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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)
SMI Advisory Services
3351
SMI Advisory Services
Indiana
$5.8億 +$5170万 +10% 2.25% 80.7% 68 30.88% 1.2
Altiora Financial Group
3352
Altiora Financial Group
Ohio
$5.8億 +$3357万 +6% 1.54% 41.1% 100 9% 2.1
PAX Financial Group
3353
PAX Financial Group
Texas
$5.8億 +$2488万 +4% 1.62% 61.5% 228 14.47% 3.2
CNBTD
3354
Citizens National Bank Trust Department
Mississippi
$5.8億 +$1927万 +3% 4.57% 124% 389 7.46% 3.7
Overbrook Management Corp
3355
Overbrook Management Corp
New York
$5.79億 +$2335万 +4% 4.44% 157% 52 25% 3.7
Elgethun Capital Management
3356
Elgethun Capital Management
South Dakota
$5.79億 +$2826万 +5% 1.78% 60.7% 166 7.23% 4.7
RIS
3357
Richmond Investment Services
Wisconsin
$5.79億 +$4117万 +8% 2.75% – 242 10.33% 0.6
Oakmont Corp
3358
Oakmont Corp
California
$5.78億 +$1863万 +3% 2.37% 96% 33 15.15% 4
Monaco Asset Management
3359
Monaco Asset Management
Monaco
$5.78億 -$10.7億 -65% 6.93% 136% 115 57.39% 0.9
Concord Asset Management (Virginia)
3360
Concord Asset Management (Virginia)
Virginia
$5.77億 +$2679万 +5% 2.39% 69% 122 2.46% 2.3
Aspen Grove Capital
3361
Aspen Grove Capital
Colorado
$5.77億 -$1764万 -3% 3.99% 90% 222 15.77% 2
Delta Investment Management
3362
Delta Investment Management
California
$5.76億 +$1828万 +3% 4.63% 69.9% 308 22.08% 2.4
Apis Capital Advisors
3363
Apis Capital Advisors
New York
$5.74億 +$1.21億 +27% 30.8% 1,493% 57 38.6% 0.6
XY Planning Network
3364
XY Planning Network
Montana
$5.74億 +$2.8億 +95% 1.64% – 258 36.82% 0.5
Ellis Investment Partners
3365
Ellis Investment Partners
Pennsylvania
$5.73億 +$1972万 +4% 2.18% 70.8% 267 17.6% 4.4
Freemont Management
3366
Freemont Management
Switzerland
$5.73億 +$3.73億 +186% 4.28% 102% 135 31.85% 1.6
Nordwand Advisors
3367
Nordwand Advisors
Pennsylvania
$5.72億 -$5822万 -9% 2.27% 103% 159 10.69% 1
Tufton Capital Management
3368
Tufton Capital Management
Maryland
$5.72億 +$1108万 +2% 4.43% 96.1% 124 6.45% 8.3
Atlas Legacy Advisors
3369
Atlas Legacy Advisors
California
$5.71億 +$5252万 +10% 2.59% – 217 17.51% 0.8
Manitou Investment Management
3370
Manitou Investment Management
Ontario, Canada
$5.71億 -$251万 -0.4% 5% 69.3% 57 1.75% 3.5
IIA
3371
IPG Investment Advisors
California
$5.7億 +$970万 +2% 2.56% 126% 253 28.46% 2
Brandywine Trust
3372
Brandywine Trust
Delaware
$5.7億 -$8701万 -13% 0.81% 32.7% 33 3.03% 8.1
Bregal Sagemount IV
3373
Bregal Sagemount IV
$5.7億 – – 17.6% – 1 – 0
Amarillo National Bank
3374
Amarillo National Bank
Texas
$5.69億 +$49.4万 +0.1% 2.11% 63.5% 85 12.94% 6.8
Drucker Wealth 3.0
3375
Drucker Wealth 3.0
New Jersey
$5.69億 +$706万 +1% 2.34% – 284 18.31% 0.9