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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)
Journey Beyond Wealth
7301
Journey Beyond Wealth
Georgia
$1.19億 +$1159万 +11% 10.3% – 30 10% 0.5
WPG Advisers
7302
WPG Advisers
Maryland
$1.19億 +$1133万 +11% 11.7% – 1,514 11.43% 0.5
Copia Wealth Management
7303
Copia Wealth Management
Oregon
$1.19億 +$1042万 +10% 9.93% – 496 15.12% 0.4
Mittelman Wealth Management
7304
Mittelman Wealth Management
Massachusetts
$1.18億 +$762万 +7% 6.57% – 40 22.5% 0.8
Innovative Advisory Group
7305
Innovative Advisory Group
Massachusetts
$1.18億 +$1311万 +12% 10.2% – 265 12.45% 0.4
BG
7306
BRX Global
New York
$1.18億 -$1631万 -12% 15.6% 65.8% 4 25% 3.6
Cushing Capital Partners
7307
Cushing Capital Partners
Wisconsin
$1.18億 +$702万 +6% 5.98% – 93 13.98% 0.4
FF
7308
Fox Financial
Pennsylvania
$1.18億 +$1205万 +11% 10.9% – 13 0% 1.5
Sound Financial Strategies Group
7309
Sound Financial Strategies Group
Mississippi
$1.18億 +$625万 +6% 3.48% 26.4% 105 14.29% 1.4
Pin Oak Investment Advisors
7310
Pin Oak Investment Advisors
Texas
$1.18億 -$1301万 -10% 1.04% 62.7% 495 14.95% 4.2
Fairway Financial
7311
Fairway Financial
Florida
$1.18億 +$792万 +7% 6.33% – 22 9.09% 0.5
Principia Wealth Advisory
7312
Principia Wealth Advisory
Texas
$1.18億 +$1375万 +13% 9.39% – 1,025 24.59% 0.4
BPC
7313
Bryce Point Capital
New York
$1.18億 -$1482万 -11% 14.6% – 284 75.7% 0.2
NMCM
7314
Nicholson Meyer Capital Management
Missouri
$1.18億 +$943万 +9% 7.7% – 48 12.5% 0.2
Somerset Group
7315
Somerset Group
Minnesota
$1.18億 +$822万 +7% 8.9% 84.6% 63 6.35% 7
Fortress Financial Group
7316
Fortress Financial Group
Minnesota
$1.18億 +$1789万 +18% 9.48% – 82 20.73% 0.4
Family Legacy Financial Solutions
7317
Family Legacy Financial Solutions
North Carolina
$1.18億 – – 7.61% – 246 – 0
PCC
7318
Park Circle Company
Maryland
$1.18億 +$411万 +4% 3.06% 70.5% 122 13.93% 3.9
CFG
7319
Chapman Financial Group
Hawaii
$1.18億 – – 6.78% – 216 – 0.5
Longview Financial Advisors
7320
Longview Financial Advisors
Alabama
$1.18億 +$119万 +1% 5.03% 47.4% 45 13.33% 1.3
Entruity Wealth
7321
Entruity Wealth
California
$1.18億 +$1156万 +11% 6.13% – 42 2.38% 0.5
Cornerstone Financial Group
7322
Cornerstone Financial Group
Nebraska
$1.18億 +$641万 +6% 6.62% – 67 1.49% 0.5
IFS
7323
Integrated Financial Solutions
Virginia
$1.18億 – – 29.1% – 24 – 0
Williams & Novak
7324
Williams & Novak
California
$1.18億 +$1538万 +15% 8.43% 61.6% 152 28.29% 0.9
White Knight Strategic Wealth Advisors
7325
White Knight Strategic Wealth Advisors
New Jersey
$1.18億 +$891万 +8% 11.6% 111% 86 19.77% 2.1