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)
Forteris Wealth Management
8051
Forteris Wealth Management
New York
$1.22億 +$1775万 +17% 17.8% – 73 12.33% 0.5
Wall Capital Group
8052
Wall Capital Group
Arizona
$1.22億 +$2851万 +30% 11.6% – 31 29.03% 2.3
WFA of San Diego
8053
WFA of San Diego
California
$1.22億 -$250万 -2% 11.7% – 405 77.04% 4.3
Cooke Wealth Management
8054
Cooke Wealth Management
California
$1.22億 +$925万 +8% 9.41% – 39 5.13% 0.5
JHP Wealth Management
8055
JHP Wealth Management
Colorado
$1.22億 +$1750万 +17% 13.2% – 43 32.56% 0.4
Coral Wealth Management
8056
Coral Wealth Management
Florida
$1.22億 +$3264万 +37% 16.5% – 22 50% 0.2
Financial Management Inc
8057
Financial Management Inc
Arkansas
$1.22億 +$1551万 +15% 10.9% – 46 15.22% 0.4
Hicks Capital Management
8058
Hicks Capital Management
Ohio
$1.22億 +$2200万 +22% 11.8% – 42 19.05% 0.8
Moneda SA Administradora General de Fondos
8059
Moneda SA Administradora General de Fondos
Chile
$1.22億 -$61.5万 -0.5% 3.95% 34.5% 32 25% 2.5
Vines Capital Management
8060
Vines Capital Management
Louisiana
$1.22億 +$2098万 +21% 24.2% – 92 18.48% 0.4
ClientFirst Wealth Management
8061
ClientFirst Wealth Management
Arkansas
$1.22億 +$326万 +3% 4.13% – 55 12.73% 2.8
Greenline Wealth Management
8062
Greenline Wealth Management
Florida
$1.22億 +$3498万 +40% 34.8% – 139 38.13% 0.3
D
8063
Drystone
Virginia
$1.22億 +$1068万 +10% 14.7% – 18 0% 3.9
Torrey-Payne Wealth Management
8064
Torrey-Payne Wealth Management
California
$1.22億 +$1257万 +12% 10.8% – 42 11.9% 0.5
Institutional Venture Management XV
8065
Institutional Venture Management XV
California
$1.22億 +$4600万 +61% 63.7% 116% 3 0% 3.8
Portus Wealth Advisors
8066
Portus Wealth Advisors
North Carolina
$1.21億 +$1528万 +14% 22.2% – 568 91.37% 0.7
Pandowealth
8067
Pandowealth
Georgia
$1.21億 +$688万 +6% 13.8% – 20 15% 0.5
Alexander Randolph Advisory
8068
Alexander Randolph Advisory
Virginia
$1.21億 +$541万 +5% 15.9% – 57 33.33% 2.2
Dala Group
8069
Dala Group
Illinois
$1.21億 +$174万 +1% 22.2% – 75 12% 0.5
Verus Wealth Management
8070
Verus Wealth Management
Wisconsin
$1.21億 +$1361万 +13% 9.68% – 57 14.04% 1.2
Chapman Investment Management
8071
Chapman Investment Management
California
$1.21億 +$4.79万 +0% 0% 57.3% 53 100% 0
Worthington Financial Partners
8072
Worthington Financial Partners
Ohio
$1.21億 +$439万 +4% 41% – 108 11.11% 0.5
Miller Global Investments
8073
Miller Global Investments
Texas
$1.21億 +$1167万 +11% 9.93% – 310 14.84% 0.4
Stoic Point Capital Management
8074
Stoic Point Capital Management
California
$1.21億 +$1786万 +17% 11.5% – 78 30.77% 0.3
Roan Capital Partners
8075
Roan Capital Partners
Tennessee
$1.21億 +$1234万 +11% 8.34% – 89 25.84% 0.2