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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)
IWN
5476
Independent Wealth Network
Iowa
$1.62億 +$952万 +6% 7.46% 78.2% 233 18.03% 0.2
Cooper/Haims Advisors
5477
Cooper/Haims Advisors
New York
$1.62億 -$342万 -2% 7.57% 58.8% 88 19.32% 2.2
Herbst Group
5478
Herbst Group
Connecticut
$1.62億 – – 6.42% 142% 80 – 0
City State Bank
5479
City State Bank
Iowa
$1.62億 – – 8.94% 79.1% 667 – 0
Alta Wealth Advisors
5480
Alta Wealth Advisors
Massachusetts
$1.62億 +$2456万 +18% 9.14% 134% 160 20.63% 0.8
David J. Yvars Group
5481
David J. Yvars Group
Florida
$1.62億 -$921万 -5% 7% 143% 89 14.61% 0.9
Southern Capital Advisors
5482
Southern Capital Advisors
Tennessee
$1.62億 – – 7.98% 66.8% 81 – 0
Total Wealth Planning
5483
Total Wealth Planning
Ohio
$1.62億 -$1.14億 -41% 4.59% 37.2% 47 34.04% 2.6
Israel Discount Bank of New York
5484
Israel Discount Bank of New York
New York
$1.62億 +$1389万 +9% 5.91% 40.8% 88 5.68% 3.6
Old Well Partners
5485
Old Well Partners
North Carolina
$1.62億 -$3210万 -17% 10.4% 97.8% 56 55.36% 0.6
EWG
5486
Executive Wealth Group
Washington
$1.62億 -$184万 -1% 4.65% 14.9% 50 6% 3
Activest Wealth Management
5487
Activest Wealth Management
Florida
$1.62億 +$1156万 +8% 7.79% 117% 435 32.64% 0.6
Martin Capital Advisors
5488
Martin Capital Advisors
Texas
$1.62億 – – 11.3% 140% 64 – 0
Addison Advisors
5489
Addison Advisors
Vermont
$1.62億 +$3685万 +30% 7.02% 54.5% 736 37.77% 0.5
LI
5490
Latash Investments
Alaska
$1.62億 +$142万 +0.9% 2.84% 111% 21 0% 1.6
Offit Capital Advisors
5491
Offit Capital Advisors
New York
$1.62億 – – 3.59% – 1 – 0
Silicon Hills Wealth Management
5492
Silicon Hills Wealth Management
Texas
$1.62億 +$1567万 +11% 6.36% 30.9% 125 16.8% 1.1
Phase 2 Partners
5493
Phase 2 Partners
California
$1.61億 – – 5.32% 25.1% 20 – 0
MBA Advisors
5494
MBA Advisors
Pennsylvania
$1.61億 +$2588万 +19% 6.94% 66.1% 152 12.5% 0.6
Kinloch Capital
5495
Kinloch Capital
Virginia
$1.61億 +$1972万 +14% 8.87% 63.4% 68 13.24% 0.8
Perseverance Asset Management International
5496
Perseverance Asset Management International
Cayman Islands
$1.61億 -$5126万 -24% 6.56% 101% 20 60% 1.1
Friedenthal Financial
5497
Friedenthal Financial
New Jersey
$1.61億 -$785万 -5% 4.29% 105% 84 32.14% 2.1
Whelan Financial
5498
Whelan Financial
California
$1.61億 +$5173万 +47% 5.89% 64.6% 20 25% 0.2
Blue Square Asset Management
5499
Blue Square Asset Management
New York
$1.61億 +$115万 +0.7% 7.21% 117% 94 25.53% 1.4
Cherry Creek Investment Advisors
5500
Cherry Creek Investment Advisors
Colorado
$1.61億 +$1084万 +7% 9.4% 151% 122 19.67% 0.4