で公開中です! 詳しく見る

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)
TIAM2
6801
Tru Independence Asset Management 2
Oregon
$1.85億 +$2210万 +14% 10.4% – 103 26.21% 2
HWP
6802
Hibernia Wealth Partners
Louisiana
$1.85億 -$1.54億 -45% 7.2% 34.4% 131 44.27% 1.4
IRM
6803
Income Research & Management
Massachusetts
$1.84億 +$1587万 +9% 0.1% 0.7% 31 19.35% 1.4
DWM
6804
Daner Wealth Management
Georgia
$1.84億 +$1433万 +8% 13.2% – 96 8.33% 1.1
DQRIM
6805
Dale Q Rice Investment Management
Washington
$1.84億 +$5247万 +40% 56.1% – 75 18.67% 1.3
ZRP
6806
Zynergy Retirement Planning
New Jersey
$1.84億 +$1908万 +12% 10% – 26 0% 1.9
SLG
6807
Sanchez Levi Garrett
$1.84億 +$2478万 +16% 12.9% – 76 5.26% 0.2
SMC
6808
Sun Mountain Capital
$1.84億 +$7102万 +63% 14.8% – 2 50% 0.3
TC
6809
Tacita Capital
Ontario, Canada
$1.84億 +$1529万 +9% 10.8% 72.3% 247 17% 3.8
EIM
6810
Ervin Investment Management
Washington
$1.84億 +$1332万 +8% 10.8% 84.3% 50 12% 3.1
CA
6811
Commerce Advisors
Tennessee
$1.84億 +$6509万 +55% 11.3% – 137 18.25% 0.2
SWA
6812
Sterling Wealth Advisors
Florida
$1.84億 +$863万 +5% 9.8% – 20 0% 1.4
TC
6813
Triavera Capital
California
$1.84億 +$1651万 +10% 10.8% – 17 17.65% 1.3
BW
6814
BXM Wealth
Colorado
$1.84億 +$5391万 +41% 22.2% – 171 28.07% 0.9
LCA
6815
Legend Capital Advisors
New York
$1.84億 +$2380万 +15% 39% – 160 61.88% 0.5
NLA
6816
Northern Lights Advisors
Washington
$1.84億 +$3616万 +24% 11.6% – 73 23.29% 0.4
MFG
6817
Menard Financial Group
Texas
$1.84億 +$4061万 +28% 28.3% 141% 95 29.47% 2.4
KIM
6818
Kestrel Investment Management
California
$1.84億 +$1621万 +10% 14% 89.2% 42 11.9% 1.9
RPGNY
6819
Retirement Planning Group (New York)
New York
$1.84億 +$2836万 +18% 15.6% – 111 18.02% 1
LWM
6820
LeConte Wealth Management
Tennessee
$1.84億 +$2883万 +19% 20% – 188 23.94% 0.7
HG
6821
Herbst Group
Connecticut
$1.83億 +$2155万 +13% 23% 139% 73 30.14% 1.7
MCA
6822
Millennium Capital Advisors
Arkansas
$1.83億 +$2097万 +13% 16.6% 134% 148 17.57% 2.8
AWF
6823
Alpha Wealth Funds
Utah
$1.83億 +$3421万 +23% 4.86% – 78 66.67% 0.5
BWM
6824
BCO Wealth Management
New Mexico
$1.83億 +$1690万 +10% 8.43% – 46 10.87% 1.2
MCA
6825
McGuire Capital Advisors
Oklahoma
$1.83億 +$2709万 +17% 31% – 994 21.03% 0.4