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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)
Enterprise Financial Services Corp (EFSC)
6001
Enterprise Financial Services Corp (EFSC)
Missouri
$1.8億 +$815万 +5% 2.33% 112% 161 13.66% 7.3
Crux Wealth Advisors
6002
Crux Wealth Advisors
California
$1.8億 – – 1.73% – 150 – 0
CWM
6003
CCG Wealth Management
California
$1.8億 +$94.6万 +0.5% 1.69% 82.6% 77 15.58% 3.2
Grand Wealth Management
6004
Grand Wealth Management
Michigan
$1.79億 +$219万 +1% 2.56% 58.5% 69 8.7% 2
GEM Asset Management
6005
GEM Asset Management
Michigan
$1.79億 +$441万 +3% 0.59% 62.9% 97 12.37% 1.6
Axiom Financial Strategies
6006
Axiom Financial Strategies
Indiana
$1.79億 -$1009万 -5% 0.74% 54.5% 46 10.87% 2.3
Security National Bank of So Dak
6007
Security National Bank of So Dak
Iowa
$1.79億 -$76.6万 -0.4% 2.04% 67.7% 113 15.04% 5.5
NBZ Investment Advisors
6008
NBZ Investment Advisors
Tennessee
$1.79億 – – 1.95% – 69 – 0
Haven Private
6009
Haven Private
Florida
$1.79億 – – 5.44% – 136 – 0
KIM
6010
Kane Investment Management
California
$1.79億 – – 6.03% – 90 – 0
First County Bank
6011
First County Bank
Connecticut
$1.79億 -$2356万 -12% 1.27% 101% 164 14.63% 1.8
Fortitude Financial
6012
Fortitude Financial
Washington
$1.79億 – – 2.14% – 31 – 0
Solstein Capital
6013
Solstein Capital
California
$1.79億 -$987万 -5% 1.55% 102% 318 2.83% 3
Alliance Wealth Advisors (Pennsylvania)
6014
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.79億 +$373万 +2% 0.46% 74.4% 148 7.43% 2.6
Montz Harcus Wealth Management
6015
Montz Harcus Wealth Management
Louisiana
$1.79億 +$770万 +4% 2.44% 84.1% 81 14.81% 2
Orleans Capital Management
6016
Orleans Capital Management
Louisiana
$1.79億 +$275万 +2% 0.44% 94.6% 99 10.1% 2.9
IVC Wealth Advisors
6017
IVC Wealth Advisors
Pennsylvania
$1.79億 -$397万 -2% 0.83% 81.9% 170 15.29% 2.8
Tribune Investment Group
6018
Tribune Investment Group
New York
$1.79億 – – 4.73% – 27 – 0
Cincinnati Casualty Company
6019
Cincinnati Casualty Company
Ohio
$1.79億 +$111万 +0.6% 1.09% 68.7% 24 0% 8.8
RWIA
6020
Roger Wittlin Investment Advisory
California
$1.79億 +$473万 +3% 1.42% 61.3% 56 26.79% 1.7
Integrity Wealth Solutions
6021
Integrity Wealth Solutions
Colorado
$1.79億 +$714万 +4% 0.01% – 101 13.86% 0.9
Avory & Company
6022
Avory & Company
Florida
$1.78億 +$1357万 +8% 14.4% 74.9% 32 12.5% 2.3
Burns Matteson Capital Management
6023
Burns Matteson Capital Management
New York
$1.78億 -$2.48万 -0% 2.62% 137% 194 35.57% 1.4
Constitution Capital
6024
Constitution Capital
Connecticut
$1.78億 -$904万 -5% 0.43% 91.1% 63 17.46% 2.9
Mudita Advisors
6025
Mudita Advisors
United Kingdom
$1.78億 -$461万 -3% 0.83% 143% 19 15.79% 1.8