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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)
Lee Financial
2701
Lee Financial
Texas
$5.59億 +$2635万 +5% 1.06% 75% 1,011 29.77% 2.3
Intrua Financial
2702
Intrua Financial
Texas
$5.59億 -$1338万 -2% 0.84% 77.4% 413 17.68% 1.1
Kanen Wealth Management
2703
Kanen Wealth Management
Florida
$5.58億 +$2.69億 +93% 4.91% 328% 26 23.08% 0.7
Dean Investment Associates
2704
Dean Investment Associates
Ohio
$5.58億 -$993万 -2% 0.59% 63.5% 238 7.56% 3.4
Rodgers Brothers
2705
Rodgers Brothers
Pennsylvania
$5.57億 -$485万 -0.9% 1.2% 108% 215 12.09% 5.1
Lake Street Private Wealth
2706
Lake Street Private Wealth
Illinois
$5.57億 -$1312万 -2% 2.68% 105% 361 20.22% 1.3
Dock Street Asset Management
2707
Dock Street Asset Management
Florida
$5.57億 -$5010万 -8% 5.34% 175% 82 20.73% 2.9
First Ascent Asset Management
2708
First Ascent Asset Management
Colorado
$5.56億 +$3139万 +6% 5.59% 4.15% 41 19.51% 1.3
Bluescape Energy Partners
2709
Bluescape Energy Partners
Texas
$5.56億 -$7245万 -12% 2.1% 57.9% 3 0% 2
FORA Capital
2710
FORA Capital
Florida
$5.55億 +$2.97億 +115% 0.78% 162% 671 82.71% 0.1
Tortoise Index Solutions
2711
Tortoise Index Solutions
Kansas
$5.54億 +$1億 +22% 18.4% 52.2% 111 2.7% 3.4
Avitas Wealth Management
2712
Avitas Wealth Management
California
$5.54億 -$4212万 -7% 4.18% 56.2% 222 35.59% 1.7
IAIM
2713
International Assets Investment Management
Florida
$5.54億 -$1895万 -3% 3.09% 101% 601 32.45% 1.2
SKBA Capital Management
2714
SKBA Capital Management
California
$5.54億 +$2297万 +4% 6.48% 55.7% 85 8.24% 3.4
SOL Capital Management
2715
SOL Capital Management
Maryland
$5.54億 +$48.7万 +0.1% 4.82% 56.6% 272 8.82% 5.6
Heck Capital Advisors
2716
Heck Capital Advisors
Wisconsin
$5.53億 +$248万 +0.5% 3.8% 67% 136 19.12% 2.7
Means Investment Company
2717
Means Investment Company
Maine
$5.52億 -$1394万 -2% 4.54% 106% 228 22.81% 2.2
HCP
2718
Holt Capital Partners
Texas
$5.52億 -$1650万 -3% 2.32% 75.1% 164 3.66% 5.1
HHR Asset Management
2719
HHR Asset Management
New Jersey
$5.52億 -$2.86億 -34% 17.7% 76.3% 36 27.78% 2.4
TrinityPoint Wealth
2720
TrinityPoint Wealth
Connecticut
$5.52億 -$1111万 -2% 3.63% 28.4% 330 14.55% 1.8
Camden National Bank
2721
Camden National Bank
Maine
$5.52億 -$1744万 -3% 3.12% 58.2% 157 11.46% 3.3
Proffitt & Goodson
2722
Proffitt & Goodson
Tennessee
$5.51億 -$1806万 -3% 5.07% 48.5% 288 15.97% 2.8
Vest Financial
2723
Vest Financial
Virginia
$5.51億 +$9062万 +20% 1.52% 68.4% 66 4.55% 1.2
T
2724
TCWP
Ohio
$5.5億 +$4599万 +9% 3.02% – 1,978 86.75% 0
Barometer Capital Management
2725
Barometer Capital Management
Ontario, Canada
$5.5億 -$4565万 -8% 23% 339% 176 67.05% 0.6