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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)
Aventura Private Wealth
5351
Aventura Private Wealth
Florida
$2.31億 +$4018万 +21% 13.5% – 850 15.88% 0.4
Boyd Wealth Management
5352
Boyd Wealth Management
California
$2.31億 +$3029万 +15% 8.05% 56.8% 53 18.87% 2.4
Red Spruce Capital
5353
Red Spruce Capital
Pennsylvania
$2.31億 +$1806万 +8% 12.6% 98.4% 93 5.38% 3.8
SK Wealth Management
5354
SK Wealth Management
Rhode Island
$2.31億 +$4438万 +24% 7.28% – 82 14.63% 0.6
Firethorn Wealth Partners
5355
Firethorn Wealth Partners
Georgia
$2.31億 +$2115万 +10% 9.53% 75.1% 191 18.32% 2.2
Kirkwood Financial Services
5356
Kirkwood Financial Services
Texas
$2.31億 +$3262万 +16% 11.5% – 34 32.35% 0.2
Ranch Capital Advisors
5357
Ranch Capital Advisors
Florida
$2.31億 +$1972万 +9% 9.27% 92.6% 145 6.21% 3.7
Smith Shellnut Wilson
5358
Smith Shellnut Wilson
Mississippi
$2.31億 +$1239万 +6% 12% 98.6% 147 10.88% 5
ORIX Corp
5359
ORIX Corp
Japan
$2.31億 +$1882万 +9% 18.4% 11.7% 1 0% 7.5
Muzinich & Co
5360
Muzinich & Co
New York
$2.3億 +$5432万 +31% 2.34% 13.5% 71 38.03% 4.8
Wills Financial Group
5361
Wills Financial Group
Virginia
$2.3億 +$485万 +2% 4.26% 57.5% 71 15.49% 5.1
Sherbrooke Park Advisers
5362
Sherbrooke Park Advisers
New York
$2.3億 +$1562万 +7% 6.29% 9.59% 827 70.98% 0.3
Balanced Wealth Group
5363
Balanced Wealth Group
Ohio
$2.3億 +$2338万 +11% 7.49% – 70 7.14% 1.3
OIA
5364
Optimum Investment Advisors
Illinois
$2.3億 +$1787万 +8% 13.1% 125% 650 7.23% 6.3
Swan Capital
5365
Swan Capital
Florida
$2.3億 +$1372万 +6% 6.32% 47.9% 516 33.33% 0.7
Seldon Capital
5366
Seldon Capital
California
$2.3億 +$7131万 +45% 23.4% 604% 71 23.94% 2
EVR Research
5367
EVR Research
Virginia
$2.3億 -$1.23億 -35% 18% 165% 44 52.27% 0.7
Spectrum Asset Management (California)
5368
Spectrum Asset Management (California)
California
$2.3億 +$505万 +2% 8.03% 68.3% 107 28.04% 3.4
MBE Wealth Management
5369
MBE Wealth Management
Wisconsin
$2.3億 +$2097万 +10% 8.15% 66.5% 136 11.76% 2.1
Summit Investment Advisory Services
5370
Summit Investment Advisory Services
Minnesota
$2.3億 +$2595万 +13% 9.83% 68.3% 71 4.23% 0.9
Trellis Wealth Advisors
5371
Trellis Wealth Advisors
California
$2.3億 +$2369万 +11% 9.41% 62.2% 37 5.41% 1.7
Greenbush Financial Group
5372
Greenbush Financial Group
New York
$2.3億 +$2848万 +14% 9.49% – 33 3.03% 0.5
Lumbard & Kellner
5373
Lumbard & Kellner
New Hampshire
$2.29億 +$262万 +1% 14.9% 137% 97 24.74% 3
SAM
5374
Stenahm Asset Management
Guernsey
$2.29億 -$1626万 -7% 10.4% – 33 42.42% 1.5
Collaborative Wealth Management
5375
Collaborative Wealth Management
Florida
$2.29億 +$1543万 +7% 5.19% 41.6% 188 11.17% 3.1