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)
Silver Oak Wealth Advisors Services
7126
Silver Oak Wealth Advisors Services
California
$1.67億 +$1307万 +8% 9.18% – 42 11.9% 1.2
U.S. Wealth Group
7127
U.S. Wealth Group
New York
$1.67億 +$1909万 +13% 6.73% – 49 20.41% 1.2
Robinson Smith Wealth Advisors
7128
Robinson Smith Wealth Advisors
Maine
$1.67億 +$1911万 +13% 11.1% 62.6% 101 19.8% 1.8
Custos Family Office
7129
Custos Family Office
Texas
$1.67億 +$2231万 +15% 13.8% 57.4% 72 15.28% 2.1
Strong Retirement Solutions
7130
Strong Retirement Solutions
Washington
$1.67億 +$2412万 +17% 18.8% – 89 11.24% 0.5
MFFIA
7131
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.67億 -$963万 -5% 34% 136% 87 10.34% 2.2
AAM
7132
Ackerman Asset Management
Maryland
$1.67億 +$2335万 +16% 14.5% – 38 7.89% 0.9
EWP
7133
Evergreen Wealth Partners
Montana
$1.67億 +$3571万 +27% 8.83% – 97 21.65% 0.4
Orca Wealth Management
7134
Orca Wealth Management
Florida
$1.67億 +$2612万 +19% 34.3% – 86 25.58% 1
Lauer Wealth
7135
Lauer Wealth
Indiana
$1.67億 +$4104万 +33% 12.7% 89.4% 101 59.41% 0.8
Grand Alliance Asset Management
7136
Grand Alliance Asset Management
Hong Kong
$1.67億 +$138万 +0.8% 116% – 18 44.44% 0.5
Wright Wealth
7137
Wright Wealth
Georgia
$1.67億 +$1705万 +11% 9.09% – 54 5.56% 0.5
IR
7138
IAT Reinsurance
New York
$1.67億 -$1.43億 -46% 27.4% 60.2% 80 20% 3.9
Copia Wealth Management
7139
Copia Wealth Management
Oregon
$1.66億 +$2095万 +14% 11.1% – 583 10.98% 1.2
Keystone Financial Services (Nebraska)
7140
Keystone Financial Services (Nebraska)
Nebraska
$1.66億 +$1777万 +12% 12.1% – 62 8.06% 1.2
Harber Asset Management
7141
Harber Asset Management
North Carolina
$1.66億 +$1004万 +6% 29.5% 63.6% 50 40% 1
SeaTown Holdings
7142
SeaTown Holdings
Singapore
$1.66億 +$1372万 +9% 35.9% 220% 19 31.58% 1.4
Silvia McColl Wealth Management
7143
Silvia McColl Wealth Management
California
$1.66億 +$1436万 +9% 13.7% 82.7% 124 5.65% 2.7
Lugano Financial Advisors SA (LFA)
7144
Lugano Financial Advisors SA (LFA)
Switzerland
$1.66億 -$3195万 -16% 8.62% 51.3% 286 26.57% 2.2
Mainstream Capital Management
7145
Mainstream Capital Management
California
$1.66億 +$1700万 +11% 17.7% – 92 6.52% 1.4
Bitterroot Capital Advisors
7146
Bitterroot Capital Advisors
Montana
$1.66億 +$129万 +0.8% 8.63% – 62 17.74% 0.5
Kurv Investment Management
7147
Kurv Investment Management
California
$1.66億 -$703万 -4% 52.3% – 76 48.68% 0.3
Capstone Wealth Management Group (Oregon)
7148
Capstone Wealth Management Group (Oregon)
Oregon
$1.66億 +$342万 +2% 16.1% – 139 23.02% 1.1
Shum Financial Group
7149
Shum Financial Group
California
$1.66億 +$2450万 +17% 15% – 110 19.09% 1.4
Cottonwood Capital Advisors
7150
Cottonwood Capital Advisors
Utah
$1.66億 +$2411万 +17% 18.6% 79% 90 6.67% 3.7