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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)
Olympus Peak Asset Management
4901
Olympus Peak Asset Management
Connecticut
$2.94億 +$2125万 +8% 11.3% – 1 0% 1
Encompass Wealth Advisors
4902
Encompass Wealth Advisors
Oregon
$2.94億 +$2094万 +8% 6.67% 68.7% 110 6.36% 3.5
XY Planning Network
4903
XY Planning Network
Montana
$2.94億 $0 0% 6.03% – 173 0% 0.5
Wealth Advisors of Iowa
4904
Wealth Advisors of Iowa
Iowa
$2.94億 +$2616万 +10% 5.64% 60.9% 87 18.39% 1.8
25 LLC
4905
25 LLC
Missouri
$2.94億 +$2146万 +8% 6.21% 48.7% 68 10.29% 1.7
AV
4906
Aspiring Ventures
Ohio
$2.93億 +$6642万 +29% 22.2% – 74 20.27% 0.5
Goepper Burkhardt
4907
Goepper Burkhardt
South Carolina
$2.93億 +$2193万 +8% 6.35% 50.4% 103 6.8% 2.8
Parkwoods Wealth Partners
4908
Parkwoods Wealth Partners
New York
$2.93億 +$1.2億 +69% 6.94% – 100 29% 0.5
Davis Investment Partners
4909
Davis Investment Partners
North Carolina
$2.93億 +$1355万 +5% 7.8% 88.9% 167 10.78% 1.6
Richard W. Paul & Associates
4910
Richard W. Paul & Associates
Michigan
$2.93億 +$1634万 +6% 7.52% 65.2% 354 15.54% 2.2
Lifestyle Asset Management
4911
Lifestyle Asset Management
Texas
$2.93億 +$7863万 +37% 9.5% 88.3% 149 26.17% 1
Twin Peaks Wealth Advisors
4912
Twin Peaks Wealth Advisors
California
$2.93億 -$1600万 -5% 10.9% – 2,271 92.82% 1.3
BIMC
4913
Benson Investment Management Company
Virginia
$2.93億 +$2884万 +11% 10.1% 99.8% 60 23.33% 1.7
Westshore Wealth
4914
Westshore Wealth
California
$2.93億 +$3203万 +12% 7.36% 58.8% 107 14.95% 3
Flagship Pioneering
4915
Flagship Pioneering
Massachusetts
$2.93億 +$2415万 +9% 12.9% 13.3% 4 0% 6.3
Rosalind Advisors
4916
Rosalind Advisors
Ontario, Canada
$2.93億 +$8167万 +39% 42% – 48 41.67% 0.7
Oak Asset Management
4917
Oak Asset Management
California
$2.92億 +$1336万 +5% 10.1% 91.8% 108 6.48% 2.8
Q3 Asset Management
4918
Q3 Asset Management
Michigan
$2.92億 +$912万 +3% 6.54% 96.2% 80 73.75% 0.4
Solitude Financial Services
4919
Solitude Financial Services
Virginia
$2.92億 +$1621万 +6% 7.13% 62.4% 42 19.05% 2.8
SC
4920
Stephens Consulting
Michigan
$2.92億 -$1.3億 -31% 6.21% 50.1% 1,226 71.7% 2.7
Leisure Capital Management
4921
Leisure Capital Management
California
$2.92億 +$2674万 +10% 11% 111% 147 11.56% 5.3
SoundView Advisors
4922
SoundView Advisors
Washington
$2.92億 +$2041万 +8% 8.75% – 42 59.52% 0.5
VU
4923
Valence8 US
Massachusetts
$2.92億 +$5413万 +23% 6.83% 76.6% 14 14.29% 1.5
Thomas J. Herzfeld Advisors
4924
Thomas J. Herzfeld Advisors
Florida
$2.92億 +$1129万 +4% 3.17% 17.7% 121 24.79% 4.4
Barrett & Company
4925
Barrett & Company
Rhode Island
$2.92億 +$2499万 +9% 7.59% 83.6% 659 6.53% 2.4