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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)
Catherine Avery Investment Management
6126
Catherine Avery Investment Management
Florida
$2.29億 +$555万 +2% 15% – 173 41.04% 0.9
Paul R. Ried Financial Group
6127
Paul R. Ried Financial Group
Washington
$2.29億 +$1381万 +6% 6.75% – 47 12.77% 1.1
Smallwood Wealth Investment Management
6128
Smallwood Wealth Investment Management
New Jersey
$2.29億 +$3914万 +21% 12.7% 78% 551 9.07% 1.4
Painted Porch Advisors
6129
Painted Porch Advisors
California
$2.29億 +$1930万 +9% 9.76% – 81 24.69% 1.7
Asset Advisory Group
6130
Asset Advisory Group
New Jersey
$2.29億 +$2950万 +15% 13.2% – 126 8.73% 0.5
tru Independence
6131
tru Independence
Oregon
$2.29億 +$2645万 +13% 11.3% 67.4% 110 9.09% 2.9
Innovative Asset Advisors Group
6132
Innovative Asset Advisors Group
Connecticut
$2.29億 +$5540万 +32% 29.4% – 1,099 79.34% 0.2
Wildcat Capital Management
6133
Wildcat Capital Management
New York
$2.29億 +$1.22億 +115% 120% 77.7% 3 33.33% 3
Dow Chemical Company
6134
Dow Chemical Company
Michigan
$2.28億 -$1030万 -4% 2.29% 29.4% 6 50% 2.6
Summit Place Financial Advisors
6135
Summit Place Financial Advisors
New Jersey
$2.28億 +$2006万 +10% 11% 111% 116 13.79% 3.2
Benchmark Investment Advisors
6136
Benchmark Investment Advisors
Illinois
$2.28億 +$5598万 +33% 56.3% – 79 15.19% 2.9
MA
6137
Menlo Advisors
California
$2.28億 +$534万 +2% 8.2% 108% 33 18.18% 6.2
Adalta Capital Management
6138
Adalta Capital Management
New York
$2.28億 +$1872万 +9% 16% 80.4% 108 14.81% 4.2
Mission Hills Financial Advisory
6139
Mission Hills Financial Advisory
California
$2.28億 +$3228万 +17% 7.52% – 89 39.33% 0.7
Capital Square
6140
Capital Square
Tennessee
$2.28億 +$1062万 +5% 10.5% 62.5% 252 14.68% 2.3
Castleview Partners
6141
Castleview Partners
Texas
$2.28億 +$3245万 +17% 8.05% 61.3% 251 31.47% 2.4
BCM
6142
Beartown Capital Management
Michigan
$2.27億 +$1878万 +9% 63.1% – 56 51.79% 0.3
Tower View Wealth Management
6143
Tower View Wealth Management
Wisconsin
$2.27億 +$3260万 +17% 26% 135% 220 14.09% 3.6
Signet Investment Advisory Group
6144
Signet Investment Advisory Group
Rhode Island
$2.27億 +$906万 +4% 6.12% 68.2% 73 5.48% 5.4
KWM
6145
KRM Wealth Management
Nevada
$2.27億 +$3533万 +18% 9.98% – 47 10.64% 0.4
Next Level Wealth Planning
6146
Next Level Wealth Planning
Idaho
$2.27億 +$3247万 +17% 17.2% – 76 6.58% 1.1
Flower City Capital
6147
Flower City Capital
New York
$2.27億 +$2777万 +14% 13.4% 69.5% 49 6.12% 2.5
Wingate Wealth Advisors
6148
Wingate Wealth Advisors
Massachusetts
$2.27億 +$3993万 +21% 9.86% – 132 12.12% 1.1
TFB Advisors
6149
TFB Advisors
Kansas
$2.27億 +$3602万 +19% 18% 85% 199 14.07% 1.9
Smith Thornton Advisors
6150
Smith Thornton Advisors
Alabama
$2.27億 +$2838万 +14% 11.4% – 146 15.07% 1.6