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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)
Independent Family Office
5351
Independent Family Office
New York
$1.77億 +$1668万 +10% 11.6% 68.4% 75 13.33% 2.5
Red Tortoise LLC
5352
Red Tortoise LLC
Georgia
$1.77億 +$2751万 +18% 8.96% 43.7% 607 22.73% 1
Denver Wealth Management
5353
Denver Wealth Management
Colorado
$1.77億 +$2214万 +14% 9.64% 64.4% 78 12.82% 1.6
Waterfall Asset Management
5354
Waterfall Asset Management
New York
$1.77億 – – 1.22% – 7 – 0
EnerVest
5355
EnerVest
Texas
$1.77億 -$1344万 -7% 7.07% 20.5% 1 0% 5
Retirement Financial Solutions
5356
Retirement Financial Solutions
Tennessee
$1.77億 +$2818万 +19% 9.7% 52.5% 47 19.15% 0.6
Next Level Private
5357
Next Level Private
New York
$1.76億 +$2569万 +17% 10.5% 95.9% 111 11.71% 0.9
Cooper/Haims Advisors
5358
Cooper/Haims Advisors
New York
$1.76億 +$4786万 +37% 8.39% 58.8% 86 17.44% 3.4
AAFMAA Wealth Management & Trust
5359
AAFMAA Wealth Management & Trust
North Carolina
$1.76億 +$6871万 +64% 12.7% 62.3% 61 27.87% 1.7
Union Savings Bank
5360
Union Savings Bank
Connecticut
$1.76億 +$1590万 +10% 9.58% – 312 6.09% 0.5
Aragon Global Management
5361
Aragon Global Management
Florida
$1.76億 – – 17.6% – 15 – 0
Lavaca Capital
5362
Lavaca Capital
Texas
$1.76億 -$1.21億 -41% 10.9% 46.5% 149 42.28% 2.4
Warren Street Wealth Advisors
5363
Warren Street Wealth Advisors
California
$1.76億 +$2502万 +17% 8.49% 84.6% 90 11.11% 1.3
Private Wealth Group
5364
Private Wealth Group
Florida
$1.76億 +$2360万 +15% 8.7% 52.9% 56 8.93% 2.8
IRON Financial
5365
IRON Financial
Illinois
$1.76億 +$393万 +2% 7.5% 60.6% 103 10.68% 3
PCMK
5366
Paragon Capital Management (Kansas)
Kansas
$1.76億 +$612万 +4% 10% 87.5% 58 15.52% 6.3
Mitchell & Pahl Private Wealth
5367
Mitchell & Pahl Private Wealth
Oklahoma
$1.76億 +$765万 +5% 10.6% 82.3% 151 7.28% 2.7
Global X Japan
5368
Global X Japan
Japan
$1.76億 – – 10.9% 151% 256 – 0
BCK Partners
5369
BCK Partners
New York
$1.76億 +$1577万 +10% 8.7% 46% 28 0% 2.4
F/M Investments
5370
F/M Investments
District of Columbia
$1.76億 +$4197万 +31% 11.3% 101% 99 36.36% 0.7
DB Wealth Management Group
5371
DB Wealth Management Group
California
$1.76億 +$1761万 +11% 10.7% 19% 387 8.53% 2.1
Lindenwold Advisors
5372
Lindenwold Advisors
Pennsylvania
$1.76億 +$1543万 +10% 10.6% 75% 122 15.57% 1.6
1492 Capital Management
5373
1492 Capital Management
Wisconsin
$1.76億 +$2070万 +13% 10.9% 298% 116 36.21% 1.5
New England Professional Planning Group
5374
New England Professional Planning Group
Rhode Island
$1.76億 +$1448万 +9% 10.4% 64.1% 45 13.33% 4.4
Mader & Shannon Wealth Management
5375
Mader & Shannon Wealth Management
Missouri
$1.76億 +$2367万 +16% 7.48% 62.5% 12 8.33% 3.4