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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)
AAG
7501
Accordant Advisory Group
Maryland
$1.48億 -$1314万 -8% 10.6% – 252 9.52% 1.1
PPWM
7502
Perissos Private Wealth Management
Oklahoma
$1.48億 +$3305万 +29% 11.9% – 85 22.35% 1.5
SA
7503
Sacks & Associates
New Jersey
$1.48億 +$1373万 +10% 15.5% – 84 11.9% 0.5
VIS
7504
Vertex Investment Solutions
$1.48億 +$6168万 +71% 3.73% – 29 24.14% 0.4
PLC
7505
Peapod Lane Capital
New York
$1.48億 +$2630万 +22% 27.7% – 69 21.74% 1
NCM
7506
Nitor Capital Management
New Jersey
$1.48億 +$1827万 +14% 3.7% – 26 15.38% 0.5
PSB
7507
Piscataqua Savings Bank
New Hampshire
$1.48億 +$582万 +4% 16.4% 85.5% 431 7.89% 3.8
9C
7508
9823 Capital
Texas
$1.48億 +$1563万 +12% 13.7% – 64 78.13% 0.2
MCM
7509
Moon Capital Management
New York
$1.48億 -$1755万 -11% 12.2% 76.3% 15 20% 3.4
HWMG
7510
Harbour Wealth Management Group
South Carolina
$1.48億 +$1513万 +11% 16.3% – 91 4.4% 0.5
PWM
7511
Partnership Wealth Management
Maryland
$1.48億 +$1681万 +13% 15.6% 67.6% 68 4.41% 2.3
AA
7512
Ahara Advisors
New Jersey
$1.48億 +$2827万 +24% 22.4% – 56 7.14% 0.4
TWPM
7513
Total Wealth Planning & Management
Florida
$1.48億 +$1246万 +9% 20.5% – 238 25.21% 1
NI
7514
Navi International
Brazil
$1.48億 -$7440万 -33% 7.42% – 18 55.56% 0.3
BSTWA
7515
Blake Schutter Theil Wealth Advisors
Ohio
$1.48億 +$2515万 +20% 10.1% – 116 9.48% 1.4
ACM
7516
Alcosta Capital Management
California
$1.48億 +$1658万 +13% 22.3% 175% 23 4.35% 2.7
RLWM
7517
RF&L Wealth Management
Massachusetts
$1.48億 +$1423万 +11% 12% 69.9% 54 11.11% 3.1
LC
7518
Lawood & Co
Pennsylvania
$1.48億 +$3987万 +37% 19% – 99 13.13% 0.5
BM
7519
Bislett Management
California
$1.48億 +$1798万 +14% 18.6% 19.8% 18 0% 6.2
Vanguard Capital Wealth Advisors
7520
Vanguard Capital Wealth Advisors
Colorado
$1.48億 +$3952万 +37% 48.7% 234% 152 34.21% 3.2
LFWA
7521
LiftPoint Family Wealth Advisors
New Jersey
$1.48億 +$2680万 +22% 15.6% – 71 23.94% 0.4
TR
7522
Tepp RIA
New Jersey
$1.47億 +$1980万 +16% 14.9% – 54 33.33% 0.7
DCM
7523
Dorato Capital Management
Colorado
$1.47億 +$1199万 +9% 16.1% – 259 3.86% 0.5
SFC
7524
Summit Financial Consulting
Michigan
$1.47億 +$771万 +6% 10.7% – 51 23.53% 0.8
RTM
7525
Red Tree Management
California
$1.47億 +$3546万 +32% 35% – 3 0% 1.5