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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)
Westshore Wealth
5026
Westshore Wealth
California
$2.47億 +$226万 +0.9% 0.91% 58.8% 98 7.14% 2.9
Lynch Asset Management
5027
Lynch Asset Management
Pennsylvania
$2.47億 +$911万 +4% 5.54% 214% 44 6.82% 2.8
Old West Investment Management
5028
Old West Investment Management
California
$2.47億 -$1181万 -5% 2.36% 242% 65 26.15% 2.7
JCIC Asset Management
5029
JCIC Asset Management
Ontario, Canada
$2.47億 +$281万 +1% 3.9% – 143 35.66% 3.3
Beacon Wealthcare LLC
5030
Beacon Wealthcare LLC
North Carolina
$2.47億 -$133万 -0.5% 0.61% 47% 28 14.29% 1.9
IWN
5031
Independent Wealth Network
Iowa
$2.46億 +$2022万 +9% 1.28% 78.2% 251 17.53% 2.1
FSA Wealth Management
5032
FSA Wealth Management
Massachusetts
$2.46億 -$394万 -2% 1.29% – 591 8.8% 1.1
Geneva Partners
5033
Geneva Partners
Wisconsin
$2.46億 +$1537万 +7% 9.3% 417% 78 19.23% 1.9
Selective Wealth Management
5034
Selective Wealth Management
Virginia
$2.46億 +$554万 +2% 5.7% 74.4% 112 8.04% 2.9
Vigilare Wealth Management
5035
Vigilare Wealth Management
Arizona
$2.46億 -$106万 -0.4% 0.4% 59.5% 94 8.51% 2.9
Brand Asset Management Group
5036
Brand Asset Management Group
Missouri
$2.46億 -$924万 -4% 0.57% 70.2% 92 6.52% 4.6
Goepper Burkhardt
5037
Goepper Burkhardt
South Carolina
$2.46億 +$374万 +2% 0.51% 50.4% 84 4.76% 2.7
Henrickson Nauta Wealth Advisors
5038
Henrickson Nauta Wealth Advisors
Michigan
$2.46億 -$581万 -2% 3.48% 61.6% 86 9.3% 2
BCFD
5039
Boit C.F. David
$2.46億 +$4418万 +22% 0.78% 84.2% 129 3.1% 2.6
CRCM LP
5040
CRCM LP
California
$2.46億 +$9144万 +59% 42.6% – 7 57.14% 0.3
One Degree Advisors
5041
One Degree Advisors
California
$2.46億 +$862万 +4% 1.58% 54.1% 66 16.67% 0.8
Weik Capital Management
5042
Weik Capital Management
Pennsylvania
$2.46億 -$190万 -0.8% 0.58% 66.9% 97 8.25% 7.6
Crown Wealth Group
5043
Crown Wealth Group
North Carolina
$2.46億 +$1586万 +7% 3.25% 98.2% 125 18.4% 1.4
TSA Wealth Management
5044
TSA Wealth Management
Texas
$2.46億 -$252万 -1% 0.83% 62.4% 68 13.24% 0.8
RPD Fund Management
5045
RPD Fund Management
New York
$2.46億 – – 9.58% – 8 – 0.2
WorthPointe
5046
WorthPointe
California
$2.46億 +$790万 +3% 0.12% 59.7% 100 30% 1.3
RL
5047
Rogco LP
Oklahoma
$2.45億 -$969万 -4% 0.61% 53.3% 252 18.25% 1.1
First Dallas Securities
5048
First Dallas Securities
Texas
$2.45億 +$611万 +3% 4.47% 163% 122 10.66% 2.9
Briaud Financial Planning
5049
Briaud Financial Planning
Texas
$2.45億 +$5166万 +27% 0.76% 113% 207 34.3% 0.6
GKV Capital Management
5050
GKV Capital Management
California
$2.45億 – – 3.07% – 160 – 0