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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)
Shaker Financial Services
4226
Shaker Financial Services
Virginia
$2.02億 -$309万 -2% 7.82% 12.9% 170 31.76% 1.4
Newman & Schimel
4227
Newman & Schimel
Illinois
$2.02億 -$546万 -3% 4.8% – 46 4.35% 1.5
Wealth Dimensions Group
4228
Wealth Dimensions Group
Ohio
$2.02億 -$853万 -4% 5.74% 57.1% 127 5.51% 1.6
AlphaMark Advisors
4229
AlphaMark Advisors
Kentucky
$2.02億 -$1454万 -7% 4.26% 26.4% 789 25.6% 3.2
Droms Strauss Advisors
4230
Droms Strauss Advisors
Missouri
$2.02億 +$266万 +1% 4.55% 68.7% 66 21.21% 1.8
Steamboat Capital Partners
4231
Steamboat Capital Partners
New York
$2.02億 -$1.02億 -34% 0.6% 280% 40 35% 1.9
Burton Enright Welch
4232
Burton Enright Welch
California
$2.01億 +$3507万 +21% 5.38% 62.8% 65 12.31% 0.7
Thames Capital Management
4233
Thames Capital Management
New Jersey
$2.01億 -$4757万 -19% 1.73% 1,177% 31 35.48% 1.6
CWM
4234
Cedar Wealth Management
California
$2.01億 -$1726万 -8% 7.38% 68.1% 351 5.41% 2.3
BDA
4235
Borer Denton & Associates
Pennsylvania
$2.01億 -$645万 -3% 6.34% 44.2% 55 5.45% 0.5
Collective Family Office
4236
Collective Family Office
Pennsylvania
$2.01億 -$3008万 -13% 5.39% 52.5% 201 26.87% 1.3
HCM
4237
Hudson Capital Management
New Jersey
$2.01億 -$961万 -5% 4.7% 66.8% 70 22.86% 3
Capital Today Evergreen Fund
4238
Capital Today Evergreen Fund
Cayman Islands
$2.01億 +$7768万 +63% 37.4% 23.7% 4 25% 0.5
Juncture Wealth Strategies
4239
Juncture Wealth Strategies
Arizona
$2.01億 -$216万 -1% 2.9% 76.5% 119 22.69% 3
Weik Capital Management
4240
Weik Capital Management
Pennsylvania
$2億 -$1902万 -9% 3.79% 66.9% 105 4.76% 6.4
Lion Street Advisors
4241
Lion Street Advisors
Texas
$2億 +$932万 +5% 1.24% 38% 174 42.53% 0.8
Patient Capital Management
4242
Patient Capital Management
Maryland
$2億 -$2534万 -11% 1.15% 131% 45 15.56% 0.6
Elmwood Wealth Management
4243
Elmwood Wealth Management
California
$2億 +$2447万 +14% 9.04% 42.1% 121 14.05% 2.9
Retireful LLC
4244
Retireful LLC
Michigan
$2億 +$1.54億 +335% 1% 437% 15 93.33% 0
BCGM Wealth Management
4245
BCGM Wealth Management
Indiana
$2億 +$302万 +2% 3.77% 54.9% 113 11.5% 1.3
Tillar-Wenstrup Advisors
4246
Tillar-Wenstrup Advisors
Ohio
$2億 +$26.9万 +0.1% 4.41% 27.4% 52 17.31% 1.9
SC&H Financial Advisors
4247
SC&H Financial Advisors
Maryland
$2億 -$1448万 -7% 6.61% 66.2% 138 10.87% 0.7
Shepherd Kaplan Krochuk
4248
Shepherd Kaplan Krochuk
Massachusetts
$2億 -$2916万 -13% 0.95% 38.5% 201 32.34% 3.2
WFA
4249
Wade Financial Advisory
California
$2億 -$1120万 -5% 7.2% 15.9% 76 6.58% 2.1
Financial Life Advisors
4250
Financial Life Advisors
Texas
$2億 -$1389万 -7% 6.53% 47% 71 30.99% 2.2