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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)
Freedom Financial Partners
5276
Freedom Financial Partners
Minnesota
$2.75億 +$1244万 +5% 1.32% – 88 5.68% 0.8
Prudent Man Advisors
5277
Prudent Man Advisors
Illinois
$2.75億 +$323万 +1% 3.32% 92.5% 140 8.57% 3.8
Access Financial Services
5278
Access Financial Services
Minnesota
$2.75億 -$143万 -0.5% 1.31% 51.1% 108 13.89% 3.9
Absolute Capital Management
5279
Absolute Capital Management
Pennsylvania
$2.75億 +$4115万 +18% 2.73% 98.2% 141 20.57% 1.4
Dupree Financial Group
5280
Dupree Financial Group
Kentucky
$2.74億 +$1129万 +4% 2.2% 75.8% 85 23.53% 1.2
Nova R Wealth
5281
Nova R Wealth
Kansas
$2.74億 +$3846万 +16% 2.69% 60.7% 94 21.28% 2.5
Fourth Dimension Wealth
5282
Fourth Dimension Wealth
Ohio
$2.74億 +$1187万 +5% 2.45% – 625 8.96% 0.9
BKM Wealth Management
5283
BKM Wealth Management
Wisconsin
$2.74億 +$229万 +0.8% 2.14% 69.6% 157 8.28% 1.7
Zullo Investment Group
5284
Zullo Investment Group
Pennsylvania
$2.73億 +$293万 +1% 3.3% 143% 158 6.33% 3.3
Mullooly Asset Management
5285
Mullooly Asset Management
New Jersey
$2.73億 +$1267万 +5% 1.72% – 52 3.85% 0.7
New Wave Wealth Advisors
5286
New Wave Wealth Advisors
Arkansas
$2.73億 +$1679万 +7% 4.97% – 200 20.5% 0.9
Balanced Wealth Group
5287
Balanced Wealth Group
Ohio
$2.73億 +$4558万 +20% 2.03% 66.2% 72 4.17% 1.8
Brown Financial Advisors
5288
Brown Financial Advisors
Ohio
$2.73億 +$256万 +0.9% 1.67% – 172 26.16% 0.9
IMZ Advisory
5289
IMZ Advisory
Florida
$2.73億 +$453万 +2% 1.81% 73.1% 41 4.88% 1.8
Inlight Wealth Management
5290
Inlight Wealth Management
Georgia
$2.73億 +$6009万 +28% 3.77% – 258 13.95% 0.7
Potentia Wealth
5291
Potentia Wealth
California
$2.73億 +$1078万 +4% 1.95% – 98 8.16% 0.8
SB Capital Management
5292
SB Capital Management
California
$2.73億 – – 14.8% – 93 – 0
Waypoint Wealth Counsel
5293
Waypoint Wealth Counsel
Georgia
$2.73億 +$1952万 +8% 5.53% 111% 324 29.32% 1
Letson Investment Management
5294
Letson Investment Management
Georgia
$2.73億 -$603万 -2% 0.89% 56.7% 102 3.92% 1.6
Ted Buchan & Co
5295
Ted Buchan & Co
California
$2.72億 +$1716万 +7% 1.67% 65.2% 90 10% 1.9
Cyrus Capital Partners
5296
Cyrus Capital Partners
New York
$2.72億 -$1.45億 -35% 21.9% 163% 5 20% 1.6
AMANSA Capital
5297
AMANSA Capital
Singapore
$2.72億 -$5902万 -18% 6.33% 32% 2 0% 2.5
Spectrum Wealth Advisory Group
5298
Spectrum Wealth Advisory Group
California
$2.72億 +$2982万 +12% 1.94% 76.1% 67 17.91% 2.8
Stance Capital
5299
Stance Capital
Massachusetts
$2.72億 -$74万 -0.3% 4.44% – 314 68.47% 0.4
Amiral Gestion
5300
Amiral Gestion
France
$2.72億 -$324万 -1% 5.4% – 33 36.36% 0.5