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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)
MW
7001
Melia Wealth
Oklahoma
$1.74億 -$3294万 -16% 2.8% – 23 4.35% 2
SF
7002
Strategent Financial
Virginia
$1.74億 +$2636万 +18% 14.3% – 41 0% 1.3
LW
7003
Livet Wealth
Utah
$1.73億 +$1607万 +10% 9.25% – 131 17.56% 0.4
EP
7004
Ehrenkranz Partners
New York
$1.73億 +$4678万 +37% 25.1% – 54 22.22% 0.6
PAM
7005
PVG Asset Management
Colorado
$1.73億 +$383万 +2% 37.6% – 139 15.11% 0.7
NIM
7006
Natixis Investment Managers
Massachusetts
$1.73億 +$9628万 +125% 2.43% – 4 50% 0.3
SFP
7007
SwitchPoint Financial Planning
Utah
$1.73億 +$2571万 +17% 11.8% – 72 12.5% 1.2
C
7008
Covestor
United Kingdom
$1.73億 +$2883万 +20% 27.7% 136% 2,923 7.29% 3.5
SHF
7009
Stage Harbor Financial
Massachusetts
$1.73億 +$2228万 +15% 10.9% – 66 10.61% 1.7
AIFAIM
7010
American Institute for Advanced Investment Management
Arizona
$1.73億 +$1874万 +12% 14.6% 72.8% 162 7.41% 3.6
GWA
7011
Gutierrez Wealth Advisory
Arkansas
$1.73億 +$1209万 +8% 11.7% – 73 8.22% 1.1
KCIC
7012
Kuhn & Co Investment Counsel
Illinois
$1.73億 +$1779万 +11% 15.6% – 155 12.26% 1.9
TA
7013
Teton Advisors
New York
$1.73億 +$3083万 +22% 41.5% 139% 163 9.82% 9
CAM
7014
Concorde Asset Management
Michigan
$1.73億 -$3112万 -15% 22.1% – 231 44.59% 2.3
AWA
7015
Archvest Wealth Advisors
California
$1.73億 +$1783万 +12% 11.3% 47.8% 81 18.52% 2.1
HFS
7016
Hopwood Financial Services
Virginia
$1.73億 +$2426万 +16% 12.8% – 92 9.78% 1.3
GFG
7017
Grantvest Financial Group
New Jersey
$1.73億 +$1810万 +12% 10.2% – 194 16.49% 1
DWM
7018
DeLarme Wealth Management
California
$1.72億 +$1720万 +11% 8.56% – 69 10.14% 0.4
DAM
7019
Doheny Asset Management
California
$1.72億 +$1903万 +12% 15.6% 135% 65 13.85% 6.5
FC
7020
Fundamenta Capital
$1.72億 +$7058万 +69% 2.01% – 16 62.5% 0.1
SMH
7021
Sanders Morris Harris
Texas
$1.72億 -$4.58億 -73% 9.11% 85.8% 303 77.23% 0.2
IPGDR
7022
Investidor Profissional Gestao de Recursos
Brazil
$1.72億 -$1.33億 -44% 8.92% 51.8% 29 27.59% 2.2
PPF
7023
Pacific Park Financial
California
$1.72億 +$1909万 +12% 9.86% – 80 12.5% 0.4
IWB
7024
Innovative Wealth Building
Maryland
$1.72億 +$2997万 +21% 14.4% – 87 22.99% 0.9
AGP
7025
Aspire Growth Partners
Florida
$1.72億 +$2638万 +18% 19.2% – 135 15.56% 1.2