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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)
Rooted Wealth Advisors
4276
Rooted Wealth Advisors
Illinois
$3.79億 +$2375万 +7% 2.08% 57.3% 149 10.74% 1.7
CSWG
4277
Cardinal Strategic Wealth Guidance
Kentucky
$3.79億 -$346万 -0.9% 2.15% 76% 65 12.31% 3.9
BWM Planning
4278
BWM Planning
Texas
$3.79億 +$488万 +1% 2.79% – 98 15.31% 1.3
NICM
4279
Neo Ivy Capital Management
New York
$3.79億 -$2.54億 -40% 3.24% – 527 76.47% 0.3
KFS
4280
Kurt F. Somerville
$3.79億 -$2.11億 -36% 1.53% 92.9% 107 18.69% 7.3
Carr Financial Group
4281
Carr Financial Group
Massachusetts
$3.79億 +$286万 +0.8% 1.29% 71.6% 200 19.5% 2.3
MPS Loria Financial Planners
4282
MPS Loria Financial Planners
Illinois
$3.79億 -$1004万 -3% 2.08% 80% 90 6.67% 5.1
Fairway Wealth
4283
Fairway Wealth
Ohio
$3.79億 +$817万 +2% 0.68% 51.5% 272 43.01% 1.2
Progressive Investment Management
4284
Progressive Investment Management
Oregon
$3.79億 -$3920万 -9% 4.17% 139% 63 20.63% 4.6
Highland Financial Advisors
4285
Highland Financial Advisors
New Jersey
$3.79億 +$1804万 +5% 2.22% 70% 73 17.81% 2.3
LFGO
4286
Legacy Financial Group (Oklahoma)
Oklahoma
$3.78億 -$300万 -0.8% 0.7% 64.2% 96 9.38% 2.3
Morton Brown Family Wealth
4287
Morton Brown Family Wealth
Pennsylvania
$3.78億 +$1116万 +3% 0.21% 54.5% 304 7.24% 2.4
Bare Financial Services
4288
Bare Financial Services
Pennsylvania
$3.78億 +$1883万 +5% 0.63% 53.6% 1,915 29.61% 0.7
Adamsbrown Wealth Consultants
4289
Adamsbrown Wealth Consultants
Kansas
$3.78億 +$1909万 +5% 1.01% 60.6% 144 17.36% 2.2
IFS
4290
Ifrah Financial Services
Arkansas
$3.78億 -$1108万 -3% 1.32% 64.1% 214 8.88% 5.7
Vista Investment Partners
4291
Vista Investment Partners
Oklahoma
$3.78億 -$450万 -1% 4.51% 112% 184 18.48% 1.6
Anchorage Capital Advisors
4292
Anchorage Capital Advisors
New York
$3.78億 -$4.29億 -53% 14.7% – 7 42.86% 0.8
Alta Fox Capital Management
4293
Alta Fox Capital Management
Texas
$3.78億 -$8700万 -19% 1.24% 261% 16 62.5% 0.8
Delta Air Lines
4294
Delta Air Lines
Georgia
$3.78億 -$6519万 -15% 20.5% 5.3% 3 0% 2.6
Wakefield Asset Management
4295
Wakefield Asset Management
Colorado
$3.77億 +$878万 +2% 6.46% 147% 253 37.15% 1.3
Fivespan Partners
4296
Fivespan Partners
California
$3.77億 +$1248万 +3% 18.1% – 6 33.33% 0.3
Cliffwater
4297
Cliffwater
California
$3.77億 -$9903万 -21% 4.6% 29.4% 22 9.09% 4.8
TrueFG
4298
TrueFG
Texas
$3.77億 +$459万 +1% 0.02% 54.2% 72 5.56% 3.3
EnRich Financial Partners
4299
EnRich Financial Partners
Wisconsin
$3.77億 +$1022万 +3% 1.33% 50.7% 64 1.56% 1.9
Global View Capital Management
4300
Global View Capital Management
Wisconsin
$3.77億 -$1.6億 -30% 0.61% – 167 34.13% 0.8