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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)
LFWA
5701
LBJ Family Wealth Advisors
Texas
$1.33億 -$1074万 -7% 4.43% 64.9% 24 8.33% 7
Sowa Financial Group
5702
Sowa Financial Group
Rhode Island
$1.33億 -$1269万 -9% 4.83% 100% 34 0% 3.2
SMART Wealth
5703
SMART Wealth
Nebraska
$1.33億 +$64万 +0.5% 0.96% 83.6% 88 26.14% 0.6
Midwest Heritage Bank
5704
Midwest Heritage Bank
Iowa
$1.33億 +$130万 +1% 2.72% 52.2% 57 14.04% 1.4
Spartan Fund Management
5705
Spartan Fund Management
Canada
$1.33億 -$7215万 -35% 2.09% 25% 392 40.56% 0.6
Crown Wealth Group
5706
Crown Wealth Group
North Carolina
$1.33億 +$626万 +5% 2.6% 98.2% 78 25.64% 1
AJ Advisors
5707
AJ Advisors
Tennessee
$1.33億 -$1078万 -7% 3.57% 64.6% 39 20.51% 0.6
Fortis Advisors
5708
Fortis Advisors
Pennsylvania
$1.33億 -$686万 -5% 2.26% 72.8% 98 19.39% 3.2
Coombe, Bender & Co
5709
Coombe, Bender & Co
New York
$1.33億 -$430万 -3% 2.57% – 76 11.84% 1.2
Deere & Company
5710
Deere & Company
Illinois
$1.33億 -$6171万 -32% 4.12% – 3 0% 6.1
Financial Guidance Group
5711
Financial Guidance Group
Florida
$1.33億 -$315万 -2% 2.77% 58.7% 55 10.91% 1.3
Financial Designs
5712
Financial Designs
California
$1.33億 -$410万 -3% 2.84% 49% 27 48.15% 0.4
BSWA
5713
Bromfield Sneider Wealth Advisors
Massachusetts
$1.33億 +$677万 +5% 3.31% – 98 2.04% 1.4
AWM
5714
Aberdeen Wealth Management
Illinois
$1.33億 -$564万 -4% 2.75% 73.1% 163 3.68% 2.9
Capital Wealth Alliance
5715
Capital Wealth Alliance
Arizona
$1.33億 -$36.8万 -0.3% 1.71% 124% 112 17.86% 2.2
Covestor
5716
Covestor
United Kingdom
$1.33億 +$128万 +1% 1.03% 134% 2,921 8.39% 1.4
ADE LLC
5717
ADE LLC
Maryland
$1.32億 -$1084万 -8% 3.37% 59.8% 85 10.59% 2.1
EPIQ Partners
5718
EPIQ Partners
Minnesota
$1.32億 -$1482万 -10% 4.16% 49.6% 76 13.16% 2.9
Godshalk Welsh Capital Management
5719
Godshalk Welsh Capital Management
Pennsylvania
$1.32億 -$1277万 -9% 3.04% 61.1% 120 8.33% 6.3
Brooks Moore & Associates
5720
Brooks Moore & Associates
Tennessee
$1.32億 -$966万 -7% 3.04% 63.7% 85 9.41% 3.9
IF
5721
Integrity Financial
Wyoming
$1.32億 -$504万 -4% 3.23% 66.3% 232 12.07% 1.4
Wayfinding Financial
5722
Wayfinding Financial
Washington
$1.32億 -$1172万 -8% 4.11% 68.3% 119 10.92% 1
RCM
5723
Ratan Capital Management
Florida
$1.32億 +$5982万 +83% 5.77% 616% 40 45% 1.8
Avaii Wealth Management
5724
Avaii Wealth Management
Wisconsin
$1.32億 +$187万 +1% 3.1% 100% 156 19.23% 1
Dopkins Wealth Management
5725
Dopkins Wealth Management
New York
$1.32億 +$1981万 +18% 2.13% 64.4% 55 27.27% 1