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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)
Concentrum Wealth Management
4426
Concentrum Wealth Management
California
$3.19億 +$4894万 +18% 22.2% 174% 83 20.48% 3.1
Valtinson Bruner Financial Planning
4427
Valtinson Bruner Financial Planning
Minnesota
$3.19億 +$2282万 +8% 4.58% 36.2% 161 13.66% 2.7
TSP Capital Management Group
4428
TSP Capital Management Group
New Jersey
$3.19億 +$1464万 +5% 10.3% 186% 46 100% –
Capital Planning
4429
Capital Planning
Washington
$3.18億 -$3932万 -11% 15.7% 81.2% 101 27.72% 2.9
Oxler Private Wealth
4430
Oxler Private Wealth
New York
$3.18億 +$3358万 +12% 14.8% 119% 87 3.45% 3.4
11 Capital Partners
4431
11 Capital Partners
Connecticut
$3.18億 +$1667万 +6% 17.9% 101% 19 15.79% 1.6
Evexia Wealth
4432
Evexia Wealth
Wisconsin
$3.18億 +$4288万 +16% 13% 92.5% 84 19.05% 1.3
FAP
4433
Financial Advisory Partners
Florida
$3.18億 +$1914万 +6% 7.32% 52.9% 67 5.97% 2.6
Neumann Capital Management
4434
Neumann Capital Management
California
$3.18億 +$2877万 +10% 12.4% 89.9% 103 6.8% 7.3
Court Place Advisors
4435
Court Place Advisors
Maryland
$3.18億 +$1649万 +5% 9.05% 92% 153 7.19% 7.9
Newton One Investments
4436
Newton One Investments
Delaware
$3.18億 +$3815万 +14% 7.22% 42% 129 9.3% 1.7
Boyd Watterson Asset Management
4437
Boyd Watterson Asset Management
Ohio
$3.18億 +$495万 +2% 13.6% 101% 436 4.13% 3.9
EWA LLC
4438
EWA LLC
Pennsylvania
$3.18億 +$4859万 +18% 14.2% 102% 233 27.9% 1.1
Knuff & Co
4439
Knuff & Co
California
$3.18億 +$1957万 +7% 13.3% 85.8% 143 19.58% 4.1
CIA
4440
Corigliano Investment Advisers
North Carolina
$3.18億 +$9231万 +41% 1.4% – 63 73.02% 0.1
Oak Family Advisors
4441
Oak Family Advisors
Illinois
$3.17億 +$2036万 +7% 11.3% 81.9% 119 28.57% 2.2
Seascape Capital Management
4442
Seascape Capital Management
New Hampshire
$3.17億 +$3048万 +11% 10.9% 111% 103 9.71% 3.3
OLIO Financial Planning
4443
OLIO Financial Planning
Virginia
$3.17億 +$2774万 +10% 6.9% 52.9% 64 7.81% 2.1
Sandbox Financial Partners
4444
Sandbox Financial Partners
Maryland
$3.17億 +$3381万 +12% 13% 69.6% 127 17.32% 2.3
VST
4445
Van Strum & Towne
California
$3.17億 +$1929万 +6% 7.4% 62.2% 114 4.39% 5.9
360 Financial
4446
360 Financial
Minnesota
$3.17億 +$4048万 +15% 10.8% 82.5% 86 12.79% 2.9
Duncan Williams Asset Management
4447
Duncan Williams Asset Management
Tennessee
$3.17億 +$3998万 +14% 7.97% – 156 7.05% 0.8
WJ Wealth Management
4448
WJ Wealth Management
Arizona
$3.17億 +$3406万 +12% 13.1% 90.6% 106 31.13% 1.8
Crestview Partners III
4449
Crestview Partners III
New York
$3.16億 -$2356万 -7% 5.95% 51.2% 3 0% 4.2
EdgeRock Capital
4450
EdgeRock Capital
Colorado
$3.16億 +$1.76億 +125% 9.84% 71.3% 112 41.96% 0.9