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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)
Mitchell McLeod Pugh & Williams
3001
Mitchell McLeod Pugh & Williams
Alabama
$7億 +$7861万 +13% 2.9% 90.7% 301 11.3% 6.1
CFGSD
3002
Compass Financial Group (South Dakota)
South Dakota
$7億 +$3497万 +5% 1.3% 72% 104 1.92% 2.5
Kelman-Lazarov Inc
3003
Kelman-Lazarov Inc
Tennessee
$7億 +$2578万 +4% 2.11% 51.6% 137 5.84% 4.5
Dean Investment Associates
3004
Dean Investment Associates
Ohio
$7億 -$1320万 -2% 3.05% 63.5% 209 8.13% 4.7
Intelligence Driven Advisers
3005
Intelligence Driven Advisers
California
$7億 -$2171万 -3% 2.62% 65.6% 146 20.55% 2
Crews Bank & Trust
3006
Crews Bank & Trust
Florida
$6.99億 +$1552万 +2% 2.12% – 659 8.95% 0.9
Summit Financial Wealth Advisors
3007
Summit Financial Wealth Advisors
Louisiana
$6.99億 +$5330万 +8% 1.81% 71.4% 207 18.84% 3.9
Torray Investment Partners
3008
Torray Investment Partners
Maryland
$6.98億 -$3864万 -5% 2.1% 97.2% 106 16.98% 4.6
TCM
3009
Trybe Capital Management
Connecticut
$6.98億 -$5069万 -7% 8.67% 681% 14 42.86% 2.1
Titan Global Capital Management USA
3010
Titan Global Capital Management USA
New York
$6.98億 +$1898万 +3% 6.19% 191% 60 6.67% 2.7
Arlington Financial Advisors
3011
Arlington Financial Advisors
California
$6.98億 +$1831万 +3% 3.4% 67.6% 124 25.81% 3.2
Security National Bank
3012
Security National Bank
Nebraska
$6.98億 +$4464万 +7% 6.09% 125% 402 13.18% 2.3
Cat Rock Capital Management
3013
Cat Rock Capital Management
Connecticut
$6.97億 -$1.13億 -14% 5.08% 66.7% 17 11.76% 2.3
BBES
3014
Buffalo Business & Estate Services
New York
$6.96億 – – 2.58% – 101 – 0
MainStreet Investment Advisors
3015
MainStreet Investment Advisors
Illinois
$6.96億 -$4813万 -6% 1.9% 61% 168 9.52% 4.3
Artemis Wealth Advisors
3016
Artemis Wealth Advisors
New York
$6.95億 -$2.24億 -24% 5.04% 180% 47 34.04% 2.4
Integrity Advisory Solutions
3017
Integrity Advisory Solutions
Texas
$6.94億 +$6783万 +11% 1.59% – 281 17.79% 0.2
Arkansas Financial Group
3018
Arkansas Financial Group
Arkansas
$6.94億 +$1413万 +2% 1.41% 41.4% 99 13.13% 4.3
Mirova
3019
Mirova
France
$6.94億 -$1391万 -2% 1.63% 64.6% 115 23.48% 3.6
Cigna Investments
3020
Cigna Investments
Connecticut
$6.93億 -$1644万 -2% 1.57% 154% 485 7.84% 6.3
Baron Silver Stevens Financial Advisors
3021
Baron Silver Stevens Financial Advisors
Florida
$6.93億 +$974万 +1% 1.7% 58.1% 152 17.11% 2.8
CFM Wealth Partners
3022
CFM Wealth Partners
Texas
$6.93億 +$398万 +0.6% 3.4% 175% 148 3.38% 4.2
JC
3023
JBF Capital
Colorado
$6.93億 -$1280万 -2% 2.55% 93.6% 97 39.18% 2.3
Tolleson Wealth Management
3024
Tolleson Wealth Management
Texas
$6.93億 +$4623万 +7% 1.48% 56.2% 97 12.37% 4
Greenup Street Wealth Management
3025
Greenup Street Wealth Management
Michigan
$6.93億 +$4169万 +6% 2.49% 69.8% 152 28.95% 1.7