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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)
Wayfinding Financial
5676
Wayfinding Financial
Washington
$1.07億 -$670万 -6% 5.58% 68.3% 94 27.66% 0.6
Wealth Advisors of Iowa
5677
Wealth Advisors of Iowa
Iowa
$1.07億 -$7759万 -42% 5.83% 60.9% 63 25.4% 1.4
AIFAIM
5678
American Institute for Advanced Investment Management
Arizona
$1.07億 -$709万 -6% 3.14% 72.8% 113 12.39% 2.2
Walker Financial Services
5679
Walker Financial Services
Kentucky
$1.07億 +$431万 +4% 5.28% 18.9% 25 20% 0.4
Woodward Financial Advisors
5680
Woodward Financial Advisors
North Carolina
$1.07億 -$118万 -1% 5.03% 55% 47 8.51% 0.6
Asset Planning Corporation
5681
Asset Planning Corporation
Tennessee
$1.07億 -$824万 -7% 5.62% 44.5% 36 11.11% 1.5
Baker Hughes Holdings
5682
Baker Hughes Holdings
Texas
$1.07億 -$5121万 -32% 31.5% 38.6% 1 0% 1.8
LAI
5683
Legal Advantage Investments
California
$1.07億 +$414万 +4% 4.42% 116% 83 19.28% 1.2
Northland Capital Management
5684
Northland Capital Management
Minnesota
$1.07億 -$210万 -2% 6.96% 37.5% 30 50% 0.3
Cadence Wealth Management
5685
Cadence Wealth Management
Massachusetts
$1.06億 +$996万 +10% 8.52% 56.4% 38 31.58% 1.2
Legend Financial Advisors
5686
Legend Financial Advisors
Pennsylvania
$1.06億 +$965万 +10% 3.72% 117% 236 88.14% 0.2
PACK Private Wealth
5687
PACK Private Wealth
Minnesota
$1.06億 -$326万 -3% 5.78% 52.8% 35 0% 0.7
Camelot Portfolios
5688
Camelot Portfolios
Ohio
$1.06億 -$6014万 -36% 6.28% 41.3% 220 29.09% 3.7
Palmer Knight Company
5689
Palmer Knight Company
Florida
$1.06億 +$76.5万 +0.7% 2.38% 78.9% 29 10.34% 2.9
Stevard LLC
5690
Stevard LLC
Illinois
$1.06億 – – 10.4% – 49 – 2
H&H Retirement Design & Management
5691
H&H Retirement Design & Management
Nevada
$1.06億 -$3079万 -22% 6.42% 38.4% 73 4.11% 1.2
AFG Fiduciary Services
5692
AFG Fiduciary Services
Massachusetts
$1.06億 -$895万 -8% 3.5% 72.4% 92 23.91% 0.5
SWM Advisors
5693
SWM Advisors
Florida
$1.06億 -$365万 -3% 4.5% – 29 31.03% 0.6
Aspire Wealth Management
5694
Aspire Wealth Management
Massachusetts
$1.06億 -$247万 -2% 5.3% 26% 189 13.23% 0.7
CEDRUS
5695
CEDRUS
Colorado
$1.06億 +$345万 +3% 4.48% 19.8% 139 14.39% 0.6
Costello Asset Management
5696
Costello Asset Management
Pennsylvania
$1.06億 -$959万 -8% 4.44% 65.9% 241 10.37% 2
Morris Capital Advisors
5697
Morris Capital Advisors
Pennsylvania
$1.06億 -$604万 -5% 3.01% 72.9% 53 1.89% 4.9
BWIA
5698
Bryant Woods Investment Advisors
New York
$1.06億 +$4.6万 +0% 4.96% 66.3% 41 14.63% 0.6
Michael & Susan Dell Foundation
5699
Michael & Susan Dell Foundation
New York
$1.06億 -$2433万 -19% 15.6% 238% 4 0% 1.6
Insight Wealth Partners
5700
Insight Wealth Partners
Texas
$1.06億 -$2706万 -20% 1.78% 63.2% 61 8.2% 1.9