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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)
Collaborative Wealth Management
5376
Collaborative Wealth Management
Florida
$2.47億 +$1795万 +8% 5.79% 41.6% 201 11.94% 3
1492 Capital Management
5377
1492 Capital Management
Wisconsin
$2.47億 +$3013万 +14% 11.8% 332% 126 20.63% 1.6
BCU Wealth Advisors
5378
BCU Wealth Advisors
Illinois
$2.47億 +$2452万 +11% 6.27% 57.7% 61 8.2% 1.2
Tealwood Asset Management
5379
Tealwood Asset Management
Minnesota
$2.47億 +$2240万 +10% 8.02% 128% 136 9.56% 3.3
CCP
5380
Caden Capital Partners
California
$2.47億 -$5409万 -18% 5.85% 19.1% 12 16.67% 1.5
AAG
5381
Avalon Advisory Group
Pennsylvania
$2.47億 +$1392万 +6% 5.55% 46% 18 11.11% 2.9
Evergreen Private Wealth
5382
Evergreen Private Wealth
Colorado
$2.47億 +$802万 +3% 6.26% 80.2% 299 23.75% 1.3
Swan Capital
5383
Swan Capital
Florida
$2.47億 +$1639万 +7% 5.47% 47.9% 558 26.34% 0.9
ANB Bank
5384
ANB Bank
Colorado
$2.47億 +$2390万 +11% 7.08% – 137 18.98% 0.6
HFM Investment Advisors
5385
HFM Investment Advisors
New Jersey
$2.46億 +$1901万 +8% 5.64% – 1,323 6.88% 0.5
AA
5386
AF Advisors
California
$2.46億 -$4368万 -15% 14.2% 76.5% 30 6.67% 2.4
Weitzel Financial Services
5387
Weitzel Financial Services
Iowa
$2.46億 +$990万 +4% 4.5% 46.3% 49 4.08% 2.9
Mine & Arao Wealth Creation & Management
5388
Mine & Arao Wealth Creation & Management
California
$2.46億 +$2206万 +10% 10.2% 105% 78 6.41% 5
Moerus Capital Management
5389
Moerus Capital Management
New York
$2.46億 +$1168万 +5% 11.8% 220% 14 7.14% 4.4
Grunden Financial Advisory
5390
Grunden Financial Advisory
Texas
$2.46億 +$1948万 +9% 4.93% – 32 6.25% 1.3
Mills Wealth Advisors
5391
Mills Wealth Advisors
Texas
$2.46億 +$2769万 +13% 4.39% 37.9% 74 12.16% 1.5
Trellis Wealth Advisors
5392
Trellis Wealth Advisors
California
$2.46億 +$1596万 +7% 6.65% 62.2% 38 2.63% 1.9
Kensington Investment Counsel
5393
Kensington Investment Counsel
California
$2.46億 +$1234万 +5% 4.8% 81.9% 108 10.19% 3.1
RFG
5394
RFP Financial Group
Georgia
$2.46億 +$334万 +1% 6.53% 53.2% 112 25.89% 1.7
Parkshore Wealth Management
5395
Parkshore Wealth Management
California
$2.45億 +$4077万 +20% 7.71% – 70 11.43% 0.6
Red Spruce Capital
5396
Red Spruce Capital
Pennsylvania
$2.45億 +$1455万 +6% 7.88% 98.4% 93 4.3% 3.9
GBI
5397
GP Brinson Investments
Illinois
$2.45億 +$1070万 +5% 4.67% 51.2% 16 0% 3.6
CNBT
5398
Cornerstone National Bank & Trust
Illinois
$2.45億 +$1269万 +5% 4.24% 38.5% 178 7.87% 2.2
Keeler Thomas Management
5399
Keeler Thomas Management
Utah
$2.45億 +$1269万 +5% 2.94% 52.1% 110 9.09% 1.3
Northstar Advisory Group
5400
Northstar Advisory Group
New Jersey
$2.45億 +$4013万 +20% 13% 141% 122 27.05% 1.7