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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)
Stone Summit Wealth
4401
Stone Summit Wealth
Florida
$3.23億 +$2759万 +9% 10.1% 67% 145 5.52% 2.9
KFA Private Wealth Group
4402
KFA Private Wealth Group
Virginia
$3.23億 +$3699万 +13% 9.37% 62.8% 134 16.42% 2.2
RFG - Bristol Wealth Advisors
4403
RFG - Bristol Wealth Advisors
Massachusetts
$3.22億 +$2406万 +8% 9.84% – 188 17.55% 0.4
WHGC
4404
Wealth High Governance Capital
Brazil
$3.22億 +$1.69億 +111% 37% 622% 44 65.91% 0.3
American Financial Group Inc 401(K) Retirement & Savings Plan
4405
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$3.22億 -$2149万 -6% 3.91% 17.8% 1 0% 12
Regimen Wealth
4406
Regimen Wealth
Georgia
$3.22億 +$1098万 +4% 4.42% 34.4% 78 21.79% 1.6
BWM
4407
Brown Wealth Management
Illinois
$3.22億 +$3116万 +11% 7.78% 51.2% 104 16.35% 1.3
Brown Miller Wealth Management
4408
Brown Miller Wealth Management
Virginia
$3.22億 +$3291万 +11% 13.7% 102% 197 12.69% 2.2
Level Financial Advisors
4409
Level Financial Advisors
New York
$3.21億 +$2725万 +9% 6.1% 44% 91 7.69% 2.3
Passive Capital Management
4410
Passive Capital Management
Maryland
$3.21億 +$561万 +2% 5.15% 37.7% 84 3.57% 2
BPIA
4411
Broad Peak Investment Advisers
Singapore
$3.21億 +$1.72億 +116% 39.6% – 14 78.57% 0.1
ForthRight Wealth Management
4412
ForthRight Wealth Management
Georgia
$3.21億 +$2179万 +7% 5.16% 44.6% 71 16.9% 2.9
Denver PWM
4413
Denver PWM
Colorado
$3.21億 +$4280万 +15% 6.25% 48.6% 80 15% 2.6
CLG LLC
4414
CLG LLC
California
$3.21億 +$3244万 +11% 5.7% – 136 18.38% 0.4
Peregrine Asset Advisers
4415
Peregrine Asset Advisers
Oregon
$3.21億 +$5321万 +20% 18.1% 182% 178 15.17% 2.4
Muhlenkamp & Co
4416
Muhlenkamp & Co
Pennsylvania
$3.2億 +$1483万 +5% 9.86% 107% 27 7.41% 5.1
Narus Financial Partners
4417
Narus Financial Partners
Utah
$3.2億 +$2637万 +9% 10.4% 85.3% 168 17.86% 3.5
Arcataur Capital Management
4418
Arcataur Capital Management
Wisconsin
$3.2億 +$2663万 +9% 8.54% 65.4% 102 5.88% 1.8
Farmers & Merchants Trust Co of Chambersburg PA
4419
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.2億 +$3736万 +13% 8.03% 65.5% 422 23.7% 5.3
Thrive Capital Management (Pennsylvania)
4420
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.19億 +$1.52億 +91% 5.85% 53.2% 193 53.37% 0.6
Shoker Investment Counsel
4421
Shoker Investment Counsel
Ohio
$3.19億 +$2308万 +8% 7.8% 83.8% 112 8.04% 5.7
City State Bank
4422
City State Bank
Iowa
$3.19億 +$1564万 +5% 6.2% 79.1% 766 4.05% 2.7
S.E.E.D. Planning Group
4423
S.E.E.D. Planning Group
New York
$3.19億 +$2224万 +7% 6.23% 57.3% 76 10.53% 3.6
Smart Money Group
4424
Smart Money Group
Texas
$3.19億 +$2477万 +8% 8.31% 58.9% 81 13.58% 2.8
SMART Wealth
4425
SMART Wealth
Nebraska
$3.19億 +$3975万 +14% 8.78% 77.7% 197 37.06% 0.9