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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)
RFMS
5401
RWQ Financial Management Services
Florida
$1.26億 -$97.6万 -0.8% 9.32% 446% 41 31.71% 0.2
AWM
5402
Aberdeen Wealth Management
Illinois
$1.26億 -$673万 -5% 8.4% 73.1% 163 10.43% 1
Round Rock Advisors
5403
Round Rock Advisors
Connecticut
$1.26億 +$1661万 +15% 6.87% 94.6% 69 23.19% 0.2
Chicago Wealth Management
5404
Chicago Wealth Management
Illinois
$1.26億 +$1775万 +16% 7.93% 134% 43 44.19% 0.5
Greenspring Associates
5405
Greenspring Associates
Maryland
$1.26億 +$4870万 +63% 0.66% – 13 84.62% 0.4
KLC
5406
Knowledge Leaders Capital
Colorado
$1.26億 +$1062万 +9% 9.31% 51.6% 141 41.84% 0.6
HealthInvest Partners
5407
HealthInvest Partners
Sweden
$1.26億 -$2544万 -17% 3.77% 146% 20 40% 1.1
Franklin Street Capital Partners
5408
Franklin Street Capital Partners
New York
$1.26億 +$2211万 +21% 7.4% – 56 71.43% 0.3
SVB Investment Services
5409
SVB Investment Services
Utah
$1.26億 -$326万 -3% 4.27% – 63 42.86% 1.2
HighMark Wealth Management
5410
HighMark Wealth Management
Minnesota
$1.25億 +$903万 +8% 6.81% 110% 526 21.86% 0.9
GWA
5411
GGM Wealth Advisors
Maryland
$1.25億 +$2395万 +24% 4.96% 25.9% 87 20.69% 0.2
SA
5412
Sunesis Advisors
Kansas
$1.25億 +$152万 +1% 2.38% – 32 3.13% 2.3
OFG
5413
OTA Financial Group
New York
$1.25億 -$2606万 -17% 29.8% 320% 98 79.59% 0.1
Ritter Daniher Financial Advisory
5414
Ritter Daniher Financial Advisory
Ohio
$1.25億 +$988万 +9% 7.4% 56.7% 204 11.27% 0.2
CNO Financial Group
5415
CNO Financial Group
Indiana
$1.25億 +$1352万 +12% 0.68% – 12 8.33% 1.3
St. Clair Advisors
5416
St. Clair Advisors
Ohio
$1.25億 +$1909万 +18% 7.66% 77.5% 46 17.39% 0.2
WEO
5417
William E. Oberndorf
$1.25億 -$9844万 -44% 10.6% 57.6% 8 12.5% 1.4
Texas Capital Bancshares
5418
Texas Capital Bancshares
Texas
$1.24億 +$4971万 +67% 7.74% 175% 76 40.79% 1.6
Renasant Bank
5419
Renasant Bank
Mississippi
$1.24億 +$224万 +2% 6.44% 72.3% 204 20.59% 0.2
Yorktown Energy Partners VIII
5420
Yorktown Energy Partners VIII
New York
$1.24億 +$4094万 +49% 71% 15.2% 2 0% 4.5
Summit Place Financial Advisors
5421
Summit Place Financial Advisors
New Jersey
$1.24億 +$890万 +8% 5.92% 111% 103 19.42% 0.6
Rain Capital Management
5422
Rain Capital Management
Oregon
$1.24億 -$392万 -3% 1.12% 18.2% 51 31.37% 2.3
OCP
5423
OCO Capital Partners
New York
$1.24億 +$1018万 +9% 12.2% 679% 6 50% 0.9
Solitude Financial Services
5424
Solitude Financial Services
Virginia
$1.24億 +$1024万 +9% 6.75% 62.4% 43 9.3% 0.2
Alhambra Investment Management
5425
Alhambra Investment Management
Florida
$1.24億 +$3024万 +32% 4.41% 67.7% 150 23.33% 0.8