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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)
Moseley Investment Management
4851
Moseley Investment Management
Florida
$2.51億 +$3526万 +16% 6.61% 96.6% 157 10.83% 3.4
Roth Financial Partners
4852
Roth Financial Partners
Texas
$2.5億 +$1866万 +8% 6.33% 61% 32 3.13% 2.6
Castle Wealth Management
4853
Castle Wealth Management
Florida
$2.5億 +$4166万 +20% 6% 60.1% 126 11.11% 1.7
Stableford Capital II
4854
Stableford Capital II
Arizona
$2.5億 -$412万 -2% 6.24% 66.9% 141 12.77% 1.2
Libra Wealth
4855
Libra Wealth
California
$2.5億 +$1931万 +8% 5.66% 66.1% 58 10.34% 1.9
FSA Wealth Management
4856
FSA Wealth Management
Massachusetts
$2.5億 – – 7.06% – 561 – 0.9
DA
4857
DCF Advisers
Connecticut
$2.5億 +$5603万 +29% 5.2% 379% 108 24.07% 1.9
PWM
4858
Prosperity Wealth Management
California
$2.5億 +$4655万 +23% 4.53% 175% 233 43.35% 0.7
Dupree Financial Group
4859
Dupree Financial Group
Kentucky
$2.5億 +$2984万 +14% 8.97% 75.8% 74 14.86% 0.5
Wealth Management Resources
4860
Wealth Management Resources
Rhode Island
$2.5億 +$1669万 +7% 5.82% 37.7% 34 11.76% 2
Kaye Capital Management
4861
Kaye Capital Management
California
$2.49億 +$1197万 +5% 5.08% – 41 14.63% 1.3
CGC Financial Services
4862
CGC Financial Services
Oregon
$2.49億 +$1905万 +8% 6.86% 46% 359 4.46% 1.1
Newton One Investments
4863
Newton One Investments
Delaware
$2.49億 +$1745万 +8% 5.8% 42% 116 63.79% 3.4
SWMG
4864
Signature Wealth Management Group
Georgia
$2.49億 +$2101万 +9% 7.95% – 105 5.71% 3.3
Planned Solutions
4865
Planned Solutions
California
$2.49億 +$4255万 +21% 6.1% 68.3% 661 83.36% 0.4
EAM
4866
Eukles Asset Management
Ohio
$2.49億 +$1804万 +8% 9.64% 87.9% 241 2.49% 3.9
Aikya Investment Management
4867
Aikya Investment Management
United Kingdom
$2.49億 -$9737万 -28% 1.38% 11.1% 3 0% 0.8
EE
4868
EWG Elevate
California
$2.49億 -$2468万 -9% 5.54% 76% 145 30.34% 1.9
Malaga Cove Capital
4869
Malaga Cove Capital
California
$2.49億 +$239万 +1% 4.82% 97.3% 199 22.61% 2.4
Slocum, Gordon & Co
4870
Slocum, Gordon & Co
Rhode Island
$2.49億 +$1.14億 +85% 12.2% 65.3% 152 13.82% 1.4
EFM
4871
Eley Financial Management
Vermont
$2.48億 +$1253万 +5% 5.76% 74.9% 70 7.14% 1.5
TSA Wealth Management
4872
TSA Wealth Management
Texas
$2.48億 +$1349万 +6% 5.24% 62.4% 68 11.76% 0.6
Addison Capital
4873
Addison Capital
Pennsylvania
$2.48億 +$1737万 +8% 6.65% 71.4% 147 9.52% 4.1
Beacon Wealthcare LLC
4874
Beacon Wealthcare LLC
North Carolina
$2.48億 +$1845万 +8% 5.29% 47% 27 29.63% 1.6
Weik Capital Management
4875
Weik Capital Management
Pennsylvania
$2.48億 +$1393万 +6% 8.48% 71.6% 96 6.25% 7.5