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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)
TrueWealth Financial Partners
6201
TrueWealth Financial Partners
Washington
$1.32億 +$1004万 +8% 7.7% 36.4% 16 6.25% 1.6
Sightline Wealth Advisors
6202
Sightline Wealth Advisors
Connecticut
$1.32億 +$2443万 +23% 9.62% 48.5% 75 10.67% 1.6
Plotkin Financial Advisors
6203
Plotkin Financial Advisors
Maryland
$1.31億 +$1788万 +16% 15.2% 95.3% 83 8.43% 2.5
AC
6204
AIFG Consultants
New York
$1.31億 +$1085万 +9% 8.05% 49.8% 42 21.43% 0.7
Obsidian Personal Planning Solutions
6205
Obsidian Personal Planning Solutions
Maryland
$1.31億 +$1429万 +12% 8.85% 58.2% 87 19.54% 0.9
UFAC
6206
Urban Financial Advisory Corp
Illinois
$1.31億 – – 10.4% – 21 – 0
Aurora Investment Managers
6207
Aurora Investment Managers
Florida
$1.31億 +$1339万 +11% 10.9% 74.4% 50 14% 2
Pine Harbor Wealth Management
6208
Pine Harbor Wealth Management
Maryland
$1.31億 – – 8.97% – 97 – 0
Byrne Asset Management
6209
Byrne Asset Management
New Jersey
$1.31億 +$1040万 +9% 13.3% 126% 601 36.61% 1
Chapman Investment Management
6210
Chapman Investment Management
California
$1.31億 +$1316万 +11% 14.9% 57.3% 36 5.56% 2.3
Sivia Capital Partners
6211
Sivia Capital Partners
California
$1.31億 – – 13.8% – 186 – 0
McClarren Financial Advisors
6212
McClarren Financial Advisors
Pennsylvania
$1.31億 +$1654万 +14% 11.1% 63% 432 9.03% 1.1
Apricus Wealth
6213
Apricus Wealth
South Carolina
$1.31億 +$1685万 +15% 7.02% 80.6% 89 12.36% 1.5
Mills Wealth Advisors
6214
Mills Wealth Advisors
Texas
$1.31億 +$632万 +5% 5.66% 37.9% 54 14.81% 0.8
Objective Capital Management
6215
Objective Capital Management
Ohio
$1.31億 +$1851万 +16% 11.1% – 122 18.03% 1.4
Robocap Asset Management
6216
Robocap Asset Management
United Kingdom
$1.31億 +$2620万 +25% 23.8% 274% 26 3.85% 0.7
Ables Iannone Moore & Associates
6217
Ables Iannone Moore & Associates
Georgia
$1.31億 – – 11.6% 116% 307 – 0
Fogel Capital Management
6218
Fogel Capital Management
Florida
$1.31億 – – 9.5% 122% 33 – 0
Montz Harcus Wealth Management
6219
Montz Harcus Wealth Management
Louisiana
$1.31億 +$1386万 +12% 11.8% 84.1% 59 13.56% 1.6
EIM
6220
Ervin Investment Management
Washington
$1.31億 +$1159万 +10% 9.19% 92.9% 36 5.56% 1.8
Millennium Capital Advisors
6221
Millennium Capital Advisors
Arkansas
$1.31億 +$1362万 +12% 11.7% 134% 117 6.84% 1.5
BFS
6222
Burr Financial Services
California
$1.31億 – – 18% 478% 34 – 0
H&F Corporate Investors IX
6223
H&F Corporate Investors IX
California
$1.31億 -$1955万 -13% 13% 62.7% 1 0% 1
Pring Turner Capital Group
6224
Pring Turner Capital Group
California
$1.31億 +$1135万 +10% 10.9% 70.8% 66 7.58% 3.9
PVAMC
6225
PPS&V Asset Management Consultants
Michigan
$1.31億 +$1465万 +13% 9.53% 80.7% 41 9.76% 0.9