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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)
CWMA
6326
Capstone Wealth Management (Alabama)
Alabama
$2.16億 +$7209万 +50% 15.8% – 189 74.07% 0.4
Capital Wealth Alliance
6327
Capital Wealth Alliance
Arizona
$2.15億 -$582万 -3% 3.63% 124% 105 17.14% 2.5
Hardin Capital Partners
6328
Hardin Capital Partners
South Carolina
$2.15億 -$15.3万 -0.1% 1.45% – 153 16.34% 1.5
Wealth Intelligence
6329
Wealth Intelligence
Georgia
$2.15億 +$732万 +4% 5.92% – 59 1.69% 0.4
Mitsubishi UFJ Asset Management (UK)
6330
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.15億 +$2175万 +11% 22.3% 151% 108 23.15% 2
FG
6331
Franchise GP
$2.15億 -$5671万 -21% 77.7% – 49 46.94% 0.3
Cornerstone Wealth Partners
6332
Cornerstone Wealth Partners
Michigan
$2.15億 +$3885万 +22% 9.76% – 21 28.57% 0.4
Lipe & Dalton
6333
Lipe & Dalton
New York
$2.15億 +$2409万 +13% 19% 101% 99 12.12% 6.6
Cassady Wealth & Retirement Planning
6334
Cassady Wealth & Retirement Planning
Nevada
$2.15億 +$2193万 +11% 10.1% – 105 4.76% 0.5
Destiny Capital
6335
Destiny Capital
Colorado
$2.15億 +$2736万 +15% 15.2% – 60 15% 2.4
LMHBHCT
6336
Leona M. & Harry B. Helmsley Charitable Trust
New York
$2.15億 -$403万 -2% 14.4% – 2 0% 0.4
Base Wealth Management
6337
Base Wealth Management
Florida
$2.15億 +$3627万 +20% 11.8% – 66 9.09% 1
Gouws Capital LLC
6338
Gouws Capital LLC
North Carolina
$2.15億 +$2606万 +14% 20.2% 114% 59 8.47% 3.2
Kellett Wealth Advisors
6339
Kellett Wealth Advisors
Ohio
$2.15億 +$3033万 +16% 12.6% 76.3% 98 20.41% 2.1
KCM
6340
KRS Capital Management
Michigan
$2.15億 +$5168万 +32% 49.1% 272% 129 14.73% 2.8
GLR Partners
6341
GLR Partners
Maryland
$2.15億 +$3146万 +17% 15.5% – 118 20.34% 0.2
Crown Oak Advisors
6342
Crown Oak Advisors
California
$2.15億 +$1536万 +8% 6.67% 53.3% 24 8.33% 2.3
Peterson Wealth Management
6343
Peterson Wealth Management
Nevada
$2.15億 +$4211万 +24% 11.5% 78% 202 26.24% 0.8
Riverchase Wealth Management
6344
Riverchase Wealth Management
Texas
$2.15億 +$2266万 +12% 8.42% – 81 12.35% 1.1
Nipun Capital
6345
Nipun Capital
California
$2.15億 +$1243万 +6% 5.89% 30.2% 10 40% 1.6
LifeSteps Financial
6346
LifeSteps Financial
California
$2.15億 +$5662万 +36% 17.5% 98.4% 793 87.77% 0.5
Sowa Financial Group
6347
Sowa Financial Group
Rhode Island
$2.15億 +$1270万 +6% 9.53% 100% 31 9.68% 3.6
Signature Wealth Management Partners
6348
Signature Wealth Management Partners
New Jersey
$2.14億 +$1508万 +8% 16.1% 97.9% 128 14.06% 3.3
Praesidium Investment Management Company
6349
Praesidium Investment Management Company
New York
$2.14億 -$2.04億 -49% 22.2% 79% 12 0% 3.1
Vaughan & Co Securities
6350
Vaughan & Co Securities
New Jersey
$2.14億 +$2182万 +11% 15.3% 70.7% 63 11.11% 4.3