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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)
WPA
6451
Wealth Preservation Advisors
Tennessee
$1.72億 +$967万 +6% 11.7% – 625 11.84% 0.4
Hillman Capital Management
6452
Hillman Capital Management
Maryland
$1.72億 -$1141万 -6% 3.59% 20.2% 55 12.73% 3.1
Trademark Financial Management
6453
Trademark Financial Management
Minnesota
$1.72億 +$826万 +5% 6.24% 67.5% 96 10.42% 1.2
SummerHaven Investment Management
6454
SummerHaven Investment Management
Connecticut
$1.72億 +$1890万 +12% 13.5% 150% 296 69.26% 1
Petra Financial Advisors
6455
Petra Financial Advisors
Colorado
$1.72億 +$1409万 +9% 9.4% 129% 148 10.14% 1.7
JCM
6456
JS Capital Management
New York
$1.72億 +$6259万 +57% 57.4% 52.4% 1 0% 6.3
LWM Advisory Services
6457
LWM Advisory Services
Florida
$1.72億 +$2656万 +18% 7.25% 64.9% 98 13.27% 2.3
Pacific Point Advisors
6458
Pacific Point Advisors
California
$1.71億 -$1303万 -7% 13.4% – 131 18.32% 0.6
Fee-Only Financial Planning
6459
Fee-Only Financial Planning
South Carolina
$1.71億 +$987万 +6% 7.21% 72.6% 43 6.98% 2.4
MQS Management
6460
MQS Management
New York
$1.71億 -$999万 -6% 0.95% 6.42% 697 78.62% 0.1
Successful Portfolios
6461
Successful Portfolios
Florida
$1.71億 +$869万 +5% 7.78% 110% 181 9.94% 4.9
Echo Wealth Management
6462
Echo Wealth Management
Minnesota
$1.71億 +$818万 +5% 5.09% 42.9% 46 2.17% 2.9
Whalen Wealth Management
6463
Whalen Wealth Management
Nevada
$1.71億 +$1182万 +7% 5.71% 90.2% 277 64.98% 0.4
WESPAC Advisors
6464
WESPAC Advisors
California
$1.71億 +$2814万 +20% 7.77% 126% 208 32.69% 1.2
AGC
6465
Alden Global Capital
Florida
$1.71億 +$856万 +5% 15% 99.8% 21 42.86% 1.1
Counterweight Ventures
6466
Counterweight Ventures
North Carolina
$1.71億 +$1788万 +12% 10.6% – 81 14.81% 1.4
Northland Capital Management
6467
Northland Capital Management
Minnesota
$1.71億 +$856万 +5% 4.99% 37.5% 31 3.23% 2.6
AI
6468
Arrien Investments
Idaho
$1.71億 +$1271万 +8% 4.91% 46% 41 4.88% 1.8
YC
6469
Yunqi Capital
Hong Kong
$1.71億 +$3082万 +22% 33.6% 71.4% 7 42.86% 1.5
IFS Advisors
6470
IFS Advisors
Kansas
$1.71億 +$3872万 +29% 5% 54.2% 179 6.15% 2.6
14B Capital Management
6471
14B Capital Management
California
$1.71億 -$7248万 -30% 5.9% – 11 9.09% 1.2
Axis Wealth Partners
6472
Axis Wealth Partners
Rhode Island
$1.71億 +$1864万 +12% 6.15% – 162 9.88% 0.6
Brucke Financial
6473
Brucke Financial
Indiana
$1.71億 +$2695万 +19% 8.13% – 176 25% 0.6
Nicholson Wealth Management Group
6474
Nicholson Wealth Management Group
South Carolina
$1.71億 +$842万 +5% 2.76% – 112 8.04% 0.9
Howard Hughes Medical Institute
6475
Howard Hughes Medical Institute
Maryland
$1.71億 -$8026万 -32% 7.99% 70.9% 509 3.34% 0.2