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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)
Forum Private Client Group
5126
Forum Private Client Group
Indiana
$2.3億 +$578万 +3% 0.27% 47.9% 78 6.41% 1.1
Cambridge Financial Group
5127
Cambridge Financial Group
Ohio
$2.3億 -$1185万 -5% 0.62% – 36 16.67% 4.7
Jacobsen Capital Management
5128
Jacobsen Capital Management
Utah
$2.3億 -$472万 -2% 1.6% 97.3% 104 12.5% 2.4
Selective Wealth Management
5129
Selective Wealth Management
Virginia
$2.3億 -$1646万 -7% 2.89% 74.4% 109 8.26% 3.1
BIMC
5130
Benson Investment Management Company
Virginia
$2.3億 -$1103万 -5% 3.2% 99.8% 60 43.33% 1.7
Sonata Capital Group
5131
Sonata Capital Group
Washington
$2.3億 -$1180万 -5% 3.53% 66.5% 114 4.39% 5.6
Forge First Asset Management
5132
Forge First Asset Management
Canada
$2.3億 -$4876万 -18% 4.75% 112% 52 65.38% 0.7
McCarthy & Cox
5133
McCarthy & Cox
Ohio
$2.3億 -$5850万 -20% 2.01% – 68 17.65% 0.8
CCM
5134
Cutter Capital Management
New York
$2.3億 -$1439万 -6% 2.37% – 31 64.52% 0.3
Dover Advisors
5135
Dover Advisors
Virginia
$2.3億 +$5516万 +32% 0.21% 65% 167 25.75% 1.2
BC
5136
Bayforest Capital
United Kingdom
$2.3億 +$1.5億 +188% 3.75% – 926 50.54% 0.2
Dean Capital Management
5137
Dean Capital Management
Kansas
$2.3億 -$534万 -2% 1.38% 89.7% 138 5.8% 1.3
Fluent Financial
5138
Fluent Financial
Texas
$2.3億 +$350万 +2% 1.23% 46.9% 77 42.86% 1.6
Phoenix Wealth Advisors
5139
Phoenix Wealth Advisors
North Carolina
$2.29億 -$107万 -0.5% 0.34% 68.8% 125 4.8% 2.6
Elevation Capital Advisory
5140
Elevation Capital Advisory
Oregon
$2.29億 -$409万 -2% 1.09% – 80 63.75% 0.4
SLA
5141
Silver Lake Advisory
Utah
$2.29億 +$181万 +0.8% 2.26% 76.7% 101 6.93% 4.2
Left Brain Wealth Management
5142
Left Brain Wealth Management
Illinois
$2.29億 -$3562万 -13% 4.61% 376% 106 28.3% 1.2
HF Advisory Group
5143
HF Advisory Group
Maryland
$2.29億 +$1129万 +5% 1.77% 73.2% 162 3.09% 1.9
LA
5144
LFL Advisers
Illinois
$2.29億 -$2816万 -11% 3.61% 73.9% 9 11.11% 7
Sweeney & Michel
5145
Sweeney & Michel
California
$2.29億 – – 0.61% – 119 – 1.7
Monte Financial Group
5146
Monte Financial Group
Connecticut
$2.28億 -$511万 -2% 0.16% 66.7% 90 15.56% 3.7
Ruggaard & Associates
5147
Ruggaard & Associates
Ohio
$2.28億 +$26.7万 +0.1% 1.76% 47.6% 117 7.69% 1.6
Wayfinding Financial
5148
Wayfinding Financial
Washington
$2.28億 +$4118万 +22% 1.53% 81.9% 742 81.67% 0.1
Tanglewood Legacy Advisors
5149
Tanglewood Legacy Advisors
Texas
$2.28億 -$574万 -2% 2.92% 69.1% 312 10.26% 1.8
GPM Growth Investors
5150
GPM Growth Investors
Michigan
$2.28億 -$853万 -4% 3.79% – 46 10.87% 3.1