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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)
Ritter Daniher Financial Advisory
4001
Ritter Daniher Financial Advisory
Ohio
$3.44億 +$3030万 +10% 6.68% 56.7% 327 8.56% 2.5
Clarity Wealth Advisors
4002
Clarity Wealth Advisors
California
$3.44億 +$3487万 +11% 5.86% 94.1% 95 9.47% 2.8
IAA
4003
Ironsides Asset Advisors
North Carolina
$3.44億 +$4329万 +14% 12.5% 49.3% 80 27.5% 2.7
BC
4004
Bruce & Co
Illinois
$3.44億 +$3963万 +13% 14.4% 94.5% 41 2.44% 5.8
Covenant Partners
4005
Covenant Partners
Tennessee
$3.44億 +$1463万 +4% 6.85% 70.3% 196 18.88% 3.1
The Wealth Group
4006
The Wealth Group
Minnesota
$3.44億 +$1249万 +4% 5.66% 71.9% 67 11.94% 0.7
Berkeley Inc
4007
Berkeley Inc
Idaho
$3.43億 +$1.82億 +112% 7.48% 49.4% 67 8.96% 2.7
Householder Group Estate & Retirement Specialist
4008
Householder Group Estate & Retirement Specialist
Arizona
$3.43億 -$1283万 -4% 5.51% – 1,356 18.95% 1.3
Longitude (Cayman)
4009
Longitude (Cayman)
Cayman Islands
$3.43億 +$1.86億 +118% 12.6% – 56 46.43% 1.6
Court Place Advisors
4010
Court Place Advisors
Maryland
$3.43億 +$2424万 +8% 8.96% 92% 169 8.28% 6.8
JSF Financial
4011
JSF Financial
California
$3.43億 +$1647万 +5% 5.86% 91% 124 17.74% 2.5
XS
4012
XR Securities
Illinois
$3.43億 -$2.05億 -37% 12.1% 17% 247 31.17% 2.4
Guidance Point Advisors
4013
Guidance Point Advisors
Massachusetts
$3.42億 +$2219万 +7% 5.61% 71.8% 88 10.23% 3.4
VeraBank
4014
VeraBank
Texas
$3.42億 +$1992万 +6% 6.7% 60.6% 146 1.37% 4.1
Xcel Wealth Management
4015
Xcel Wealth Management
Florida
$3.42億 +$2251万 +7% 8.07% 98.8% 131 9.92% 3.4
tru Independence
4016
tru Independence
Oregon
$3.42億 +$1045万 +3% 5.12% 67.4% 112 8.93% 2.6
Verum Partners
4017
Verum Partners
North Carolina
$3.41億 +$3178万 +10% 5.96% 57.7% 164 7.93% 1.2
Grant Street Asset Management
4018
Grant Street Asset Management
Pennsylvania
$3.41億 +$2260万 +7% 5.26% 47.2% 78 8.97% 2.1
PA
4019
PSI Advisors
Florida
$3.41億 +$2542万 +8% 5% 58.2% 914 6.78% 2.2
Astoria Strategic Wealth
4020
Astoria Strategic Wealth
Texas
$3.41億 +$1810万 +6% 5.53% 42.1% 35 17.14% 3.2
MKC
4021
M. Kraus & Co
Vermont
$3.41億 +$1505万 +5% 6.92% 65.9% 82 4.88% 5.7
Carr Financial Group
4022
Carr Financial Group
Massachusetts
$3.41億 +$2679万 +9% 5.56% 66.1% 202 10.89% 1.3
MilWealth Group
4023
MilWealth Group
Wisconsin
$3.41億 +$2396万 +8% 5.65% 36.8% 68 2.94% 4
Peak Financial Management
4024
Peak Financial Management
Massachusetts
$3.41億 +$2110万 +7% 6.32% 58.2% 100 8% 3.7
Vickerman Investment Advisors
4025
Vickerman Investment Advisors
Washington
$3.4億 +$2874万 +9% 4.3% 47.3% 65 1.54% 2.5