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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)
Bay Harbor Wealth Management
4251
Bay Harbor Wealth Management
Maryland
$3.45億 +$2860万 +9% 7.91% 52.9% 1,315 15.51% 0.6
Adamsbrown Wealth Consultants
4252
Adamsbrown Wealth Consultants
Kansas
$3.45億 +$2643万 +8% 6.11% 60.6% 113 15.04% 2.1
Alfreton Capital
4253
Alfreton Capital
United Kingdom
$3.45億 +$2972万 +9% 17.8% 40.5% 6 16.67% 1.2
United Wealth Management
4254
United Wealth Management
Virginia
$3.44億 +$2512万 +8% 6.81% – 24 12.5% 0.4
Cypress Capital
4255
Cypress Capital
Tennessee
$3.44億 -$258万 -0.7% 4.22% 43.6% 89 11.24% 2.5
DL
4256
DOHJ LLC
Washington
$3.44億 -$9356万 -21% 6.71% 51.5% 174 32.18% 2.6
Walter & Keenan Wealth Management
4257
Walter & Keenan Wealth Management
Indiana
$3.44億 +$1211万 +4% 8.89% 92% 162 14.2% 4.9
Hollow Brook Wealth Management
4258
Hollow Brook Wealth Management
New York
$3.44億 +$329万 +1% 8.81% 97.8% 94 14.89% 4
Silverlake Wealth Management
4259
Silverlake Wealth Management
Vermont
$3.44億 +$7941万 +30% 7.75% 73.3% 326 22.09% 2
CWS Financial Advisors
4260
CWS Financial Advisors
Michigan
$3.44億 +$2703万 +9% 7.65% 55.7% 141 12.77% 3.4
James T. Borello
4261
James T. Borello
Illinois
$3.43億 +$3150万 +10% 8.1% 71.2% 292 24.32% 0.9
Northeast Financial Group
4262
Northeast Financial Group
Pennsylvania
$3.43億 +$5765万 +20% 5.97% 31.6% 104 23.08% 1.9
Windsor Capital Management
4263
Windsor Capital Management
Arizona
$3.43億 +$1716万 +5% 6.51% 49.1% 122 4.92% 6.5
LPWM LLC
4264
LPWM LLC
Minnesota
$3.43億 +$3237万 +10% 8.22% 59.4% 87 8.05% 3.4
Mach-1 Financial Group
4265
Mach-1 Financial Group
Arkansas
$3.42億 +$894万 +3% 11.2% 85.3% 317 56.78% 0.5
Roberts, Glore & Co
4266
Roberts, Glore & Co
Illinois
$3.42億 +$1439万 +4% 6.25% 72.3% 213 8.92% 6.6
Siena Capital Partners
4267
Siena Capital Partners
Illinois
$3.42億 +$539万 +2% 2.64% 42.5% 100 5% 4.4
Birinyi Associates
4268
Birinyi Associates
Connecticut
$3.42億 +$3232万 +10% 11.4% 134% 58 8.62% 7
HH
4269
HWG Holdings
Texas
$3.42億 +$1.18億 +52% 23.2% – 146 73.29% 2.3
Prasad Wealth Partners
4270
Prasad Wealth Partners
Ohio
$3.42億 +$3527万 +12% 9.78% – 130 16.92% 0.4
MKC
4271
M. Kraus & Co
Vermont
$3.41億 +$1182万 +4% 7.91% 65.9% 85 8.24% 6.1
Integrated Quantitative Investments
4272
Integrated Quantitative Investments
Washington
$3.4億 +$1.38億 +68% 14.9% – 456 59.65% 0.2
Bridge Creek Capital Management
4273
Bridge Creek Capital Management
Massachusetts
$3.4億 +$2327万 +7% 7.19% 76.5% 112 7.14% 6.3
ArchPoint Investors
4274
ArchPoint Investors
Florida
$3.4億 +$3623万 +12% 11.8% 106% 74 13.51% 4
RIA Advisory Group
4275
RIA Advisory Group
Iowa
$3.4億 +$3279万 +11% 10.7% – 158 29.75% 1