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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)
PWM
5351
Prosperity Wealth Management
California
$1.55億 +$2820万 +22% 19.3% 175% 195 52.31% 0.3
MAS
5352
Madden Advisory Services
Florida
$1.55億 +$1204万 +8% 5.76% 52.3% 82 2.44% 5.2
KAM
5353
Kinney Asset Management
Illinois
$1.54億 +$1564万 +11% 7.69% 10.1% 5 0% 2.2
John W. Brooker & Co
5354
John W. Brooker & Co
California
$1.54億 +$346万 +2% 3.37% 43.4% 66 4.55% 2.8
Wisconsin Capital Management
5355
Wisconsin Capital Management
Wisconsin
$1.54億 +$771万 +5% 12.6% 153% 48 8.33% 4.1
Farmers & Merchants Trust Co of Chambersburg PA
5356
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.54億 +$422万 +3% 5.15% 65.5% 406 13.79% 3.8
Custos Family Office
5357
Custos Family Office
Texas
$1.54億 +$1244万 +9% 5.03% 57.4% 50 34% 0.8
Summit Place Financial Advisors
5358
Summit Place Financial Advisors
New Jersey
$1.54億 +$1346万 +10% 7.73% 111% 95 8.42% 2.1
Cairn Investment Group
5359
Cairn Investment Group
Washington
$1.54億 +$1070万 +7% 5.49% 61.3% 66 4.55% 2.6
SM
5360
Scoggin Management
New York
$1.54億 -$1588万 -9% 4.64% 889% 66 62.12% 0.7
AFS Financial Group
5361
AFS Financial Group
Maryland
$1.54億 +$440万 +3% 7.01% – 96 6.25% 0.5
Forte Asset Management
5362
Forte Asset Management
New York
$1.54億 +$292万 +2% 2.75% 57.7% 60 5% 0.8
Purus Wealth Management
5363
Purus Wealth Management
California
$1.54億 +$2758万 +22% 12.9% 174% 125 16% 1.7
Fluent Financial
5364
Fluent Financial
Texas
$1.54億 +$764万 +5% 4.07% 46.9% 83 31.33% 1.3
Athyrium Capital Management
5365
Athyrium Capital Management
New York
$1.54億 -$1.25億 -45% 0.46% 25.1% 8 12.5% 1.4
Cordant Inc
5366
Cordant Inc
Oregon
$1.54億 -$3,178 -0% 2.17% 47% 74 4.05% 2.4
Warner Financial
5367
Warner Financial
Maryland
$1.54億 +$975万 +7% 5.72% 62.1% 94 2.13% 1.3
Westhampton Capital
5368
Westhampton Capital
North Carolina
$1.54億 -$175万 -1% 7.19% 95.6% 122 14.75% 3
Blue Barn Wealth
5369
Blue Barn Wealth
Utah
$1.54億 -$746万 -5% 2.35% 46.4% 127 8.66% 1.4
DFS
5370
Dixon Fnancial Services
California
$1.54億 +$657万 +4% 4.94% 76.6% 26 15.38% 1.4
ARQ Wealth Advisors
5371
ARQ Wealth Advisors
Arizona
$1.54億 +$1791万 +13% 4.74% 53.3% 59 16.95% 2.1
Profit Investment Management
5372
Profit Investment Management
Maryland
$1.54億 +$248万 +2% 5.2% 101% 76 2.63% 6.5
TKG Advisors
5373
TKG Advisors
Indiana
$1.54億 -$663万 -4% 6.17% 104% 121 46.28% 0.6
CGC Financial Services
5374
CGC Financial Services
Oregon
$1.54億 – – 1.8% 46% 359 – 0
AllSquare Wealth Management
5375
AllSquare Wealth Management
New York
$1.54億 -$70.9万 -0.5% 3.74% 62.4% 574 4.36% 4.4