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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)
First Bankers Trust
4826
First Bankers Trust
Kentucky
$2.16億 +$1721万 +9% 8.67% 78.9% 121 9.09% 7
Hixon Zuercher
4827
Hixon Zuercher
Ohio
$2.15億 +$2460万 +13% 12.1% 101% 64 12.5% 2.7
Bell & Brown Wealth Advisors
4828
Bell & Brown Wealth Advisors
California
$2.15億 – – 12.6% 125% 74 – 4.4
Glovista Investments
4829
Glovista Investments
New Jersey
$2.15億 +$4678万 +28% 6.88% 2.48% 44 27.27% 2.5
Raleigh Capital Management
4830
Raleigh Capital Management
North Carolina
$2.15億 +$1920万 +10% 9.66% 79.9% 1,200 31% 1
Invesco LLC (Illinois)
4831
Invesco LLC (Illinois)
Illinois
$2.15億 +$1679万 +8% 10.9% 122% 162 10.49% 0.5
Joule Financial
4832
Joule Financial
Kentucky
$2.15億 +$1942万 +10% 10.2% 55.5% 122 29.51% 1
Royal Harbor Partners
4833
Royal Harbor Partners
Texas
$2.15億 +$2320万 +12% 8.79% 54.6% 55 23.64% 1.9
Vista Investment Management
4834
Vista Investment Management
Pennsylvania
$2.15億 +$2479万 +13% 8.95% 54.4% 172 9.88% 4.1
Letson Investment Management
4835
Letson Investment Management
Georgia
$2.15億 – – 10.6% 56.7% 92 – 0
Walled Lake Planning & Wealth Management
4836
Walled Lake Planning & Wealth Management
Illinois
$2.15億 +$1546万 +8% 10.6% 62.6% 113 15.04% 1.6
Comprehensive Financial Consultants Institutional
4837
Comprehensive Financial Consultants Institutional
Indiana
$2.15億 +$2476万 +13% 10.3% 78% 164 13.41% 1.6
Hudson Value Partners
4838
Hudson Value Partners
Florida
$2.15億 +$2461万 +13% 12.8% 124% 104 14.42% 2.2
MWM
4839
MTC Wealth Management
Florida
$2.15億 +$1192万 +6% 8% 30.5% 13 7.69% 2.4
Everpar Advisors
4840
Everpar Advisors
Oklahoma
$2.15億 – – 12.6% – 276 – 0
Beddow Capital Management
4841
Beddow Capital Management
Wyoming
$2.15億 +$965万 +5% 2.71% 50.7% 58 6.9% 4.6
Sculati Wealth Management
4842
Sculati Wealth Management
Michigan
$2.15億 +$1895万 +10% 11.4% 80.3% 105 7.62% 2.9
TSA Wealth Management
4843
TSA Wealth Management
Texas
$2.15億 – – 8.83% 62.4% 54 – 0
Shaker Investments
4844
Shaker Investments
Ohio
$2.15億 +$3314万 +18% 19% 216% 92 23.91% 3
Transatlantique Private Wealth
4845
Transatlantique Private Wealth
New York
$2.14億 +$2758万 +15% 12% 88.6% 223 14.8% 1.2
Whelan Financial
4846
Whelan Financial
California
$2.14億 +$2470万 +13% 10.4% 64.6% 37 8.11% 1.4
Capasso Planning Partners
4847
Capasso Planning Partners
South Carolina
$2.14億 +$2740万 +15% 8.99% 51.6% 108 17.59% 1.4
Monte Financial Group
4848
Monte Financial Group
Connecticut
$2.14億 +$1664万 +8% 10.1% 66.7% 85 5.88% 3.2
Bouvel Investment Partners
4849
Bouvel Investment Partners
Pennsylvania
$2.14億 +$2914万 +16% 15.3% 199% 78 2.56% 2.1
DHJJ Financial Advisors
4850
DHJJ Financial Advisors
Illinois
$2.14億 +$1693万 +9% 10.6% 62.5% 828 5.8% 0.6