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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)
Kassira Wealth Management
8001
Kassira Wealth Management
Tennessee
$1.25億 +$1581万 +15% 10.6% – 68 19.12% 0.6
Cauble & Harre Wealth Management
8002
Cauble & Harre Wealth Management
Missouri
$1.25億 -$87万 -0.7% 4.5% – 77 10.39% 0.5
Box Hill Private Wealth
8003
Box Hill Private Wealth
Arizona
$1.25億 +$2349万 +23% 23% – 73 17.81% 0.4
Kennebec Savings Bank
8004
Kennebec Savings Bank
Maine
$1.25億 +$1322万 +12% 11.1% – 289 15.57% 1.4
Essential Investment Partners
8005
Essential Investment Partners
Colorado
$1.25億 +$1656万 +15% 22.1% – 322 9.63% 0.4
Haven Capital Group
8006
Haven Capital Group
California
$1.25億 +$1676万 +16% 20.5% – 40 15% 1.2
Platt Wealth Management
8007
Platt Wealth Management
California
$1.24億 +$2182万 +21% 14.2% – 58 15.52% 0.4
Bristlecone Value Partners
8008
Bristlecone Value Partners
California
$1.24億 +$1068万 +9% 11.8% – 71 5.63% 0.4
Miller Financial Services
8009
Miller Financial Services
Michigan
$1.24億 +$3293万 +36% 7.8% – 152 27.63% 0.9
EDMP Inc
8010
EDMP Inc
Florida
$1.24億 +$55.5万 +0.4% 6.25% 78% 76 14.47% 4.3
Sherwood Financial Partners
8011
Sherwood Financial Partners
California
$1.24億 +$1113万 +10% 10.2% – 8 0% 1.3
Palatine Hill Wealth Management
8012
Palatine Hill Wealth Management
Michigan
$1.24億 +$929万 +8% 11.6% – 57 19.3% 0.4
Concorde Financial
8013
Concorde Financial
Texas
$1.24億 -$319万 -3% 0.13% 81.3% 26 0% 3.1
Prospect Financial Group
8014
Prospect Financial Group
Virginia
$1.24億 +$1582万 +15% 12.6% – 72 15.28% 1.2
Connecticut Capital Management Group
8015
Connecticut Capital Management Group
Connecticut
$1.24億 +$1826万 +17% 17.7% – 133 21.05% 0.4
Opus Financial Solutions
8016
Opus Financial Solutions
Illinois
$1.24億 +$1789万 +17% 8.3% – 118 18.64% 0.4
Burnham & Co
8017
Burnham & Co
Michigan
$1.24億 – – 13.1% – 197 – 0
Conquis Financial
8018
Conquis Financial
California
$1.24億 +$337万 +3% 10.8% – 54 0% 1.4
Robocap Asset Management
8019
Robocap Asset Management
United Kingdom
$1.24億 +$3049万 +33% 85.1% 274% 26 26.92% 2
Corps Capital Advisors
8020
Corps Capital Advisors
Texas
$1.24億 +$873万 +8% 23.3% – 110 22.73% 0.9
Clarion Wealth Managment Partners
8021
Clarion Wealth Managment Partners
Virginia
$1.24億 +$1351万 +12% 12.3% – 92 14.13% 0.9
CI
8022
Cria Inc
New York
$1.24億 -$1389万 -10% 9.35% – 2 0% 0.5
WWMP
8023
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.24億 +$1242万 +11% 12.9% – 117 25.64% 0.4
Friends of the Cornell Lab of Ornithology
8024
Friends of the Cornell Lab of Ornithology
Connecticut
$1.24億 +$1786万 +17% 14.4% – 5 0% 0.5
Infinity Wealth Counsel
8025
Infinity Wealth Counsel
Ohio
$1.24億 +$1489万 +14% 8.52% – 67 8.96% 1.3