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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)
Disciplined Equity Management
6051
Disciplined Equity Management
Florida
$1.52億 +$125万 +0.8% 0.36% 72.3% 64 9.38% 1.5
Cassia Capital Partners
6052
Cassia Capital Partners
North Carolina
$1.52億 +$120万 +0.8% 1.11% 55% 62 4.84% 1.9
Stash Investments
6053
Stash Investments
New York
$1.52億 +$1186万 +8% 0.95% – 5 0% 0.5
Treasure Coast Financial Planning
6054
Treasure Coast Financial Planning
Florida
$1.52億 -$128万 -0.8% 0.17% 32.6% 35 11.43% 1.7
Advanced Portfolio Management
6055
Advanced Portfolio Management
New York
$1.52億 +$9864万 +186% 1.63% 19.8% 47 34.04% 0.3
BMMM
6056
Boston Mountain Money Management
Arkansas
$1.52億 +$557万 +4% 3.9% – 64 7.81% 0.2
Garrison Point Advisors
6057
Garrison Point Advisors
California
$1.52億 -$403万 -3% 3.47% 81.5% 152 7.24% 4.3
SWP Financial
6058
SWP Financial
California
$1.51億 +$853万 +6% 2.53% 58.4% 53 15.09% 0.4
Asset Allocation & Management Company
6059
Asset Allocation & Management Company
Illinois
$1.51億 -$143万 -0.9% 1.46% 58.5% 49 2.04% 3
CMG Global Holdings
6060
CMG Global Holdings
Texas
$1.51億 +$564万 +4% 2.91% 80.8% 95 6.32% 2.6
Ables Iannone Moore & Associates
6061
Ables Iannone Moore & Associates
Georgia
$1.51億 +$1124万 +8% 9.9% 116% 74 28.38% 0.5
Center For Asset Management
6062
Center For Asset Management
Florida
$1.51億 +$2899万 +24% 3.17% 66.6% 125 23.2% 1.6
Battery Global Advisors
6063
Battery Global Advisors
Massachusetts
$1.51億 +$2782万 +23% 2.8% – 41 29.27% 0.4
Pacific Capital Partners
6064
Pacific Capital Partners
$1.51億 -$176万 -1% 1.6% 49.8% 63 15.87% 0.7
Kestrel Investment Management
6065
Kestrel Investment Management
California
$1.51億 +$120万 +0.8% 3.28% 89.2% 44 31.82% 1.5
Ballew Advisors
6066
Ballew Advisors
Mississippi
$1.51億 +$603万 +4% 2.38% 68% 105 6.67% 3.6
Chaney Capital Management
6067
Chaney Capital Management
Washington
$1.51億 +$2650万 +21% 5.72% – 38 23.68% 0.4
Strategic Value Bank Partners
6068
Strategic Value Bank Partners
Ohio
$1.51億 -$203万 -1% 1.01% 98.1% 22 0% 2.1
Evergreen Wealth Management
6069
Evergreen Wealth Management
Michigan
$1.51億 +$319万 +2% 2.87% 62.1% 55 0% 1.4
Archvest Wealth Advisors
6070
Archvest Wealth Advisors
California
$1.51億 +$941万 +7% 1.54% 47.8% 65 16.92% 1.6
Prepared Retirement Institute
6071
Prepared Retirement Institute
Pennsylvania
$1.51億 +$1687万 +13% 1.08% – 83 18.07% 0.4
Guardian Financial Partners
6072
Guardian Financial Partners
California
$1.51億 +$487万 +3% 1.82% 50.2% 46 4.35% 1
CE
6073
Cornerstone Enterprises
Wisconsin
$1.51億 +$1466万 +11% 7.61% 85.7% 35 5.71% 0.4
Millennium Capital Advisors
6074
Millennium Capital Advisors
Arkansas
$1.5億 +$886万 +6% 8.24% 134% 126 7.94% 1.9
Oxinas Partners Wealth Management
6075
Oxinas Partners Wealth Management
Indiana
$1.5億 -$379万 -2% 4.72% 91.4% 133 10.53% 2.1