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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)
DJC
5751
Daily Journal Corp
California
$2.57億 +$1600万 +7% 7.97% 108% 4 0% 10.7
CB
5752
CNB Bank
Pennsylvania
$2.57億 +$1889万 +8% 14% 91.6% 534 5.24% 4.7
NIA
5753
NBZ Investment Advisors
Tennessee
$2.56億 +$2743万 +12% 12.3% – 87 17.24% 1
IWA
5754
IVC Wealth Advisors
Pennsylvania
$2.56億 +$2607万 +11% 15.9% 70.8% 185 10.81% 3.3
DTC
5755
Davidson Trust Company
Washington
$2.56億 +$2436万 +11% 11.8% 77% 193 10.36% 3.5
KWM
5756
Kiker Wealth Management
Georgia
$2.56億 +$4684万 +22% 1.88% – 189 44.97% 0.2
MPCL
5757
My Personal CFO LLC
Washington
$2.56億 +$2782万 +12% 16.9% 83.4% 92 5.43% 1.4
SCM
5758
Sage Capital Management
New Jersey
$2.56億 +$4333万 +20% 22.1% – 178 14.61% 2
BFF
5759
Byrne Financial Freedom
Massachusetts
$2.56億 +$4716万 +23% 37.2% – 124 20.97% 1
MWM
5760
Meritas Wealth Management
California
$2.56億 +$3491万 +16% 10.8% 69.4% 67 16.42% 2.5
VPWA
5761
Vestia Personal Wealth Advisors
Indiana
$2.56億 +$4324万 +20% 10.5% – 112 11.61% 1.5
PCM
5762
Punch Card Management
Florida
$2.56億 -$1469万 -5% 10.5% 41% 5 0% 3.6
WMS
5763
Wealth Management Strategies
Pennsylvania
$2.56億 +$3490万 +16% 10.9% – 46 15.22% 1.2
YWM
5764
Yoder Wealth Management
California
$2.56億 +$3650万 +17% 15.3% 69.3% 133 9.77% 2.3
CWL
5765
Causey Wealth LLC
Colorado
$2.56億 +$2028万 +9% 9.13% – 87 11.49% 1.1
1M
5766
1248 Management
Missouri
$2.56億 +$4008万 +19% 20.8% – 162 17.9% 1
TFG
5767
Tull Financial Group
Virginia
$2.56億 +$3154万 +14% 11.3% – 35 11.43% 1.4
AA
5768
Altrafin AG
$2.55億 -$3486万 -12% 22.5% 97.6% 56 28.57% 2.4
TPF
5769
Tribridge Partners Financial
Maryland
$2.55億 +$1354万 +6% 9.92% – 87 13.79% 0.8
MAM
5770
Mainsail Asset Management
Alabama
$2.55億 +$3240万 +15% 13.8% 90.4% 208 51.44% 0.7
CWA
5771
Carolina Wealth Advisors
South Carolina
$2.55億 +$1501万 +6% 14.7% 57.5% 297 12.46% 2.6
PCM
5772
Politan Capital Management
New York
$2.55億 -$7.3億 -74% 61.2% 75.4% 3 33.33% 3.8
VIPI
5773
Vista Investment Partners II
Indiana
$2.55億 +$3219万 +14% 21.9% – 184 27.72% 1
SWM
5774
Shelton Wealth Management
Texas
$2.55億 +$2635万 +12% 19.6% 89.4% 168 32.74% 1.9
SFC
5775
Sprinkle Financial Consultants
Colorado
$2.55億 +$3808万 +18% 11.7% 64.1% 108 12.96% 1.7