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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)
Grunden Financial Advisory
5401
Grunden Financial Advisory
Texas
$2.04億 +$1215万 +6% 5.48% – 27 14.81% 0.7
Rockingstone Advisors
5402
Rockingstone Advisors
Massachusetts
$2.04億 +$876万 +4% 5.25% 114% 111 16.22% 1.5
Hi-Line Capital Management
5403
Hi-Line Capital Management
South Dakota
$2.04億 -$3446万 -14% 13.2% 57.5% 39 38.46% 2.8
Financial Connections Group
5404
Financial Connections Group
California
$2.03億 +$1072万 +6% 5.48% 44.4% 353 41.64% 1.4
PK
5405
Pflug Koory
Nebraska
$2.03億 – – 7.69% – 396 – 5.7
Brown Shipley & Co
5406
Brown Shipley & Co
United Kingdom
$2.03億 -$1878万 -8% 3.37% 125% 81 20.99% 1.4
MI
5407
Moneywise Inc
Virginia
$2.03億 +$1443万 +8% 5.86% 60.8% 63 14.29% 3.2
Swan Capital
5408
Swan Capital
Florida
$2.03億 +$1966万 +11% 7.65% 47.9% 386 30.83% 0.3
Financial Avengers
5409
Financial Avengers
California
$2.03億 +$1485万 +8% 3.06% 108% 179 15.08% 2.5
Norris Financial Group
5410
Norris Financial Group
South Carolina
$2.03億 +$1115万 +6% 7.53% 142% 87 22.99% 1.5
Nova R Wealth
5411
Nova R Wealth
Kansas
$2.03億 +$910万 +5% 5.57% 60.7% 86 10.47% 1.8
CCC
5412
Chelsea Counsel Company
California
$2.03億 +$255万 +1% 5.92% 106% 204 4.9% 3.2
Cora Capital Advisors
5413
Cora Capital Advisors
New Jersey
$2.03億 +$867万 +4% 5.88% 70.5% 106 13.21% 1.4
AFC
5414
AFT Forsyth & Company
Florida
$2.03億 -$113万 -0.6% 4.28% 135% 141 10.64% 6.8
Marathon Asset Management (New York)
5415
Marathon Asset Management (New York)
New York
$2.03億 +$9099万 +81% 40.7% 490% 12 41.67% 1.1
MB, Levis & Associates
5416
MB, Levis & Associates
Pennsylvania
$2.03億 +$1257万 +7% 6.25% 43.1% 299 5.69% 1.6
TKG Advisors
5417
TKG Advisors
Indiana
$2.03億 +$1835万 +10% 7.16% 104% 110 25.45% 1.3
Wealthspan Partners
5418
Wealthspan Partners
Iowa
$2.03億 +$2140万 +12% 6.89% 65% 107 3.74% 1.7
Sequent Asset Management
5419
Sequent Asset Management
Texas
$2.03億 +$383万 +2% 2.33% 51.3% 100 16% 2.6
DI
5420
Disciplined Investments
Oklahoma
$2.03億 +$1474万 +8% 5.27% 51.4% 126 10.32% 3.3
First County Bank
5421
First County Bank
Connecticut
$2.03億 +$808万 +4% 7.86% 101% 166 10.24% 1.6
Colorado Capital Management
5422
Colorado Capital Management
Colorado
$2.03億 +$2321万 +13% 6.66% 60.4% 98 4.08% 4.9
Benchmark Wealth Management
5423
Benchmark Wealth Management
Connecticut
$2.02億 +$1476万 +8% 5.92% 42.7% 55 9.09% 3.3
Origin Asset Management
5424
Origin Asset Management
United Kingdom
$2.02億 -$1.98億 -49% 16.2% 59.3% 13 38.46% 1.4
Martin Capital Partners
5425
Martin Capital Partners
Oregon
$2.02億 -$4520万 -18% 7.45% 42.3% 72 5.56% 4.3