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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)
S.E.E.D. Planning Group
4326
S.E.E.D. Planning Group
New York
$3.02億 +$2653万 +10% 8.96% 57.3% 77 9.09% 3.2
GoodHaven Capital Management
4327
GoodHaven Capital Management
New Jersey
$3.02億 +$2920万 +11% 13.2% 80.7% 26 0% 4.8
Argonautica Private Wealth Management
4328
Argonautica Private Wealth Management
Massachusetts
$3.02億 +$935万 +3% 6% 158% 204 7.35% 1.3
NIA Impact Advisors
4329
NIA Impact Advisors
California
$3.01億 +$2289万 +8% 9.82% – 110 7.27% 1.4
Defender Capital
4330
Defender Capital
North Carolina
$3.01億 +$846万 +3% 9.98% 101% 38 15.79% 2.9
Abound Wealth Management
4331
Abound Wealth Management
Tennessee
$3.01億 +$2993万 +11% 7.3% 65.7% 1,363 19.08% 1.4
FAP
4332
Financial Advisory Partners
Florida
$3.01億 +$3369万 +13% 7.27% 52.9% 71 11.27% 1.9
Horan Capital Advisors
4333
Horan Capital Advisors
Ohio
$3.01億 +$1642万 +6% 7.1% 26.6% 120 5.83% 4.5
ORG Wealth Partners
4334
ORG Wealth Partners
Texas
$3.01億 – – 19.3% – 479 – 0
BE
4335
Bonness Enterprises
District of Columbia
$3.01億 +$2754万 +10% 13.5% 98.6% 37 0% 10.8
Detalus Advisors
4336
Detalus Advisors
Missouri
$3.01億 +$913万 +3% 6.61% 75.7% 163 12.88% 2.8
TIFF Advisory Services
4337
TIFF Advisory Services
Pennsylvania
$3.01億 +$1081万 +4% 4.46% 86.3% 26 30.77% 1.6
Family Legacy Inc
4338
Family Legacy Inc
South Carolina
$3.01億 +$2151万 +8% 7.53% 89% 123 3.25% 5
Whitaker-Myers Wealth Managers
4339
Whitaker-Myers Wealth Managers
Ohio
$3.01億 +$2989万 +11% 7.2% 75.2% 116 23.28% 1.1
Legacy Capital Group California
4340
Legacy Capital Group California
California
$3.01億 +$2327万 +8% 6.83% 129% 360 28.06% 0.9
Neumann Capital Management
4341
Neumann Capital Management
California
$3.01億 +$958万 +3% 6.84% 89.9% 103 6.8% 6.5
Syntrinsic
4342
Syntrinsic
Colorado
$3.01億 -$59万 -0.2% 6.77% – 86 18.6% 0.9
Juniper Capital Advisors
4343
Juniper Capital Advisors
Texas
$3.01億 -$5160万 -15% 14.7% – 1 0% 0.8
ForthRight Wealth Management
4344
ForthRight Wealth Management
Georgia
$3億 +$2214万 +8% 6.91% 44.6% 67 10.45% 2.4
Chase Investment Counsel
4345
Chase Investment Counsel
Virginia
$3億 +$1832万 +6% 10.2% 350% 143 28.67% 1.5
Thomas J. Herzfeld Advisors
4346
Thomas J. Herzfeld Advisors
Florida
$3億 +$1515万 +5% 3.55% 17.7% 253 44.66% 3.9
Dodds Wealth
4347
Dodds Wealth
Colorado
$3億 +$4384万 +17% 5.55% – 59 5.08% 0.7
Benchmark Financial Wealth Advisors
4348
Benchmark Financial Wealth Advisors
Florida
$3億 +$2998万 +11% 5.94% 81.6% 105 19.05% 2.5
TCOT
4349
Trust Company of Tennessee
Tennessee
$3億 +$2032万 +7% 7.7% – 6 0% 0.3
Prudent Man Advisors
4350
Prudent Man Advisors
Illinois
$3億 +$1689万 +6% 6.7% 82.8% 195 17.44% 2.6