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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)
Legacy Wealth Asset Management
3976
Legacy Wealth Asset Management
Minnesota
$3.05億 +$3228万 +12% 11.2% 116% 351 8.83% 2.1
Bulldog Investors
3977
Bulldog Investors
New Jersey
$3.04億 +$1635万 +6% 4.34% 22.5% 231 35.93% 1.3
Court Place Advisors
3978
Court Place Advisors
Maryland
$3.04億 +$2271万 +8% 10.8% 92% 168 8.93% 6.6
Householder Group Estate & Retirement Specialist
3979
Householder Group Estate & Retirement Specialist
Arizona
$3.04億 +$2669万 +10% 10.5% – 1,388 14.41% 0.8
Financial Consulate
3980
Financial Consulate
Maryland
$3.04億 +$7761万 +34% 9.37% 61.4% 40 15% 4.9
MAM
3981
Milestone Asset Management
Pennsylvania
$3.04億 +$1807万 +6% 4.55% 64.4% 102 32.35% 0.6
Centric Wealth Management
3982
Centric Wealth Management
Illinois
$3.04億 +$6424万 +27% 6.14% 44.4% 167 35.93% 1.8
First Sabrepoint Capital Management
3983
First Sabrepoint Capital Management
Texas
$3.04億 +$6905万 +29% 17.3% 218% 55 60% 0.7
Regis Management Company
3984
Regis Management Company
California
$3.04億 +$1092万 +4% 9.56% 5.33% 41 9.76% 7
Watchman Group
3985
Watchman Group
Texas
$3.03億 +$6800万 +29% 10.1% 54% 81 14.81% 2.1
Fernwood Investment Management
3986
Fernwood Investment Management
Massachusetts
$3.03億 +$2509万 +9% 11.9% 83.4% 200 8% 5
KMWM
3987
Keudell/Morrison Wealth Management
Oregon
$3.03億 -$2499万 -8% 9.9% – 197 12.18% 3.1
Cornerstone Planning Group
3988
Cornerstone Planning Group
New Jersey
$3.03億 +$4043万 +15% 9.78% 60% 1,248 25% 0.8
BWCP LP
3989
BWCP LP
Texas
$3.03億 +$2463万 +9% 18.6% 198% 25 20% 1.2
VM
3990
Venator Management
Pennsylvania
$3.03億 +$3191万 +12% 14.5% 101% 32 21.88% 1.7
SPC
3991
Stony Point Capital
New York
$3.03億 +$837万 +3% 21.8% 208% 29 24.14% 1.1
The Wealth Group
3992
The Wealth Group
Minnesota
$3.03億 – – 10.4% 71.9% 60 – 0
Keystone Financial Planning
3993
Keystone Financial Planning
Ohio
$3.03億 +$1644万 +6% 6.71% 46% 49 2.04% 5.6
KS
3994
Karpas Strategies
Connecticut
$3.02億 +$3010万 +11% 11.6% 16.1% 121 9.09% 7
Berkeley Capital Partners
3995
Berkeley Capital Partners
Georgia
$3.02億 +$2544万 +9% 10.1% 62.8% 159 12.58% 3.7
Intel Corp
3996
Intel Corp
California
$3.02億 +$1264万 +4% 13.6% 9.79% 7 14.29% 1.4
HPC
3997
Hobart Private Capital
North Carolina
$3.02億 +$3874万 +15% 9.81% 60% 63 44.44% 0.8
PFA
3998
Professional Financial Advisors
Nebraska
$3.02億 +$8110万 +37% 9.42% 59.2% 99 13.13% 1.9
Platte River Wealth Advisors
3999
Platte River Wealth Advisors
Colorado
$3.02億 +$2876万 +11% 10.3% 28.6% 104 15.38% 2.8
Uncommon Cents Investing
4000
Uncommon Cents Investing
Wisconsin
$3.02億 +$2943万 +11% 9.61% 91.4% 181 6.08% 3.7