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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)
Hohimer Wealth Management
3001
Hohimer Wealth Management
Washington
$2.9億 +$5319万 +22% 21% 111% 186 9.68% 0.5
Ramsay Stattman Vela & Price
3002
Ramsay Stattman Vela & Price
Colorado
$2.9億 +$3592万 +14% 16.6% 81.8% 63 6.35% 5.5
Inspire Investing
3003
Inspire Investing
Idaho
$2.9億 +$3923万 +16% 22.3% 107% 811 41.18% 1.1
Northside Capital Management
3004
Northside Capital Management
Oregon
$2.9億 +$8514万 +42% 21.8% 99.6% 102 23.53% 2.8
Wildcat Capital Management
3005
Wildcat Capital Management
New York
$2.89億 +$6985万 +32% 55.6% 77.7% 40 57.5% 0.7
Martel Wealth Advisors
3006
Martel Wealth Advisors
Washington
$2.89億 +$3226万 +13% 13.8% 43.4% 42 7.14% 1.6
McGuire Investment Group
3007
McGuire Investment Group
Rhode Island
$2.88億 +$4780万 +20% 25.9% 202% 88 9.09% 1.4
XML Financial
3008
XML Financial
Maryland
$2.88億 +$5663万 +24% 19.3% 77.9% 201 20.9% 0.4
RTS
3009
Round Table Services
New Jersey
$2.88億 +$4720万 +20% 20.5% 16.1% 93 27.96% 2.8
AW
3010
Avion Wealth
Texas
$2.87億 +$5370万 +23% 6.11% 48.8% 323 18.27% 0.3
OIA
3011
Optimum Investment Advisors
Illinois
$2.87億 +$4328万 +18% 21.7% 125% 962 15.07% 2.8
Tortoise Index Solutions
3012
Tortoise Index Solutions
Kansas
$2.87億 +$4237万 +17% 27.7% 52.2% 108 31.48% 3.4
Strategic Investment Management
3013
Strategic Investment Management
Virginia
$2.87億 -$1.42億 -33% 17.4% 53.4% 14 21.43% 3.7
TIM
3014
Total Investment Management
Arizona
$2.87億 -$6807万 -19% 15.9% 44.4% 61 47.54% 1.9
LDFR
3015
Lehman & Derafelo Financial Resources
Pennsylvania
$2.86億 +$4608万 +19% 12.3% 37.5% 268 31.34% 0.9
Redhawk Wealth Advisors
3016
Redhawk Wealth Advisors
Minnesota
$2.86億 +$6390万 +29% 18.4% 116% 207 40.58% 0.6
Center for Financial Planning
3017
Center for Financial Planning
Michigan
$2.86億 -$940万 -3% 18.4% 64.4% 617 29.01% 0.5
Rinet Company
3018
Rinet Company
Massachusetts
$2.86億 +$1993万 +7% 19.5% 33.1% 27 7.41% 3.4
Hudson Way Capital Management
3019
Hudson Way Capital Management
Texas
$2.86億 +$7017万 +32% 23% 51.3% 20 25% 1.4
World Investment Advisors
3020
World Investment Advisors
California
$2.86億 +$7058万 +33% 17.9% 65.4% 190 39.47% 0.8
Eos Management LP
3021
Eos Management LP
New York
$2.86億 +$7429万 +35% 39.1% 149% 30 30% 4.1
Gould Asset Management
3022
Gould Asset Management
California
$2.85億 +$2302万 +9% 13.8% 48.3% 137 11.68% 4
Flaharty Asset Management
3023
Flaharty Asset Management
Florida
$2.85億 +$6787万 +31% 17.2% 37.8% 72 16.67% 2.1
American Investment Services
3024
American Investment Services
Massachusetts
$2.84億 +$2362万 +9% 16.9% 63.1% 140 7.86% 3.6
CCM
3025
Contrarian Capital Management
Connecticut
$2.84億 +$9350万 +49% 39.3% 29.4% 11 36.36% 2.3