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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)
AM
8376
Account Management
Massachusetts
$9900万 +$774万 +8% 14.6% 87.4% 23 4.35% 5.2
Professional Financial Management
8377
Professional Financial Management
Wisconsin
$9860万 +$254万 +3% 1.3% – 26 19.23% 0.4
Financial Network Wealth Advisors
8378
Financial Network Wealth Advisors
Utah
$9854万 +$81.8万 +0.8% 8.2% – 895 17.88% 1.3
Montchanin Asset Management
8379
Montchanin Asset Management
Delaware
$9813万 +$408万 +4% 18.3% – 64 18.75% 2.2
PWM
8380
Puff Wealth Management
New Jersey
$9809万 – – 13.2% – 77 – 1
Zinnia Wealth Advisory
8381
Zinnia Wealth Advisory
Florida
$9806万 +$872万 +10% 16.3% – 109 22.94% 0.4
Drum Hill Capital
8382
Drum Hill Capital
Connecticut
$9800万 -$1089万 -10% 1.11% – 49 14.29% 1.3
EAP
8383
Elevation Advisory Partners
Florida
$9768万 -$945万 -9% 26.1% – 101 56.44% 0.2
Wedgewood Investors
8384
Wedgewood Investors
Pennsylvania
$9736万 +$1015万 +12% 15.8% – 112 13.39% 7.2
Schrum Private Wealth Management
8385
Schrum Private Wealth Management
Florida
$9735万 -$3375万 -26% 10.6% 60.9% 139 30.94% 3.5
Lloyd Harbor Capital Management
8386
Lloyd Harbor Capital Management
New York
$9718万 -$1.47億 -60% 9.41% 144% 35 74.29% 0.6
Anchor Capital Management Company
8387
Anchor Capital Management Company
North Carolina
$9696万 +$425万 +5% 20.4% – 12 75% 0.5
Optimas Capital
8388
Optimas Capital
Hong Kong
$9690万 +$5236万 +118% 43.5% 355% 24 91.67% 0.1
Kore Advisors
8389
Kore Advisors
Florida
$9623万 +$338万 +4% 16.5% – 19 31.58% 1
Inkwell Capital
8390
Inkwell Capital
Florida
$9617万 -$204万 -2% 4.44% – 32 6.25% 1.3
JKSF
8391
John & Kathleen Schreiber Foundation
Illinois
$9575万 -$175万 -2% 2.07% 30.8% 4 0% 3.6
OWMIAS
8392
One Wealth Management Investment & Advisory Services
Florida
$9526万 +$1224万 +15% 17.1% – 59 22.03% 1.9
AIP LLC
8393
AIP LLC
New York
$9519万 -$1.73億 -65% 0.19% 54.9% 3 33.33% 1.4
FF
8394
Formulate Financial
Florida
$9501万 +$1402万 +17% 16.5% – 27 7.41% 0.7
Capitol Family Office
8395
Capitol Family Office
Oregon
$9468万 +$1000万 +12% 19.2% 72% 49 8.16% 1.9
IWMO
8396
Integrated Wealth Management (Ohio)
Ohio
$9468万 +$748万 +9% 11.8% – 115 38.26% 0.4
Prism Planning Partners
8397
Prism Planning Partners
Illinois
$9448万 +$993万 +12% 10% – 45 28.89% 0.5
Geremia Financial Services
8398
Geremia Financial Services
New Jersey
$9431万 -$2846万 -23% 35.3% – 10 10% 0.5
SkyKnight Capital
8399
SkyKnight Capital
California
$9413万 -$1301万 -12% 12.1% 11% 3 0% 4.5
Divco West Real Estate Services
8400
Divco West Real Estate Services
California
$9404万 +$2216万 +31% 32.9% 22.3% 4 0% 3.5