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)
WF
6326
Williams Financial
Vermont
$1.61億 +$64.2万 +0.4% 1.03% 33.1% 18 0% 1.5
Pinnacle Wealth Management Group
6327
Pinnacle Wealth Management Group
Michigan
$1.61億 +$209万 +1% 0.02% 64.3% 121 6.61% 2.3
Fairbanks Capital Management
6328
Fairbanks Capital Management
California
$1.61億 +$131万 +0.8% 2.64% 90% 54 11.11% 5.2
Herbst Group
6329
Herbst Group
Connecticut
$1.6億 -$104万 -0.6% 3% 142% 62 9.68% 2.2
Higgins & Schmidt Wealth Strategies
6330
Higgins & Schmidt Wealth Strategies
Colorado
$1.6億 +$544万 +4% 1.6% 65.6% 63 42.86% 0.7
Passumpsic Savings Bank
6331
Passumpsic Savings Bank
Vermont
$1.6億 +$799万 +5% 5.95% – 89 17.98% 0.6
Bradley & Co Private Wealth Management
6332
Bradley & Co Private Wealth Management
Florida
$1.6億 – – 8.09% – 187 – 2.8
Hager Investment Management Services
6333
Hager Investment Management Services
New Hampshire
$1.6億 – – 10.3% – 286 – 0
Hamilton Capital Partners
6334
Hamilton Capital Partners
Georgia
$1.6億 – – 13.7% – 31 – 0
Martin Worley Group
6335
Martin Worley Group
Utah
$1.6億 – – 1.97% – 86 – 0
Capstone Triton Financial Group
6336
Capstone Triton Financial Group
Oklahoma
$1.6億 +$370万 +2% 3.57% – 113 7.96% 2.4
RGC
6337
Rubicon Global Capital
United Kingdom
$1.6億 – – 6.58% – 9 – 0
Draper Asset Management
6338
Draper Asset Management
New York
$1.6億 +$2015万 +14% 14.9% 187% 27 25.93% 1.7
Soviero Asset Management
6339
Soviero Asset Management
New York
$1.6億 +$4972万 +45% 92.2% 676% 66 65.15% 0.3
Long Island Wealth Management
6340
Long Island Wealth Management
New York
$1.6億 +$750万 +5% 0.3% 58.2% 73 9.59% 0.9
Sowa Financial Group
6341
Sowa Financial Group
Rhode Island
$1.6億 +$148万 +0.9% 1.73% 100% 34 20.59% 3.2
Asset Planning Corporation
6342
Asset Planning Corporation
Tennessee
$1.6億 +$646万 +4% 3.3% 44.5% 46 10.87% 2.7
Covestor
6343
Covestor
United Kingdom
$1.6億 +$16.6万 +0.1% 3.69% 134% 2,896 6.22% 2.4
Muzinich & Co
6344
Muzinich & Co
New York
$1.6億 +$1792万 +13% 4.35% 13.5% 65 29.23% 4.6
Valued Wealth Advisors
6345
Valued Wealth Advisors
Utah
$1.6億 +$536万 +3% 2.19% 62% 683 11.71% 0.8
Ventas Inc
6346
Ventas Inc
Illinois
$1.6億 – – 7.07% – 1 – 0
Aurora Investment Managers
6347
Aurora Investment Managers
Florida
$1.59億 +$328万 +2% 0.45% 74.4% 47 6.38% 2.7
Birchcreek Wealth Management
6348
Birchcreek Wealth Management
Ohio
$1.59億 +$661万 +4% 0.78% 86.1% 130 16.92% 2.5
Bright Financial Advisors
6349
Bright Financial Advisors
Michigan
$1.59億 +$189万 +1% 0.34% – 57 10.53% 0.6
Eagle Bay Advisors
6350
Eagle Bay Advisors
New York
$1.59億 -$1.02億 -39% 3.38% 85% 1,405 32.46% 2.1