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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)
Triangle Securities Wealth Management
3876
Triangle Securities Wealth Management
North Carolina
$5.04億 +$6312万 +14% 15% 83.6% 221 10.41% 6.4
DI
3877
DDFG Inc
California
$5.04億 +$3963万 +9% 9.12% 56.3% 94 10.64% 2.5
Hollow Brook Wealth Management
3878
Hollow Brook Wealth Management
New York
$5.04億 +$1.12億 +28% 1.02% 97.8% 79 12.66% 5
WealthBridge Capital Management
3879
WealthBridge Capital Management
Ohio
$5.03億 +$6898万 +16% 15.8% 89.4% 248 16.13% 3.9
Smith & Howard Wealth Management
3880
Smith & Howard Wealth Management
Georgia
$5.03億 +$4057万 +9% 8.78% 43.8% 106 24.53% 4.5
Beirne Wealth Consulting Services
3881
Beirne Wealth Consulting Services
Connecticut
$5.03億 +$1.49億 +42% 12% 81.9% 112 15.18% 4
Oakmont Corp
3882
Oakmont Corp
California
$5.03億 -$2398万 -5% 7.79% 70.2% 32 6.25% 4.5
CoreCommodity Management
3883
CoreCommodity Management
Connecticut
$5.02億 -$3620万 -7% 6.02% 65.8% 142 28.87% 3.1
Wolff Financial Management
3884
Wolff Financial Management
Michigan
$5.01億 +$4895万 +11% 11.9% 56.7% 107 4.67% 3.1
Planning Project LLC
3885
Planning Project LLC
Texas
$5.01億 – – 9.25% – 26 – 0.3
Peddock Capital Advisors
3886
Peddock Capital Advisors
Massachusetts
$5.01億 +$4748万 +10% 13.8% 113% 171 6.43% 6.6
Founders Grove Wealth Partners
3887
Founders Grove Wealth Partners
Virginia
$5.01億 +$6094万 +14% 14.4% – 194 21.65% 1
PT
3888
Plimoth Trust
Massachusetts
$5.01億 +$5338万 +12% 19.9% 110% 177 3.39% 6.4
Trinity Legacy Partners
3889
Trinity Legacy Partners
Texas
$5億 +$3861万 +8% 12.8% 63.3% 117 15.38% 3.5
Headwater Capital
3890
Headwater Capital
China
$5億 -$1.22億 -20% 25.2% – 21 57.14% 0.5
Brown Capital Management
3891
Brown Capital Management
Maryland
$5億 -$2.04億 -29% 35.2% 107% 63 25.4% 3.9
Intesa Sanpaolo Wealth Management
3892
Intesa Sanpaolo Wealth Management
$5億 +$8995万 +22% 13.4% – 336 20.83% 0.4
FNBOMD
3893
First National Bank of Mount Dora
Florida
$4.99億 +$3660万 +8% 13.6% 96.2% 129 4.65% 6.3
TPWM
3894
Twelve Points Wealth Management
Massachusetts
$4.99億 +$4446万 +10% 8.47% 56.8% 219 11.42% 2.8
Bright Rock Capital Management
3895
Bright Rock Capital Management
Massachusetts
$4.99億 -$686万 -1% 2.89% 53.1% 79 12.66% 5.5
Mezzasalma Advisors
3896
Mezzasalma Advisors
New Jersey
$4.98億 +$1.07億 +27% 31.6% 203% 180 18.89% 2
TRV GP V
3897
TRV GP V
Massachusetts
$4.98億 +$9724万 +24% 33.9% – 3 0% 1.4
GWM
3898
GSB Wealth Management
Connecticut
$4.98億 +$5475万 +12% 16% 69.8% 255 9.41% 3.7
CMAI
3899
Capital Management Associates Inc
Minnesota
$4.98億 +$5522万 +12% 14.4% 75.6% 167 17.96% 1.5
Core Wealth Advisors (Florida)
3900
Core Wealth Advisors (Florida)
Florida
$4.97億 +$7845万 +19% 12.8% 59.7% 129 13.95% 2.1