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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)
Midwest Heritage Bank
4826
Midwest Heritage Bank
Iowa
$3.53億 +$4110万 +13% 11.1% 52.2% 54 7.41% 3
AXS Investments
4827
AXS Investments
New York
$3.53億 +$1.05億 +42% 31.3% 107% 209 17.22% 2
JVL Associates
4828
JVL Associates
Michigan
$3.52億 +$5419万 +18% 17.7% 81% 81 24.69% 3.5
FP
4829
FFG Partners
Florida
$3.52億 +$9972万 +39% 49.2% 277% 51 47.06% 0.9
Seven Post Investment Office
4830
Seven Post Investment Office
California
$3.52億 +$4274万 +14% 9.58% 44.4% 42 14.29% 4
Keeler & Nadler Financial Planning & Wealth Management
4831
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.52億 +$5751万 +20% 15% 72.1% 87 8.05% 2.6
Centerpoint Advisors
4832
Centerpoint Advisors
Massachusetts
$3.52億 +$4486万 +15% 16.3% 74.2% 443 10.61% 4.1
Sunpointe
4833
Sunpointe
Missouri
$3.52億 +$4673万 +15% 20.1% 122% 307 21.82% 1.4
Financial Life Advisors
4834
Financial Life Advisors
Texas
$3.52億 +$3075万 +10% 10.3% 47% 62 19.35% 3
SIM
4835
SW Investment Management
Colorado
$3.52億 -$9910万 -22% 0.78% 143% 8 37.5% 2.8
PIP
4836
Palisades Investment Partners
California
$3.52億 +$9654万 +38% 46.9% – 59 23.73% 1.3
Colonial River Investments
4837
Colonial River Investments
Virginia
$3.52億 +$7234万 +26% 28.5% 156% 268 21.64% 2
Everpar Advisors
4838
Everpar Advisors
Oklahoma
$3.52億 +$6110万 +21% 22.5% – 326 20.86% 1.5
KHCM
4839
Kirtland Hills Capital Management
Ohio
$3.51億 +$3648万 +12% 20.6% – 167 7.19% 1.5
GBFG
4840
Gerald Baker Financial Group
Texas
$3.51億 +$3568万 +11% 11.3% – 127 11.02% 0.2
Whitegate Investment Counselors
4841
Whitegate Investment Counselors
New Hampshire
$3.51億 +$3675万 +12% 10.4% 51% 78 15.38% 5.8
LifeGuide Financial Advisors
4842
LifeGuide Financial Advisors
Pennsylvania
$3.51億 +$3843万 +12% 7.88% 35.4% 51 17.65% 2.5
Tree Line Advisors
4843
Tree Line Advisors
Hong Kong
$3.51億 +$1.19億 +51% 94% 670% 3 0% 2.2
Spectrum Wealth Advisory Group
4844
Spectrum Wealth Advisory Group
California
$3.51億 +$8216万 +31% 15.5% 76.1% 543 89.32% 0.3
Beacon Bridge Wealth Partners
4845
Beacon Bridge Wealth Partners
Pennsylvania
$3.51億 +$5226万 +17% 12.7% 52% 113 17.7% 2.1
Yakira Capital Management
4846
Yakira Capital Management
Connecticut
$3.51億 +$929万 +3% 2.32% 74.1% 262 48.09% 0.8
PAM
4847
Pegasus Asset Management
New York
$3.51億 +$3820万 +12% 14.2% 101% 77 15.58% 4.9
AFP
4848
Advus Financial Partners
Florida
$3.51億 +$8688万 +33% 11.2% 56.5% 147 56.46% 1.3
StrongBox Wealth
4849
StrongBox Wealth
Missouri
$3.51億 +$3841万 +12% 9.31% 63.9% 267 64.04% 1.3
FCM
4850
Fieldview Capital Management
Michigan
$3.51億 +$813万 +2% 14.3% – 748 69.65% 0.2