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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)
Forum Private Client Group
5051
Forum Private Client Group
Indiana
$2.59億 +$2908万 +13% 5.88% 47.9% 82 9.76% 1.3
InvesTrust
5052
InvesTrust
Oklahoma
$2.59億 -$1.06億 -29% 6.39% – 94 3.19% 0.5
Gen-Wealth Partners
5053
Gen-Wealth Partners
Michigan
$2.59億 +$1953万 +8% 7.51% – 667 10.64% 1
Highview Capital Management
5054
Highview Capital Management
Illinois
$2.59億 +$2015万 +8% 13.5% 123% 123 28.46% 2.1
Weinberger Asset Management
5055
Weinberger Asset Management
California
$2.59億 +$2587万 +11% 11.4% 89.6% 84 8.33% 2.8
Heritage Oak Wealth Advisors
5056
Heritage Oak Wealth Advisors
Florida
$2.59億 +$3130万 +14% 19.2% – 83 28.92% 0.5
Medallion Wealth Advisors
5057
Medallion Wealth Advisors
Connecticut
$2.59億 +$3864万 +18% 8.62% – 1,134 8.47% 0.5
Alpha Financial Advisors
5058
Alpha Financial Advisors
North Carolina
$2.59億 +$3387万 +15% 8.25% 41.6% 62 25.81% 1.4
Anchorage Capital Group
5059
Anchorage Capital Group
New York
$2.59億 +$861万 +3% 11.4% 24.9% 6 0% 3.7
Buckhead Capital Management
5060
Buckhead Capital Management
Georgia
$2.59億 -$5312万 -17% 5.75% 67.6% 130 8.46% 5.2
Uniting Wealth Partners
5061
Uniting Wealth Partners
Kansas
$2.59億 +$5905万 +30% 12.7% – 123 17.89% 0.4
Breakwater Investment Management
5062
Breakwater Investment Management
Washington
$2.58億 +$2432万 +10% 8.92% – 319 4.08% 1.2
Montgomery Investment Management
5063
Montgomery Investment Management
Maryland
$2.58億 +$709万 +3% 6.13% 105% 97 6.19% 7
Bourne Lent Asset Management
5064
Bourne Lent Asset Management
New York
$2.58億 +$2528万 +11% 13.4% 76.1% 63 4.76% 7.2
BCR Wealth Strategies
5065
BCR Wealth Strategies
Alabama
$2.58億 +$3060万 +13% 6.66% 42.2% 27 3.7% 2.5
Alteri Wealth
5066
Alteri Wealth
California
$2.58億 +$3044万 +13% 13.6% – 284 16.55% 0.4
Insight Wealth Partners
5067
Insight Wealth Partners
Texas
$2.58億 -$3.43億 -57% 7.24% 56.2% 114 10.53% 2.4
EL
5068
EQ LLC
Washington
$2.58億 +$4346万 +20% 11.1% 72.9% 77 22.08% 2.2
Siligmueller & Norvid Wealth Advisors
5069
Siligmueller & Norvid Wealth Advisors
Illinois
$2.58億 +$2110万 +9% 6.19% – 98 9.18% 0.5
INCA Investments
5070
INCA Investments
Florida
$2.57億 +$3897万 +18% 15.2% 128% 10 0% 5.3
Monte Financial Group
5071
Monte Financial Group
Connecticut
$2.57億 +$2880万 +13% 3.18% 57.9% 91 10.99% 3.5
Independence Financial Advisors
5072
Independence Financial Advisors
New Hampshire
$2.57億 -$591万 -2% 7.59% – 52 11.54% 0.2
WMA
5073
Wealth Management Associates
New Jersey
$2.57億 +$2360万 +10% 12.2% 111% 227 10.13% 3.5
Saiph Capital
5074
Saiph Capital
New Jersey
$2.57億 +$4739万 +23% 9.89% 52.4% 66 27.27% 1.7
Private Client Services
5075
Private Client Services
Kentucky
$2.57億 +$5458万 +27% 8.59% 72% 230 33.91% 0.8