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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)
Tema ETFs
4026
Tema ETFs
New York
$3.77億 +$4185万 +13% 13.5% – 176 22.73% 0.4
RPg Family Wealth Advisory
4027
RPg Family Wealth Advisory
Massachusetts
$3.76億 +$2474万 +7% 12.8% 117% 113 23.89% 2
Brown, Lisle/Cummings
4028
Brown, Lisle/Cummings
Rhode Island
$3.76億 +$3074万 +9% 8.01% 82.3% 798 5.01% 2.2
VR Advisory Services
4029
VR Advisory Services
Cayman Islands
$3.75億 -$825万 -2% 1.45% 89.7% 33 9.09% 3.1
Shakespeare Wealth Management
4030
Shakespeare Wealth Management
Wisconsin
$3.75億 +$163万 +0.4% 8.13% 49.6% 100 11% 4.4
Fielder Capital Group
4031
Fielder Capital Group
Tennessee
$3.75億 +$2925万 +8% 12% – 258 19.38% 1
McElhenny Sheffield Capital Management
4032
McElhenny Sheffield Capital Management
Texas
$3.75億 +$1.08億 +41% 12.3% 86.3% 114 22.81% 2.1
Heights Capital Management
4033
Heights Capital Management
California
$3.75億 +$1.62億 +76% 26.6% – 226 71.68% 0.3
Income Research & Management
4034
Income Research & Management
Massachusetts
$3.74億 +$1.39億 +59% 0.84% 1.19% 42 40.48% 0.7
Fermata Advisors
4035
Fermata Advisors
California
$3.74億 -$1.79億 -32% 5.95% 58.3% 302 32.78% 1.7
Augustine Asset Management
4036
Augustine Asset Management
Florida
$3.74億 +$3157万 +9% 14.1% 316% 111 7.21% 4.2
MCS
4037
Mercuria Capital Strategies
Texas
$3.74億 +$2.91億 +353% 12.7% – 13 76.92% 0.1
Uncommon Cents Investing
4038
Uncommon Cents Investing
Wisconsin
$3.74億 +$3271万 +10% 8.91% 91.4% 206 5.34% 4.5
Citizens & Northern Corp
4039
Citizens & Northern Corp
Pennsylvania
$3.74億 +$1898万 +5% 9.79% 73.3% 124 9.68% 5.9
MBM Wealth Consultants
4040
MBM Wealth Consultants
Missouri
$3.74億 +$3508万 +10% 7.71% 57.1% 110 7.27% 3.8
Coyle Financial Counsel
4041
Coyle Financial Counsel
Illinois
$3.73億 +$4607万 +14% 9.37% 62.4% 93 20.43% 3
Jentner Corp
4042
Jentner Corp
Ohio
$3.73億 +$3915万 +12% 7.7% 38.9% 55 5.45% 3.9
Dodds Wealth
4043
Dodds Wealth
Colorado
$3.73億 +$6605万 +22% 5.87% – 61 11.48% 1.4
Summit Wealth & Retirement Planning
4044
Summit Wealth & Retirement Planning
California
$3.73億 +$4621万 +14% 9.38% 67.6% 102 24.51% 2.3
Monarch Capital Management
4045
Monarch Capital Management
Indiana
$3.72億 +$1269万 +4% 4.88% 77% 119 5.04% 8.5
AllGen Financial Advisors
4046
AllGen Financial Advisors
Florida
$3.72億 +$3450万 +10% 6.39% 39.7% 51 43.14% 1.5
Arohi Asset Management
4047
Arohi Asset Management
Singapore
$3.72億 +$7439万 +25% 13.8% – 6 33.33% 0.9
Avalon Capital Management
4048
Avalon Capital Management
California
$3.72億 +$2797万 +8% 13% 151% 150 31.33% 1.6
AWA
4049
Aquire Wealth Advisors
Utah
$3.72億 +$4719万 +15% 9% 60.2% 50 12% 2.6
TPWM
4050
Twelve Points Wealth Management
Massachusetts
$3.72億 +$298万 +0.8% 4.95% 50.7% 191 8.9% 2.5