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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)
Lifelong Wealth Advisors
4301
Lifelong Wealth Advisors
Minnesota
$3.76億 -$102万 -0.3% 2.44% – 95 11.58% 1
McMill Wealth Management
4302
McMill Wealth Management
Nebraska
$3.76億 +$2045万 +6% 0.5% – 88 67.05% 0.6
St. Clair Advisors
4303
St. Clair Advisors
Ohio
$3.76億 -$1169万 -3% 3.27% 77.5% 84 5.95% 3.5
Access Investment Management
4304
Access Investment Management
Georgia
$3.76億 +$344万 +0.9% 1.76% – 183 22.95% 1.3
JRM Investment Counsel
4305
JRM Investment Counsel
Nebraska
$3.75億 +$2969万 +9% 3.28% 65.5% 22 9.09% 6
DA
4306
DCF Advisers
Connecticut
$3.75億 +$231万 +0.6% 1.78% 379% 108 32.41% 2.4
CIM
4307
CIM Investment Management
Pennsylvania
$3.75億 -$714万 -2% 0.51% 123% 265 12.08% 4.9
Prism Advisors
4308
Prism Advisors
California
$3.75億 -$56.1万 -0.1% 0.4% 54.6% 83 18.07% 3.1
Keystone Financial Planning
4309
Keystone Financial Planning
Ohio
$3.74億 +$2958万 +9% 8.62% 46% 45 13.33% 7.2
Straight Path Wealth Management
4310
Straight Path Wealth Management
Michigan
$3.74億 +$347万 +0.9% 1.87% 70.4% 137 11.68% 1.8
BankPlus Trust Department
4311
BankPlus Trust Department
Mississippi
$3.74億 -$795万 -2% 0.34% – 487 10.06% 1.1
RIT Capital Partners
4312
RIT Capital Partners
United Kingdom
$3.74億 -$7315万 -16% 3.47% 73.5% 14 28.57% 0.5
Able Wealth Management
4313
Able Wealth Management
New Jersey
$3.74億 +$5793万 +18% 1.72% 58.1% 147 29.25% 1.1
Helix Partners Management
4314
Helix Partners Management
New York
$3.74億 +$7633万 +26% 1.58% – 16 43.75% 0.6
Compass Advisory Group
4315
Compass Advisory Group
New York
$3.74億 +$360万 +1% 1.05% 49.2% 88 6.82% 3.3
Once Capital Management
4316
Once Capital Management
New York
$3.74億 -$1.14億 -23% 4.09% 627% 27 33.33% 2.4
West Branch Capital
4317
West Branch Capital
Massachusetts
$3.73億 -$1459万 -4% 3.02% 156% 437 18.54% 3.8
Landmark Wealth Management (New York)
4318
Landmark Wealth Management (New York)
New York
$3.73億 +$1.12億 +43% 0.36% 42.7% 149 41.61% 1.4
Bull Harbor Capital
4319
Bull Harbor Capital
Maryland
$3.73億 – – 2.92% – 458 – 0
Highland Peak Capital
4320
Highland Peak Capital
Connecticut
$3.73億 +$6936万 +23% 20.4% 260% 21 52.38% 0.5
JC
4321
Joho Capital
New York
$3.73億 -$9547万 -20% 10.4% 80.2% 13 53.85% 1.7
Freedom Day Solutions
4322
Freedom Day Solutions
Texas
$3.73億 +$468万 +1% 3.69% 86.6% 104 18.27% 3.9
Mindset Wealth Management
4323
Mindset Wealth Management
Indiana
$3.72億 -$898万 -2% 2.03% – 198 18.69% 1.1
Doma Perpetual Capital Management
4324
Doma Perpetual Capital Management
Florida
$3.72億 +$1676万 +5% 0.54% – 14 35.71% 1.3
Gavilan Investment Partners
4325
Gavilan Investment Partners
California
$3.72億 -$4405万 -11% 14.9% 109% 14 7.14% 2.6