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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)
Concentric Wealth Management
3926
Concentric Wealth Management
California
$1.39億 +$436万 +3% 2.3% 33.4% 89 2.25% 1.4
Nicollet Investment Management
3927
Nicollet Investment Management
Minnesota
$1.39億 +$975万 +8% 6.5% 104% 71 7.04% 0.5
Orleans Capital Management
3928
Orleans Capital Management
Louisiana
$1.39億 +$244万 +2% 3.25% 94.6% 84 9.52% 3.2
WWMSC
3929
Wagner Wealth Management (South Carolina)
South Carolina
$1.39億 +$741万 +6% 1.47% 36.4% 735 15.92% 0.4
MCA
3930
Mercer Capital Advisers
New Jersey
$1.39億 +$263万 +2% 3.07% 59.6% 247 2.83% 3
Rench Wealth Management
3931
Rench Wealth Management
Texas
$1.39億 -$778万 -5% 1.11% 106% 54 9.26% 3.1
Bellecapital
3932
Bellecapital
Switzerland
$1.38億 +$3157万 +30% 1.32% 152% 92 15.22% 1.5
Albert D. Mason Inc
3933
Albert D. Mason Inc
Massachusetts
$1.38億 +$552万 +4% 3.53% 82% 143 6.29% 3.3
CAGAS
3934
Capital Advisory Group Advisory Services
Minnesota
$1.38億 +$154万 +1% 2.5% 54.8% 393 17.3% 0.2
Gainplan
3935
Gainplan
Michigan
$1.38億 +$5973万 +76% 10.2% 103% 25 64% 0.2
Peloton Wealth Strategists
3936
Peloton Wealth Strategists
Indiana
$1.38億 +$531万 +4% 5.48% 51.3% 66 15.15% 2.5
Peachtree Investment Advisors
3937
Peachtree Investment Advisors
Georgia
$1.38億 +$499万 +4% 0.59% 24.2% 77 5.19% 3.9
Wills Financial Group
3938
Wills Financial Group
Virginia
$1.38億 +$298万 +2% 0.46% 57.5% 70 8.57% 2.7
Peninsula Asset Management
3939
Peninsula Asset Management
Florida
$1.38億 +$122万 +0.9% 2.69% 44.1% 46 2.17% 4
Copernicus Capital Management
3940
Copernicus Capital Management
California
$1.38億 +$1228万 +10% 7.63% 126% 25 44% 0.3
Sheffield Asset Management
3941
Sheffield Asset Management
Illinois
$1.38億 -$9322万 -40% 9.95% 24.5% 25 76% 0.3
Taylor Frigon Capital Management
3942
Taylor Frigon Capital Management
Arizona
$1.38億 +$902万 +7% 13.2% 131% 88 7.95% 2.2
Technology Crossover Management V
3943
Technology Crossover Management V
California
$1.37億 +$2044万 +17% 17.5% 2.5% 2 0% 3
BigSur Wealth Management
3944
BigSur Wealth Management
Florida
$1.37億 -$295万 -2% 1.33% 94.8% 112 15.18% 1.2
Caldera Capital
3945
Caldera Capital
Texas
$1.37億 +$2579万 +23% 7.43% 84.5% 22 59.09% 0.5
Ford Financial Group
3946
Ford Financial Group
California
$1.37億 +$928万 +7% 1.3% 47.7% 47 21.28% 0.5
Aquiline Capital Partners
3947
Aquiline Capital Partners
New York
$1.37億 -$1023万 -7% 4.44% 14.7% 1 0% 1
Pecaut & Co
3948
Pecaut & Co
Iowa
$1.37億 +$544万 +4% 5.7% 67.6% 68 14.71% 2.3
Vickerman & Driscoll Financial Advisors
3949
Vickerman & Driscoll Financial Advisors
Washington
$1.37億 +$158万 +1% 2.27% – 115 2.61% 0.5
Artemis Wealth Advisors
3950
Artemis Wealth Advisors
New York
$1.37億 +$861万 +7% 6.5% 174% 32 6.25% 1.1