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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)
Elwood & Goetz Wealth Advisory Group
4476
Elwood & Goetz Wealth Advisory Group
Georgia
$1.39億 +$1296万 +10% 4.32% 63.7% 31 6.45% 0.9
Valtinson Bruner Financial Planning
4477
Valtinson Bruner Financial Planning
Minnesota
$1.39億 +$1654万 +13% 3.98% 36.2% 76 14.47% 0.6
NEGWA
4478
New England Guild Wealth Advisors
Connecticut
$1.39億 +$5万 +0% 5.05% 6.04% 57 5.26% 1.7
Searcy Financial Services
4479
Searcy Financial Services
Kansas
$1.39億 +$431万 +3% 5.22% 60.2% 16 0% 0.9
SV
4480
Stilwell Value
New York
$1.39億 +$612万 +5% 3.33% 87.9% 44 15.91% 2.3
Rush Island Management
4481
Rush Island Management
New York
$1.39億 -$5074万 -27% 10.1% 15.5% 18 55.56% 0.5
JW Asset Management
4482
JW Asset Management
Florida
$1.39億 +$2508万 +22% 31.3% 251% 13 46.15% 2.4
Walled Lake Planning & Wealth Management
4483
Walled Lake Planning & Wealth Management
Illinois
$1.39億 – – 6.83% 62.6% 278 – 0
Unison Advisors
4484
Unison Advisors
District of Columbia
$1.39億 +$854万 +7% 9.07% 57.8% 168 3.57% 1.5
Stelac Advisory Services
4485
Stelac Advisory Services
New York
$1.38億 -$234万 -2% 5.54% 84.9% 117 33.33% 2.4
Boyar Asset Management
4486
Boyar Asset Management
New York
$1.38億 +$669万 +5% 8.63% 75.5% 72 8.33% 4.6
Wells Trecaso Financial Group
4487
Wells Trecaso Financial Group
Ohio
$1.38億 +$1285万 +10% 11.1% 108% 72 8.33% 1.7
Clare Market Investments
4488
Clare Market Investments
Texas
$1.38億 +$3295万 +31% 12.8% – 96 30.21% 0.7
White Square Capital
4489
White Square Capital
United Kingdom
$1.38億 +$1809万 +15% 29.8% 542% 17 76.47% 0.2
Bennicas & Associates
4490
Bennicas & Associates
California
$1.38億 +$919万 +7% 7% 40.3% 87 6.9% 4.9
Nikulski Financial
4491
Nikulski Financial
Iowa
$1.38億 +$1821万 +15% 8.5% 95.8% 94 7.45% 1.4
Arjuna Capital
4492
Arjuna Capital
North Carolina
$1.38億 +$2086万 +18% 9.84% 105% 90 18.89% 1.3
Black Diamond Financial
4493
Black Diamond Financial
Maryland
$1.38億 +$242万 +2% 7.18% 68.3% 73 13.7% 0.8
Sanchez Wealth Management Group
4494
Sanchez Wealth Management Group
Florida
$1.38億 +$1679万 +14% 7.81% 56.9% 26 26.92% 1.3
GCM
4495
Garland Capital Management
Washington
$1.38億 -$189万 -1% 5.21% 55.7% 37 13.51% 3.7
GPM Growth Investors
4496
GPM Growth Investors
Michigan
$1.38億 – – 10% – 34 – 0
Seven Post Investment Office
4497
Seven Post Investment Office
California
$1.38億 -$171万 -1% 1.96% 44.4% 29 17.24% 1.8
Bryn Mawr Capital Management
4498
Bryn Mawr Capital Management
Pennsylvania
$1.38億 +$1796万 +15% 8.46% 71.4% 92 16.3% 1.9
MFA Wealth Advisors
4499
MFA Wealth Advisors
Pennsylvania
$1.38億 +$1500万 +12% 6.58% 68.6% 44 13.64% 1.3
SPC
4500
Stony Point Capital
New York
$1.38億 – – 8.46% 208% 22 – 0