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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)
MBE Wealth Management
5226
MBE Wealth Management
Wisconsin
$1.68億 -$2649万 -14% 4.93% 66.5% 74 18.92% 1.4
SC
5227
Steph & Co
Wisconsin
$1.68億 -$492万 -3% 4.43% 61.6% 314 10.83% 1.6
Walled Lake Planning & Wealth Management
5228
Walled Lake Planning & Wealth Management
Illinois
$1.68億 -$443万 -3% 2.3% 51.7% 102 16.67% 1.9
Intrepid Capital Management
5229
Intrepid Capital Management
Florida
$1.68億 -$2850万 -15% 3.4% 70.2% 67 7.46% 2.1
HC Financial Advisors
5230
HC Financial Advisors
California
$1.68億 -$1198万 -7% 4.82% 31.2% 346 11.27% 1.9
WR Wealth Planners
5231
WR Wealth Planners
Missouri
$1.68億 – – 2.7% 22.1% 518 – 0
Leicht Financial Planning & Wealth Management
5232
Leicht Financial Planning & Wealth Management
New Jersey
$1.68億 -$733万 -4% 5.91% 46.3% 24 20.83% 1.3
FOCUS Wealth Advisors
5233
FOCUS Wealth Advisors
Texas
$1.68億 +$72.1万 +0.4% 2.49% 68.7% 44 6.82% 1
CSA
5234
Cottage Street Advisors
Massachusetts
$1.68億 -$887万 -5% 5.44% 95.8% 109 6.42% 3
GoodHaven Capital Management
5235
GoodHaven Capital Management
New Jersey
$1.68億 -$354万 -2% 0.38% 80.7% 29 6.9% 3.6
Almitas Capital
5236
Almitas Capital
California
$1.68億 – – 2.93% 86.1% 85 – 0.5
Game Plan Financial Advisors
5237
Game Plan Financial Advisors
Ohio
$1.68億 -$1944万 -10% 6.25% – 120 20% 1.2
Platinum Equity
5238
Platinum Equity
California
$1.67億 – – 0.63% 52.7% 6 – 0
New England Professional Planning Group
5239
New England Professional Planning Group
Rhode Island
$1.67億 +$317万 +2% 5.15% 59% 50 14% 3.6
Kinloch Capital
5240
Kinloch Capital
Virginia
$1.67億 +$567万 +4% 2.9% 63.4% 71 14.08% 1.1
Ardmore Road Asset Management
5241
Ardmore Road Asset Management
New York
$1.67億 -$2259万 -12% 15.9% 245% 34 70.59% 0.1
Harrington Investments
5242
Harrington Investments
California
$1.67億 -$1895万 -10% 6.92% 109% 85 5.88% 3.7
Harvest Investment Services
5243
Harvest Investment Services
Illinois
$1.67億 -$7026万 -30% 1.12% 282% 286 50.35% 1.4
ShankerValleau Wealth Advisors
5244
ShankerValleau Wealth Advisors
Illinois
$1.67億 -$719万 -4% 4.11% 60.3% 18 5.56% 0.2
Sowa Financial Group
5245
Sowa Financial Group
Rhode Island
$1.67億 -$400万 -2% 1.47% 100% 73 10.96% 2
Compass Financial Group (Florida)
5246
Compass Financial Group (Florida)
Florida
$1.67億 -$3394万 -17% 4.18% 44.1% 32 12.5% 2.8
BCK Capital Management
5247
BCK Capital Management
Connecticut
$1.67億 +$1830万 +12% 5.76% 161% 194 64.43% 0.4
GIM
5248
Greenwich Investment Management
Connecticut
$1.67億 +$1956万 +13% 1.75% – 78 20.51% 2.2
Prentiss Smith & Co
5249
Prentiss Smith & Co
Vermont
$1.67億 -$4501万 -21% 7.91% 67.4% 86 23.26% 4.5
Arbor Trust Wealth Advisors
5250
Arbor Trust Wealth Advisors
Michigan
$1.67億 -$685万 -4% 3.12% 63.8% 108 12.04% 1.8