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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)
ORC
5426
O'Rourke & Company
Massachusetts
$2.53億 -$448万 -2% 2.28% 78.5% 177 8.47% 2.9
Stonehearth Capital Management
5427
Stonehearth Capital Management
Massachusetts
$2.52億 -$1783万 -7% 2.17% 87.5% 103 13.59% 3.4
Ruggaard & Associates
5428
Ruggaard & Associates
Ohio
$2.52億 -$161万 -0.6% 0.46% 47.6% 126 7.14% 2.3
Lodestone Wealth Management
5429
Lodestone Wealth Management
Washington
$2.52億 +$677万 +3% 1.89% 87.1% 825 8.85% 0.7
PI
5430
PJT Investments
$2.52億 +$8154万 +48% 0.15% – 8 25% 0.6
Meramec Financial Planners
5431
Meramec Financial Planners
Missouri
$2.52億 -$445万 -2% 1.77% – 553 12.48% 0.2
SLA
5432
Silver Lake Advisory
Utah
$2.52億 -$581万 -2% 1.72% 76.7% 108 9.26% 4.7
Invenio Wealth Partners
5433
Invenio Wealth Partners
Florida
$2.52億 -$1733万 -6% 0.33% 55.5% 100 19% 1.8
Carnegie Lake Advisors
5434
Carnegie Lake Advisors
New Jersey
$2.52億 -$1080万 -4% 1.85% – 175 10.29% 1.3
Seneca House Advisors
5435
Seneca House Advisors
Virginia
$2.52億 -$1558万 -6% 1.02% 58.2% 108 16.67% 4.2
Trustees of Dartmouth College
5436
Trustees of Dartmouth College
New Hampshire
$2.52億 -$1.42億 -36% 2.19% 63.8% 11 18.18% 1.6
WIA
5437
Wetzel Investment Advisors
Indiana
$2.52億 +$458万 +2% 1.21% 72.2% 136 6.62% 1.8
Ducere Wealth Management
5438
Ducere Wealth Management
California
$2.51億 -$713万 -3% 2.65% – 145 23.45% 0.2
Hapanowicz & Associates Financial Services
5439
Hapanowicz & Associates Financial Services
Pennsylvania
$2.51億 -$377万 -1% 3.15% 65% 35 14.29% 4
Weik Capital Management
5440
Weik Capital Management
Pennsylvania
$2.51億 -$1564万 -6% 2.85% 71.6% 94 6.38% 9
Washington State Investment Board
5441
Washington State Investment Board
Washington
$2.51億 -$5866万 -19% 20.5% 274% 2 0% 4.6
Bayshore Asset Management
5442
Bayshore Asset Management
Florida
$2.51億 +$619万 +3% 2.4% 66.1% 42 7.14% 3.2
Hubbell Strickland Wealth Management
5443
Hubbell Strickland Wealth Management
Louisiana
$2.51億 +$236万 +0.9% 0.56% 64.8% 85 8.24% 4.4
M37 Management
5444
M37 Management
California
$2.51億 +$1.05億 +72% 11.7% – 15 40% 0.2
TrueWealth Financial Partners
5445
TrueWealth Financial Partners
Washington
$2.51億 +$1.3億 +107% 0.14% 36.4% 111 95.5% 0.1
Boulder Wealth Advisors
5446
Boulder Wealth Advisors
Colorado
$2.51億 +$1428万 +6% 4.01% – 42 30.95% 1.8
Quad-Cities Investment Group
5447
Quad-Cities Investment Group
Iowa
$2.51億 +$851万 +4% 0.99% 67.3% 206 10.68% 4.1
REDW Wealth
5448
REDW Wealth
New Mexico
$2.51億 -$1159万 -4% 0.61% 59.1% 105 8.57% 4.5
Essex Woodlands Management
5449
Essex Woodlands Management
Texas
$2.51億 -$6774万 -21% 10.3% 119% 6 16.67% 6.9
Chicago Wealth Management
5450
Chicago Wealth Management
Illinois
$2.51億 +$168万 +0.7% 7.84% 134% 64 25% 2.2