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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)
Oliver Luxxe Assets
3251
Oliver Luxxe Assets
New Jersey
$6.8億 +$1248万 +2% 18.6% 137% 216 15.28% 3
Peak Asset Management
3252
Peak Asset Management
Colorado
$6.8億 +$1.13億 +20% 15.1% 70.1% 184 20.65% 5.3
FBT
3253
First Bank & Trust
South Dakota
$6.8億 +$5922万 +10% 13% 78.5% 278 10.43% 3.9
SevenBridge Financial Group
3254
SevenBridge Financial Group
Pennsylvania
$6.8億 +$4010万 +6% 13.6% 81.7% 217 8.76% 5.3
CNBTD
3255
Citizens National Bank Trust Department
Mississippi
$6.8億 +$7912万 +13% 22.9% 114% 386 2.33% 4
SFA
3256
Spectrum Financial Alliance
Kentucky
$6.79億 +$1.59億 +31% 45.5% 185% 33 15.15% 2.6
Bourgeon Capital Management
3257
Bourgeon Capital Management
Connecticut
$6.79億 +$1.01億 +18% 22.1% 117% 123 27.64% 3.4
Maia Wealth
3258
Maia Wealth
Colorado
$6.79億 +$8766万 +15% 14.7% – 390 19.23% 1.5
Huber Capital Management
3259
Huber Capital Management
California
$6.79億 +$3108万 +5% 8.17% 70.4% 101 3.96% 5.6
Atlas Legacy Advisors
3260
Atlas Legacy Advisors
California
$6.78億 +$1.28億 +23% 17.9% – 225 18.67% 1.2
Ashton Thomas Securities
3261
Ashton Thomas Securities
New York
$6.77億 -$1.2億 -15% 14.8% – 505 37.23% 1.2
Deltec Asset Management
3262
Deltec Asset Management
New York
$6.77億 +$1.32億 +24% 19.3% 128% 304 35.86% 2.2
Elwood & Goetz Wealth Advisory Group
3263
Elwood & Goetz Wealth Advisory Group
Georgia
$6.76億 +$8685万 +15% 15.9% 58.2% 154 14.29% 2.7
Tempo Wealth
3264
Tempo Wealth
Ohio
$6.75億 +$1.02億 +18% 23.6% – 240 12.5% 0.4
Cadinha & Co
3265
Cadinha & Co
Hawaii
$6.75億 +$1.38億 +26% 8.88% 123% 110 9.09% 6.6
Bellwether Advisors
3266
Bellwether Advisors
Nebraska
$6.75億 +$8487万 +14% 24.8% 115% 204 40.2% 2.3
Carrera Capital Advisors
3267
Carrera Capital Advisors
Michigan
$6.75億 +$2571万 +4% 2.68% – 220 19.09% 1.1
WPWealth
3268
WPWealth
Texas
$6.74億 +$1964万 +3% 8.21% 38.2% 107 13.08% 2.1
Orrstown Financial Services
3269
Orrstown Financial Services
Pennsylvania
$6.74億 +$7619万 +13% 14.6% 73.7% 121 5.79% 4.4
Vertex Planning Partners
3270
Vertex Planning Partners
Illinois
$6.73億 +$1.59億 +31% 13.1% 55.4% 162 19.14% 1.8
Truvestments Capital
3271
Truvestments Capital
Florida
$6.73億 +$1.19億 +21% 32.9% 131% 1,315 23.42% 1.8
PAX Financial Group
3272
PAX Financial Group
Texas
$6.73億 +$8673万 +15% 13.7% 56% 226 20.35% 3.4
MYDA Advisors
3273
MYDA Advisors
New York
$6.72億 +$6400万 +11% 28% 232% 250 67.2% 0.4
Curran Financial Partners
3274
Curran Financial Partners
South Carolina
$6.72億 +$1.13億 +20% 6.95% 49.4% 144 14.58% 2.4
MA Private Wealth
3275
MA Private Wealth
California
$6.71億 +$7999万 +14% 15.9% 57.5% 90 6.67% 3.3