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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)
Apollon Financial
4126
Apollon Financial
South Carolina
$3.09億 +$1958万 +7% 7.47% 103% 154 10.39% 0.5
AFS
4127
Annapolis Financial Services
Maryland
$3.09億 +$498万 +2% 0.44% 15% 372 6.45% 2.7
Heirloom Wealth Management
4128
Heirloom Wealth Management
Colorado
$3.09億 +$1498万 +5% 5.5% 81.8% 51 11.76% 1.5
Sanchez Wealth Management Group
4129
Sanchez Wealth Management Group
Florida
$3.09億 +$1331万 +5% 1.25% 56.9% 40 7.5% 3.5
TruNorth Capital Management
4130
TruNorth Capital Management
Michigan
$3.08億 +$1811万 +6% 0.51% – 401 42.64% 0.2
MFGP
4131
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.08億 +$481万 +2% 0.88% 65.5% 59 15.25% 4.3
Knuff & Co
4132
Knuff & Co
California
$3.08億 +$1062万 +4% 5.47% 85.8% 133 7.52% 3.6
CWM
4133
Cedar Wealth Management
California
$3.08億 +$403万 +1% 1.71% 68.1% 356 18.54% 3.1
Capasso Planning Partners
4134
Capasso Planning Partners
South Carolina
$3.08億 +$6652万 +28% 2.18% 51.6% 153 35.95% 1.3
Compton Financial Group
4135
Compton Financial Group
Maryland
$3.08億 +$1064万 +4% 1.24% 37.7% 34 8.82% 2.6
Sentinus LLC
4136
Sentinus LLC
Illinois
$3.08億 +$2378万 +8% 2.48% – 195 18.97% 1.1
Access Investment Management
4137
Access Investment Management
Georgia
$3.08億 +$497万 +2% 4.81% – 104 6.73% 0.4
Physicians Financial Services
4138
Physicians Financial Services
North Carolina
$3.07億 +$2347万 +8% 7.21% 100% 110 8.18% 6.3
Security Benefit Life Insurance Company
4139
Security Benefit Life Insurance Company
Kansas
$3.07億 -$1847万 -6% 4.17% 60.6% 36 22.22% 2.1
Wellington Shields & Co
4140
Wellington Shields & Co
New York
$3.07億 +$868万 +3% 3.37% 109% 322 11.18% 3.3
TFB Advisors
4141
TFB Advisors
Kansas
$3.07億 +$3135万 +11% 3.23% 80.4% 299 15.38% 0.5
Brown, Lisle/Cummings
4142
Brown, Lisle/Cummings
Rhode Island
$3.07億 +$1247万 +4% 1.94% 82.3% 624 12.18% 1.9
Savvy Advisors Inc
4143
Savvy Advisors Inc
New York
$3.07億 +$1.33億 +77% 2.94% – 312 32.37% 0.3
Princeton Capital Management
4144
Princeton Capital Management
New Jersey
$3.07億 +$2979万 +11% 13.5% 206% 122 23.77% 4.3
TM
4145
Tikvah Management
North Carolina
$3.07億 -$1250万 -4% 1.92% 169% 25 8% 3.8
Essex Woodlands Management
4146
Essex Woodlands Management
Texas
$3.07億 -$3809万 -11% 7.56% 55% 7 0% 5.8
Prentice Wealth Management
4147
Prentice Wealth Management
New York
$3.06億 +$1848万 +6% 1.37% 47.8% 107 1.87% 2
Ironwood Wealth Management (Arizona)
4148
Ironwood Wealth Management (Arizona)
Arizona
$3.06億 -$214万 -0.7% 0.27% 34.2% 45 4.44% 5.2
Copperwynd Financial
4149
Copperwynd Financial
Arizona
$3.06億 +$2825万 +10% 3.29% 90% 155 15.48% 3.1
Carrera Capital Advisors
4150
Carrera Capital Advisors
Michigan
$3.06億 – – 0.55% – 85 – 0