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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)
Global Wealth Management Investment Advisory
3201
Global Wealth Management Investment Advisory
Florida
$7.03億 +$6429万 +10% 10.8% 67.5% 170 12.94% 4.3
Mountain Capital Investment Advisors
3202
Mountain Capital Investment Advisors
Colorado
$7.02億 +$2829万 +4% 12.3% 63.3% 103 22.33% 1.8
Summit Wealth Partners
3203
Summit Wealth Partners
Florida
$7.02億 +$7024万 +11% 11.5% 44.9% 291 10.65% 2.9
12th Street Asset Management Company
3204
12th Street Asset Management Company
Tennessee
$7.02億 +$9045万 +15% 20.1% 106% 36 22.22% 3.3
Strategic Global Advisors
3205
Strategic Global Advisors
California
$7.02億 +$7632万 +12% 23.5% 137% 167 37.72% 1.9
AW
3206
Atlas Wealth
Ohio
$7.01億 +$3.68億 +110% 8.11% 43.5% 181 38.12% 1.4
Oak Hill Advisors
3207
Oak Hill Advisors
New York
$7.01億 -$1.77億 -20% 10.5% 42.4% 12 0% 5
American Money Management
3208
American Money Management
California
$7億 +$6825万 +11% 12.5% 65% 184 14.13% 4.7
BWCP LP
3209
BWCP LP
Texas
$7億 +$4447万 +7% 28.4% 198% 33 45.45% 0.7
Rainey & Randall Wealth Advisors
3210
Rainey & Randall Wealth Advisors
Florida
$7億 +$8414万 +14% 11.6% 52.3% 82 13.41% 3.3
Larch Capital Partners
3211
Larch Capital Partners
Florida
$7億 +$955万 +1% 2.67% – 64 26.56% 0.3
Probity Advisors
3212
Probity Advisors
Texas
$6.99億 +$6796万 +11% 14.3% 61.7% 238 5.88% 5.5
Fiducient Advisors
3213
Fiducient Advisors
Illinois
$6.98億 -$6657万 -9% 10.3% 52.3% 163 20.86% 2.3
Tarbox Family Office
3214
Tarbox Family Office
California
$6.98億 +$8241万 +13% 13.2% 66.4% 99 7.07% 8.4
Princeton Global Asset Management
3215
Princeton Global Asset Management
New Jersey
$6.98億 +$8491万 +14% 15.5% 110% 908 17.18% 3.3
DV Equities
3216
DV Equities
Illinois
$6.98億 – – 26.8% – 107 – 0.2
SVCM
3217
Saturn V Capital Management
Texas
$6.97億 +$1.45億 +26% 24.6% 1,083% 24 16.67% 0.8
MAA
3218
Mraz Amerine & Associates
California
$6.97億 +$1887万 +3% 3.89% 63.2% 210 14.76% 5
Financial Management Network
3219
Financial Management Network
California
$6.97億 +$4385万 +7% 10.8% 62.5% 215 13.02% 2.8
Crane Advisory
3220
Crane Advisory
California
$6.97億 +$2852万 +4% 8.38% 38.2% 56 8.93% 2.3
Brickley Wealth Management
3221
Brickley Wealth Management
California
$6.96億 +$1.13億 +19% 13% 62.6% 69 14.49% 3.7
IIA
3222
IPG Investment Advisors
California
$6.96億 +$1.14億 +20% 27.7% 126% 308 34.42% 1.9
Affiance Financial
3223
Affiance Financial
Minnesota
$6.95億 +$7833万 +13% 11.3% 57.8% 114 9.65% 5.7
Cornerstone Management
3224
Cornerstone Management
Georgia
$6.95億 +$6750万 +11% 9.32% 43.6% 68 5.88% 5.3
Deltroit Asset Management (UK)
3225
Deltroit Asset Management (UK)
$6.95億 +$7210万 +12% 23.4% – 46 34.78% 0.4