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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)
Triad Wealth Partners
4676
Triad Wealth Partners
Kansas
$2.77億 +$8889万 +47% 0.45% – 180 77.78% 0.1
Westwood Wealth Management
4677
Westwood Wealth Management
California
$2.77億 +$2175万 +9% 9.53% 495% 48 18.75% 1.8
BCH
4678
Berkshire Capital Holdings
California
$2.77億 +$4101万 +17% 50.9% 2,748% 99 12.12% 2.7
360 Financial
4679
360 Financial
Minnesota
$2.77億 +$594万 +2% 0.56% 82.5% 94 18.09% 2.8
Equita Financial Network
4680
Equita Financial Network
Pennsylvania
$2.77億 +$296万 +1% 2.28% 50.5% 82 6.1% 1
CWM
4681
Cedar Wealth Management
California
$2.77億 -$4562万 -14% 0.14% 68.1% 269 30.48% 4.2
DMKJ
4682
David M. Knott Jr
$2.77億 -$805万 -3% 14.2% 169% 98 15.31% 2
SA
4683
SAM Advisors
California
$2.77億 +$410万 +2% 0.06% 57.5% 43 13.95% 1.8
KA
4684
Kooman & Associates
Pennsylvania
$2.76億 +$554万 +2% 1.23% 66% 51 15.69% 1.4
Stiles Financial Services
4685
Stiles Financial Services
Minnesota
$2.76億 -$770万 -3% 0.25% 144% 195 9.74% 2.2
Anchor Capital Management Group
4686
Anchor Capital Management Group
California
$2.76億 – – 2.66% – 18 – 0
Oak Family Advisors
4687
Oak Family Advisors
Illinois
$2.76億 -$4947万 -15% 2.03% 81.9% 148 27.7% 2.2
Holistic Planning
4688
Holistic Planning
Texas
$2.76億 +$3946万 +17% 1.11% 61.9% 179 17.32% 0.7
Yakira Capital Management
4689
Yakira Capital Management
Connecticut
$2.76億 -$280万 -1% 4.08% 74.1% 320 42.81% 1.1
Jeppson Wealth Management
4690
Jeppson Wealth Management
California
$2.76億 -$347万 -1% 1.21% 107% 209 6.7% 3.1
TCM
4691
TAM Capital Management
Connecticut
$2.76億 +$4716万 +21% 9.35% 4.15% 13 53.85% 0.8
Anfield Capital Management
4692
Anfield Capital Management
California
$2.76億 +$907万 +3% 1.11% 65.3% 509 25.34% 0.7
Congress Park Capital
4693
Congress Park Capital
New York
$2.75億 +$560万 +2% 2.34% 99.9% 119 14.29% 4.1
First United Bank & Trust
4694
First United Bank & Trust
Maryland
$2.75億 -$301万 -1% 0.79% 78% 394 7.87% 3.1
Taylor Hoffman Capital Management
4695
Taylor Hoffman Capital Management
Virginia
$2.75億 +$1442万 +6% 1.5% – 117 5.98% 0.2
Prudent Man Advisors
4696
Prudent Man Advisors
Illinois
$2.75億 -$2448万 -8% 0.84% 92.5% 189 13.76% 2.9
Hayek Kallen Investment Management
4697
Hayek Kallen Investment Management
Alabama
$2.75億 -$706万 -3% 0.14% 71.9% 94 3.19% 6.3
Evelyn Partners Investment Management (Europe)
4698
Evelyn Partners Investment Management (Europe)
$2.75億 – – 2.25% – 189 – 0
Comprehensive Financial Consultants Institutional
4699
Comprehensive Financial Consultants Institutional
Indiana
$2.75億 +$65.6万 +0.2% 0.1% 78% 178 13.48% 2.1
FIM
4700
FWL Investment Management
Texas
$2.75億 +$1369万 +5% 3.25% 165% 334 18.56% 0.9