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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)
Yardley Wealth Management
6251
Yardley Wealth Management
Pennsylvania
$2.2億 +$2497万 +13% 9.73% – 37 2.7% 1.6
H&H Retirement Design & Management
6252
H&H Retirement Design & Management
Nevada
$2.2億 +$725万 +3% 8.47% 38.4% 121 27.27% 2
Lake Hills Wealth Management
6253
Lake Hills Wealth Management
Texas
$2.2億 +$4123万 +23% 15.8% 83.7% 86 55.81% 0.9
W Advisors LLC
6254
W Advisors LLC
Tennessee
$2.2億 +$2485万 +13% 14.7% 88.7% 157 12.74% 2.8
Infusive Asset Management
6255
Infusive Asset Management
New York
$2.2億 +$1319万 +6% 4.29% 33.8% 38 36.84% 1.8
Solano Wealth Investment Advisors
6256
Solano Wealth Investment Advisors
California
$2.2億 +$1909万 +10% 12.9% – 35 2.86% 1.4
Exit Wealth Advisors
6257
Exit Wealth Advisors
Georgia
$2.2億 +$2511万 +13% 14.8% – 181 44.75% 0.4
BWG
6258
Boomfish Wealth Group
Georgia
$2.2億 +$3220万 +17% 17.9% 86% 96 10.42% 1.8
Orion Resource Partners
6259
Orion Resource Partners
New York
$2.19億 +$57.7万 +0.3% 5.72% – 32 62.5% 0.5
Primoris Wealth Advisors
6260
Primoris Wealth Advisors
Florida
$2.19億 +$7654万 +54% 44.5% 206% 135 36.3% 1.9
William Marsh Rice University
6261
William Marsh Rice University
Texas
$2.19億 -$142万 -0.6% 6.8% 1.81% 2 0% 5.5
Canerector Inc
6262
Canerector Inc
Ontario, Canada
$2.19億 +$812万 +4% 19.2% – 9 0% 1.5
Horizon Family Wealth
6263
Horizon Family Wealth
Illinois
$2.19億 +$2982万 +16% 13.1% 68.6% 94 7.45% 2.3
Bull Street Advisors
6264
Bull Street Advisors
Georgia
$2.19億 +$1709万 +8% 5.36% 48.5% 96 3.13% 5.8
Values First Advisors
6265
Values First Advisors
Tennessee
$2.19億 +$2704万 +14% 17% 87.6% 200 16.5% 3
Pacific Point Advisors
6266
Pacific Point Advisors
California
$2.19億 +$2943万 +16% 35.7% – 143 16.78% 1.1
Comprehensive Wealth Management
6267
Comprehensive Wealth Management
Washington
$2.19億 +$2106万 +11% 9.64% 40.6% 44 13.64% 1.9
RiverPark Advisors
6268
RiverPark Advisors
New York
$2.19億 -$5729万 -21% 11.3% 87.5% 166 26.51% 2.4
SCM
6269
Sunbeam Capital Management
Georgia
$2.19億 +$4407万 +25% 16.6% – 129 17.05% 1.1
HCM
6270
Horrell Capital Management
Arkansas
$2.19億 -$68.1万 -0.3% 7.29% 55.6% 203 7.88% 7.2
SIAIK
6271
Summit Investment Advisors, Inc.\KS
Kansas
$2.19億 +$2181万 +11% 14.2% – 106 12.26% 0.5
7G Capital Management
6272
7G Capital Management
New York
$2.19億 +$5039万 +30% 17.6% 137% 12 25% 2.2
LifeGoal Wealth Advisors
6273
LifeGoal Wealth Advisors
New York
$2.18億 +$4373万 +25% 15.2% – 162 35.19% 0.6
Perry Creek Capital
6274
Perry Creek Capital
New York
$2.18億 +$5796万 +36% 23.3% 51.2% 14 35.71% 2.3
MPWM Advisory Solutions
6275
MPWM Advisory Solutions
Georgia
$2.18億 +$2964万 +16% 14.9% – 609 11.49% 1.2