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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)
Dogwood Wealth Management
6276
Dogwood Wealth Management
Kansas
$1.28億 – – 9.77% – 605 – 0
Planning Capital Management Corporation
6277
Planning Capital Management Corporation
Pennsylvania
$1.28億 – – 8.6% – 650 – 0
Strategic Financial Planning
6278
Strategic Financial Planning
Texas
$1.28億 +$1934万 +18% 10.1% 47.5% 35 17.14% 3.1
Valley Financial Group
6279
Valley Financial Group
Pennsylvania
$1.28億 – – 7.22% – 56 – 0
SWG
6280
Summit Wealth Group
Vermont
$1.28億 +$1578万 +14% 9.27% 53% 46 23.91% 1.5
Vawter Financial
6281
Vawter Financial
Ohio
$1.28億 +$1652万 +15% 9.49% 48% 78 10.26% 0.8
Birchview Capital
6282
Birchview Capital
Vermont
$1.28億 +$1010万 +9% 14.5% 327% 59 15.25% 3.2
Invus Financial Advisors
6283
Invus Financial Advisors
New York
$1.28億 -$3177万 -20% 6.73% 29.5% 8 12.5% 2.8
HealthInvest Partners
6284
HealthInvest Partners
Sweden
$1.28億 – – 13.6% – 45 – 0.9
Beacon Financial Planning
6285
Beacon Financial Planning
Massachusetts
$1.28億 +$1202万 +10% 8.81% 74.3% 36 16.67% 0.7
Israel Discount Bank of New York
6286
Israel Discount Bank of New York
New York
$1.28億 +$728万 +6% 8.94% 40.8% 88 3.41% 4.7
Wallace Advisory Group
6287
Wallace Advisory Group
California
$1.28億 -$1160万 -8% 7.05% 50.9% 182 14.84% 0.8
Forthright Family Wealth Advisory
6288
Forthright Family Wealth Advisory
Texas
$1.28億 – – 9.04% 60.2% 53 – 0
Broadwater Capital
6289
Broadwater Capital
Massachusetts
$1.28億 – – 9.62% – 223 – 0
Candelo Capital Management
6290
Candelo Capital Management
New York
$1.28億 – – 17.4% – 29 – 0
Kapstone Financial Advisors
6291
Kapstone Financial Advisors
Ohio
$1.28億 +$1652万 +15% 11.2% 131% 102 15.69% 0.8
Lantern Wealth Advisors
6292
Lantern Wealth Advisors
New York
$1.28億 – – 11.2% – 115 – 0
Spring Capital Management
6293
Spring Capital Management
Texas
$1.27億 +$859万 +7% 7.58% 73.6% 29 3.45% 1.8
Sippican Capital Advisors
6294
Sippican Capital Advisors
Massachusetts
$1.27億 +$1673万 +15% 11.4% 81.1% 124 17.74% 4.7
Milestones Administradora de Recursos
6295
Milestones Administradora de Recursos
Brazil
$1.27億 -$839万 -6% 16.6% 116% 11 9.09% 1.6
Cadence Wealth Management
6296
Cadence Wealth Management
Massachusetts
$1.27億 +$699万 +6% 10.7% 56.4% 48 29.17% 1.4
Merrion Investment Management
6297
Merrion Investment Management
New Jersey
$1.27億 +$1172万 +10% 7.89% 161% 96 8.33% 2.1
Lugano Financial Advisors SA (LFA)
6298
Lugano Financial Advisors SA (LFA)
Switzerland
$1.27億 +$1049万 +9% 8.09% 51.3% 207 31.4% 1.8
Cladis Investment Advisory
6299
Cladis Investment Advisory
Montana
$1.27億 +$1308万 +11% 12.3% 131% 147 11.56% 1.6
MF
6300
Meridian Financial
Massachusetts
$1.27億 +$1984万 +18% 11.1% 58.5% 115 19.13% 1.4