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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)
OneAscent Wealth Management
4526
OneAscent Wealth Management
Alabama
$2.61億 +$999万 +4% 5.15% 54.1% 199 27.14% 0.7
Seven Springs Wealth Group
4527
Seven Springs Wealth Group
Tennessee
$2.6億 +$3855万 +17% 8.89% 62.6% 63 6.35% 2.8
Diana Davis Spencer Foundation
4528
Diana Davis Spencer Foundation
Maryland
$2.6億 -$376万 -1% 1.42% 13.4% 3 0% 9.3
SSCM
4529
Summit Street Capital Management
New York
$2.6億 +$2416万 +10% 9.17% 217% 31 0% 5.4
Hiddenite Capital Partners
4530
Hiddenite Capital Partners
New York
$2.6億 +$9280万 +55% 25.9% 466% 46 56.52% 0.6
BHK Investment Advisors
4531
BHK Investment Advisors
Alabama
$2.6億 +$8596万 +49% 6.04% 58.8% 61 16.39% 4
Oak Family Advisors
4532
Oak Family Advisors
Illinois
$2.6億 +$2243万 +9% 11.4% 81.9% 128 13.28% 2.1
Phraction Management
4533
Phraction Management
Connecticut
$2.6億 +$1785万 +7% 7.77% 106% 64 20.31% 1.4
Truvestments Capital
4534
Truvestments Capital
Florida
$2.6億 +$3841万 +17% 11% 131% 903 31.01% 1.9
Strategic Advocates
4535
Strategic Advocates
Utah
$2.6億 +$2436万 +10% 7.3% 111% 182 48.35% 0.3
Nixon Capital
4536
Nixon Capital
Texas
$2.6億 +$3662万 +16% 12% 118% 30 20% 1.3
NatWest Group
4537
NatWest Group
United Kingdom
$2.6億 +$2042万 +9% 17% 207% 40 35% 3.3
Infusive Asset Management
4538
Infusive Asset Management
New York
$2.59億 +$3876万 +18% 7.62% 33.8% 23 26.09% 1.2
Millstreet Capital Management
4539
Millstreet Capital Management
Massachusetts
$2.59億 +$1302万 +5% 13.5% – 4 0% 0.3
Missouri Trust & Investment Company
4540
Missouri Trust & Investment Company
Missouri
$2.59億 +$1178万 +5% 6.35% 81.6% 444 12.16% 1.8
KM
4541
KP Management
Minnesota
$2.59億 +$2016万 +8% 18.5% – 94 38.3% 0.2
Forager Capital Management
4542
Forager Capital Management
Alabama
$2.59億 +$1429万 +6% 12.1% 52.6% 13 7.69% 2
TA
4543
TrueWealth Advisors
Alabama
$2.59億 +$108万 +0.4% 6.34% 60.9% 218 14.22% 1.8
Helen Stephens Group
4544
Helen Stephens Group
Texas
$2.59億 +$3580万 +16% 6.14% 53.4% 75 4% 1.7
Flagstone Financial Management
4545
Flagstone Financial Management
Nebraska
$2.59億 +$1471万 +6% 4.76% 46.2% 46 10.87% 1
FAP
4546
Financial Advisory Partners
Florida
$2.59億 -$1628万 -6% 5.88% 52.9% 73 21.92% 1.7
Tranquility Partners
4547
Tranquility Partners
Tennessee
$2.59億 +$2022万 +8% 8.98% 77.3% 212 7.55% 2.9
Denver PWM
4548
Denver PWM
Colorado
$2.59億 +$4293万 +20% 8.58% 48.6% 106 30.19% 2.3
Heathbridge Capital Management
4549
Heathbridge Capital Management
Ontario, Canada
$2.59億 +$2554万 +11% 4.68% 73.6% 32 12.5% 5.1
Financial Partners Group (Tennessee)
4550
Financial Partners Group (Tennessee)
Tennessee
$2.58億 +$3737万 +17% 8.57% – 97 17.53% 0.9