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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)
Summit Wealth Partners
3351
Summit Wealth Partners
Florida
$5.54億 +$2969万 +6% 4.5% 44.9% 220 6.82% 3.5
Bourgeon Capital Management
3352
Bourgeon Capital Management
Connecticut
$5.54億 +$4730万 +9% 9.45% 121% 119 18.49% 3.9
Kirr Marbach & Co
3353
Kirr Marbach & Co
Indiana
$5.54億 +$4812万 +10% 9.36% 121% 59 10.17% 4.1
Arvin Capital Management
3354
Arvin Capital Management
Texas
$5.54億 +$6544万 +13% 7.48% – 54 59.26% 0.4
Ellis Investment Partners
3355
Ellis Investment Partners
Pennsylvania
$5.54億 +$3908万 +8% 8.23% 70.8% 248 8.47% 4.7
Legacy Financial Strategies
3356
Legacy Financial Strategies
Kansas
$5.54億 +$4408万 +9% 6.97% 76.7% 140 12.86% 2.9
Truvestments Capital
3357
Truvestments Capital
Florida
$5.53億 +$5343万 +11% 11.3% 131% 1,133 19.59% 1.4
SP
3358
Saranac Partners
$5.52億 +$3.64億 +193% 3.11% 69% 326 53.99% 0.2
Essex LLC
3359
Essex LLC
Illinois
$5.52億 +$4369万 +9% 10.7% 91.4% 187 12.83% 2.7
Trigran Investments
3360
Trigran Investments
Illinois
$5.52億 -$2428万 -4% 15.1% 30.2% 17 5.88% 4.3
Hiddenite Capital Partners
3361
Hiddenite Capital Partners
New York
$5.51億 +$1.69億 +44% 19.7% 466% 45 73.33% 0.4
CoreCommodity Management
3362
CoreCommodity Management
Connecticut
$5.51億 -$5654万 -9% 18.6% 65.8% 149 21.48% 3.6
Brady Martz Wealth Solutions
3363
Brady Martz Wealth Solutions
North Dakota
$5.51億 +$3393万 +7% 6.17% – 152 5.92% 0.7
Aire Advisors
3364
Aire Advisors
California
$5.51億 +$3451万 +7% 8.82% 77.4% 173 8.09% 2.5
Sensible Financial Planning & Management
3365
Sensible Financial Planning & Management
Massachusetts
$5.51億 +$2401万 +5% 2.92% 24.5% 37 16.22% 6.5
Elgethun Capital Management
3366
Elgethun Capital Management
South Dakota
$5.51億 +$5366万 +11% 5.91% 61.5% 160 8.13% 4.7
Concord Asset Management (Virginia)
3367
Concord Asset Management (Virginia)
Virginia
$5.51億 -$1.14億 -17% 5.85% 69% 202 40.59% 2.1
Canvas Wealth Advisors
3368
Canvas Wealth Advisors
Kansas
$5.5億 +$4280万 +8% 12.7% 133% 227 14.54% 1.9
DGS Capital Management
3369
DGS Capital Management
New Jersey
$5.5億 +$6549万 +14% 8.7% 177% 460 25.43% 1.6
Inspire Trust Company
3370
Inspire Trust Company
Nevada
$5.49億 +$6458万 +13% 6.67% 64.4% 113 7.96% 1.5
Affiance Financial
3371
Affiance Financial
Minnesota
$5.49億 +$5690万 +12% 6.82% 57.8% 108 7.41% 5.6
OP
3372
ORG Partners
Indiana
$5.49億 +$7971万 +17% 9.53% 69.5% 1,723 16.42% 1
Austin Asset Management
3373
Austin Asset Management
Texas
$5.48億 +$3504万 +7% 6.76% 93.4% 76 5.26% 2.5
Wedgewood Partners
3374
Wedgewood Partners
Missouri
$5.48億 +$3271万 +6% 8.13% 78.1% 19 0% 6.2
Quadrant Private Wealth Management
3375
Quadrant Private Wealth Management
Pennsylvania
$5.48億 +$6537万 +14% 8.68% 100% 267 11.99% 3.5