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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)
Income Research & Management
5501
Income Research & Management
Massachusetts
$2.1億 +$184万 +0.9% 0.07% 1.19% 27 25.93% 1.2
Daily Journal Corp
5502
Daily Journal Corp
California
$2.09億 +$2406万 +13% 14.6% 109% 4 0% 9.2
Scholtz & Company
5503
Scholtz & Company
Connecticut
$2.09億 -$254万 -1% 2.09% 111% 57 26.32% 2.1
Wealthspan Partners
5504
Wealthspan Partners
Iowa
$2.09億 +$673万 +3% 0.49% 65% 114 10.53% 1.9
PL
5505
Polianta Ltd
Jersey
$2.09億 -$376万 -2% 3.8% 31.6% 95 49.47% 0.7
Harold Davidson & Associates
5506
Harold Davidson & Associates
California
$2.09億 – – 5.72% – 64 – 0
Compass Financial Group (Florida)
5507
Compass Financial Group (Florida)
Florida
$2.09億 -$706万 -3% 0.15% 47.5% 41 4.88% 3.8
HIC
5508
Harbor Island Capital
Massachusetts
$2.09億 -$238万 -1% 0.16% 218% 15 0% 6.4
WAM
5509
Westport Asset Management
Connecticut
$2.09億 -$452万 -2% 1.3% 73.2% 76 5.26% 6.7
Whitefort Capital Management
5510
Whitefort Capital Management
New York
$2.09億 -$1065万 -5% 12.8% 243% 19 10.53% 1.8
CIA
5511
Corigliano Investment Advisers
North Carolina
$2.09億 – – 4.74% – 33 – 0
RF
5512
Roberts Foundation
California
$2.09億 – – 24.6% – 3 – 0
Greenfield Savings Bank
5513
Greenfield Savings Bank
Massachusetts
$2.09億 -$239万 -1% 0.65% 108% 153 7.84% 2
Roubaix Capital
5514
Roubaix Capital
Colorado
$2.09億 +$2708万 +15% 11.6% 159% 70 65.71% 0.6
FWG Holdings
5515
FWG Holdings
Florida
$2.08億 +$717万 +4% 3.57% 91.6% 109 13.76% 2.2
Mill Road Capital Management
5516
Mill Road Capital Management
Connecticut
$2.08億 -$201万 -1% 5.73% 85.1% 28 25% 2.9
Trust Company of Kansas
5517
Trust Company of Kansas
Kansas
$2.08億 +$246万 +1% 3.3% 100% 64 18.75% 2.9
VU
5518
Valence8 US
Massachusetts
$2.08億 -$3287万 -14% 2.51% 76.6% 63 85.71% 1.6
Financial Connections Group
5519
Financial Connections Group
California
$2.08億 +$462万 +2% 0.77% 44.4% 245 15.92% 1.5
Prairie Wealth Advisors
5520
Prairie Wealth Advisors
Nebraska
$2.08億 +$575万 +3% 3.41% – 159 14.47% 0.6
Rise Advisors
5521
Rise Advisors
New York
$2.08億 -$77.2万 -0.4% 0.62% 62.8% 1,247 11.63% 1.5
XC
5522
XY Capital
Hong Kong
$2.08億 -$8446万 -29% 1.76% 52.8% 225 73.78% 0.2
Marks Wealth
5523
Marks Wealth
Maryland
$2.08億 -$2526万 -11% 6.63% 165% 30 56.67% 0.8
MWM
5524
MTC Wealth Management
Florida
$2.08億 -$1350万 -6% 3.32% 30.5% 14 0% 3
Flagship Private Wealth
5525
Flagship Private Wealth
Massachusetts
$2.08億 +$1345万 +7% 0.87% 70.2% 108 12.96% 2.6