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)
Deane Retirement Strategies
6026
Deane Retirement Strategies
Louisiana
$2.36億 -$1238万 -5% 1.53% 73.4% 77 58.44% 1.5
CCC
6027
Chelsea Counsel Company
California
$2.36億 +$1134万 +5% 11.6% 106% 245 9.8% 3.9
JWM
6028
Johnson Wealth Management
North Dakota
$2.36億 +$2891万 +14% 9.99% – 60 21.67% 0.6
Ceera Investments
6029
Ceera Investments
Texas
$2.36億 +$790万 +3% 7.87% 56.1% 109 22.02% 2.1
AG
6030
ASO Group
$2.36億 -$124万 -0.5% 9.87% – 57 3.51% 0.5
CMG Global Holdings
6031
CMG Global Holdings
Texas
$2.36億 +$2589万 +12% 14.9% 80.8% 104 11.54% 3.7
EPIQ Partners
6032
EPIQ Partners
Minnesota
$2.36億 +$2175万 +10% 10.5% 49.6% 99 17.17% 3.1
FFC
6033
Frederick Financial Consultants
Maryland
$2.36億 +$3474万 +17% 15.8% – 125 16% 1.1
APSI
6034
Asset Planning Services Inc
Louisiana
$2.36億 +$755万 +3% 9.81% 138% 36 2.78% 6.1
LWM
6035
Latko Wealth Management
Illinois
$2.36億 +$3048万 +15% 14.8% – 39 12.82% 1.4
TFG
6036
Team Financial Group
California
$2.36億 +$1524万 +7% 8.14% 46% 274 79.93% 1.9
BostonPremier Wealth
6037
BostonPremier Wealth
Massachusetts
$2.35億 +$4194万 +22% 19.8% – 79 11.39% 1.1
Allodium Investment Consultants
6038
Allodium Investment Consultants
Minnesota
$2.35億 +$2664万 +13% 10.2% – 57 8.77% 1.3
DLK Investment Management
6039
DLK Investment Management
California
$2.35億 -$1778万 -7% 5.17% 80.4% 126 50.79% 1.5
Plan A Wealth
6040
Plan A Wealth
Nebraska
$2.35億 +$2634万 +13% 10.8% – 209 22.01% 0.9
Prepared Retirement Institute
6041
Prepared Retirement Institute
Pennsylvania
$2.35億 +$3340万 +17% 9.74% – 96 19.79% 1.7
MN Wealth Advisors
6042
MN Wealth Advisors
Kansas
$2.35億 +$2933万 +14% 14.2% 68.3% 141 17.02% 1.5
BOCM
6043
Bontempo Ohly Capital Management
Maryland
$2.35億 +$1319万 +6% 8.07% 49.6% 34 2.94% 4.4
AMANSA Capital
6044
AMANSA Capital
Singapore
$2.35億 +$4816万 +26% 27.7% 32% 2 0% 3
Crestview Partners II
6045
Crestview Partners II
New York
$2.35億 -$1.06億 -31% 27.8% 157% 3 0% 7.7
Peregrine Investment Management
6046
Peregrine Investment Management
Ontario, Canada
$2.35億 +$1.08億 +85% 78.3% – 31 51.61% 0.6
Core Wealth Partners
6047
Core Wealth Partners
California
$2.35億 +$1963万 +9% 15.3% 75.7% 205 19.02% 2.1
Long Path Partners
6048
Long Path Partners
Connecticut
$2.35億 +$1449万 +7% 7.95% 9.18% 10 10% 1.7
Serenity Investment Advisors
6049
Serenity Investment Advisors
Illinois
$2.35億 +$2094万 +10% 13.4% – 79 10.13% 0.4
Trevian Wealth Management
6050
Trevian Wealth Management
Massachusetts
$2.35億 +$3196万 +16% 15.1% 94.1% 45 4.44% 1.8