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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)
Independent Solutions Wealth Management
3551
Independent Solutions Wealth Management
New York
$2.26億 – – 6.92% 125% 155 – 0
Moller Wealth Partners
3552
Moller Wealth Partners
$2.26億 +$1915万 +9% 5.62% 44.1% 49 6.12% 4.7
Inscription Capital
3553
Inscription Capital
Texas
$2.26億 +$4394万 +24% 6.44% – 156 17.31% 0.6
Wellington Shields & Co
3554
Wellington Shields & Co
New York
$2.26億 +$1.61億 +248% 8.69% 109% 235 85.53% 0.8
NYL Investors
3555
NYL Investors
New York
$2.26億 -$596万 -3% 3.91% 12.7% 27 3.7% 1.1
Harvey Capital Management
3556
Harvey Capital Management
Florida
$2.25億 +$2399万 +12% 11.9% 147% 81 13.58% 3.3
Kapitalo Investimentos
3557
Kapitalo Investimentos
Brazil
$2.25億 +$1357万 +6% 16.5% 66.5% 30 66.67% 0.3
Stone Run Capital
3558
Stone Run Capital
New York
$2.25億 +$1516万 +7% 7.95% 77.8% 60 5% 5
Mountain Capital Investment Advisors
3559
Mountain Capital Investment Advisors
Colorado
$2.25億 +$1.12億 +99% 4.29% 63.3% 61 52.46% 0.9
NME
3560
Notis-McConarty Edward
$2.25億 +$1210万 +6% 8.05% 91.2% 102 3.92% 4.5
BCM
3561
Birmingham Capital Management
Alabama
$2.25億 +$772万 +4% 6.25% 103% 101 3.96% 5.2
LFG
3562
LifePlan Financial Group
Ohio
$2.25億 +$1226万 +6% 4.87% 20.2% 589 7.81% 2.1
Physician Wealth Advisors
3563
Physician Wealth Advisors
Utah
$2.25億 +$1998万 +10% 7.59% 79.9% 120 10.83% 0.2
Summit Wealth & Retirement Planning
3564
Summit Wealth & Retirement Planning
California
$2.25億 +$5907万 +36% 6.22% 67.6% 130 13.85% 0.8
Wall Capital Group
3565
Wall Capital Group
Arizona
$2.25億 +$1356万 +6% 7.07% – 24 8.33% 2.2
One Day In July LLC
3566
One Day In July LLC
Vermont
$2.24億 +$3103万 +16% 3.33% 43.1% 35 0% 0.9
Security National Bank
3567
Security National Bank
Nebraska
$2.24億 +$1241万 +6% 11.4% 125% 76 9.21% 2
TIFF Advisory Services
3568
TIFF Advisory Services
Pennsylvania
$2.24億 +$9329万 +71% 7.47% 86.3% 17 82.35% 0.6
Peavine Capital
3569
Peavine Capital
Nevada
$2.24億 -$601万 -3% 4.56% 30.8% 15 13.33% 3.1
Pacifica Capital Investments
3570
Pacifica Capital Investments
Texas
$2.24億 +$1604万 +8% 4.55% 70.4% 21 9.52% 4.2
Alliance Wealth Management Group
3571
Alliance Wealth Management Group
New Jersey
$2.24億 +$1618万 +8% 4.39% – 60 10% 2.3
Keystone Financial Planning
3572
Keystone Financial Planning
Ohio
$2.24億 +$1459万 +7% 5.58% 46% 46 2.17% 4.4
Boston Standard Wealth Management
3573
Boston Standard Wealth Management
Massachusetts
$2.24億 +$1654万 +8% 5.38% 47.1% 31 6.45% 2.6
Ennismore Fund Management
3574
Ennismore Fund Management
United Kingdom
$2.24億 – – 7.26% – 11 – 0
Soundwatch Capital
3575
Soundwatch Capital
Connecticut
$2.24億 – – 8.6% 68.6% 13 – 0