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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)
Smallwood Wealth Investment Management
5826
Smallwood Wealth Investment Management
New Jersey
$1.18億 +$690万 +6% 7.33% 78% 78 7.69% 0.7
Montis Financial
5827
Montis Financial
Massachusetts
$1.18億 +$1433万 +14% 8.09% 53.8% 65 18.46% 1.7
First National Bank of Hutchinson
5828
First National Bank of Hutchinson
Kansas
$1.18億 -$736万 -6% 8.13% 121% 112 12.5% 3.7
Melone Private Wealth
5829
Melone Private Wealth
Michigan
$1.18億 +$353万 +3% 5.69% 30.4% 56 7.14% 1
Brainard Capital Management
5830
Brainard Capital Management
Texas
$1.18億 – – 0.98% – 108 – 0
Tilt Investment Management Holdings
5831
Tilt Investment Management Holdings
New York
$1.18億 – – 8.86% – 138 – 0
Hilltop Wealth Advisors
5832
Hilltop Wealth Advisors
North Carolina
$1.18億 +$2060万 +21% 8.31% 68.6% 41 17.07% 1.8
BWIA
5833
Bryant Woods Investment Advisors
New York
$1.18億 +$1177万 +11% 7.9% 74.4% 42 9.52% 0.8
Mosaic Advisors
5834
Mosaic Advisors
Texas
$1.18億 -$712万 -6% 8.04% 50.9% 17 17.65% 1.4
Retirement Financial Solutions
5835
Retirement Financial Solutions
Tennessee
$1.18億 – – 5.8% 52.5% 277 – 0
BCM
5836
BlueMar Capital Management
Florida
$1.18億 -$1832万 -13% 11.6% 27.4% 36 58.33% 2
E Fund Management (HK)
5837
E Fund Management (HK)
Hong Kong
$1.18億 -$830万 -7% 20.6% 137% 33 36.36% 2
Affinia Financial Group
5838
Affinia Financial Group
Massachusetts
$1.18億 +$2899万 +33% 7.81% 37.5% 35 34.29% 1.8
Resolute Financial
5839
Resolute Financial
Massachusetts
$1.18億 +$1219万 +12% 7.52% – 118 19.49% 0.8
Sharp Capital Gestora de Recursos
5840
Sharp Capital Gestora de Recursos
Brazil
$1.18億 -$2604万 -18% 9.64% 61.4% 9 33.33% 1.4
Parker Financial
5841
Parker Financial
Washington
$1.18億 – – 6.3% 49.7% 40 – 0
WFA
5842
WMG Financial Advisors
Tennessee
$1.17億 +$643万 +6% 8.19% 73.8% 152 19.08% 0.8
FAG
5843
Fortitude Advisory Group
Washington
$1.17億 +$1214万 +12% 7.28% 142% 232 18.1% 0.8
Tilson Financial Group
5844
Tilson Financial Group
New Jersey
$1.17億 – – 6.17% 42.9% 59 – 0
Hartree Partners
5845
Hartree Partners
New York
$1.17億 -$951万 -7% 18.5% 133% 69 46.38% 0.4
Palo Alto Wealth Advisors
5846
Palo Alto Wealth Advisors
California
$1.17億 – – 4.61% 108% 43 – 0
Penbrook Management
5847
Penbrook Management
New York
$1.17億 +$113万 +1% 12.5% 107% 100 6% 5.2
Consilium Wealth Advisory
5848
Consilium Wealth Advisory
Texas
$1.17億 +$2757万 +31% 9.47% 126% 76 13.16% 0.8
AFC
5849
AFT Forsyth & Company
Florida
$1.17億 +$518万 +5% 10.1% 159% 136 8.09% 5.9
Social Capital Group
5850
Social Capital Group
California
$1.17億 – – 24% – 4 – 0