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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)
WFM
3876
Wolff Financial Management
Michigan
$5.01億 +$4895万 +11% 11.9% 52.8% 107 4.67% 3.1
PPL
3877
Planning Project LLC
Texas
$5.01億 – – 9.25% – 26 – 0.3
PCA
3878
Peddock Capital Advisors
Massachusetts
$5.01億 +$4748万 +10% 13.8% 113% 171 6.43% 6.6
FGWP
3879
Founders Grove Wealth Partners
Virginia
$5.01億 +$6094万 +14% 14.4% – 194 21.65% 1
PT
3880
Plimoth Trust
Massachusetts
$5.01億 +$5338万 +12% 19.9% 94% 177 3.39% 6.4
TLP
3881
Trinity Legacy Partners
Texas
$5億 +$3861万 +8% 12.8% 63.3% 117 15.38% 3.5
HC
3882
Headwater Capital
China
$5億 -$1.22億 -20% 25.2% – 21 57.14% 0.5
BCM
3883
Brown Capital Management
Maryland
$5億 -$2.04億 -29% 35.2% 79.2% 63 25.4% 3.9
ISWM
3884
Intesa Sanpaolo Wealth Management
$5億 +$8995万 +22% 13.4% – 336 20.83% 0.4
FNBOMD
3885
First National Bank of Mount Dora
Florida
$4.99億 +$3660万 +8% 13.6% 84.5% 129 4.65% 6.3
TPWM
3886
Twelve Points Wealth Management
Massachusetts
$4.99億 +$4446万 +10% 8.47% 50.7% 219 11.42% 2.8
BRCM
3887
Bright Rock Capital Management
Massachusetts
$4.99億 -$686万 -1% 2.89% 53.1% 79 12.66% 5.5
MA
3888
Mezzasalma Advisors
New Jersey
$4.98億 +$1.07億 +27% 31.6% 203% 180 18.89% 2
TGV
3889
TRV GP V
Massachusetts
$4.98億 +$9724万 +24% 33.9% – 3 0% 1.4
GWM
3890
GSB Wealth Management
Connecticut
$4.98億 +$5475万 +12% 16% 61.8% 255 9.41% 3.7
CMAI
3891
Capital Management Associates Inc
Minnesota
$4.98億 +$5522万 +12% 14.4% – 167 17.96% 1.5
CWAF
3892
Core Wealth Advisors (Florida)
Florida
$4.97億 +$7845万 +19% 12.8% 59.7% 129 13.95% 2.1
PFG
3893
Premier Financial Group
California
$4.97億 -$8997万 -15% 11.1% – 255 90.98% 0.1
RMAM
3894
Raab & Moskowitz Asset Management
New Jersey
$4.97億 +$4761万 +11% 12.8% 75% 203 10.34% 6.7
AFCM
3895
Alta Fox Capital Management
Texas
$4.97億 +$1.19億 +32% 17.5% 261% 17 58.82% 0.5
MCM
3896
Monument Capital Management
Virginia
$4.97億 +$9808万 +25% 25.1% 170% 283 30.74% 2.2
CMP
3897
Coston McIsaac & Partners
Maine
$4.97億 +$5390万 +12% 5.54% 34.3% 1,004 12.55% 2.6
PBF
3898
Petix & Botte Financial
California
$4.97億 +$4798万 +11% 11.8% 47.5% 145 7.59% 3.5
ACA
3899
Ackerman Capital Advisors
Texas
$4.97億 +$824万 +2% 8.35% 40.4% 122 7.38% 3.7
NL
3900
NVWM LLC
Pennsylvania
$4.96億 +$4708万 +10% 20.9% 119% 803 10.96% 3.1