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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)
TCOK
6626
Trust Company of Kansas
Kansas
$1.95億 +$1381万 +8% 13.7% 87% 63 17.46% 3.3
FI
6627
Finivi Inc
Massachusetts
$1.95億 +$1183万 +6% 15.6% 144% 119 20.17% 2.3
SRA
6628
Secured Retirement Advisors
Minnesota
$1.95億 +$1819万 +10% 15.4% – 157 31.85% 1.2
CC
6629
Constitution Capital
Connecticut
$1.95億 -$529万 -3% 10.7% 70.2% 66 13.64% 3.9
CFG
6630
Cosner Financial Group
Colorado
$1.95億 +$1266万 +7% 12.2% 49.7% 37 8.11% 2.2
CWI
6631
Conscious Wealth Investments
Florida
$1.95億 +$1500万 +8% 31.3% – 68 16.18% 1.5
PBO
6632
Peoples Bank (Ohio)
Ohio
$1.95億 +$3160万 +19% 16.4% 71.7% 109 15.6% 6.1
BFG
6633
Birch Financial Group
New Hampshire
$1.95億 +$2332万 +14% 13.2% – 153 22.88% 1
ONST
6634
Old North State Trust
North Carolina
$1.94億 +$2610万 +16% 23.1% – 159 10.69% 4.5
SAM
6635
SVRN Asset Management
Texas
$1.94億 +$9121万 +88% 9.6% – 53 33.96% 0.3
EFG
6636
Ehrlich Financial Group
California
$1.94億 +$2041万 +12% 10.9% – 128 19.53% 1.4
AIC
6637
Aurora Investment Counsel
Georgia
$1.94億 +$1409万 +8% 10.4% 31.7% 127 27.56% 1.1
PDN
6638
Pensionfund DSM Netherlands
Netherlands
$1.94億 +$2143万 +12% 12.6% 36.9% 76 0% 8.2
DWM
6639
Defined Wealth Management
Oregon
$1.94億 +$2358万 +14% 16.4% 70.3% 120 13.33% 3.5
GPW
6640
Gentry Private Wealth
Kansas
$1.94億 +$2827万 +17% 16.3% – 109 17.43% 1
IPWA
6641
International Private Wealth Advisors
California
$1.94億 +$3080万 +19% 8.61% – 178 24.72% 1.4
KCM
6642
Key Capital Management
Tennessee
$1.94億 +$4278万 +28% 8.31% – 834 30.46% 0.3
II
6643
Ibex Investors
Colorado
$1.94億 +$4210万 +28% 21% 16.6% 17 29.41% 1.1
PFO
6644
Pioneer Family Office
Florida
$1.94億 +$3838万 +25% 23.3% – 140 32.86% 0.4
TGP
6645
TMT General Partner
Hong Kong
$1.94億 -$5603万 -22% 21.8% – 3 0% 1.3
SW
6646
Schulz Wealth
Texas
$1.94億 – – 8.96% – 70 – 1.8
CPL
6647
Capital & Planning LLC
Georgia
$1.94億 +$2883万 +17% 15.1% – 174 75.29% 0.5
OCM
6648
Orleans Capital Management
Louisiana
$1.94億 +$4578万 +31% 21.4% 94.6% 128 21.88% 2.9
HIM
6649
Harbour Investment Management
Washington
$1.94億 +$948万 +5% 8.32% 58.8% 109 8.26% 6.3
EA
6650
Echo45 Advisors
California
$1.94億 +$1580万 +9% 10.3% 53.6% 83 14.46% 2.3