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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)
BWIA
5201
Bryant Woods Investment Advisors
New York
$2.72億 +$1376万 +5% 1.65% 74.4% 60 21.67% 2.6
Lincoln Capital Corp
5202
Lincoln Capital Corp
Rhode Island
$2.72億 -$982万 -3% 2.72% 82% 112 29.46% 3
TritonPoint Partners
5203
TritonPoint Partners
Maryland
$2.72億 +$8434万 +45% 1.69% – 211 33.18% 0.2
Siemens
5204
Siemens
Germany
$2.72億 -$1.19億 -30% 30.4% 33.1% 1 0% 3.5
Vertrix Wealth Management
5205
Vertrix Wealth Management
Michigan
$2.72億 – – 0.46% – 95 – 0
CNBT
5206
Cornerstone National Bank & Trust
Illinois
$2.71億 +$2072万 +8% 0.08% 38.5% 238 28.57% 2.1
Sonata Capital Group
5207
Sonata Capital Group
Washington
$2.71億 -$577万 -2% 2.42% 66.5% 126 6.35% 5.8
Foresite Capital Management V
5208
Foresite Capital Management V
California
$2.71億 +$1.07億 +65% 69.2% 401% 10 40% 1.8
Mullooly Asset Management
5209
Mullooly Asset Management
New Jersey
$2.71億 -$240万 -0.9% 0.05% – 54 11.11% 0.9
Sculati Wealth Management
5210
Sculati Wealth Management
Michigan
$2.71億 -$1277万 -5% 3.26% 80.3% 118 3.39% 4
Mount Lucas Management
5211
Mount Lucas Management
Pennsylvania
$2.71億 +$2077万 +8% 1.79% 110% 210 40% 1.2
Prosperity Financial Group
5212
Prosperity Financial Group
California
$2.71億 -$710万 -3% 1.69% 121% 205 19.51% 1.7
Moerus Capital Management
5213
Moerus Capital Management
New York
$2.71億 +$3885万 +17% 22.1% 220% 17 17.65% 4.3
Ravenswood Partners
5214
Ravenswood Partners
Virginia
$2.71億 -$2927万 -10% 10.1% – 37 13.51% 0.5
Punch Card Management
5215
Punch Card Management
Florida
$2.71億 -$3024万 -10% 6.27% 41% 5 0% 3.3
Register Financial Advisors
5216
Register Financial Advisors
Georgia
$2.71億 +$1372万 +5% 1.84% 130% 396 13.64% 2
Axis Capital Holdings
5217
Axis Capital Holdings
$2.7億 -$1449万 -5% 4.75% 76% 3 0% 5.2
Veridan Wealth
5218
Veridan Wealth
Oregon
$2.7億 -$2724万 -9% 9.87% – 81 2.47% 1.6
First Dallas Securities
5219
First Dallas Securities
Texas
$2.7億 +$156万 +0.6% 7.89% 163% 123 17.07% 3.2
Hendley & Co
5220
Hendley & Co
Ohio
$2.7億 -$950万 -3% 3.04% 64.9% 50 20% 5.9
Inlight Wealth Management
5221
Inlight Wealth Management
Georgia
$2.7億 -$302万 -1% 3.67% – 235 78.72% 1.1
American Financial Group
5222
American Financial Group
Ohio
$2.7億 -$611万 -2% 3.71% 32.5% 72 13.89% 5.6
Searcy Financial Services
5223
Searcy Financial Services
Kansas
$2.7億 -$17.1万 -0.1% 1.56% 60.2% 29 20.69% 3.1
Asset Allocation & Management Company
5224
Asset Allocation & Management Company
Illinois
$2.7億 +$1849万 +7% 1.32% 58.5% 100 12% 2.5
AJ Advisors
5225
AJ Advisors
Tennessee
$2.7億 -$130万 -0.5% 1.73% 64.6% 36 11.11% 2.4