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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)
Certuity
3376
Certuity
Florida
$2.53億 +$3861万 +18% 10.5% 197% 225 29.33% 0.5
TRB Advisors
3377
TRB Advisors
New York
$2.53億 +$5070万 +25% 10.6% 76.1% 12 33.33% 2
TCI Wealth Advisors
3378
TCI Wealth Advisors
Arizona
$2.53億 +$1915万 +8% 11.1% 68.2% 1,737 16.81% 3.2
Progressive Investment Management
3379
Progressive Investment Management
Oregon
$2.53億 +$2357万 +10% 12.3% 139% 36 8.33% 3.8
Rothschild Capital Partners
3380
Rothschild Capital Partners
New York
$2.53億 +$1290万 +5% 8.85% 90.8% 39 10.26% 3.4
Northwest Quadrant Wealth Management
3381
Northwest Quadrant Wealth Management
Oregon
$2.52億 +$1499万 +6% 5.24% 45.6% 60 13.33% 2.8
Walter & Keenan Wealth Management
3382
Walter & Keenan Wealth Management
Indiana
$2.52億 +$574万 +2% 7.23% 92% 146 5.48% 2.1
CBTWT
3383
Community Bank & Trust (Waco, Texas)
Texas
$2.52億 +$1312万 +5% 8.9% 124% 125 6.4% 3.6
Sunflower Bank
3384
Sunflower Bank
Texas
$2.52億 +$12.1万 +0% 5.05% 42.7% 108 17.59% 0.2
Rainier Group Investment Advisory
3385
Rainier Group Investment Advisory
Washington
$2.52億 +$2074万 +9% 7.9% 41.4% 74 22.97% 0.7
Arbor Wealth Management (Florida)
3386
Arbor Wealth Management (Florida)
Florida
$2.52億 +$3762万 +18% 14.2% 101% 43 11.63% 1.6
Firsthand Capital Management
3387
Firsthand Capital Management
California
$2.52億 +$3316万 +15% 28.1% 265% 53 13.21% 2.5
Capco Asset Management
3388
Capco Asset Management
Florida
$2.52億 +$1872万 +8% 11.4% 46.1% 23 4.35% 2.9
JCM
3389
JD Capital Management
Connecticut
$2.52億 +$7476万 +42% 8.92% 47.8% 23 30.43% 0.4
Outlook Wealth Advisors
3390
Outlook Wealth Advisors
Texas
$2.52億 +$1564万 +7% 6.92% 76% 178 15.73% 0.9
Financial Sense Advisors
3391
Financial Sense Advisors
California
$2.51億 -$2875万 -10% 5.39% 152% 114 33.33% 1.2
FA
3392
FMA Advisory
Pennsylvania
$2.51億 +$2836万 +13% 6.72% 46.7% 164 9.15% 2.4
Alera Investment Advisors
3393
Alera Investment Advisors
Illinois
$2.51億 +$6111万 +32% 7.81% 28.9% 91 24.18% 1
SFE Investment Counsel
3394
SFE Investment Counsel
California
$2.51億 +$2488万 +11% 10.8% 114% 112 10.71% 3.8
W.L. Ross & Co
3395
W.L. Ross & Co
Texas
$2.51億 +$2942万 +13% 18% – 3 0% 0.8
Perkins Coie Trust Company
3396
Perkins Coie Trust Company
Washington
$2.5億 +$741万 +3% 9.41% 83.2% 302 18.21% 5.1
Bayview Asset Management
3397
Bayview Asset Management
Florida
$2.5億 +$1999万 +9% 9.45% 55.4% 12 25% 1.2
HHM Wealth Advisors
3398
HHM Wealth Advisors
Tennessee
$2.5億 +$1076万 +4% 7.75% 62.3% 551 10.71% 0.6
Fruth Investment Management
3399
Fruth Investment Management
Texas
$2.5億 +$1285万 +5% 8.93% 79.4% 206 9.22% 5.3
Claar Advisors
3400
Claar Advisors
New York
$2.5億 -$360万 -1% 9.38% 65.5% 35 20% 1.3