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)
Asset Planning Corporation
6251
Asset Planning Corporation
Tennessee
$1.29億 -$53.7万 -0.4% 9.02% 44.5% 43 9.3% 2.2
Fort Henry Capital
6252
Fort Henry Capital
West Virginia
$1.29億 +$1244万 +11% 9.36% 39.3% 15 6.67% 2.7
Keener Financial Planning
6253
Keener Financial Planning
Texas
$1.29億 – – 11% 70.5% 185 – 0
LAM
6254
LifePro Asset Management
California
$1.29億 +$803万 +7% 7.07% 49% 127 35.43% 1
Philip James Wealth Mangement
6255
Philip James Wealth Mangement
Georgia
$1.29億 – – 7.23% 76% 74 – 0
Mainsail Financial Group
6256
Mainsail Financial Group
Washington
$1.29億 +$1878万 +17% 9.99% 61.9% 52 7.69% 0.8
SWP Financial
6257
SWP Financial
California
$1.29億 – – 9.69% 58.4% 44 – 0
Sterling Group Wealth Management
6258
Sterling Group Wealth Management
California
$1.29億 +$2300万 +22% 10.9% 75.9% 55 14.55% 0.9
Lakewood Asset Management
6259
Lakewood Asset Management
Illinois
$1.29億 +$603万 +5% 8.87% 69.3% 113 5.31% 1
Fidelity D&D Bancorp
6260
Fidelity D&D Bancorp
Pennsylvania
$1.29億 +$3134万 +32% 10.8% 63.8% 109 16.51% 0.6
Carson Advisory
6261
Carson Advisory
Georgia
$1.29億 +$1449万 +13% 12.7% 70.9% 165 12.12% 1.4
Beacon Financial Strategies
6262
Beacon Financial Strategies
North Carolina
$1.29億 +$1281万 +11% 9.23% 54.2% 35 5.71% 2.3
Dopkins Wealth Management
6263
Dopkins Wealth Management
New York
$1.29億 -$353万 -3% 10.8% 68.8% 60 33.33% 1.4
Tenzing Global Management
6264
Tenzing Global Management
California
$1.29億 -$5291万 -29% 5.63% 273% 17 41.18% 1.8
Trevian Wealth Management
6265
Trevian Wealth Management
Massachusetts
$1.28億 +$1955万 +18% 12.3% 103% 34 23.53% 0.7
Trust Investment Advisors
6266
Trust Investment Advisors
Indiana
$1.28億 +$1202万 +10% 14.4% 178% 113 28.32% 3.9
Refined Wealth Management
6267
Refined Wealth Management
Utah
$1.28億 +$1681万 +15% 21% 99.4% 26 0% 1.9
WealthCollab
6268
WealthCollab
Washington
$1.28億 – – 9.69% 85.3% 877 – 0
Channing Global Advisors
6269
Channing Global Advisors
Florida
$1.28億 +$2557万 +25% 15.3% 128% 50 16% 1.3
Mendota Financial Group
6270
Mendota Financial Group
Wisconsin
$1.28億 +$3212万 +33% 9.73% 50.1% 414 37.44% 0.6
Presidio Capital Management
6271
Presidio Capital Management
California
$1.28億 +$1422万 +12% 7.79% 56.8% 43 18.6% 1.1
PIP
6272
PB Investment Partners
California
$1.28億 +$1095万 +9% 14.7% 81.1% 9 11.11% 1.8
Jacobs Asset Management
6273
Jacobs Asset Management
New York
$1.28億 -$1923万 -13% 19.2% 114% 39 30.77% 1.8
Olistico Wealth
6274
Olistico Wealth
Oklahoma
$1.28億 +$1603万 +14% 12.2% 108% 109 8.26% 0.9
HAM
6275
Hedges Asset Management
Nevada
$1.28億 +$1350万 +12% 15.8% – 113 11.5% 1.7