24億 -$1.57億 -16% 2.41% 194% 164 9.15% 2.5
Octavia Wealth Advisors
2380
Octavia Wealth Advisors
Ohio
$8.24億 -$58.3万 -0.1% 2.11% 67.9% 239 10.88% 2.6
TRUE Private Wealth Advisors
2381
TRUE Private Wealth Advisors
Oregon
$8.23億 -$59.2万 -0.1% 0.47% 89.2% 245 13.88% 4.3
Jackson Wealth Management
2382
Jackson Wealth Management
Florida
$8.23億 -$5866万 -7% 3.67% 72.1% 203 35.96% 1.1
DDD Partners
2383
DDD Partners
Washington
$8.23億 +$933万 +1% 0.97% 85.9% 108 14.81% 2.7
Philip James Wealth Mangement
2384
Philip James Wealth Mangement
Georgia
$8.22億 +$4846万 +6% 7.79% 76% 191 22.51% 0.7
Financial Synergies Wealth Advisors
2385
Financial Synergies Wealth Advisors
Texas
$8.22億 +$1561万 +2% 1.35% 79% 85 18.82% 3.3
BFSG LLC
2386
BFSG LLC
California
$8.22億 -$3347万 -4% 1.18% 90.7% 721 13.31% 1.8
Rodgers & Associates
2387
Rodgers & Associates
Pennsylvania
$8.2億 -$1896万 -2% 3.63% 56.3% 102 8.82% 3.3
Strategies Wealth Advisors
2388
Strategies Wealth Advisors
Michigan
$8.19億 +$1574万 +2% 1.32% 64.6% 186 38.17% 1.3
BFS
2389
Bard Financial Services
Connecticut
$8.18億 -$1610万 -2% 0.65% 90.1% 219 9.13% 3.4
Griffin Asset Management
2390
Griffin Asset Management
New York
$8.17億 -$3418万 -4% 0.88% 88.9% 219 12.33% 5.9
Sawgrass Asset Management
2391
Sawgrass Asset Management
Florida
$8.16億 -$9552万 -10% 4.47% 108% 187 14.44% 2.2
Southeast Asset Advisors
2392
Southeast Asset Advisors
Georgia
$8.16億 +$39.7万 +0% 0.14% 91.5% 192 17.19% 4.1
CCM Investment Advisers
2393
CCM Investment Advisers
South Carolina
$8.15億 -$8947万 -10% 3.27% 170% 77 11.69% 5.2
L. Roy Papp & Associates
2394
L. Roy Papp & Associates
Arizona
$8.15億 -$4139万 -5% 2.11% 80.1% 179 3.35% 7.1
Graves Light Lenhart Wealth
2395
Graves Light Lenhart Wealth
Virginia
$8.15億 +$1034万 +1% 0.72% 47.7% 192 6.25% 4.5
McIlrath & Eck
2396
McIlrath & Eck
Washington
$8.14億 +$2990万 +4% 1.54% 44% 1,017 13.27% 4
Manchester Capital Management
2397
Manchester Capital Management
Vermont
$8.14億 -$4714万 -5% 4.77% 86.7% 1,211 8.26% 3.9
Barton Investment Management
2398
Barton Investment Management
Pennsylvania
$8.14億 -$1.29億 -14% 4.32% 124% 49 8.16% 7.6
RW Investment Management
2399
RW Investment Management
Idaho
$8.14億 -$698万 -0.9% 0.57% – 104 8.65% 1.9
Parthenon LLC
2400
Parthenon LLC
Kentucky
$8.13億 -$1359万 -2% 0.51% 93.3% 124 2.42% 8.2