で公開中です! 詳しく見る

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)
LPC
5026
Lion Point Capital
New York
$2億 -$2456万 -11% 8.39% 319% 34 20.59% 1.2
SI
5027
Saxon Interests
Texas
$2億 +$5108万 +34% 9.22% 81.2% 219 90.41% 0.2
IMA Advisory Services
5028
IMA Advisory Services
Colorado
$2億 -$1.87億 -48% 10.6% 74.5% 286 77.62% 3.5
Tyler-Stone Wealth Management
5029
Tyler-Stone Wealth Management
Ohio
$2億 +$2436万 +14% 10.6% – 997 9.93% 1.6
FSB Premier Wealth Management
5030
FSB Premier Wealth Management
Iowa
$2億 +$1996万 +11% 8.53% 53.9% 177 12.43% 1.9
Tiller Private Wealth
5031
Tiller Private Wealth
Pennsylvania
$2億 +$1570万 +9% 9.32% 60.2% 49 16.33% 3.5
City State Bank
5032
City State Bank
Iowa
$2億 +$1805万 +10% 9.35% 79.1% 710 7.18% 1.7
ODFS
5033
O'Donnell Financial Services
California
$1.99億 +$1971万 +11% 8.97% 61% 39 33.33% 0.8
Corundum Group
5034
Corundum Group
Colorado
$1.99億 +$2345万 +13% 11.9% 89.5% 113 21.24% 4
Bridge Advisory
5035
Bridge Advisory
California
$1.99億 -$8566万 -30% 7.33% 6.7% 157 39.49% 1.6
Cassady Schiller Wealth Management
5036
Cassady Schiller Wealth Management
Ohio
$1.99億 +$1885万 +10% 10.3% 21.8% 465 9.25% 1.1
Taylor Frigon Capital Management
5037
Taylor Frigon Capital Management
Arizona
$1.99億 +$1932万 +11% 20.3% 152% 90 5.56% 4.1
Accel Wealth Management
5038
Accel Wealth Management
Iowa
$1.99億 +$1963万 +11% 8.76% 82.4% 200 18.5% 2.1
Wealth Advisors of Tampa Bay
5039
Wealth Advisors of Tampa Bay
Florida
$1.99億 -$1.64億 -45% 13.2% 86.2% 103 27.18% 3.5
MWM
5040
MGB Wealth Management
Texas
$1.99億 – – 11% – 258 – 0
Family Investment Center
5041
Family Investment Center
Missouri
$1.99億 +$3335万 +20% 9.01% 53.1% 73 30.14% 0.6
Whetstone Capital Advisors
5042
Whetstone Capital Advisors
Kansas
$1.99億 +$1805万 +10% 20.1% 282% 38 28.95% 1.8
GFWEX
5043
G.F.W. Energy XI
Texas
$1.99億 – – 15.4% – 1 – 0
OIA
5044
Optimum Investment Advisors
Illinois
$1.99億 +$351万 +2% 11.2% 125% 742 16.44% 5.6
Horan Securities
5045
Horan Securities
United States
$1.99億 +$1086万 +6% 11% 50.1% 113 17.7% 3.3
Traveka Wealth
5046
Traveka Wealth
California
$1.99億 – – 9.29% 78.1% 124 – 0
Selective Wealth Management
5047
Selective Wealth Management
Virginia
$1.99億 +$1650万 +9% 11.9% 74.4% 94 13.83% 2.9
Essential Planning
5048
Essential Planning
New Hampshire
$1.98億 +$1760万 +10% 7.68% 40.9% 67 14.93% 0.8
Forge First Asset Management
5049
Forge First Asset Management
Canada
$1.98億 +$1338万 +7% 11.9% 112% 54 66.67% 0.4
Wills Financial Group
5050
Wills Financial Group
Virginia
$1.98億 +$1325万 +7% 10.4% 57.5% 66 16.67% 5