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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)
Forthright Family Wealth Advisory
6501
Forthright Family Wealth Advisory
Texas
$1.58億 +$652万 +4% 8.72% – 57 17.54% 1.2
W.H. Cornerstone Investments
6502
W.H. Cornerstone Investments
Massachusetts
$1.58億 +$1305万 +9% 6.1% 51.4% 125 20% 1.8
Seros Financial
6503
Seros Financial
Arizona
$1.58億 +$2397万 +18% 10.7% – 64 18.75% 0.4
STAR Financial Bank
6504
STAR Financial Bank
Indiana
$1.58億 +$2112万 +15% 5.99% 53.4% 117 17.95% 1.6
Vestment Financial
6505
Vestment Financial
Minnesota
$1.58億 +$1834万 +13% 7.21% – 40 7.5% 0.5
Riverchase Wealth Management
6506
Riverchase Wealth Management
Texas
$1.58億 +$1481万 +10% 6.16% – 73 16.44% 0.4
Petra Financial Advisors
6507
Petra Financial Advisors
Colorado
$1.58億 +$3558万 +29% 11.5% 129% 146 19.86% 1.4
Efficient Frontier Advisors
6508
Efficient Frontier Advisors
Connecticut
$1.58億 +$380万 +2% 4.86% – 22 4.55% 1.1
Fire Capital Management
6509
Fire Capital Management
California
$1.57億 +$2150万 +16% 16.2% – 97 12.37% 0.4
William Mack & Associates
6510
William Mack & Associates
Michigan
$1.57億 +$4056万 +35% 8.57% – 81 17.28% 0.4
Michael S. Ryan Inc
6511
Michael S. Ryan Inc
New York
$1.57億 +$1441万 +10% 9.37% 63.3% 48 6.25% 1.5
Carson Advisory
6512
Carson Advisory
Georgia
$1.57億 +$887万 +6% 6.01% 68.6% 176 9.66% 2.3
ROI Financial Advisors
6513
ROI Financial Advisors
Oregon
$1.57億 +$1969万 +14% 15.3% 165% 73 19.18% 1.1
TCM
6514
Thoma Capital Management
Maryland
$1.57億 +$1412万 +10% 10.3% – 60 5% 0.5
Keystone Financial Group (Georgia)
6515
Keystone Financial Group (Georgia)
Georgia
$1.57億 +$1502万 +11% 4.31% – 161 11.18% 0.5
Atmos Advisory
6516
Atmos Advisory
Pennsylvania
$1.57億 +$786万 +5% 5.03% 31.9% 20 0% 3.5
LP
6517
LB Partners
Virginia
$1.57億 +$1767万 +13% 19% – 25 20% 1.1
Emergent Wealth Advisors
6518
Emergent Wealth Advisors
New York
$1.57億 +$1853万 +13% 9.05% 74.2% 120 14.17% 1.1
Conscious Wealth Investments
6519
Conscious Wealth Investments
Florida
$1.57億 +$1258万 +9% 11.3% – 55 3.64% 1.1
AFG Fiduciary Services
6520
AFG Fiduciary Services
Massachusetts
$1.56億 +$1991万 +15% 8.36% 72.4% 91 26.37% 1.8
Ryan Investment Management
6521
Ryan Investment Management
Colorado
$1.56億 – – 9.27% – 52 – 0
Peregrine Investment Management
6522
Peregrine Investment Management
Ontario, Canada
$1.56億 +$2247万 +17% 25.3% – 24 25% 0.5
Clay Northam Wealth Management
6523
Clay Northam Wealth Management
California
$1.56億 +$1350万 +9% 12% 125% 95 8.42% 2.4
Anderson Financial Strategies
6524
Anderson Financial Strategies
Ohio
$1.56億 -$714万 -4% 6.37% – 241 85.06% 0.4
Peak Planning Group
6525
Peak Planning Group
Colorado
$1.56億 -$8147万 -34% 9.87% 105% 132 39.39% 2.1