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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)
First National Bank Sioux Falls
4901
First National Bank Sioux Falls
South Dakota
$2.47億 +$1233万 +5% 0.74% 70.3% 136 8.09% 4.6
Power Wealth Management
4902
Power Wealth Management
Georgia
$2.47億 +$766万 +3% 0.59% 41.8% 93 11.83% 1.1
Planned Solutions
4903
Planned Solutions
California
$2.47億 -$89.4万 -0.4% 2.45% 68.3% 121 14.88% 2.5
Samalin Investment Counsel
4904
Samalin Investment Counsel
New York
$2.47億 +$1371万 +6% 0.34% 68.3% 332 15.96% 2.6
Providence First Trust
4905
Providence First Trust
Arizona
$2.47億 -$1923万 -7% 0.58% 68.4% 205 51.22% 3.1
Formula Growth
4906
Formula Growth
Quebec, Canada
$2.47億 -$4881万 -17% 10.2% 135% 143 37.06% 3.1
Costello Asset Management
4907
Costello Asset Management
Pennsylvania
$2.46億 +$9531万 +63% 3.14% 81.5% 688 73.55% 0.9
Carnegie Lake Advisors
4908
Carnegie Lake Advisors
New Jersey
$2.46億 -$142万 -0.6% 0.5% – 168 6.55% 0.5
Fi3 Financial Advisors
4909
Fi3 Financial Advisors
Indiana
$2.46億 -$2070万 -8% 2.55% 83.1% 145 20.69% 1.6
Carmel Capital Management
4910
Carmel Capital Management
California
$2.46億 -$1843万 -7% 4.51% 247% 26 3.85% 3.1
Heathbridge Capital Management
4911
Heathbridge Capital Management
Ontario, Canada
$2.46億 -$506万 -2% 3.95% 73.6% 29 0% 5.1
BOC
4912
Barbara Oil Co
Illinois
$2.46億 +$499万 +2% 3.3% 84.2% 76 1.32% 8.4
Dupree Financial Group
4913
Dupree Financial Group
Kentucky
$2.46億 +$2726万 +12% 3.9% 75.8% 76 22.37% 0.9
IPA
4914
Investment Planning Advisors
Georgia
$2.46億 +$1712万 +7% 2.98% – 73 17.81% 0.6
Wealth Advisors of Tampa Bay
4915
Wealth Advisors of Tampa Bay
Florida
$2.46億 +$1248万 +5% 1.18% 100% 152 44.74% 2.3
Robinson Capital Management
4916
Robinson Capital Management
Michigan
$2.46億 -$178万 -0.7% 0.43% 3.28% 127 35.43% 1.2
Commonwealth Retirement Investments
4917
Commonwealth Retirement Investments
Virginia
$2.46億 +$312万 +1% 1.26% 96.7% 106 16.98% 1.5
Mathes Company
4918
Mathes Company
New York
$2.46億 -$2815万 -10% 4.28% 121% 128 7.03% 6.6
Beacon Wealthcare LLC
4919
Beacon Wealthcare LLC
North Carolina
$2.46億 -$66.5万 -0.3% 1.78% 47% 26 19.23% 2.4
Verity Asset Management
4920
Verity Asset Management
North Carolina
$2.46億 +$6829万 +38% 2.21% 87% 221 30.77% 2.9
Prairiewood Capital
4921
Prairiewood Capital
North Dakota
$2.46億 +$1165万 +5% 0.9% 42.6% 79 5.06% 2.6
Weik Capital Management
4922
Weik Capital Management
Pennsylvania
$2.46億 -$11.5万 -0% 2.83% 71.6% 94 4.26% 8
Encompass Wealth Advisors
4923
Encompass Wealth Advisors
Oregon
$2.46億 -$197万 -0.8% 1.98% 68.7% 102 4.9% 3.4
SAM
4924
Stenahm Asset Management
Guernsey
$2.46億 – – 4.5% – 28 – 1.3
ICW Investment Advisors
4925
ICW Investment Advisors
Arizona
$2.45億 +$587万 +2% 2.67% 58.6% 140 0.71% 4.4