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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)
Heritage Investment Group
3151
Heritage Investment Group
Florida
$5.36億 +$1010万 +2% 0.77% 54.5% 114 17.54% 2
Fermata Advisors
3152
Fermata Advisors
California
$5.36億 +$4296万 +9% 0.71% 58.3% 290 23.1% 1.2
Bourgeon Capital Management
3153
Bourgeon Capital Management
Connecticut
$5.36億 +$1570万 +3% 2.76% 121% 130 28.46% 3.8
Clark Asset Management
3154
Clark Asset Management
New Hampshire
$5.35億 +$6971万 +15% 1.36% 51.8% 147 23.13% 1
Bell Investment Advisors
3155
Bell Investment Advisors
California
$5.35億 -$1002万 -2% 2.61% 45% 1,975 8.61% 2.6
KFG Wealth Management
3156
KFG Wealth Management
Indiana
$5.35億 +$7502万 +16% 0.12% 55.9% 190 8.95% 1.3
Citizens Business Bank
3157
Citizens Business Bank
California
$5.35億 +$3937万 +8% 5.22% 120% 113 11.5% 6
MA Private Wealth
3158
MA Private Wealth
California
$5.35億 -$6.49万 -0% 1.09% 63.4% 74 6.76% 2.6
Princeton Global Asset Management
3159
Princeton Global Asset Management
New Jersey
$5.35億 +$2056万 +4% 3.61% 110% 697 10.47% 3.2
GWI
3160
Grace & White Inc
New York
$5.35億 -$1912万 -3% 1.12% 59.6% 141 9.22% 6.6
CacheTech Inc
3161
CacheTech Inc
Utah
$5.33億 +$6732万 +14% 1.48% – 133 23.31% 0.4
Capricorn Investment Group
3162
Capricorn Investment Group
California
$5.33億 +$1.26億 +31% 48.5% 95.9% 8 12.5% 2.8
Catalyst Financial Partners
3163
Catalyst Financial Partners
Massachusetts
$5.32億 +$2072万 +4% 0.76% 110% 283 7.07% 1.4
Tree Line Advisors
3164
Tree Line Advisors
Hong Kong
$5.32億 +$1.01億 +24% 14.7% 610% 9 22.22% 1.1
Intelligence Driven Advisers
3165
Intelligence Driven Advisers
California
$5.32億 -$1.68億 -24% 0.27% 65.6% 122 22.13% 2
Schneider Downs Wealth Management Advisors
3166
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.32億 +$4308万 +9% 0.55% 61.5% 146 7.53% 3.6
Affinity Capital Advisors
3167
Affinity Capital Advisors
California
$5.32億 +$1525万 +3% 0.25% 72.7% 157 8.28% 3.2
Hohimer Wealth Management
3168
Hohimer Wealth Management
Washington
$5.31億 +$6640万 +14% 3% 111% 264 22.73% 1.9
Advocate Group
3169
Advocate Group
Minnesota
$5.31億 -$2047万 -4% 3.63% 56.3% 120 5.83% 2.2
Lawson Kroeker Investment Management
3170
Lawson Kroeker Investment Management
Nebraska
$5.31億 -$1777万 -3% 0.25% 69.7% 91 3.3% 4.2
Morton Capital Management
3171
Morton Capital Management
California
$5.31億 +$2258万 +4% 1.11% 75.4% 117 8.55% 2
Hutchinson Capital Management
3172
Hutchinson Capital Management
California
$5.3億 +$208万 +0.4% 0.71% 60.9% 94 6.38% 4.7
EWA
3173
ERTS Wealth Advisors
Michigan
$5.3億 -$420万 -0.8% 2.58% 39.3% 90 8.89% 4
HeadInvest LLC
3174
HeadInvest LLC
Maine
$5.3億 -$1055万 -2% 0.86% 59.1% 250 11.6% 5.9
Asio Capital
3175
Asio Capital
Kentucky
$5.29億 +$260万 +0.5% 1.93% 98% 111 10.81% 2.7