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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)
Overbrook Management Corp
3301
Overbrook Management Corp
New York
$6.63億 +$1.34億 +25% 26% 157% 73 36.99% 2.6
WFM Asia
3302
WFM Asia
British Virgin Islands
$6.63億 +$3069万 +5% 43.4% 89.9% 7 42.86% 3.3
Wick Capital Partners
3303
Wick Capital Partners
Pennsylvania
$6.63億 +$1.14億 +21% 14.8% 60% 296 41.22% 1
Dudley & Shanley
3304
Dudley & Shanley
Florida
$6.62億 +$5105万 +8% 6.27% 67.9% 38 5.26% 4.4
Brady Martz Wealth Solutions
3305
Brady Martz Wealth Solutions
North Dakota
$6.62億 +$7513万 +13% 12% – 232 17.67% 1
CA
3306
Clune & Associates
Illinois
$6.61億 +$1.3億 +24% 9.32% – 176 11.36% 1.2
Providence Capital Advisors
3307
Providence Capital Advisors
North Carolina
$6.6億 +$4780万 +8% 8.89% 47.4% 387 48.84% 1.9
Beck Bode LLC
3308
Beck Bode LLC
Massachusetts
$6.6億 +$6952万 +12% 16.6% 155% 135 45.93% 1.2
Ellis Investment Partners
3309
Ellis Investment Partners
Pennsylvania
$6.6億 +$8365万 +15% 16.1% 66.3% 295 12.54% 4.1
Fourth Sail Capital
3310
Fourth Sail Capital
Cayman Islands
$6.6億 +$5149万 +8% 4.34% – 37 62.16% 0.4
Partners in Financial Planning
3311
Partners in Financial Planning
Virginia
$6.6億 +$5657万 +9% 8.9% 38.9% 133 9.77% 3.4
MinichMacGregor Wealth Management
3312
MinichMacGregor Wealth Management
New York
$6.59億 +$9248万 +16% 18.9% 130% 170 31.76% 2.1
Essex LLC
3313
Essex LLC
Illinois
$6.59億 +$9229万 +16% 26.4% 91.4% 189 12.17% 3.1
West Financial Advisors
3314
West Financial Advisors
Iowa
$6.59億 +$6939万 +12% 10.3% 45.1% 228 17.11% 2.7
Pandi LLC
3315
Pandi LLC
Kansas
$6.58億 +$4850万 +8% 14.8% – 4 0% 0.9
Mengis Capital Management
3316
Mengis Capital Management
Oregon
$6.58億 +$7666万 +13% 19% 104% 224 8.04% 5.6
Allen Mooney & Barnes Investment Advisors
3317
Allen Mooney & Barnes Investment Advisors
Georgia
$6.58億 -$3775万 -5% 10.9% 78.9% 168 14.88% 3.2
Mitchell Capital Management
3318
Mitchell Capital Management
Kansas
$6.57億 +$1.12億 +21% 38.7% 219% 127 18.9% 3.2
Alpha Omega Wealth Management
3319
Alpha Omega Wealth Management
Virginia
$6.57億 +$4025万 +7% 10.4% 60.7% 215 7.44% 6.8
Ritter Daniher Financial Advisory
3320
Ritter Daniher Financial Advisory
Ohio
$6.57億 +$6740万 +11% 12.3% 56.7% 630 10.79% 2.1
CMH Wealth Management
3321
CMH Wealth Management
New Hampshire
$6.55億 +$7291万 +13% 15.8% 76.6% 121 9.92% 2.1
Clear Trail Advisors
3322
Clear Trail Advisors
Texas
$6.55億 +$5456万 +9% 4.49% – 166 13.25% 0.4
Sovereign Financial Group
3323
Sovereign Financial Group
Connecticut
$6.54億 +$7879万 +14% 18% 90.7% 407 15.23% 2.8
WealthShield Partners
3324
WealthShield Partners
North Carolina
$6.54億 -$2.44億 -27% 17% 71% 626 42.17% 3.6
Marble Wealth
3325
Marble Wealth
Alabama
$6.53億 +$8188万 +14% 16.9% – 244 13.11% 0.4