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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)
KPP Advisory Services
2976
KPP Advisory Services
Kentucky
$6.75億 +$6923万 +11% 8.36% 87.9% 340 12.65% 1.2
Kelman-Lazarov Inc
2977
Kelman-Lazarov Inc
Tennessee
$6.74億 +$5724万 +9% 5.98% 51.6% 137 14.6% 4.4
ShawSpring Partners
2978
ShawSpring Partners
Massachusetts
$6.73億 -$1.2億 -15% 9.35% 23.4% 11 9.09% 1.3
Faithward Advisors
2979
Faithward Advisors
Pennsylvania
$6.73億 +$2813万 +4% 10.9% 119% 311 17.04% 2.1
Impact Partnership Wealth
2980
Impact Partnership Wealth
Georgia
$6.72億 +$1.3億 +24% 6.06% 50.9% 378 41.01% 0.8
James J. Burns & Company
2981
James J. Burns & Company
New York
$6.71億 +$5770万 +9% 8.06% 70.2% 163 6.75% 1.8
Permanens Capital
2982
Permanens Capital
New York
$6.71億 -$6284万 -9% 8.94% 76.9% 94 61.7% 1.4
Foresight Group
2983
Foresight Group
United Kingdom
$6.7億 -$3496万 -5% 6.63% – 60 3.33% 1.1
Newbridge Financial Services Group
2984
Newbridge Financial Services Group
Florida
$6.69億 +$5296万 +9% 12.1% 189% 1,400 14.07% 1.6
Peterson Wealth Advisors
2985
Peterson Wealth Advisors
Utah
$6.69億 +$6275万 +10% 5.5% 50.9% 101 5.94% 3.5
TAA
2986
TB Alternative Assets
Cayman Islands
$6.68億 +$1.28億 +24% 23.8% 312% 58 46.55% 0.9
Asio Capital
2987
Asio Capital
Kentucky
$6.68億 +$6773万 +11% 7.65% 98% 116 12.07% 2.7
WealthPLAN Partners
2988
WealthPLAN Partners
Nebraska
$6.67億 +$4577万 +7% 8.35% 71.6% 273 15.75% 4.4
Kera Capital Partners
2989
Kera Capital Partners
California
$6.67億 +$1.59億 +31% 13.7% – 457 30.63% 0.3
Klaas Financial Asset Advisors
2990
Klaas Financial Asset Advisors
Illinois
$6.66億 +$3460万 +5% 4.65% 39.5% 47 0% 3.4
Calton & Associates
2991
Calton & Associates
Florida
$6.66億 +$8780万 +15% 7.54% 79% 463 25.05% 1.1
Canal Capital Management
2992
Canal Capital Management
Virginia
$6.66億 +$3178万 +5% 6.37% 69.5% 199 12.06% 4
First Turn Management
2993
First Turn Management
California
$6.66億 +$1.3億 +24% 64.4% – 42 47.62% 0.8
Convergence Financial
2994
Convergence Financial
Missouri
$6.66億 +$8429万 +14% 6.52% 70.6% 200 16.5% 1.2
CFGSD
2995
Compass Financial Group (South Dakota)
South Dakota
$6.65億 +$5548万 +9% 6.58% 72% 104 5.77% 2.2
Capital Advantage
2996
Capital Advantage
California
$6.65億 +$3353万 +5% 4.95% 49.2% 142 4.93% 2.4
Leelyn Smith
2997
Leelyn Smith
Illinois
$6.64億 +$5440万 +9% 6.24% 86% 146 9.59% 3.4
Thrive Wealth Management
2998
Thrive Wealth Management
Pennsylvania
$6.63億 +$4365万 +7% 7.72% 84.1% 254 15.35% 2.3
Delta Air Lines
2999
Delta Air Lines
Georgia
$6.63億 +$2.65億 +66% 66.9% 40.7% 2 0% 3.3
Triasima Portfolio Management
3000
Triasima Portfolio Management
Quebec, Canada
$6.63億 +$1.15億 +21% 17.1% 224% 180 46.11% 1