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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)
Life Planning Partners
7801
Life Planning Partners
Florida
$1.35億 +$353万 +3% 9.67% 50.3% 74 12.16% 3.4
Fountainhead AM
7802
Fountainhead AM
New Jersey
$1.35億 +$2307万 +21% 16.6% 80.4% 250 25.6% 1.8
Cook & Bynum Capital Management
7803
Cook & Bynum Capital Management
Alabama
$1.35億 +$1032万 +8% 10.1% 46.8% 6 0% 7.7
Tenet Wealth Partners
7804
Tenet Wealth Partners
Illinois
$1.34億 – – 11.1% – 101 – 0
Athena Wealth Management
7805
Athena Wealth Management
Nevada
$1.34億 +$1221万 +10% 8.93% – 126 33.33% 0.4
Talisman Wealth Advisors
7806
Talisman Wealth Advisors
New Jersey
$1.34億 +$1029万 +8% 13% 70.8% 151 60.26% 1.6
PeakShares LLC
7807
PeakShares LLC
Florida
$1.34億 +$2544万 +23% 34.2% – 133 21.05% 0.4
Real Talk Capital
7808
Real Talk Capital
Tennessee
$1.34億 +$2829万 +27% 16.4% – 105 13.33% 1.1
Hingham Institution for Savings
7809
Hingham Institution for Savings
Massachusetts
$1.34億 +$2114万 +19% 14.4% – 16 12.5% 0.4
Boreal Capital Management
7810
Boreal Capital Management
Florida
$1.34億 +$1134万 +9% 18.4% – 523 15.87% 0.8
Kraematon Investment Advisors
7811
Kraematon Investment Advisors
Massachusetts
$1.34億 +$1143万 +9% 15.2% 89.8% 107 11.21% 2.6
Vista Cima Wealth Management
7812
Vista Cima Wealth Management
Arizona
$1.34億 +$3305万 +33% 18.9% – 52 13.46% 1.2
LWM Advisors
7813
LWM Advisors
California
$1.34億 +$1884万 +16% 14.1% – 37 24.32% 1.1
Arnold Financial Planning
7814
Arnold Financial Planning
Iowa
$1.34億 +$2706万 +25% 9.94% – 42 40.48% 0.3
Waystone Advisors
7815
Waystone Advisors
Washington
$1.34億 +$2219万 +20% 14.9% – 120 24.17% 0.4
Asempa Wealth Advisors
7816
Asempa Wealth Advisors
Louisiana
$1.34億 +$1926万 +17% 14.5% – 125 12.8% 0.4
Freestate Advisors
7817
Freestate Advisors
Kansas
$1.34億 +$880万 +7% 6.43% – 44 9.09% 1.7
PrairieView Wealth Partners
7818
PrairieView Wealth Partners
Illinois
$1.34億 +$1187万 +10% 9.42% – 31 9.68% 1.7
Integrated Wealthcare
7819
Integrated Wealthcare
North Carolina
$1.34億 +$1433万 +12% 12.1% – 29 3.45% 0.5
Lexington Partners
7820
Lexington Partners
New York
$1.34億 -$2.33億 -63% 37.1% 24.5% 3 33.33% 2.8
Elevation Wealth Management
7821
Elevation Wealth Management
Minnesota
$1.34億 +$2477万 +23% 21.4% – 153 15.03% 0.4
Paller Financial Services
7822
Paller Financial Services
Colorado
$1.34億 +$1286万 +11% 16.7% – 49 22.45% 0.4
BI
7823
BluePrint Investing
California
$1.34億 +$815万 +6% 7.25% – 26 0% 0.5
McAlvany Wealth Management
7824
McAlvany Wealth Management
Colorado
$1.34億 -$1480万 -10% 15.8% – 49 18.37% 0.4
Eagle Bay Advisors
7825
Eagle Bay Advisors
New York
$1.34億 +$2029万 +18% 15.9% 85% 151 22.52% 2.6