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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)
SAM
4351
Security Asset Management
New York
$2.58億 +$1035万 +4% 9.64% 67.4% 86 3.49% 4.6
Herold Advisors
4352
Herold Advisors
New York
$2.57億 +$46.2万 +0.2% 11.7% 90.2% 712 71.49% 0.2
Lumature Wealth Partners
4353
Lumature Wealth Partners
Georgia
$2.57億 +$1274万 +5% 6.34% – 418 5.5% 0.8
Peoples Financial Services Corp
4354
Peoples Financial Services Corp
Pennsylvania
$2.57億 +$2029万 +9% 10.9% 104% 289 5.88% 6
SYM Financial Corp
4355
SYM Financial Corp
Indiana
$2.57億 +$8659万 +51% 7.46% 64.3% 126 26.98% 1.9
Ballast Inc
4356
Ballast Inc
Kentucky
$2.57億 +$1968万 +8% 8.72% 71.3% 110 16.36% 2.6
AIA
4357
AIMZ Investment Advisors
California
$2.57億 +$3533万 +16% 11.3% 81.3% 121 8.26% 4.7
Cornell Pochily Investment Advisors
4358
Cornell Pochily Investment Advisors
New York
$2.57億 +$2586万 +11% 11% 97% 168 7.74% 2.8
OIA
4359
Optimum Investment Advisors
Illinois
$2.57億 +$1955万 +8% 11.1% 125% 885 9.83% 3.7
Thomas Story & Son
4360
Thomas Story & Son
Indiana
$2.57億 +$1257万 +5% 12.8% 101% 66 7.58% 5
Aubrey Capital Management
4361
Aubrey Capital Management
United Kingdom
$2.57億 -$6075万 -19% 1.92% 319% 52 19.23% 1.2
Sovereign Investment Advisors
4362
Sovereign Investment Advisors
Arizona
$2.57億 +$596万 +2% 4.17% 46.6% 30 3.33% 1.7
Baldrige Asset Management
4363
Baldrige Asset Management
Pennsylvania
$2.57億 +$1665万 +7% 5.42% 43.5% 366 10.38% 0.9
Pinnbrook Capital Management
4364
Pinnbrook Capital Management
New York
$2.57億 – – 14.7% 913% 38 – 0
Canaan Partners X
4365
Canaan Partners X
California
$2.57億 -$9478万 -27% 17.6% 55.4% 5 20% 1.1
Eagle Strategies
4366
Eagle Strategies
New York
$2.57億 – – 8.14% 77.7% 143 – 0
Fairhaven Wealth Management
4367
Fairhaven Wealth Management
Illinois
$2.56億 +$1361万 +6% 7.97% – 128 13.28% 1.9
Atticus Wealth Management
4368
Atticus Wealth Management
Florida
$2.56億 +$2851万 +13% 9.14% 73.9% 508 29.53% 1.2
LBC
4369
Lawrence B. Cohen
$2.56億 +$6656万 +35% 11.3% 41.8% 106 36.79% 3.8
Friess Associates
4370
Friess Associates
Delaware
$2.56億 +$1806万 +8% 19.4% 256% 111 42.34% 0.7
Malaga Cove Capital
4371
Malaga Cove Capital
California
$2.56億 +$1298万 +5% 8.47% 97.3% 184 13.59% 1.7
BigSur Wealth Management
4372
BigSur Wealth Management
Florida
$2.56億 +$3297万 +15% 6.88% 94.8% 135 9.63% 2.7
Vantage Financial Partners (Wisconsin)
4373
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.55億 – – 5.93% 53.8% 60 – 0
Howard Hughes Medical Institute
4374
Howard Hughes Medical Institute
Maryland
$2.55億 -$4150万 -14% 2.67% 70.9% 23 4.35% 5.3
Cambridge Financial Group
4375
Cambridge Financial Group
Ohio
$2.55億 +$2739万 +12% 9.61% – 33 12.12% 4