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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)
Marks Wealth
5051
Marks Wealth
Maryland
$2.33億 +$640万 +3% 8.48% 165% 29 55.17% 0.6
Elevation Wealth Partners
5052
Elevation Wealth Partners
California
$2.33億 +$2183万 +10% 6.14% 69.9% 547 19.38% 1.1
Waterway Wealth Management
5053
Waterway Wealth Management
Texas
$2.33億 +$2904万 +14% 6.31% 52.2% 74 20.27% 0.5
Morris Financial Concepts
5054
Morris Financial Concepts
South Carolina
$2.33億 +$2394万 +11% 6.42% 56.5% 193 17.1% 1.8
Beacon Bridge Wealth Partners
5055
Beacon Bridge Wealth Partners
Pennsylvania
$2.33億 +$1481万 +7% 5.53% 52% 99 16.16% 1.3
Acorn Wealth Advisors
5056
Acorn Wealth Advisors
Michigan
$2.33億 +$3041万 +15% 6.46% 58.8% 231 13.42% 3.1
OCP
5057
OCO Capital Partners
New York
$2.32億 +$4272万 +23% 6.15% 679% 5 40% 2
Bernzott Capital Advisors
5058
Bernzott Capital Advisors
California
$2.32億 +$1528万 +7% 7.68% 46.2% 38 10.53% 2.9
Canopy Partners
5059
Canopy Partners
Ohio
$2.32億 +$1701万 +8% 6.06% 108% 221 15.38% 0.6
7G Capital Management
5060
7G Capital Management
New York
$2.32億 +$474万 +2% 10.1% 137% 8 0% 2.1
Straight Path Wealth Management
5061
Straight Path Wealth Management
Michigan
$2.32億 +$3745万 +19% 9.45% 70.4% 103 11.65% 1.4
GWA
5062
GGM Wealth Advisors
Maryland
$2.32億 +$1348万 +6% 6.67% 25.9% 151 11.92% 1.5
Lowe Wealth Advisors
5063
Lowe Wealth Advisors
Maryland
$2.32億 +$1259万 +6% 5.68% 63.3% 328 7.01% 5.2
OGF
5064
Orin Green Financial
California
$2.32億 +$1480万 +7% 4.28% 59.1% 84 9.52% 0.4
MS
5065
Madden Securities
Texas
$2.32億 +$614万 +3% 6.17% 108% 115 18.26% 2.4
Standard General
5066
Standard General
New York
$2.32億 -$3087万 -12% 21.6% 259% 3 0% 6.1
Tiemann Investment Advisors
5067
Tiemann Investment Advisors
California
$2.32億 +$714万 +3% 6.58% 77% 204 9.31% 6.5
HRC
5068
Hoertkorn Richard Charles
$2.32億 +$218万 +0.9% 5.26% 172% 87 8.05% 7.4
RGREA
5069
Ranger Global Real Estate Advisors
Colorado
$2.32億 -$1880万 -8% 14.3% 18% 25 64% 1
AW
5070
Atlas Wealth
Ohio
$2.32億 -$6.19億 -73% 4.73% 43.5% 255 72.94% 1.3
Mendel Money Management
5071
Mendel Money Management
Illinois
$2.31億 +$1769万 +8% 7.86% 75.4% 137 6.57% 3.8
OIA
5072
Optimum Investment Advisors
Illinois
$2.31億 +$848万 +4% 7.22% 125% 664 8.13% 5.9
Invenio Wealth Partners
5073
Invenio Wealth Partners
Florida
$2.31億 +$2937万 +15% 5.31% 55.5% 103 13.59% 0.9
Goodwin Investment Advisory
5074
Goodwin Investment Advisory
Georgia
$2.31億 +$1313万 +6% 4.14% 60.8% 36 8.33% 1.9
Geneva Partners
5075
Geneva Partners
Wisconsin
$2.31億 -$1179万 -5% 5.82% 417% 86 43.02% 1.8