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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)
Beverly Hills Private Wealth
3226
Beverly Hills Private Wealth
California
$4.95億 +$3468万 +8% 7.39% 91.6% 370 14.59% 1.3
Chemung Canal Trust
3227
Chemung Canal Trust
New York
$4.94億 -$2216万 -4% 5.16% 93.4% 125 8.8% 7.1
Laffer Tengler Investments
3228
Laffer Tengler Investments
Tennessee
$4.94億 +$2983万 +6% 6.54% 96.5% 400 58.75% 2.6
Gallagher Fiduciary Advisors
3229
Gallagher Fiduciary Advisors
Illinois
$4.94億 +$4763万 +11% 7.95% 25.1% 305 26.23% 0.8
III
3230
Independent Investors Inc
New York
$4.93億 +$3779万 +8% 9.03% 94.5% 69 2.9% 8.2
TLWM Financial
3231
TLWM Financial
Texas
$4.93億 +$2845万 +6% 5.01% 53.9% 75 10.67% 3.1
Hunter Perkins Capital Management
3232
Hunter Perkins Capital Management
Illinois
$4.93億 +$1698万 +4% 8.11% 58% 110 6.36% 1.9
Fermata Advisors
3233
Fermata Advisors
California
$4.93億 +$5717万 +13% 5.41% 58.3% 259 16.22% 1.1
Lebenthal Global Advisors
3234
Lebenthal Global Advisors
New York
$4.93億 +$3631万 +8% 5.19% 57.2% 199 18.59% 1.6
Schoolcraft Capital
3235
Schoolcraft Capital
Colorado
$4.93億 +$2655万 +6% 5.95% 58.7% 69 5.8% 3.7
Savvy Advisors Inc
3236
Savvy Advisors Inc
New York
$4.92億 +$1.86億 +61% 5.67% – 374 25.94% 0.4
Montag & Caldwell
3237
Montag & Caldwell
Georgia
$4.92億 -$273万 -0.6% 4.49% 91.3% 89 8.99% 4
Rowlandmiller & Partners
3238
Rowlandmiller & Partners
Georgia
$4.92億 +$3367万 +7% 7.89% 84% 186 5.91% 5.8
Permanens Capital
3239
Permanens Capital
New York
$4.92億 -$4.87億 -50% 5.62% 76.9% 55 54.55% 1.9
Raub Brock Capital Management
3240
Raub Brock Capital Management
California
$4.92億 +$3429万 +7% 11% 54.7% 40 5% 3.6
LM Advisors
3241
LM Advisors
California
$4.92億 -$7537万 -13% 4.57% – 186 15.59% 0.7
HughesLittle Investment Management
3242
HughesLittle Investment Management
$4.92億 +$3593万 +8% 8.73% 106% 17 0% 5.3
Gibson Capital
3243
Gibson Capital
Pennsylvania
$4.91億 +$3828万 +8% 8.86% 67.2% 79 15.19% 3.8
SFS
3244
Security Financial Services
Indiana
$4.91億 +$3085万 +7% 5.63% 67.7% 176 15.34% 1.7
East Coast Asset Management
3245
East Coast Asset Management
Massachusetts
$4.91億 +$4968万 +11% 16.3% 167% 75 2.67% 8
Delta Investment Management
3246
Delta Investment Management
California
$4.91億 +$3747万 +8% 4.04% 65.8% 260 24.23% 2.1
Goehring & Rozencwajg Associates
3247
Goehring & Rozencwajg Associates
New York
$4.91億 -$1308万 -3% 2% 148% 48 8.33% 1.6
Walkner Condon Financial Advisors
3248
Walkner Condon Financial Advisors
Wisconsin
$4.9億 +$2667万 +6% 6.31% 62.6% 276 11.59% 2.2
Brickley Wealth Management
3249
Brickley Wealth Management
California
$4.9億 +$3350万 +7% 7.58% 75.9% 48 4.17% 3.7
MAK Capital One
3250
MAK Capital One
New York
$4.89億 +$7155万 +17% 24.9% 200% 10 10% 3.4