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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)
Balanced Wealth Group
5126
Balanced Wealth Group
Ohio
$2.26億 +$615万 +3% 7.28% – 68 2.94% 0.7
Baker Tilly Wealth Management
5127
Baker Tilly Wealth Management
Wisconsin
$2.26億 -$1852万 -8% 7.14% 96.9% 294 25.51% 3
Harbour Investment Management
5128
Harbour Investment Management
Washington
$2.26億 +$928万 +4% 5.2% 58.8% 91 4.4% 6.1
Exeter Financial
5129
Exeter Financial
Arizona
$2.26億 +$1605万 +8% 8.39% 59.1% 93 5.38% 4.9
AIC
5130
Anthracite Investment Company
Texas
$2.26億 +$176万 +0.8% 6.55% – 108 47.22% 0.5
Act Wealth Management
5131
Act Wealth Management
Texas
$2.26億 +$2231万 +11% 7.25% 70% 50 16% 2.1
Warner Financial
5132
Warner Financial
Maryland
$2.26億 +$2049万 +10% 6.79% 62.1% 115 4.35% 2.1
SimpliFi Inc
5133
SimpliFi Inc
California
$2.26億 +$900万 +4% 5.77% 27.9% 42 4.76% 2.7
CCAM
5134
Codex Capital Asset Management
Texas
$2.25億 +$702万 +3% 3.94% – 38 7.89% 0.2
BWM Planning
5135
BWM Planning
Texas
$2.25億 – – 5.73% – 76 – 0
Slagle Financial
5136
Slagle Financial
Illinois
$2.25億 +$3031万 +16% 8% 77.9% 116 8.62% 1
GAMC
5137
Garner Asset Management Corp
Texas
$2.25億 +$1365万 +6% 7.42% 103% 155 5.81% 4.8
Incline Global Management
5138
Incline Global Management
New York
$2.25億 -$1749万 -7% 10.5% 40.1% 29 24.14% 1.8
Forum Private Client Group
5139
Forum Private Client Group
Indiana
$2.25億 +$1474万 +7% 5.77% 47.9% 75 2.67% 0.7
Tanglewood Legacy Advisors
5140
Tanglewood Legacy Advisors
Texas
$2.25億 +$1345万 +6% 5.47% 61.1% 288 3.13% 1.5
Cobalt Capital Management
5141
Cobalt Capital Management
New Jersey
$2.25億 -$572万 -2% 11.5% 235% 37 70.27% 0.8
Azarias Capital Management
5142
Azarias Capital Management
Pennsylvania
$2.25億 +$248万 +1% 3.71% 58.2% 21 4.76% 2
Altman Advisors
5143
Altman Advisors
Illinois
$2.25億 +$4888万 +28% 7.36% 127% 99 36.36% 2
GS Investments
5144
GS Investments
Minnesota
$2.25億 +$1288万 +6% 6.39% 94.1% 134 2.99% 3.7
Wynnefield Capital
5145
Wynnefield Capital
New York
$2.25億 +$220万 +1% 3.03% 52.1% 17 0% 4.7
VWM
5146
VCI Wealth Management
Missouri
$2.25億 +$2237万 +11% 5.69% 86.3% 127 56.69% 0.4
Acuitas Investments
5147
Acuitas Investments
Washington
$2.24億 +$3743万 +20% 14.4% 145% 131 20.61% 1.1
BIA
5148
Bigelow Investment Advisors
Maine
$2.24億 +$1479万 +7% 6.63% 75.7% 155 1.94% 4.1
Sharper & Granite
5149
Sharper & Granite
California
$2.24億 +$1447万 +7% 5.95% 47.1% 103 3.88% 1.6
Rooted Wealth Advisors
5150
Rooted Wealth Advisors
Illinois
$2.24億 -$242万 -1% 5.63% 50.8% 102 22.55% 1.1