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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)
Caldwell Investment Management
6401
Caldwell Investment Management
Ontario, Canada
$1.33億 -$147万 -1% 4.29% 162% 40 32.5% 1.1
Vermillion & White Wealth Management Group
6402
Vermillion & White Wealth Management Group
Pennsylvania
$1.33億 +$761万 +6% 1.04% – 378 8.99% 0.4
Dominguez Wealth Management Solutions
6403
Dominguez Wealth Management Solutions
Virginia
$1.33億 +$580万 +5% 3.29% 59.7% 59 3.39% 1.4
Redwood Wealth Management Group
6404
Redwood Wealth Management Group
New Jersey
$1.33億 +$3843万 +41% 3.1% 74.1% 1,199 90.41% 0.1
SFM LLC
6405
SFM LLC
New Hampshire
$1.33億 +$189万 +1% 2.82% 67.5% 57 7.02% 0.5
RCWM
6406
Royal Capital Wealth Management
Indiana
$1.33億 +$545万 +4% 3.83% 83.8% 100 14% 1.9
Ridgemont Partners Management
6407
Ridgemont Partners Management
North Carolina
$1.33億 +$1.11億 +509% 6.7% 45.6% 2 50% 0.1
Marquette Associates
6408
Marquette Associates
Illinois
$1.33億 -$869万 -6% 0.1% – 41 21.95% 0.4
Echo Wealth Management
6409
Echo Wealth Management
Minnesota
$1.33億 +$1209万 +10% 0.85% 42.9% 47 12.77% 2
Catalys Pacific
6410
Catalys Pacific
Japan
$1.32億 -$1564万 -11% 9.5% – 3 0% 0.5
Magnolia Wealth Management
6411
Magnolia Wealth Management
Alabama
$1.32億 -$1.12億 -46% 1.39% 48.7% 21 52.38% 1.6
Counterweight Ventures
6412
Counterweight Ventures
North Carolina
$1.32億 +$823万 +7% 5.08% – 64 1.56% 0.5
Western Pacific Wealth Management
6413
Western Pacific Wealth Management
Illinois
$1.32億 -$563万 -4% 1.3% 91.4% 310 28.39% 1.9
Draper Asset Management
6414
Draper Asset Management
New York
$1.32億 +$1730万 +15% 18.7% 187% 31 22.58% 1.9
Sanctuary Wealth Management
6415
Sanctuary Wealth Management
Idaho
$1.32億 +$925万 +8% 0.92% – 319 32.29% 1.4
Sowa Financial Group
6416
Sowa Financial Group
Rhode Island
$1.32億 +$952万 +8% 7.56% 100% 36 33.33% 3.2
Granite Group Advisors
6417
Granite Group Advisors
Connecticut
$1.32億 -$1652万 -11% 5.31% 74% 99 17.17% 0.5
Michael S. Ryan Inc
6418
Michael S. Ryan Inc
New York
$1.32億 +$521万 +4% 0.58% 63.3% 49 14.29% 0.8
Fidelity D&D Bancorp
6419
Fidelity D&D Bancorp
Pennsylvania
$1.32億 -$117万 -0.9% 0.23% 59.6% 110 11.82% 1.1
Clay Northam Wealth Management
6420
Clay Northam Wealth Management
California
$1.32億 +$770万 +6% 6.52% 125% 94 12.77% 1.8
FCG Investment Company
6421
FCG Investment Company
Tennessee
$1.32億 +$682万 +5% 6.4% – 104 14.42% 0.5
Alethea Capital Management
6422
Alethea Capital Management
Washington
$1.32億 +$868万 +7% 9.1% 275% 52 78.85% 1.3
Omni 360 Wealth
6423
Omni 360 Wealth
New Jersey
$1.32億 +$1073万 +9% 1.77% 59.9% 110 8.18% 0.4
Certus Wealth Management
6424
Certus Wealth Management
California
$1.32億 +$603万 +5% 3.31% – 54 11.11% 0.8
North Ridge Wealth Advisors
6425
North Ridge Wealth Advisors
Oregon
$1.32億 +$271万 +2% 0.12% 29.5% 43 11.63% 1.1