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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)
NewGen Asset Management
5451
NewGen Asset Management
Ontario, Canada
$2.01億 -$2929万 -13% 10.8% 402% 41 58.54% 0.5
LWMI
5452
Landmark Wealth Management (Illinois)
Illinois
$2.01億 +$1907万 +11% 6.4% 42.4% 42 2.38% 0.3
Red Tortoise LLC
5453
Red Tortoise LLC
Georgia
$2.01億 +$1517万 +8% 6.97% 43.7% 577 2.77% 1.5
Taylor Frigon Capital Management
5454
Taylor Frigon Capital Management
Arizona
$2.01億 -$941万 -4% 9.23% 152% 94 13.83% 4.3
Physician Wealth Solutions
5455
Physician Wealth Solutions
Nevada
$2.01億 +$6044万 +43% 5.93% 43.6% 41 0% 0.7
FOCUS Wealth Advisors
5456
FOCUS Wealth Advisors
Texas
$2.01億 +$568万 +3% 6.03% 68.7% 60 1.67% 2.2
Powers Advisory Group
5457
Powers Advisory Group
Illinois
$2億 +$1710万 +9% 6.72% 49.8% 101 7.92% 2.2
Agate Pass Investment Management
5458
Agate Pass Investment Management
Washington
$2億 +$1242万 +7% 7.74% 76% 96 4.17% 2.3
Hillcrest Wealth Advisors
5459
Hillcrest Wealth Advisors
New Jersey
$2億 +$1460万 +8% 6.65% 58.7% 48 4.17% 4.5
Ridgewood Investments
5460
Ridgewood Investments
New Jersey
$2億 +$40.6万 +0.2% 7.78% – 823 15.07% 1.1
1492 Capital Management
5461
1492 Capital Management
Wisconsin
$2億 +$2333万 +13% 21.9% 332% 113 26.55% 1.6
Sitrin Capital Management
5462
Sitrin Capital Management
California
$2億 +$1204万 +6% 5.88% 139% 44 6.82% 3.5
Fortress Wealth Management
5463
Fortress Wealth Management
California
$2億 +$468万 +2% 5.61% 52.1% 72 6.94% 1.8
Choice Wealth Advisors
5464
Choice Wealth Advisors
Maine
$2億 +$1160万 +6% 5.65% 60.3% 31 9.68% 1.7
Private Wealth Group
5465
Private Wealth Group
Florida
$2億 +$965万 +5% 6.42% 52.9% 67 17.91% 3
Members Advisory Group
5466
Members Advisory Group
New York
$2億 +$1681万 +9% 5.7% 70.6% 36 19.44% 1.3
Magnolia Capital Advisors
5467
Magnolia Capital Advisors
Mississippi
$2億 +$2131万 +12% 6.73% 78.7% 153 29.41% 0.8
Bridger Management
5468
Bridger Management
New York
$2億 +$558万 +3% 8.3% 103% 34 32.35% 1.6
Lodestone Wealth Management
5469
Lodestone Wealth Management
Washington
$2億 +$1011万 +5% 5.75% 87.1% 157 12.1% 1.4
ORC
5470
O'Rourke & Company
Massachusetts
$2億 +$2215万 +12% 8.48% 71.9% 152 9.21% 2
EL
5471
EQ LLC
Washington
$2億 +$3280万 +20% 5.96% 80% 64 25% 2.1
Signet Investment Advisory Group
5472
Signet Investment Advisory Group
Rhode Island
$2億 +$1326万 +7% 8.04% 68.2% 72 8.33% 4.4
Trellis Wealth Advisors
5473
Trellis Wealth Advisors
California
$2億 +$1757万 +10% 5.89% 62.2% 31 6.45% 1.3
GSI Capital Advisors
5474
GSI Capital Advisors
California
$2億 +$3029万 +18% 15.7% 39.7% 35 34.29% 1.7
Porter White Investment Advisors
5475
Porter White Investment Advisors
Alabama
$2億 +$1304万 +7% 6.67% 58% 33 3.03% 1.4