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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)
Aprio Wealth Management
4876
Aprio Wealth Management
Georgia
$1.51億 +$1049万 +7% 10.8% 66.1% 74 41.89% 0.8
KCS Wealth Advisory
4877
KCS Wealth Advisory
California
$1.51億 +$2601万 +21% 17.1% 45.3% 155 13.55% 2.1
Plotkin Financial Advisors
4878
Plotkin Financial Advisors
Maryland
$1.51億 +$6049万 +67% 17.8% 108% 76 26.32% 0.7
Investors Financial Group
4879
Investors Financial Group
Minnesota
$1.51億 +$1765万 +13% 12.9% – 177 18.08% 0.7
KCM
4880
Kempner Capital Management
Texas
$1.51億 +$2632万 +21% 25.3% 60.9% 48 10.42% 4.5
OFG
4881
OTA Financial Group
New York
$1.51億 +$4335万 +40% 24.2% 320% 97 74.23% 0.3
Auxano Advisors
4882
Auxano Advisors
Washington
$1.51億 +$2179万 +17% 11.2% 103% 53 16.98% 0.6
MA
4883
Menlo Advisors
California
$1.51億 +$2347万 +18% 15.5% 108% 39 10.26% 3.5
HealthInvest Partners
4884
HealthInvest Partners
Sweden
$1.51億 – – 18.1% 146% 17 – 0.8
Sterling Investment Advisors (Missouri)
4885
Sterling Investment Advisors (Missouri)
Missouri
$1.51億 +$1994万 +15% 11.5% 45.1% 27 18.52% 4.5
Mader & Shannon Wealth Management
4886
Mader & Shannon Wealth Management
Missouri
$1.51億 +$2307万 +18% 4.87% 62.5% 27 33.33% 0.9
CTC (Chicago Trading Company)
4887
CTC (Chicago Trading Company)
Illinois
$1.51億 +$1312万 +10% 8.28% 205% 89 33.71% 1.4
Watchman Group
4888
Watchman Group
Texas
$1.51億 +$1530万 +11% 13.9% 54% 79 11.39% 0.8
Clarus Wealth Advisors
4889
Clarus Wealth Advisors
Arizona
$1.5億 +$2138万 +17% 15.8% 89.7% 148 27.7% 1.4
Jeppson Wealth Management
4890
Jeppson Wealth Management
California
$1.5億 +$2276万 +18% 10.6% 107% 513 73.88% 0.2
Harrington Investments
4891
Harrington Investments
California
$1.5億 +$914万 +6% 11.7% 109% 75 2.67% 2.9
Apogem Capital
4892
Apogem Capital
New York
$1.5億 – – 28.8% – 159 – 0
Stone Ridge Asset Management
4893
Stone Ridge Asset Management
New York
$1.5億 – – 38.3% – 1 – 0
Murphy Middleton Hinkle & Parker
4894
Murphy Middleton Hinkle & Parker
Georgia
$1.5億 +$1336万 +10% 12.5% 66.8% 136 1.47% 2.5
Townsend Asset Management
4895
Townsend Asset Management
North Carolina
$1.5億 +$2702万 +22% 15% 88.5% 185 11.89% 0.9
EP
4896
Elkhorn Partners
Nebraska
$1.5億 +$2146万 +17% 20% 33.1% 45 26.67% 4.4
Blue Square Asset Management
4897
Blue Square Asset Management
New York
$1.5億 +$384万 +3% 13.7% 117% 82 9.76% 0.9
SL
4898
SIB LLC
New York
$1.5億 -$49.9万 -0.3% 12.5% 29.2% 22 9.09% 5.7
AllSquare Wealth Management
4899
AllSquare Wealth Management
New York
$1.5億 +$1212万 +9% 11.6% 62.4% 499 10.02% 3.2
DI
4900
Disciplined Investments
Oklahoma
$1.5億 +$1409万 +10% 12.3% 54.1% 434 27.88% 0.9