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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)
EC
5026
Engaged Capital
California
$3.27億 +$2366万 +8% 21.8% 26.2% 10 10% 1.9
RWPA
5027
Richard W. Paul & Associates
Michigan
$3.27億 +$2990万 +10% 12.9% 65.2% 334 14.37% 2.5
WAOTB
5028
Wealth Advisors of Tampa Bay
Florida
$3.27億 +$2457万 +8% 12.8% 86.2% 96 5.21% 4.1
DS
5029
Dalal Street
Texas
$3.27億 -$9614万 -23% 18.7% 92.7% 4 25% 1.6
TAFW
5030
Tred Avon Family Wealth
Maryland
$3.27億 +$2540万 +8% 14.7% – 278 11.87% 0.7
RL
5031
Rogco LP
Oklahoma
$3.27億 +$2716万 +9% 10.2% 53.3% 236 18.22% 1.9
JAM
5032
JCIC Asset Management
Ontario, Canada
$3.26億 $0 0% 9.06% – 113 0% 4.8
CIM
5033
Capital Investment Management
Missouri
$3.26億 +$3525万 +12% 11.3% – 139 15.11% 0.4
VWM
5034
Vigilare Wealth Management
Arizona
$3.26億 +$3027万 +10% 9.28% 56.9% 130 21.54% 2.5
MFC
5035
Morris Financial Concepts
South Carolina
$3.26億 +$3156万 +11% 12% 56.5% 207 7.25% 3.1
RFA
5036
Register Financial Advisors
Georgia
$3.26億 +$5555万 +21% 27.2% 126% 438 14.38% 2
HWM
5037
Hassell Wealth Management
Louisiana
$3.26億 +$2797万 +9% 8.97% 46.3% 29 3.45% 2.7
APW
5038
Aventura Private Wealth
Florida
$3.26億 +$5250万 +19% 24.2% – 1,021 15.48% 1.1
LC
5039
LCNB Corp
Ohio
$3.26億 +$2848万 +10% 15.4% 75.2% 191 6.28% 5.8
FWM
5040
Forza Wealth Management
Florida
$3.26億 +$3847万 +13% 11.3% 65.6% 198 7.07% 2.7
SPG
5041
Snow Phipps Group
New York
$3.26億 +$827万 +3% 2.58% 58% 2 0% 6.3
SA
5042
Sycale Advisors
New York
$3.26億 +$1.25億 +63% 11.8% 31.5% 28 53.57% 0.7
NPI
5043
New Perspectives Inc
Mississippi
$3.26億 +$3710万 +13% 10.2% – 50 14% 2.5
FWP
5044
Family Wealth Partners
North Carolina
$3.26億 +$3297万 +11% 10.7% – 125 28.8% 1.3
TJHA
5045
Thomas J. Herzfeld Advisors
Florida
$3.26億 +$3171万 +11% 4.61% 17.7% 148 35.14% 3.4
WAG
5046
Wilkerson Advisory Group
Missouri
$3.26億 +$3465万 +12% 12.6% – 659 12.29% 0.4
TWM
5047
Triton Wealth Management
Arizona
$3.26億 +$5599万 +21% 21.2% – 142 19.01% 2.6
SAM
5048
S.A. Mason
Michigan
$3.26億 +$5913万 +22% 20.6% 116% 294 13.61% 4.5
MAM
5049
Mullooly Asset Management
New Jersey
$3.25億 +$5395万 +20% 20.4% – 60 15% 1
SC
5050
Sykon Capital
New York
$3.25億 +$2480万 +8% 11.2% 63.7% 132 48.48% 1