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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)
VIA
4601
Vantis Investment Advisers
Florida
$1.21億 +$9681万 +408% 21.5% 39.6% 19 94.74% 0
360 Financial
4602
360 Financial
Minnesota
$1.21億 +$2518万 +26% 21.2% 82.5% 70 25.71% 0.4
Demars Financial Group
4603
Demars Financial Group
Washington
$1.21億 +$2481万 +26% 14.6% 69.1% 69 36.23% 0.3
Auxano Advisors
4604
Auxano Advisors
Washington
$1.2億 +$1079万 +10% 25.8% 103% 42 11.9% 0.2
Moseley Investment Management
4605
Moseley Investment Management
Florida
$1.2億 +$3531万 +41% 30.9% 96.6% 136 22.06% 0.9
Watchman Group
4606
Watchman Group
Texas
$1.2億 +$2336万 +24% 24.9% 54% 84 20.24% 0.4
GTP
4607
Global Thematic Partners
New York
$1.2億 -$11.2億 -90% 40.6% 47.4% 62 75.81% 3.3
venBio Partners
4608
venBio Partners
California
$1.2億 +$293万 +2% 22.1% 564% 6 33.33% 1.6
Exeter Financial
4609
Exeter Financial
Arizona
$1.2億 +$1386万 +13% 16.5% 59.1% 68 2.94% 2.3
Cougar Global Investments
4610
Cougar Global Investments
Ontario, Canada
$1.2億 -$42.3万 -0.4% 9.56% 17.4% 24 50% 1.7
Searcy Financial Services
4611
Searcy Financial Services
Kansas
$1.2億 +$4953万 +70% 18.3% 60.2% 15 26.67% 1
Lagoda Investment Management
4612
Lagoda Investment Management
New York
$1.2億 +$3556万 +42% 43.1% 250% 30 10% 3.8
Wealth Advisors of Tampa Bay
4613
Wealth Advisors of Tampa Bay
Florida
$1.2億 +$3067万 +34% 17% 86.2% 69 10.14% 1.7
Benjamin Edwards Inc
4614
Benjamin Edwards Inc
Missouri
$1.2億 +$2353万 +24% 15.7% 66.5% 402 18.66% 0.8
Kiley Juergens Wealth Management
4615
Kiley Juergens Wealth Management
Washington
$1.2億 +$2282万 +24% 21.1% 106% 49 16.33% 1.7
HIC
4616
Harbor Island Capital
Massachusetts
$1.2億 +$1603万 +15% 22.4% 218% 17 11.76% 2.1
Ayrshire Capital Management
4617
Ayrshire Capital Management
Connecticut
$1.2億 +$2038万 +21% 22.9% 84.8% 66 13.64% 0.5
Harvest Group Wealth Management
4618
Harvest Group Wealth Management
Massachusetts
$1.2億 +$2036万 +21% 17% 28.1% 967 26.06% 0.8
Concorde Asset Management
4619
Concorde Asset Management
Michigan
$1.2億 +$2234万 +23% 14.5% – 136 36.76% 1.7
Walled Lake Planning & Wealth Management
4620
Walled Lake Planning & Wealth Management
Illinois
$1.19億 +$1008万 +9% 15.8% 62.6% 386 15.28% 0.4
J. Arnold Wealth Management
4621
J. Arnold Wealth Management
Ohio
$1.19億 +$8518万 +249% 31.1% 46.2% 69 56.52% 0.2
Compass Financial Group (Florida)
4622
Compass Financial Group (Florida)
Florida
$1.19億 +$3607万 +43% 13.8% 47.5% 19 21.05% 2.3
Fourthstone LLC
4623
Fourthstone LLC
Missouri
$1.19億 +$935万 +9% 2.97% 104% 71 57.75% 0.2
SSCM
4624
Summit Street Capital Management
New York
$1.19億 +$2692万 +29% 28% 217% 36 11.11% 2
Yaupon Capital Management
4625
Yaupon Capital Management
New York
$1.19億 +$5647万 +90% 34.3% 122% 37 48.65% 0.6