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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)
SV
7001
Stilwell Value
New York
$1.74億 +$750万 +4% 4.01% 87.9% 26 11.54% 5.3
Alterna Wealth Management
7002
Alterna Wealth Management
Texas
$1.74億 +$4226万 +32% 8.59% 52.9% 124 27.42% 2.5
Accelerate Investment Advisors
7003
Accelerate Investment Advisors
California
$1.74億 +$2443万 +16% 13.5% – 156 19.23% 1.1
Patrick M. Sweeney & Associates
7004
Patrick M. Sweeney & Associates
Illinois
$1.74億 +$1813万 +12% 15.6% 90.4% 178 11.24% 2
PIA
7005
Prakash Investment Advisors
Massachusetts
$1.74億 +$4560万 +35% 64.7% – 107 23.36% 0.7
NWA
7006
Northwest Wealth Advisors
Washington
$1.74億 +$3403万 +24% 15% – 67 5.97% 0.5
6SA
7007
6th Street Advisors
Alabama
$1.74億 +$1510万 +10% 9.99% – 65 15.38% 0.2
Pacific Wealth Strategies Group
7008
Pacific Wealth Strategies Group
California
$1.74億 +$1378万 +9% 11.8% 85.3% 64 10.94% 4
KCM
7009
Kalehua Capital Management
Texas
$1.74億 +$3262万 +23% 45.2% – 33 45.45% 0.3
Cedar Point Capital Partners
7010
Cedar Point Capital Partners
Iowa
$1.74億 +$1987万 +13% 10.1% 55.4% 78 10.26% 1.7
MontVue Capital Management
7011
MontVue Capital Management
Virginia
$1.74億 +$2705万 +18% 15.5% 76% 78 14.1% 1.8
M.E. Allison & Co
7012
M.E. Allison & Co
Texas
$1.74億 +$2289万 +15% 18.3% – 205 10.73% 1.2
Capstone Triton Financial Group
7013
Capstone Triton Financial Group
Oklahoma
$1.74億 +$1.16億 +203% 30.9% – 129 75.19% 0.8
Melia Wealth
7014
Melia Wealth
Oklahoma
$1.74億 -$3294万 -16% 2.8% – 23 4.35% 2
Strategent Financial
7015
Strategent Financial
Virginia
$1.74億 +$2636万 +18% 14.3% – 41 0% 1.3
Livet Wealth
7016
Livet Wealth
Utah
$1.73億 +$1607万 +10% 9.25% – 131 17.56% 0.4
Ehrenkranz Partners
7017
Ehrenkranz Partners
New York
$1.73億 +$4678万 +37% 25.1% – 54 22.22% 0.6
PVG Asset Management
7018
PVG Asset Management
Colorado
$1.73億 +$383万 +2% 37.6% – 139 15.11% 0.7
Natixis Investment Managers
7019
Natixis Investment Managers
Massachusetts
$1.73億 +$9628万 +125% 2.43% – 4 50% 0.3
SwitchPoint Financial Planning
7020
SwitchPoint Financial Planning
Utah
$1.73億 +$2571万 +17% 11.8% – 72 12.5% 1.2
Covestor
7021
Covestor
United Kingdom
$1.73億 +$2883万 +20% 27.7% 134% 2,923 7.29% 3.5
Stage Harbor Financial
7022
Stage Harbor Financial
Massachusetts
$1.73億 +$2228万 +15% 10.9% 56.4% 66 10.61% 1.7
AIFAIM
7023
American Institute for Advanced Investment Management
Arizona
$1.73億 +$1874万 +12% 14.6% 79.1% 162 7.41% 3.6
Gutierrez Wealth Advisory
7024
Gutierrez Wealth Advisory
Arkansas
$1.73億 +$1209万 +8% 11.7% – 73 8.22% 1.1
Kuhn & Co Investment Counsel
7025
Kuhn & Co Investment Counsel
Illinois
$1.73億 +$1779万 +11% 15.6% 88.7% 155 12.26% 1.9