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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)
Crux Wealth Advisors
5326
Crux Wealth Advisors
California
$2.52億 +$1747万 +7% 6.18% – 172 6.4% 0.7
West Oak Capital
5327
West Oak Capital
California
$2.52億 -$316万 -1% 7.89% 110% 322 18.01% 7.1
Arcadia Wealth Management (New Hampshire)
5328
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.52億 +$2332万 +10% 6.04% 55.5% 65 15.38% 1.8
AAFMAA Wealth Management & Trust
5329
AAFMAA Wealth Management & Trust
North Carolina
$2.52億 +$1018万 +4% 4.6% 62.3% 82 0% 1.8
OIA
5330
Optimum Investment Advisors
Illinois
$2.52億 +$2178万 +9% 11.4% 125% 631 5.55% 6.5
Wittenberg Investment Management
5331
Wittenberg Investment Management
Massachusetts
$2.52億 +$2303万 +10% 15.9% 89.9% 78 6.41% 5.5
Landmark Wealth Management (New York)
5332
Landmark Wealth Management (New York)
New York
$2.52億 +$1700万 +7% 4.76% 42.7% 89 6.74% 1.9
Decatur Capital Management
5333
Decatur Capital Management
Georgia
$2.52億 +$2346万 +10% 14.1% 155% 43 18.6% 4.3
Fedenia Advisers
5334
Fedenia Advisers
Wisconsin
$2.52億 +$4018万 +19% 14.2% – 186 37.63% 0.4
Vivid Wealth Management
5335
Vivid Wealth Management
Iowa
$2.52億 +$2405万 +11% 8.75% 107% 71 18.31% 1.1
Kennedy Investment Group
5336
Kennedy Investment Group
New Jersey
$2.52億 +$1612万 +7% 8.23% 95.4% 144 9.72% 2
DI
5337
Disciplined Investments
Oklahoma
$2.51億 +$1507万 +6% 5.15% 51.4% 132 7.58% 3.8
Deepwater Asset Management
5338
Deepwater Asset Management
Minnesota
$2.51億 -$136万 -0.5% 6.21% 142% 33 45.45% 1
Sellwood Investment Partners
5339
Sellwood Investment Partners
Oregon
$2.51億 +$4192万 +20% 5.35% – 107 54.21% 0.3
Powers Advisory Group
5340
Powers Advisory Group
Illinois
$2.51億 +$2370万 +10% 4.9% 49.8% 121 4.96% 2.6
Summit Investment Advisory Services
5341
Summit Investment Advisory Services
Minnesota
$2.51億 +$2114万 +9% 7.01% 74.2% 77 9.09% 1.1
SLA
5342
Silver Lake Advisory
Utah
$2.51億 +$1625万 +7% 6.92% 76.7% 109 9.17% 4.3
ECP ControlCo
5343
ECP ControlCo
New Jersey
$2.51億 +$3573万 +17% 12.8% 42.5% 4 0% 2.9
Dover Advisors
5344
Dover Advisors
Virginia
$2.51億 +$2380万 +10% 7.29% 65% 175 12.57% 1.6
Spreng Capital Management
5345
Spreng Capital Management
Ohio
$2.51億 +$885万 +4% 7.21% 84.4% 79 7.59% 4.2
Argentarii
5346
Argentarii
Ohio
$2.51億 +$3274万 +15% 11.6% – 174 15.52% 0.6
Arrowroot Family Office
5347
Arrowroot Family Office
California
$2.51億 +$2750万 +12% 5.9% – 149 12.75% 1.8
Elevation Capital Advisory
5348
Elevation Capital Advisory
Oregon
$2.5億 +$89.9万 +0.4% 6.38% – 82 59.76% 0.5
OGF
5349
Orin Green Financial
California
$2.5億 +$1390万 +6% 6.28% 59.1% 88 11.36% 0.4
Adaptive Financial Consulting
5350
Adaptive Financial Consulting
Ohio
$2.5億 +$1066万 +4% 4.13% 33.4% 21 9.52% 4.6