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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)
Treynor Bancshares
5151
Treynor Bancshares
Iowa
$1.59億 +$1383万 +10% 4.02% 3.35% 73 2.74% 1.2
HMS Capital Management
5152
HMS Capital Management
Tennessee
$1.59億 -$1595万 -9% 7.98% 140% 115 26.09% 2.1
Collaborative Wealth Management
5153
Collaborative Wealth Management
Florida
$1.59億 +$655万 +4% 4.66% 46.6% 178 10.11% 1.8
Sterneck Capital Management
5154
Sterneck Capital Management
Missouri
$1.59億 +$790万 +5% 7.62% 61.5% 104 7.69% 4.3
Thrive Capital Management (Pennsylvania)
5155
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.58億 +$557万 +4% 3.99% 65.3% 128 16.41% 1.2
DB Wealth Management Group
5156
DB Wealth Management Group
California
$1.58億 +$413万 +3% 3.09% 19% 359 1.39% 1.5
Alta Wealth Advisors
5157
Alta Wealth Advisors
Massachusetts
$1.58億 +$1044万 +7% 15.3% 120% 153 18.95% 1.7
Worldly Partners Management
5158
Worldly Partners Management
Massachusetts
$1.58億 +$2984万 +23% 26.6% 19.2% 4 0% 0.3
Reliant Investment Management
5159
Reliant Investment Management
Tennessee
$1.58億 -$937万 -6% 2.03% 129% 61 16.39% 2.7
PCG Wealth Advisors
5160
PCG Wealth Advisors
Kansas
$1.58億 +$26.6万 +0.2% 3.32% 87% 123 21.14% 0.8
Forum Private Client Group
5161
Forum Private Client Group
Indiana
$1.58億 +$1350万 +9% 4.04% 47.9% 69 5.8% 0.9
Prosperity Consulting Group
5162
Prosperity Consulting Group
Maryland
$1.58億 +$816万 +5% 6.26% 66.8% 106 6.6% 1
YC
5163
Yunqi Capital
Hong Kong
$1.58億 +$1017万 +7% 4.15% 71.4% 8 37.5% 0.5
Baron Financial Group
5164
Baron Financial Group
New Jersey
$1.58億 +$711万 +5% 4.77% 55.5% 58 15.52% 1.8
APSI
5165
Asset Planning Services Inc
Louisiana
$1.58億 -$5.4万 -0% 5.14% 138% 37 5.41% 3.9
Barrett & Company
5166
Barrett & Company
Rhode Island
$1.58億 +$649万 +4% 4.69% 83.6% 612 6.05% 0.5
Planned Solutions
5167
Planned Solutions
California
$1.58億 +$2128万 +16% 6.35% 68.3% 82 13.41% 1.7
STC
5168
Sarah T. Connolly
$1.58億 +$1055万 +7% 7.85% 35% 95 1.05% 2
Palmer Knight Company
5169
Palmer Knight Company
Florida
$1.57億 +$4544万 +41% 7.46% 78.9% 33 24.24% 2.9
Beacon Financial Advisory
5170
Beacon Financial Advisory
Ohio
$1.57億 +$1773万 +13% 6.12% 76.8% 214 11.68% 2.1
Burns Matteson Capital Management
5171
Burns Matteson Capital Management
New York
$1.57億 +$644万 +4% 2.35% 137% 184 47.28% 0.9
PFG Private Wealth Management
5172
PFG Private Wealth Management
Florida
$1.57億 -$382万 -2% 4.38% 52.6% 410 35.61% 1.4
H&H Retirement Design & Management
5173
H&H Retirement Design & Management
Nevada
$1.57億 +$3864万 +33% 2.54% 38.4% 97 71.13% 1.1
Values First Advisors
5174
Values First Advisors
Tennessee
$1.57億 +$1372万 +10% 5.82% 87.6% 403 54.84% 0.9
Asset Management Resources
5175
Asset Management Resources
Massachusetts
$1.57億 +$977万 +7% 5.24% – 64 28.13% 0.9