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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)
Glassman Wealth Services
2426
Glassman Wealth Services
Virginia
$7.06億 +$8723万 +14% 11.3% 62.6% 2,116 13.56% 3.6
DiNuzzo Private Wealth
2427
DiNuzzo Private Wealth
Pennsylvania
$7.04億 – – 8.89% 42.7% 1,389 – 0
Infrastructure Capital Advisors
2428
Infrastructure Capital Advisors
New York
$7.04億 -$1.7億 -19% 4.22% 52% 111 45.95% 1.1
Fort Point Capital Partners
2429
Fort Point Capital Partners
California
$7.04億 +$4738万 +7% 9.77% 62.2% 325 20% 2.9
Barlow Wealth Partners
2430
Barlow Wealth Partners
Kentucky
$7.04億 – – 13% 101% 148 – 0
Shepherd Financial Partners
2431
Shepherd Financial Partners
Massachusetts
$7.03億 +$6608万 +10% 11.1% 78% 214 14.02% 3
Continuum Advisory
2432
Continuum Advisory
Idaho
$7.03億 +$7895万 +13% 9.78% 77% 499 19.64% 2.3
Miller Investment Management
2433
Miller Investment Management
Pennsylvania
$7.03億 +$6748万 +11% 10.6% 60.2% 105 10.48% 5
Sheets Smith Wealth Management
2434
Sheets Smith Wealth Management
North Carolina
$7.03億 +$4628万 +7% 10.6% 83.4% 525 40.38% 4.5
One William Street Capital Management
2435
One William Street Capital Management
New York
$7.02億 +$6.61億 +1,623% 4.86% 44% 9 77.78% 0.2
Cutler Investment Counsel
2436
Cutler Investment Counsel
Oregon
$7億 +$6529万 +10% 9.03% 61.8% 133 8.27% 4.6
Dean Investment Associates
2437
Dean Investment Associates
Ohio
$7億 +$9025万 +15% 9.07% 63.5% 216 10.65% 4
Professional Advisory Services
2438
Professional Advisory Services
Florida
$7億 +$9181万 +15% 11.7% 69.3% 73 8.22% 5.9
Pier Capital
2439
Pier Capital
Connecticut
$6.99億 +$7888万 +13% 18.3% 223% 139 30.94% 1.5
Retirement Investment Advisors
2440
Retirement Investment Advisors
Oklahoma
$6.99億 -$4億 -36% 9.09% – 67 37.31% 0.8
Cornerstone Wealth Group
2441
Cornerstone Wealth Group
North Carolina
$6.98億 +$1.34億 +24% 10.1% 96% 159 16.98% 2.5
FCP
2442
Fine Capital Partners
New York
$6.96億 +$6620万 +11% 15.1% 95.5% 2 0% 8.4
First Turn Management
2443
First Turn Management
California
$6.96億 – – 41.3% – 31 – 0
Abbrea Capital
2444
Abbrea Capital
California
$6.96億 +$6702万 +11% 10.4% 38% 238 6.3% 4.7
JLB & Associates
2445
JLB & Associates
Michigan
$6.96億 +$5798万 +9% 10.1% 69.9% 77 2.6% 6.9
Robotti Robert
2446
Robotti Robert
$6.95億 +$1372万 +2% 10.4% 107% 60 5% 5
Red Cedar Investment Management
2447
Red Cedar Investment Management
Michigan
$6.94億 +$4074万 +6% 10.4% 81.4% 79 11.39% 2.4
IDG China Venture Capital Fund IV Associates
2448
IDG China Venture Capital Fund IV Associates
Hong Kong
$6.94億 -$7118万 -9% 48.5% 59.2% 5 20% 2.8
Great Hill Partners
2449
Great Hill Partners
Massachusetts
$6.94億 -$1825万 -3% 10.6% 24% 2 0% 2
Means Investment Company
2450
Means Investment Company
Maine
$6.94億 +$8320万 +14% 12.4% 87.9% 201 8.46% 3.5