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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)
Traveka Wealth
5601
Traveka Wealth
California
$2.46億 +$2168万 +10% 2.73% 78.1% 198 17.17% 1.2
Lewis Asset Management
5602
Lewis Asset Management
California
$2.46億 +$228万 +0.9% 2.61% 142% 195 9.74% 1.3
Lodestone Wealth Management
5603
Lodestone Wealth Management
Washington
$2.46億 +$2308万 +10% 2.94% 87.1% 798 78.32% 0.5
LifePlan Investment Advisors
5604
LifePlan Investment Advisors
North Carolina
$2.46億 +$716万 +3% 1.44% 60.9% 119 8.4% 1.7
Metavasi Capital
5605
Metavasi Capital
New York
$2.45億 -$8562万 -26% 8.45% 840% 45 62.22% 1
HighMark Wealth Management
5606
HighMark Wealth Management
Minnesota
$2.45億 +$1824万 +8% 10.6% 110% 667 21.29% 3.1
Tumwater Wealth Management
5607
Tumwater Wealth Management
Idaho
$2.45億 +$2024万 +9% 2.97% – 36 11.11% 0.9
SWMG
5608
Signature Wealth Management Group
Georgia
$2.45億 -$1241万 -5% 0.24% – 120 16.67% 3.7
Financial Symmetry
5609
Financial Symmetry
North Carolina
$2.45億 +$2219万 +10% 3.22% 68.4% 62 16.13% 1.3
AAG
5610
Avalon Advisory Group
Pennsylvania
$2.45億 -$165万 -0.7% 1.38% 46% 18 27.78% 3.8
Bayshore Asset Management
5611
Bayshore Asset Management
Florida
$2.45億 +$1182万 +5% 3.09% 66.1% 41 2.44% 2.9
Dopkins Wealth Management
5612
Dopkins Wealth Management
New York
$2.45億 +$777万 +3% 2.93% 68.8% 82 4.88% 2
Elevation Capital Advisory
5613
Elevation Capital Advisory
Oregon
$2.45億 -$559万 -2% 1.02% – 86 56.98% 0.5
Bull Oak Capital
5614
Bull Oak Capital
California
$2.45億 +$934万 +4% 1.52% 62.1% 37 16.22% 1.2
Robinson Capital Management
5615
Robinson Capital Management
Michigan
$2.45億 +$5612万 +30% 0.08% 7.8% 128 28.91% 1.2
Family Office Research
5616
Family Office Research
Maryland
$2.45億 +$1601万 +7% 6.42% – 79 11.39% 0.8
Financial Guidance Group
5617
Financial Guidance Group
Florida
$2.44億 +$2143万 +10% 1.65% 58.7% 91 8.79% 2.3
WealthCollab
5618
WealthCollab
Washington
$2.44億 +$2650万 +12% 1.01% 85.3% 1,113 20.58% 1.4
CNB Bank
5619
CNB Bank
Pennsylvania
$2.44億 +$432万 +2% 3.28% 106% 523 6.69% 4.5
SM
5620
Salzhauer Michael
$2.44億 +$3586万 +17% 6.99% 98% 106 23.58% 4
Financial Avengers
5621
Financial Avengers
California
$2.44億 +$1148万 +5% 6.29% 108% 148 7.43% 3.8
Fiduciary Wealth Partners
5622
Fiduciary Wealth Partners
Massachusetts
$2.44億 +$571万 +2% 2.6% – 96 12.5% 1.2
Porter White Investment Advisors
5623
Porter White Investment Advisors
Alabama
$2.44億 +$1094万 +5% 2.71% 58% 36 2.78% 2.4
Aristotle Pacific Capital
5624
Aristotle Pacific Capital
California
$2.44億 +$3838万 +19% 0.47% 1.84% 6 16.67% 3.8
Glass Wealth Management
5625
Glass Wealth Management
Texas
$2.44億 +$1944万 +9% 8.69% – 58 5.17% 1.6