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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)
Greystone Financial Group
3326
Greystone Financial Group
Michigan
$3.96億 -$2162万 -5% 2% 79.3% 96 28.13% 0.8
Bedell Frazier Investment Counselling
3327
Bedell Frazier Investment Counselling
California
$3.96億 -$1484万 -4% 1.21% 72.5% 104 21.15% 2.4
BSW Wealth Partners
3328
BSW Wealth Partners
Colorado
$3.96億 -$270万 -0.7% 4.89% 75.4% 309 21.04% 2.2
Oliver Luxxe Assets
3329
Oliver Luxxe Assets
New Jersey
$3.95億 +$21.1万 +0.1% 0.23% 137% 226 29.65% 1.9
SFE Investment Counsel
3330
SFE Investment Counsel
California
$3.95億 +$579万 +1% 1.44% 114% 126 8.73% 4.4
Journey Advisory Group
3331
Journey Advisory Group
Kentucky
$3.95億 +$3294万 +9% 3.58% 74.9% 229 14.41% 1
Martin Investment Management
3332
Martin Investment Management
Florida
$3.95億 -$890万 -2% 3.64% 44% 53 9.43% 4
59 North Capital Management
3333
59 North Capital Management
Texas
$3.95億 +$5602万 +17% 5.46% 81.4% 14 35.71% 0.8
EverSource Wealth Advisors
3334
EverSource Wealth Advisors
Alabama
$3.94億 +$3713万 +10% 2.89% 98.1% 1,929 18.51% 0.2
Semper Augustus Investments Group
3335
Semper Augustus Investments Group
Colorado
$3.93億 +$7288万 +23% 15.3% 95.4% 34 8.82% 5.3
Growth Interface Management
3336
Growth Interface Management
Florida
$3.93億 -$5.6億 -59% 21.4% 12% 10 10% 1.6
White Lighthouse Investment Management
3337
White Lighthouse Investment Management
Massachusetts
$3.93億 -$814万 -2% 4.92% 62.1% 118 5.93% 3.3
Schneider Downs Wealth Management Advisors
3338
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.92億 -$2617万 -6% 6.33% 61.5% 163 14.72% 2.2
Single Point Partners
3339
Single Point Partners
Massachusetts
$3.92億 +$1893万 +5% 5.43% 56.4% 124 33.87% 0.4
Georgetown University
3340
Georgetown University
District of Columbia
$3.92億 +$1.12億 +40% 15.7% 79.9% 26 38.46% 0.7
Martin & Co
3341
Martin & Co
Tennessee
$3.92億 -$4542万 -10% 2.64% 67.8% 111 2.7% 7
Squadra Investments
3342
Squadra Investments
Brazil
$3.92億 +$2.06億 +110% 1.7% 1.55% 9 44.44% 0.4
Marathon Asset Management (New York)
3343
Marathon Asset Management (New York)
New York
$3.92億 +$1.56億 +66% 9.16% 490% 30 40% 1
SG
3344
Swarthmore Group
Pennsylvania
$3.92億 -$2908万 -7% 3.16% 44.2% 66 27.27% 1.3
Institutional Venture Management XIII
3345
Institutional Venture Management XIII
California
$3.92億 +$2261万 +6% 15.4% – 5 20% 0.2
Brian C. Broderick
3346
Brian C. Broderick
$3.91億 -$2443万 -6% 5.16% 98.6% 78 8.97% 5.9
Ullmann Wealth Partners Group
3347
Ullmann Wealth Partners Group
Florida
$3.91億 +$1690万 +5% 5.1% 68% 92 15.22% 2.8
Occidental Asset Management
3348
Occidental Asset Management
California
$3.91億 -$2992万 -7% 4.37% 97.4% 222 20.72% 3.2
Bond Capital Management
3349
Bond Capital Management
California
$3.91億 – – 24.3% 47.5% 5 – 0
PGCM
3350
Prescott Group Capital Management
Oklahoma
$3.91億 -$4985万 -11% 2.89% 135% 220 51.82% 2