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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)
ForthRight Wealth Management
5176
ForthRight Wealth Management
Georgia
$1.83億 +$1825万 +11% 8.81% 50.4% 46 17.39% 0.7
Calixto Global Investors
5177
Calixto Global Investors
Florida
$1.83億 -$2887万 -14% 4.83% 180% 14 50% 0.8
Wealth Advisors of Iowa
5178
Wealth Advisors of Iowa
Iowa
$1.83億 -$103万 -0.6% 8.33% 60.9% 67 25.37% 1
Red Spruce Capital
5179
Red Spruce Capital
Pennsylvania
$1.83億 +$1192万 +7% 8.26% 98.4% 90 3.33% 1.7
Beirne Wealth Consulting Services
5180
Beirne Wealth Consulting Services
Connecticut
$1.83億 +$712万 +4% 4.89% 81.9% 122 19.67% 1.8
Townsend & Associates
5181
Townsend & Associates
Colorado
$1.83億 -$1988万 -10% 6.95% 58% 79 20.25% 2.2
SCF Partners
5182
SCF Partners
Texas
$1.83億 -$2257万 -11% 4.85% 2.1% 4 0% 4.9
Davidson Capital Management
5183
Davidson Capital Management
Texas
$1.83億 -$1585万 -8% 10.4% 79.4% 97 19.59% 1.3
Exeter Financial
5184
Exeter Financial
Arizona
$1.83億 +$1515万 +9% 9.65% 59.1% 83 4.82% 3.2
Valtinson Bruner Financial Planning
5185
Valtinson Bruner Financial Planning
Minnesota
$1.83億 +$40.5万 +0.2% 4.8% 40.3% 100 10% 1.5
Collaborative Wealth Management
5186
Collaborative Wealth Management
Florida
$1.83億 – – 5.73% 46.6% 196 – 0.7
CNB Bank
5187
CNB Bank
Pennsylvania
$1.83億 +$1601万 +10% 11.1% 106% 492 20.53% 2.4
First Capital Advisors Group
5188
First Capital Advisors Group
New Jersey
$1.82億 – – 7.74% – 63 – 2
Loveless Wealth Management
5189
Loveless Wealth Management
Montana
$1.82億 +$1780万 +11% 10.1% – 136 9.56% 1.6
Maven Ventures Partners II
5190
Maven Ventures Partners II
California
$1.82億 – – 12.8% – 2 – 0
KCM
5191
Knoll Capital Management
Florida
$1.82億 -$1855万 -9% 5.27% 258% 42 14.29% 1.8
Mine & Arao Wealth Creation & Management
5192
Mine & Arao Wealth Creation & Management
California
$1.81億 +$1449万 +9% 9.68% 105% 326 12.88% 1.5
Teramo Advisors
5193
Teramo Advisors
Florida
$1.81億 – – 3.66% 72.1% 16 – 0
SC&H Financial Advisors
5194
SC&H Financial Advisors
Maryland
$1.81億 – – 9.43% 66.2% 151 – 0
RS Crum Inc
5195
RS Crum Inc
California
$1.81億 – – 4.91% 54.2% 69 – 0
Baugh & Associates
5196
Baugh & Associates
Georgia
$1.81億 +$1766万 +11% 14.2% 98.8% 42 4.76% 3.2
Independent Order of Foresters
5197
Independent Order of Foresters
Ontario, Canada
$1.81億 +$1338万 +8% 8.07% 75.1% 13 0% 1.6
Mader & Shannon Wealth Management
5198
Mader & Shannon Wealth Management
Missouri
$1.81億 +$2416万 +15% 9.86% 62.5% 21 0% 2
Yorktown Energy Partners IX
5199
Yorktown Energy Partners IX
New York
$1.81億 +$1010万 +6% 6.87% 67.3% 2 0% 2.5
Hubbell Strickland Wealth Management
5200
Hubbell Strickland Wealth Management
Louisiana
$1.81億 +$1560万 +9% 9.66% 64.8% 70 7.14% 1.9