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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)
Beacon Wealthcare LLC
4926
Beacon Wealthcare LLC
North Carolina
$2.08億 +$1861万 +10% 8.82% 47% 17 11.76% 1.9
Eads & Heald Wealth Management
4927
Eads & Heald Wealth Management
Georgia
$2.08億 +$1714万 +9% 11% 93.3% 148 6.08% 6.9
Narus Financial Partners
4928
Narus Financial Partners
Utah
$2.08億 +$1266万 +6% 4.37% 85.3% 140 15% 2.9
LWMM
4929
Legacy Wealth Management (Mississippi)
Mississippi
$2.07億 +$1502万 +8% 11.8% 105% 75 8% 3.1
Beacon Financial Advisory
4930
Beacon Financial Advisory
Ohio
$2.07億 +$2632万 +15% 9.35% 76.8% 256 15.23% 2.3
Ferguson Shapiro
4931
Ferguson Shapiro
Georgia
$2.07億 +$2570万 +14% 7.33% 42.7% 42 42.86% 1.1
Alpha Wave Global
4932
Alpha Wave Global
New York
$2.07億 +$4915万 +31% 15.9% 190% 29 20.69% 1.9
Divergent Planning
4933
Divergent Planning
Maryland
$2.07億 +$2138万 +12% 9.12% 43.3% 26 7.69% 1.8
Leeward Financial Partners
4934
Leeward Financial Partners
Washington
$2.07億 +$2639万 +15% 12.6% 97.9% 93 24.73% 1.2
Beech Hill Advisors
4935
Beech Hill Advisors
New York
$2.07億 +$841万 +4% 12.7% 117% 94 10.64% 4.4
Davis Investment Partners
4936
Davis Investment Partners
North Carolina
$2.06億 +$1862万 +10% 13.2% 97.8% 117 16.24% 0.8
Highline Wealth Partners
4937
Highline Wealth Partners
California
$2.06億 +$4445万 +27% 10.2% 93.8% 441 15.87% 1
BOCM
4938
Bontempo Ohly Capital Management
Maryland
$2.06億 +$2386万 +13% 10.9% 58.8% 37 8.11% 4
First County Bank
4939
First County Bank
Connecticut
$2.06億 +$1416万 +7% 10.1% 101% 171 9.94% 0.9
Houlihan Financial Resource Group
4940
Houlihan Financial Resource Group
Virginia
$2.06億 +$1940万 +10% 9.17% 57.1% 101 7.92% 1.7
Exeter Financial
4941
Exeter Financial
Arizona
$2.06億 +$1692万 +9% 7.75% 59.1% 90 5.56% 4.5
Palisades Hudson Asset Management
4942
Palisades Hudson Asset Management
Florida
$2.06億 +$2352万 +13% 12% 73.2% 98 8.16% 6.4
SST
4943
S Squared Technology
New York
$2.06億 +$2066万 +11% 17.1% 223% 37 16.22% 2.9
Client 1st Advisory Group
4944
Client 1st Advisory Group
Florida
$2.06億 +$1687万 +9% 8.71% 64.5% 105 7.62% 2.2
Tiemann Investment Advisors
4945
Tiemann Investment Advisors
California
$2.06億 +$1895万 +10% 10.6% 86.2% 191 6.81% 6.4
Reliant Wealth Planning
4946
Reliant Wealth Planning
Kentucky
$2.06億 +$1745万 +9% 9.37% 46.6% 22 31.82% 0.8
Peregrine Asset Advisers
4947
Peregrine Asset Advisers
Oregon
$2.06億 +$1329万 +7% 12.8% 189% 177 26.55% 1.5
GAMC
4948
Garner Asset Management Corp
Texas
$2.06億 +$3112万 +18% 14.1% 103% 348 62.36% 2
Institutional Venture Management XV
4949
Institutional Venture Management XV
California
$2.06億 +$3585万 +21% 22.9% 116% 5 0% 2
GWM
4950
Gray Wealth Management
Maine
$2.05億 +$1033万 +5% 9.82% 22.1% 137 10.22% 2.6