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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)
Inscription Capital
2426
Inscription Capital
Texas
$9.5億 -$2278万 -2% 1.71% – 815 28.59% 1.6
Dock Street Asset Management
2427
Dock Street Asset Management
Florida
$9.5億 -$1.41億 -13% 8.93% 175% 61 27.87% 4.2
Summit Wealth Group (Colorado)
2428
Summit Wealth Group (Colorado)
Colorado
$9.5億 +$1.96億 +26% 0.86% – 353 26.63% 0.3
Discipline Wealth Solutions
2429
Discipline Wealth Solutions
South Carolina
$9.5億 +$4.1億 +76% 0.45% 45.9% 199 19.1% 0.8
CVA Family Office
2430
CVA Family Office
Colorado
$9.5億 +$8018万 +9% 0.52% 71.6% 1,882 33.9% 1.6
Steel Grove Capital Advisors
2431
Steel Grove Capital Advisors
Tennessee
$9.49億 -$1363万 -1% 2.83% 106% 237 21.94% 3
Gemsstock Ltd
2432
Gemsstock Ltd
United Kingdom
$9.49億 +$1.55億 +20% 2.76% 149% 35 57.14% 0.6
HBW Advisory Services
2433
HBW Advisory Services
California
$9.49億 +$2845万 +3% 0.38% 68.6% 480 19.17% 2.3
Southern Farm Bureau Life Insurance
2434
Southern Farm Bureau Life Insurance
Mississippi
$9.47億 -$2120万 -2% 1.84% 52.3% 16 6.25% 3.7
Iron Gate Global Advisors
2435
Iron Gate Global Advisors
Utah
$9.47億 -$2995万 -3% 5.79% 106% 112 16.96% 3.5
Discerene Group
2436
Discerene Group
Connecticut
$9.46億 -$1.1億 -10% 0.28% 48.6% 13 7.69% 4.2
Teamwork Financial Advisors
2437
Teamwork Financial Advisors
Texas
$9.46億 -$4394万 -4% 0.18% 134% 242 26.03% 2.1
V-Square Quantitative Management
2438
V-Square Quantitative Management
Illinois
$9.46億 -$1613万 -2% 1.71% 111% 749 10.81% 0.8
Great Waters Wealth Management
2439
Great Waters Wealth Management
Minnesota
$9.45億 +$3587万 +4% 0.01% 49% 124 8.06% 2.4
Provenance Wealth Advisors
2440
Provenance Wealth Advisors
Florida
$9.45億 +$4222万 +5% 2.59% 64.3% 439 10.71% 2.1
Disciplina Capital Management
2441
Disciplina Capital Management
Tennessee
$9.44億 +$7010万 +8% 0.53% 30% 69 2.9% 3.2
Convergence Financial
2442
Convergence Financial
Missouri
$9.43億 +$2.58億 +38% 1.07% 70.6% 233 25.32% 1.4
Harbour Trust & Investment Management
2443
Harbour Trust & Investment Management
Indiana
$9.43億 -$3753万 -4% 2.48% 116% 162 9.26% 2
Minneapolis Portfolio Management Group
2444
Minneapolis Portfolio Management Group
Minnesota
$9.42億 +$6365万 +7% 10.7% 140% 34 11.76% 4.9
Synergy Asset Management
2445
Synergy Asset Management
Washington
$9.42億 -$1985万 -2% 0.01% 97.3% 310 45.48% 1
OLP Capital Management
2446
OLP Capital Management
Hong Kong
$9.42億 +$4.28億 +83% 7.92% 146% 8 75% 0.6
Lincluden Management
2447
Lincluden Management
Ontario, Canada
$9.39億 -$2.38億 -20% 5.33% 67.7% 73 6.85% 6.8
Leuthold Group
2448
Leuthold Group
Minnesota
$9.39億 +$1272万 +1% 3.06% 138% 229 17.47% 1.7
Institute for Wealth Management
2449
Institute for Wealth Management
Colorado
$9.38億 -$539万 -0.6% 1.83% 137% 578 12.11% 4.5
Portland Global Advisors
2450
Portland Global Advisors
Maine
$9.38億 +$646万 +0.7% 0.52% 43.4% 154 7.79% 6.5