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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)
Pacific Wealth Management
5776
Pacific Wealth Management
California
$2.03億 +$2064万 +11% 5.74% 72.8% 23 26.09% 1.8
Eads & Heald Wealth Management
5777
Eads & Heald Wealth Management
Georgia
$2.02億 +$553万 +3% 9.16% 84.4% 143 9.79% 8.3
Peoples Financial Services Corp
5778
Peoples Financial Services Corp
Pennsylvania
$2.02億 -$583万 -3% 8.68% 104% 261 3.07% 8.3
AmeriServ Wealth Advisors
5779
AmeriServ Wealth Advisors
Pennsylvania
$2.02億 +$2936万 +17% 6.63% – 64 14.06% 3.2
Tandem Wealth Advisors
5780
Tandem Wealth Advisors
Arizona
$2.02億 +$1103万 +6% 6.36% 43.1% 55 14.55% 1.9
New Perspectives Inc
5781
New Perspectives Inc
Mississippi
$2.02億 +$1477万 +8% 8.92% – 40 15% 2.4
Patron Partners
5782
Patron Partners
Texas
$2.02億 +$1707万 +9% 9.2% 90.2% 185 10.81% 3
SIA
5783
Schear Investment Advisers
Ohio
$2.02億 +$2839万 +16% 21.3% 241% 93 11.83% 1.9
AFT
5784
Alpha Family Trust
California
$2.02億 +$3061万 +18% 18.9% 198% 199 20.1% 1.5
Allie Family Office
5785
Allie Family Office
Florida
$2.02億 +$1880万 +10% 7.71% 59% 111 19.82% 2.2
Waypoint Wealth Counsel
5786
Waypoint Wealth Counsel
Georgia
$2.02億 +$4243万 +27% 10.7% 111% 199 42.21% 1.1
CCC
5787
Chelsea Counsel Company
California
$2.02億 +$1771万 +10% 7.37% 106% 210 9.05% 3.6
Alhambra Investment Management
5788
Alhambra Investment Management
Florida
$2.02億 +$761万 +4% 5.09% 67.7% 183 12.57% 3
Alternative Investment Advisors
5789
Alternative Investment Advisors
Florida
$2.01億 +$1226万 +6% 9.56% 70.2% 61 19.67% 1.2
5th Street Advisors
5790
5th Street Advisors
Connecticut
$2.01億 -$601万 -3% 6.85% 47.5% 48 29.17% 1.9
LifePlan Investment Advisors
5791
LifePlan Investment Advisors
North Carolina
$2.01億 +$2752万 +16% 8.24% 60.9% 108 10.19% 1.4
Heritage Wealth Management (Texas)
5792
Heritage Wealth Management (Texas)
Texas
$2.01億 +$2873万 +17% 6.14% 52.3% 40 25% 1.7
LPCM
5793
Lynwood Price Capital Management
Texas
$2.01億 +$2575万 +15% 13.8% – 18 33.33% 0.4
Powers Capital
5794
Powers Capital
California
$2.01億 +$1692万 +9% 10.6% – 2 0% 0.5
RCS Financial Planning
5795
RCS Financial Planning
Maryland
$2.01億 +$1159万 +6% 6.26% 48.2% 85 12.94% 1.7
Ampersand Capital Group
5796
Ampersand Capital Group
California
$2.01億 +$5612万 +39% 23.2% – 7 0% 0.5
Marmo Financial Group
5797
Marmo Financial Group
Tennessee
$2.01億 +$1801万 +10% 8.91% 47.5% 30 13.33% 1.5
D. Scott Neal
5798
D. Scott Neal
Kentucky
$2.01億 +$2030万 +11% 11.3% 105% 57 8.77% 4.3
Keener Financial Planning
5799
Keener Financial Planning
Texas
$2.01億 +$4673万 +30% 9.52% – 221 18.55% 1
Kapstone Financial Advisors
5800
Kapstone Financial Advisors
Ohio
$2.01億 +$2375万 +13% 14.2% 131% 126 15.87% 1.8