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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)
Landaas & Company
4701
Landaas & Company
Wisconsin
$1.82億 +$2415万 +15% 7.79% 68.3% 70 20% 3.5
Glassy Mountain Advisors
4702
Glassy Mountain Advisors
Maryland
$1.82億 – – 8.66% 91.5% 227 – 0.3
Stoneridge Investment Partners
4703
Stoneridge Investment Partners
Pennsylvania
$1.81億 +$1149万 +7% 5.56% 44.2% 110 29.09% 1.7
Palisades Hudson Asset Management
4704
Palisades Hudson Asset Management
Florida
$1.81億 +$1620万 +10% 9.5% 66.8% 103 6.8% 5.7
Opal Wealth Advisors
4705
Opal Wealth Advisors
New York
$1.81億 +$4434万 +32% 5.48% 62.3% 135 31.85% 1
Demars Financial Group
4706
Demars Financial Group
Washington
$1.81億 +$1304万 +8% 5.31% 69.1% 77 27.27% 1.6
Watchman Group
4707
Watchman Group
Texas
$1.81億 +$2207万 +14% 7.9% 54% 78 26.92% 2
Lowe Wealth Advisors
4708
Lowe Wealth Advisors
Maryland
$1.81億 +$1114万 +7% 6.02% 63.3% 369 6.23% 4.3
Reston Wealth Management
4709
Reston Wealth Management
Virginia
$1.81億 +$1308万 +8% 7.77% 66.4% 53 20.75% 2.9
Augustine Asset Management
4710
Augustine Asset Management
Florida
$1.81億 +$2882万 +19% 9.08% 316% 110 26.36% 2.9
Seneca House Advisors
4711
Seneca House Advisors
Virginia
$1.81億 +$4597万 +34% 7.66% 58.2% 87 12.64% 3
Snider Financial Group
4712
Snider Financial Group
Washington
$1.81億 -$335万 -2% 6.19% 87% 56 7.14% 1.2
Midwest Professional Planners Ltd (MPPL)
4713
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.81億 +$1308万 +8% 10% 136% 126 9.52% 2.7
Shayne & Jacobs LLC
4714
Shayne & Jacobs LLC
Tennessee
$1.8億 +$2150万 +14% 13.2% 79.4% 36 2.78% 5.6
SL
4715
SOF Ltd
Cayman Islands
$1.8億 +$2954万 +20% 19.6% 42.3% 1 0% 6
Strata Wealth Advisors
4716
Strata Wealth Advisors
Texas
$1.8億 – – 6.71% 73.6% 49 – 0
SRH Advisors
4717
SRH Advisors
Kansas
$1.8億 +$1.03億 +135% 6.64% 55.7% 326 8.9% 5.2
SAM
4718
Security Asset Management
New York
$1.8億 +$1351万 +8% 8.89% 67.4% 76 7.89% 5.1
TriaGen Wealth Management
4719
TriaGen Wealth Management
California
$1.8億 -$105万 -0.6% 9.15% 132% 188 27.66% 1.2
CWM
4720
CCG Wealth Management
California
$1.8億 +$1622万 +10% 7.51% 82.6% 105 12.38% 2
Lexington Partners
4721
Lexington Partners
New York
$1.8億 -$284万 -2% 1.04% 1.27% 7 14.29% 1.8
Unio Capital
4722
Unio Capital
New Jersey
$1.8億 +$1444万 +9% 12.1% 97.8% 52 32.69% 2.9
Beech Hill Advisors
4723
Beech Hill Advisors
New York
$1.8億 +$538万 +3% 9.96% 105% 85 4.71% 4.1
Sonata Capital Group
4724
Sonata Capital Group
Washington
$1.8億 -$159万 -0.9% 6.07% 66.5% 112 10.71% 5.5
Foundry Group Next
4725
Foundry Group Next
Colorado
$1.8億 – – 4.11% – 4 – 0