で公開中です! 詳しく見る

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)
Peak Retirement Planning
5876
Peak Retirement Planning
Ohio
$1.8億 +$3230万 +22% 0.31% – 111 18.92% 0.2
MWA
5877
Miller Wealth Advisors
Colorado
$1.8億 -$1598万 -8% 6.97% 147% 101 11.88% 2
Peninsula Asset Management
5878
Peninsula Asset Management
Florida
$1.8億 -$812万 -4% 0.8% 44.1% 46 8.7% 8.1
Pacific Point Advisors
5879
Pacific Point Advisors
California
$1.8億 +$1558万 +9% 1.85% – 130 20.77% 0.2
AV
5880
Aspiring Ventures
Ohio
$1.8億 +$2122万 +13% 16.3% – 60 26.67% 0.2
GWA
5881
GGM Wealth Advisors
Maryland
$1.8億 -$1146万 -6% 0.63% 25.9% 151 19.21% 1.9
Old North State Wealth Management
5882
Old North State Wealth Management
North Carolina
$1.8億 +$171万 +1% 1.15% 91.5% 118 11.02% 1.9
Hapanowicz & Associates Financial Services
5883
Hapanowicz & Associates Financial Services
Pennsylvania
$1.8億 -$1946万 -10% 4.19% 65% 32 12.5% 3.3
Lindenwold Advisors
5884
Lindenwold Advisors
Pennsylvania
$1.8億 -$770万 -4% 0.79% 75% 122 20.49% 2.3
AIC
5885
Anthracite Investment Company
Texas
$1.8億 -$1.06億 -37% 3.71% – 102 49.02% 0.8
PK
5886
Pflug Koory
Nebraska
$1.8億 -$1802万 -9% 1.07% – 397 1.26% 6.2
Sequent Asset Management
5887
Sequent Asset Management
Texas
$1.8億 -$2359万 -12% 1.86% 51.3% 89 10.11% 3.1
Guinness Atkinson Asset Management
5888
Guinness Atkinson Asset Management
California
$1.8億 -$1660万 -8% 2.52% 148% 86 2.33% 6.7
Finley Financial
5889
Finley Financial
Nevada
$1.79億 -$1269万 -7% 3.89% – 123 2.44% 0.2
Howard Wealth Management
5890
Howard Wealth Management
Connecticut
$1.79億 -$541万 -3% 2.22% 69.9% 121 9.09% 2.6
Horizon Financial Services
5891
Horizon Financial Services
North Carolina
$1.79億 +$159万 +0.9% 0.56% 42.6% 357 46.78% 0.9
Delap Wealth Advisory
5892
Delap Wealth Advisory
Oregon
$1.79億 +$1200万 +7% 0.36% 73% 84 17.86% 1.4
Darrow Company
5893
Darrow Company
Massachusetts
$1.79億 +$687万 +4% 1.3% 44.5% 50 4% 1.9
Fortress Private Ledger
5894
Fortress Private Ledger
North Carolina
$1.79億 +$1555万 +10% 0.35% – 188 29.26% 0.2
Battery Global Advisors
5895
Battery Global Advisors
Massachusetts
$1.79億 -$782万 -4% 4.57% – 143 9.79% 0.6
Legacy Bridge
5896
Legacy Bridge
Iowa
$1.79億 -$1259万 -7% 4.51% 236% 337 16.32% 3.8
Resolute Wealth Strategies
5897
Resolute Wealth Strategies
Mississippi
$1.79億 -$1528万 -8% 2.9% 105% 106 16.98% 1.5
Black Maple Capital Management
5898
Black Maple Capital Management
Wisconsin
$1.79億 -$1117万 -6% 5.01% 35.7% 118 46.61% 0.8
Atlantic Investment Management
5899
Atlantic Investment Management
New York
$1.79億 -$2801万 -14% 11.6% 28.8% 12 41.67% 0.8
Tandem Capital Management
5900
Tandem Capital Management
New Jersey
$1.79億 -$784万 -4% 0.54% 128% 117 7.69% 3.1