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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)
Castle Wealth Management
4876
Castle Wealth Management
Florida
$2.96億 +$2088万 +8% 6.55% 53.6% 133 11.28% 2.3
Tranquility Partners
4877
Tranquility Partners
Tennessee
$2.96億 +$1618万 +6% 7.42% 77.3% 242 12.4% 3.6
Team Hewins
4878
Team Hewins
California
$2.96億 +$1878万 +7% 7.57% 60.5% 39 12.82% 1.5
Gen-Wealth Partners
4879
Gen-Wealth Partners
Michigan
$2.96億 +$3694万 +14% 5.87% – 719 15.99% 1.2
Equita Financial Network
4880
Equita Financial Network
Pennsylvania
$2.96億 +$4450万 +18% 5.61% 50.5% 91 10.99% 1.3
Fi3 Financial Advisors
4881
Fi3 Financial Advisors
Indiana
$2.96億 +$1844万 +7% 9.13% 83.1% 183 21.86% 1.7
Invesco LLC (Illinois)
4882
Invesco LLC (Illinois)
Illinois
$2.96億 +$2763万 +10% 11.4% 122% 136 5.88% 1.8
StrongBox Wealth
4883
StrongBox Wealth
Missouri
$2.96億 +$3202万 +12% 6.04% 63.9% 92 9.78% 3.3
Alpine Investment Management
4884
Alpine Investment Management
Hong Kong
$2.95億 -$3608万 -11% 18.2% 33.7% 10 70% 0.4
Jacobsen Capital Management
4885
Jacobsen Capital Management
Utah
$2.95億 +$2344万 +9% 8.11% 97.3% 125 10.4% 2.3
ISFAN
4886
Investor's Fiduciary Advisor Network
Washington
$2.95億 +$2595万 +10% 7.13% – 243 12.35% 0.6
Investment Research & Advisory Group
4887
Investment Research & Advisory Group
Georgia
$2.95億 +$2662万 +10% 7.79% 105% 263 11.03% 2.9
Royal Harbor Partners
4888
Royal Harbor Partners
Texas
$2.95億 +$2123万 +8% 5.88% 54.6% 52 9.62% 2.1
DHJJ Financial Advisors
4889
DHJJ Financial Advisors
Illinois
$2.95億 +$1790万 +6% 6.53% 62.5% 1,023 6.35% 1.9
44 Wealth Management
4890
44 Wealth Management
Oregon
$2.95億 +$1228万 +4% 5.52% – 219 22.37% 2.4
PWM
4891
Prosperity Wealth Management
California
$2.95億 +$2477万 +9% 10.7% 175% 292 37.33% 1
EL
4892
EQ LLC
Washington
$2.95億 +$3699万 +14% 8.11% 72.9% 76 7.89% 2.3
IP
4893
Indigo Partners
Arizona
$2.94億 +$7685万 +35% 37% 2.56% 2 0% 4.3
Sensible Money
4894
Sensible Money
Arizona
$2.94億 +$3040万 +12% 7.87% 69.1% 92 9.78% 2.2
Ping Capital Management
4895
Ping Capital Management
New York
$2.94億 -$1.17億 -28% 12.1% – 80 18.75% 0.9
Commonwealth Retirement Investments
4896
Commonwealth Retirement Investments
Virginia
$2.94億 +$3120万 +12% 8.24% 96.7% 122 11.48% 1.6
Prevatt Capital
4897
Prevatt Capital
Bahamas
$2.94億 +$266万 +0.9% 4.91% – 11 18.18% 1.7
NWK Group
4898
NWK Group
California
$2.94億 +$928万 +3% 11.9% 268% 77 24.68% 3.2
TSA Wealth Management
4899
TSA Wealth Management
Texas
$2.94億 +$2016万 +7% 6.57% 62.4% 91 8.79% 1.1
Arch Capital Group
4900
Arch Capital Group
Bermuda
$2.94億 +$50.7万 +0.2% 0.17% 3.08% 4 0% 3.1