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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)
FGAM
4326
Financial Gravity Asset Management
Texas
$1.07億 +$895万 +9% 2.45% – 1,755 17.66% 0.2
IWMA
4327
Ironwood Wealth Management (Arizona)
Arizona
$1.07億 – – 0.02% 31.1% 58 – 0.7
SNBOSCI
4328
Security National Bank of Sioux City Iowa
Iowa
$1.07億 +$5.3万 +0% 3.5% 61% 88 15.91% 3.3
KIA
4329
Kopp Investment Advisors
Minnesota
$1.07億 +$824万 +8% 10.6% 109% 67 14.93% 3.1
TA
4330
Trellis Advisors
Washington
$1.07億 +$189万 +2% 1.47% 23.3% 51 29.41% 0.4
TW
4331
Towerpoint Wealth
California
$1.06億 +$1615万 +18% 1.46% 67.7% 32 3.13% 0.5
Diametric Capital
4332
Diametric Capital
Massachusetts
$1.06億 -$2588万 -20% 2.94% 175% 114 62.28% 0.3
ECM
4333
Empirical Capital Management
Tennessee
$1.06億 – – 20.7% – 17 – 1.8
SCP
4334
Siena Capital Partners
Illinois
$1.06億 +$633万 +6% 4.98% 44.2% 28 14.29% 1.2
HCM
4335
Hall Capital Management
Rhode Island
$1.06億 +$180万 +2% 2.83% – 84 4.76% 2.8
WA
4336
Wilshire Advisors
California
$1.06億 -$111万 -1% 0.66% 118% 26 3.85% 1.7
TVWM
4337
Tower View Wealth Management
Wisconsin
$1.06億 +$594万 +6% 1.55% 132% 154 14.29% 0.4
WA
4338
WP Advisors
California
$1.06億 +$1337万 +14% 1.88% 95.5% 275 80% 0.3
LCM
4339
Lucas Capital Management
New Jersey
$1.06億 +$252万 +2% 3.9% 44.5% 101 11.88% 3.2
AP
4340
Arlington Partners
Alabama
$1.06億 -$33.9万 -0.3% 3.83% 43.7% 152 20.39% 0.4
SWMG
4341
Sanchez Wealth Management Group
Florida
$1.06億 +$662万 +7% 2.82% 56.9% 24 4.17% 0.5
DRS
4342
Deane Retirement Strategies
Louisiana
$1.05億 +$748万 +8% 8.57% 73.4% 68 14.71% 1.5
HS
4343
Horan Securities
United States
$1.05億 -$856万 -8% 0.03% 50.1% 239 20.92% 1.1
OFG
4344
OmniStar Financial Group
North Carolina
$1.05億 +$39.7万 +0.4% 1.81% 67.1% 108 20.37% 0.4
PWG
4345
Private Wealth Group
Florida
$1.05億 +$4611万 +78% 2.64% 52.9% 28 35.71% 0.3
C
4346
Clearshares
New York
$1.05億 -$600万 -5% 0.44% – 37 18.92% 0.4
GIM
4347
Guardian Investment Management
California
$1.05億 +$1082万 +12% 1.41% 89.7% 57 17.54% 3.3
RCP
4348
Rho Capital Partners
New York
$1.05億 +$3364万 +47% 48% – 5 20% 1.6
CPC
4349
Congress Park Capital
New York
$1.04億 +$693万 +7% 4.87% 99.9% 98 7.14% 0.4
LFASL
4350
Lugano Financial Advisors SA (LFA)
Switzerland
$1.04億 – – 0.28% 44.9% 131 – 0