で公開中です! 詳しく見る

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)
Moisand Fitzgerald Tamayo
2701
Moisand Fitzgerald Tamayo
Florida
$5.78億 +$1.04億 +22% 10.2% 51.1% 833 29.77% 2.5
Southern Farm Bureau Life Insurance
2702
Southern Farm Bureau Life Insurance
Mississippi
$5.78億 +$1348万 +2% 9.88% 52.3% 15 0% 2
Personal CFO Solutions
2703
Personal CFO Solutions
New Jersey
$5.78億 +$7164万 +14% 10.7% 98.9% 553 25.32% 1.9
Bain Capital Credit
2704
Bain Capital Credit
Massachusetts
$5.77億 -$3766万 -6% 3.5% 14.4% 9 33.33% 1.4
Insight Wealth Partners
2705
Insight Wealth Partners
Texas
$5.77億 +$6006万 +12% 4.68% 56.2% 79 15.19% 2
CF
2706
Clarity Financial
Texas
$5.77億 -$1861万 -3% 7.13% 65.8% 129 23.26% 0.8
LS Investment Advisors
2707
LS Investment Advisors
Michigan
$5.77億 +$4474万 +8% 11.7% 98.7% 134 8.21% 8.1
Strategic Investment Solutions
2708
Strategic Investment Solutions
Illinois
$5.76億 -$75.3億 -93% 4.38% – 1,250 51.12% 0.4
Private Advisory Group
2709
Private Advisory Group
Washington
$5.76億 +$7013万 +14% 16.2% 187% 240 40% 1.5
De Burlo Group
2710
De Burlo Group
Massachusetts
$5.76億 $0 0% 13.7% 164% 81 0% 3
Keystone Financial Group (Kentucky)
2711
Keystone Financial Group (Kentucky)
Kentucky
$5.75億 -$2194万 -4% 10.6% 134% 319 12.54% 3.6
Slow Capital
2712
Slow Capital
California
$5.75億 +$3007万 +6% 12.7% 156% 127 7.09% 4.6
HHM Wealth Advisors
2713
HHM Wealth Advisors
Tennessee
$5.75億 +$6276万 +12% 11.1% 70.6% 834 16.43% 2.4
Murchinson
2714
Murchinson
Ontario, Canada
$5.74億 -$2.05億 -26% 10.6% 107% 77 79.22% 0.4
Montag & Caldwell
2715
Montag & Caldwell
Georgia
$5.73億 -$2.06億 -26% 15% 91.3% 89 11.24% 4
Falcon Wealth Planning
2716
Falcon Wealth Planning
California
$5.72億 +$1.11億 +24% 10.2% 56.4% 134 19.4% 1.7
USA Financial Formulas
2717
USA Financial Formulas
Michigan
$5.72億 +$5.05億 +754% 11.7% 104% 570 54.91% 1.5
Cullen Investment Group
2718
Cullen Investment Group
Louisiana
$5.71億 – – 9.55% 102% 172 – 0
Planning Alternatives
2719
Planning Alternatives
Michigan
$5.71億 +$5497万 +11% 10.8% 69.6% 51 13.73% 5.5
Capital Investment Counsel Inc
2720
Capital Investment Counsel Inc
North Carolina
$5.71億 +$7327万 +15% 11.7% 174% 236 16.1% 4.7
PGCM
2721
Prescott Group Capital Management
Oklahoma
$5.71億 +$1.2億 +26% 15.9% 135% 193 30.57% 2.2
Acorn Financial Advisory Services
2722
Acorn Financial Advisory Services
Virginia
$5.71億 +$1051万 +2% 11.2% 108% 257 11.67% 2.6
Lee Financial
2723
Lee Financial
Texas
$5.7億 +$3323万 +6% 9.28% 75% 945 20.53% 2.9
GWI
2724
Grace & White Inc
New York
$5.7億 +$3346万 +6% 9.03% 59.6% 145 2.76% 6.3
FengHe Fund Management
2725
FengHe Fund Management
Singapore
$5.7億 +$1.49億 +35% 29.4% 779% 25 60% 0.4