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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)
SMART Wealth
4801
SMART Wealth
Nebraska
$2.55億 +$792万 +3% 5.44% 83.6% 166 40.36% 0.7
Westwood Wealth Management
4802
Westwood Wealth Management
California
$2.55億 -$1324万 -5% 0.93% 495% 44 9.09% 1.8
Letson Investment Management
4803
Letson Investment Management
Georgia
$2.55億 +$2866万 +13% 10.3% 56.7% 91 3.3% 0.7
Cypress Point Wealth Management
4804
Cypress Point Wealth Management
Texas
$2.55億 +$4337万 +21% 16% 255% 77 9.09% 1.3
LaSalle St. Investment Advisors
4805
LaSalle St. Investment Advisors
Illinois
$2.55億 +$5433万 +27% 5.57% 61.9% 220 30.45% 0.8
Your Advocates Ltd
4806
Your Advocates Ltd
Texas
$2.55億 +$1635万 +7% 6.41% 53.6% 249 10.84% 2.5
Forager Capital Management
4807
Forager Capital Management
Alabama
$2.54億 +$2076万 +9% 11.4% 52.6% 14 7.14% 2.3
Allred Capital Management
4808
Allred Capital Management
Texas
$2.54億 -$666万 -3% 6.38% 85.2% 179 13.97% 4
David Kennon
4809
David Kennon
Florida
$2.54億 +$1585万 +7% 5.94% 52.4% 34 0% 1.5
Sweeney & Michel
4810
Sweeney & Michel
California
$2.54億 +$1915万 +8% 6.56% – 123 10.57% 1.2
Main Street Group
4811
Main Street Group
Virginia
$2.54億 +$1312万 +5% 4.02% 98.3% 937 17.18% 0.7
Mezzasalma Advisors
4812
Mezzasalma Advisors
New Jersey
$2.54億 +$2044万 +9% 6.66% 203% 87 13.79% 1.7
AC
4813
ASB Consultores
Florida
$2.54億 -$2500万 -9% 4.94% 91% 226 21.24% 1.1
Eclectic Associates
4814
Eclectic Associates
California
$2.53億 +$2855万 +13% 6.86% 53.8% 104 16.35% 2.4
Capital Today Evergreen Fund
4815
Capital Today Evergreen Fund
Cayman Islands
$2.53億 +$3513万 +16% 14.2% 0.74% 3 0% 1.3
GWM
4816
Gray Wealth Management
Maine
$2.53億 +$2151万 +9% 6.28% 22.1% 144 9.72% 3
Bear Mountain Capital
4817
Bear Mountain Capital
Washington
$2.53億 +$748万 +3% 6.57% 43% 192 14.06% 0.7
My Legacy Advisors
4818
My Legacy Advisors
Oregon
$2.53億 -$5955万 -19% 6.91% 49.1% 212 10.85% 1.8
PWMG
4819
Private Wealth Management Group
New Jersey
$2.53億 +$2237万 +10% 7.4% 63.2% 1,564 8.57% 0.7
BIMC
4820
Benson Investment Management Company
Virginia
$2.53億 +$1130万 +5% 7.32% 99.8% 62 43.55% 1.6
J.H. Whitney Equity Partners VII
4821
J.H. Whitney Equity Partners VII
Connecticut
$2.53億 +$1.19億 +88% 88.4% 943% 1 0% 2.8
Carnegie Lake Advisors
4822
Carnegie Lake Advisors
New Jersey
$2.53億 – – 9.81% – 157 – 0
DHJJ Financial Advisors
4823
DHJJ Financial Advisors
Illinois
$2.53億 +$1591万 +7% 5.81% 62.5% 887 6.76% 1.2
Sachetta
4824
Sachetta
Massachusetts
$2.53億 +$2278万 +10% 6.34% – 1,316 13.91% 0.7
Fortitude Family Office
4825
Fortitude Family Office
Arizona
$2.53億 +$7630万 +43% 7.91% 81.1% 1,298 32.97% 0.5