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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)
LHC
4201
Little House Capital
Massachusetts
$4.45億 +$5775万 +15% 19.8% 108% 116 6.03% 3.1
DBIA
4202
Dumont & Blake Investment Advisors
New Jersey
$4.45億 +$4530万 +11% 18.3% 78.3% 214 10.28% 7.2
CFS
4203
CGC Financial Services
Oregon
$4.45億 +$9860万 +28% 9.28% 46% 347 7.49% 2.4
DW
4204
Dodds Wealth
Colorado
$4.45億 +$3717万 +9% 7.58% – 56 8.93% 2.2
UWM
4205
United Wealth Management
Virginia
$4.44億 +$4214万 +10% 9.74% – 24 0% 1.4
AWM
4206
Accel Wealth Management
Iowa
$4.44億 +$6102万 +16% 18.7% 82.4% 317 12.3% 2.8
TL
4207
Tradewinds LLC
North Carolina
$4.44億 +$1.34億 +43% 14.3% – 269 63.2% 0.4
AC
4208
Arjuna Capital
North Carolina
$4.44億 +$5103万 +13% 25.5% 105% 124 20.97% 2.5
WAM
4209
Wakefield Asset Management
Colorado
$4.44億 +$6681万 +18% 20.1% 139% 250 25.6% 1.3
T
4210
Tidemark
California
$4.44億 +$5073万 +13% 10.3% – 987 13.98% 1.4
VM
4211
Venator Management
Pennsylvania
$4.44億 +$2817万 +7% 9.09% 101% 30 16.67% 2.8
EAM
4212
Empirical Asset Management
Massachusetts
$4.44億 +$6469万 +17% 22.9% 94.5% 509 33.99% 1.5
SWM
4213
SK Wealth Management
Rhode Island
$4.44億 +$8352万 +23% 10.8% – 81 6.17% 1.4
VW
4214
Vance Wealth
California
$4.44億 +$9749万 +28% 13.5% 66.4% 138 15.22% 2.6
DWAM
4215
Duncan Williams Asset Management
Tennessee
$4.44億 +$8293万 +23% 14.2% – 177 15.82% 1.5
TA
4216
TrueWealth Advisors
Alabama
$4.44億 +$4600万 +12% 12.8% 60.9% 248 11.29% 2.9
PCM
4217
Princeton Capital Management
New Jersey
$4.43億 +$7679万 +21% 27% 180% 148 8.11% 4
PPG
4218
Peak Planning Group
Colorado
$4.43億 +$8232万 +23% 23.7% 105% 131 10.69% 2.2
ASP
4219
Adams Street Partners
Illinois
$4.43億 +$1.82億 +70% 25.4% 399% 4 25% 4.8
BIP
4220
Bouvel Investment Partners
Pennsylvania
$4.42億 +$9766万 +28% 44% 199% 95 29.47% 2
FPTW
4221
Franklin, Parlapiano, Turner & Welch
Texas
$4.42億 +$2255万 +5% 7.51% 41.6% 57 7.02% 7.7
HH
4222
HWG Holdings
Texas
$4.42億 +$5767万 +15% 23.1% – 64 45.31% 2.3
CPWA
4223
Cerro Pacific Wealth Advisors
California
$4.42億 +$6096万 +16% 17.1% – 173 12.72% 3.3
SAM
4224
Sagewood Asset Management
New York
$4.42億 +$1.23億 +38% 18.6% – 460 32.83% 0.3
DA
4225
Doliver Advisors
Texas
$4.42億 +$202万 +0.5% 5.39% 92.3% 196 10.71% 3.8