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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)
Guardian Wealth Advisors (North Carolina)
2501
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.7億 +$4959万 +10% 4.41% 58.9% 424 14.62% 0.8
Means Investment Company
2502
Means Investment Company
Maine
$5.69億 +$7034万 +14% 10.8% 106% 198 5.56% 3
Valley National Advisers
2503
Valley National Advisers
Pennsylvania
$5.69億 +$1102万 +2% 5.5% 87.2% 1,007 7.45% 4.4
Barton Investment Management
2504
Barton Investment Management
Pennsylvania
$5.68億 +$5982万 +12% 18.4% 124% 44 6.82% 6.8
Hardy Reed
2505
Hardy Reed
Mississippi
$5.68億 +$3932万 +7% 6.28% 77.5% 115 8.7% 2.2
Cornercap Investment Counsel
2506
Cornercap Investment Counsel
Georgia
$5.68億 -$941万 -2% 0.77% 55.4% 680 35.29% 1.4
Robotti Robert
2507
Robotti Robert
$5.68億 +$6618万 +13% 18.4% 107% 65 9.23% 4.5
Barber Financial Group
2508
Barber Financial Group
Kansas
$5.67億 +$2.06億 +57% 6.27% 39% 157 18.47% 2.7
Sirios Capital Management
2509
Sirios Capital Management
Massachusetts
$5.67億 +$2453万 +5% 4.68% 177% 68 35.29% 1.4
Mattern Capital Management
2510
Mattern Capital Management
Colorado
$5.67億 +$2603万 +5% 2.44% 39.8% 127 11.02% 2.6
Winthrop Advisory Group
2511
Winthrop Advisory Group
Massachusetts
$5.67億 +$3928万 +7% 7.48% 78.3% 134 12.69% 3
RIA
2512
RPG Investment Advisory
California
$5.67億 +$4805万 +9% 14% 186% 91 13.19% 3.7
ORIX Corp
2513
ORIX Corp
Japan
$5.66億 -$1142万 -2% 1.98% 11.7% 1 0% 5.3
GDS Wealth Management
2514
GDS Wealth Management
Texas
$5.66億 +$4222万 +8% 3.89% 95.1% 123 15.45% 1
Wealth Architects
2515
Wealth Architects
California
$5.65億 +$3615万 +7% 5.97% 85.1% 191 7.33% 4.4
Baldwin Investment Management
2516
Baldwin Investment Management
Pennsylvania
$5.64億 +$1047万 +2% 3.52% 74.8% 208 10.58% 4.5
Cahill Financial Advisors
2517
Cahill Financial Advisors
Minnesota
$5.64億 +$4328万 +8% 5.43% 55.9% 240 9.17% 4.1
Certified Advisory Corp
2518
Certified Advisory Corp
Florida
$5.63億 +$5661万 +11% 4.99% 62.9% 286 23.08% 2.9
Cornerstone Wealth Group
2519
Cornerstone Wealth Group
North Carolina
$5.62億 +$3360万 +6% 3.42% 108% 156 19.23% 2.1
CBT
2520
Central Bank & Trust
Kentucky
$5.62億 +$3202万 +6% 10.8% 118% 456 32.89% 4.2
Syntegra Private Wealth Group
2521
Syntegra Private Wealth Group
Missouri
$5.62億 +$6298万 +13% 5.77% 56.9% 122 15.57% 0.2
Advance Capital Management
2522
Advance Capital Management
Michigan
$5.62億 -$1.94億 -26% 3.5% 54.4% 115 15.65% 0.9
Stanley-Laman Group
2523
Stanley-Laman Group
Pennsylvania
$5.62億 +$3690万 +7% 7.06% 114% 265 32.83% 1.7
Greatmark Investment Partners
2524
Greatmark Investment Partners
Georgia
$5.61億 +$1406万 +3% 5.31% 72.5% 129 8.53% 5.5
TCOT
2525
Trust Company of Toledo
Ohio
$5.61億 +$3095万 +6% 5.33% 109% 211 12.8% 6.4