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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)
Magnolia Wealth Management
6426
Magnolia Wealth Management
Alabama
$1.41億 +$820万 +6% 6.05% 48.7% 13 15.38% 1.9
Hein Park Capital Management
6427
Hein Park Capital Management
New York
$1.41億 +$1272万 +10% 15.5% 122% 3 0% 1.5
Schubert & Co
6428
Schubert & Co
Texas
$1.41億 +$2317万 +20% 14% 47.3% 67 53.73% 1.1
Tenzing Global Management
6429
Tenzing Global Management
California
$1.41億 -$1566万 -10% 12.7% 273% 24 45.83% 0.9
MGO Private Wealth
6430
MGO Private Wealth
California
$1.4億 -$1870万 -12% 4.74% 51.5% 84 30.95% 1.6
Martin Capital Advisors
6431
Martin Capital Advisors
Texas
$1.4億 +$704万 +5% 6.24% 140% 67 1.49% 2.4
Benchmark Investment Advisors
6432
Benchmark Investment Advisors
Illinois
$1.4億 +$223万 +2% 2.54% – 93 11.83% 1.9
Alpha Financial Partners
6433
Alpha Financial Partners
Kentucky
$1.4億 +$2472万 +21% 4.92% 61.8% 159 86.16% 0.3
Ehrlich Financial Group
6434
Ehrlich Financial Group
California
$1.4億 +$1354万 +11% 4.92% 56.2% 128 37.5% 0.5
Smallwood Wealth Investment Management
6435
Smallwood Wealth Investment Management
New Jersey
$1.4億 +$1072万 +8% 6.93% 67.4% 74 14.86% 2
SFI Advisors
6436
SFI Advisors
New Jersey
$1.4億 +$1029万 +8% 6.8% 82.9% 88 28.41% 1.7
MFFIA
6437
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.4億 +$146万 +1% 4.74% 136% 73 12.33% 1.5
Horizon Family Wealth
6438
Horizon Family Wealth
Illinois
$1.4億 +$883万 +7% 5.62% 68.6% 84 15.48% 1.6
Future Financial Wealth Management
6439
Future Financial Wealth Management
Ohio
$1.4億 +$2631万 +23% 5.71% 65.2% 470 73.83% 0.6
Kellett Wealth Advisors
6440
Kellett Wealth Advisors
Ohio
$1.4億 +$1602万 +13% 5.45% 76.3% 77 19.48% 1.6
Cascade Wealth Advisors
6441
Cascade Wealth Advisors
Washington
$1.4億 +$473万 +3% 4.15% – 52 7.69% 0.5
SFC
6442
Sprinkle Financial Consultants
Colorado
$1.4億 +$1306万 +10% 7.46% 64.1% 71 5.63% 0.6
Sanctuary Wealth Management
6443
Sanctuary Wealth Management
Idaho
$1.4億 +$779万 +6% 4.86% – 292 17.12% 1.5
Orser Capital Management
6444
Orser Capital Management
Texas
$1.4億 +$693万 +5% 5.89% 128% 41 2.44% 4.8
Castle Creek Capital Partners VI
6445
Castle Creek Capital Partners VI
California
$1.4億 +$1900万 +16% 31.3% – 4 25% 0.8
Schwallier Wealth Management
6446
Schwallier Wealth Management
Michigan
$1.4億 +$1671万 +14% 5.11% – 36 25% 0.6
AIFAIM
6447
American Institute for Advanced Investment Management
Arizona
$1.4億 +$912万 +7% 6% 72.8% 146 13.01% 2.7
Lansing Management
6448
Lansing Management
New York
$1.4億 +$3875万 +38% 12.5% 76.9% 7 28.57% 2.8
RiverGlades Family Offices
6449
RiverGlades Family Offices
Florida
$1.4億 +$1106万 +9% 6.07% – 86 11.63% 3.8
RPS Advisory Solutions
6450
RPS Advisory Solutions
Kentucky
$1.4億 +$3124万 +29% 6.05% – 98 23.47% 0.2