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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)
Eads & Heald Wealth Management
5601
Eads & Heald Wealth Management
Georgia
$2.03億 -$782万 -4% 0.03% 93.3% 145 7.59% 8
TAGStone Capital
5602
TAGStone Capital
North Carolina
$2.03億 +$744万 +4% 1.02% 62% 94 4.26% 2.2
Avaii Wealth Management
5603
Avaii Wealth Management
Wisconsin
$2.03億 +$514万 +3% 1.24% 100% 150 28.67% 1.5
Benchmark Wealth Management
5604
Benchmark Wealth Management
Connecticut
$2.03億 +$69.7万 +0.3% 0.1% 42.7% 54 3.7% 3.7
Sequent Asset Management
5605
Sequent Asset Management
Texas
$2.03億 +$57.4万 +0.3% 0.94% 51.3% 95 12.63% 2.9
Adapt Wealth Advisors
5606
Adapt Wealth Advisors
Georgia
$2.03億 +$1626万 +9% 1% – 81 32.1% 0.5
Mendon Capital Advisors
5607
Mendon Capital Advisors
Florida
$2.03億 +$4809万 +31% 3.82% – 52 38.46% 2.5
Trueblood Wealth Management
5608
Trueblood Wealth Management
Ohio
$2.03億 +$372万 +2% 1.09% 89.9% 241 10.79% 0.9
Boyd Wealth Management
5609
Boyd Wealth Management
California
$2.03億 +$541万 +3% 1.33% 56.8% 51 11.76% 2.1
DI
5610
Disciplined Investments
Oklahoma
$2.03億 +$18.2万 +0.1% 2.42% 51.4% 127 10.24% 3.3
Painted Porch Advisors
5611
Painted Porch Advisors
California
$2.03億 +$511万 +3% 0.6% – 534 28.09% 0.4
Standard General
5612
Standard General
New York
$2.03億 -$2916万 -13% 0.9% 259% 3 0% 6.3
TenCore Partners
5613
TenCore Partners
New York
$2.03億 -$873万 -4% 4.38% 78.4% 12 8.33% 3.1
Ironwood Wealth Management (West Virginia)
5614
Ironwood Wealth Management (West Virginia)
West Virginia
$2.03億 -$141万 -0.7% 0.94% 38.1% 23 8.7% 3.1
Harbourvest Partners
5615
Harbourvest Partners
Massachusetts
$2.03億 +$1027万 +5% 5.71% 8.96% 39 56.41% 2.8
Plum Street Advisors
5616
Plum Street Advisors
Louisiana
$2.03億 +$506万 +3% 1.81% – 90 16.67% 0.8
Starr Indemnity & Liability Company
5617
Starr Indemnity & Liability Company
New York
$2.03億 – – 2.03% – 5 – 0
Integrated Quantitative Investments
5618
Integrated Quantitative Investments
Washington
$2.02億 – – 5.79% – 287 – 0
Ergawealth Advisors
5619
Ergawealth Advisors
Illinois
$2.02億 +$67.9万 +0.3% 0.25% 50% 65 10.77% 1.4
WA1
5620
Wimmer Associates 1
California
$2.02億 -$199万 -1% 0.86% 78.9% 114 6.14% 6.7
Bernzott Capital Advisors
5621
Bernzott Capital Advisors
California
$2.02億 -$3015万 -13% 4.65% 46.2% 42 16.67% 2.7
Heights Capital Management
5622
Heights Capital Management
California
$2.02億 +$6737万 +50% 33.6% – 191 50.79% 0.2
Woodward Financial Advisors
5623
Woodward Financial Advisors
North Carolina
$2.02億 +$267万 +1% 1.57% 55% 58 8.62% 2.2
Pennington Partners & Co
5624
Pennington Partners & Co
Maryland
$2.02億 – – 2.91% – 91 – 0
Ballast Asset Management
5625
Ballast Asset Management
Texas
$2.02億 +$601万 +3% 11.3% 123% 54 11.11% 1