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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)
Tower View Wealth Management
6101
Tower View Wealth Management
Wisconsin
$1.93億 +$37.1万 +0.2% 6.18% 135% 200 16% 3.8
Tenret Company
6102
Tenret Company
Florida
$1.93億 +$994万 +5% 5.18% – 36 2.78% 3.2
Beacon Financial Planning
6103
Beacon Financial Planning
Massachusetts
$1.93億 +$1400万 +8% 7.87% 74.3% 54 9.26% 1.8
Griffith & Werner
6104
Griffith & Werner
Georgia
$1.93億 – – 7.54% – 71 – 0.7
PCA
6105
Prospect Capital Advisors
California
$1.93億 +$2699万 +16% 20% 202% 29 13.79% 3.5
Kerrisdale Advisers
6106
Kerrisdale Advisers
Florida
$1.93億 +$114万 +0.6% 14.5% 78.8% 76 14.47% 1.8
Soviero Asset Management
6107
Soviero Asset Management
New York
$1.93億 +$2738万 +17% 30.5% 676% 83 57.83% 0.3
RHS Financial
6108
RHS Financial
California
$1.93億 +$1674万 +10% 7.53% 65.6% 142 14.08% 2.3
CarsonAllaria Wealth Management
6109
CarsonAllaria Wealth Management
Illinois
$1.92億 +$583万 +3% 6.65% 51.7% 357 80.67% 3.5
Rye Brook Capital
6110
Rye Brook Capital
Connecticut
$1.92億 +$9641万 +101% 14.8% 77.2% 31 22.58% 1
FACT Capital
6111
FACT Capital
New York
$1.92億 -$1810万 -9% 11.3% 227% 20 25% 1.2
Mill Road Capital Management
6112
Mill Road Capital Management
Connecticut
$1.92億 +$3589万 +23% 27.1% 85.1% 26 11.54% 3.1
Optimize Financial
6113
Optimize Financial
California
$1.92億 +$2859万 +17% 9.79% – 458 79.04% 0.2
Brighton Securities
6114
Brighton Securities
New York
$1.92億 +$900万 +5% 5.71% – 65 15.38% 0.6
Peak Planning Group
6115
Peak Planning Group
Colorado
$1.92億 +$3565万 +23% 9.43% 105% 99 14.14% 2.2
AIM
6116
Athena Investment Management
California
$1.92億 +$1307万 +7% 8.28% 80.6% 159 5.03% 2.9
True Vision MN
6117
True Vision MN
Minnesota
$1.92億 +$1106万 +6% 6.53% – 117 19.66% 1.1
Richmond Hill Investments
6118
Richmond Hill Investments
New York
$1.92億 -$270万 -1% 0.23% 55.2% 3 0% 6.8
Hilltop Wealth Advisors
6119
Hilltop Wealth Advisors
North Carolina
$1.92億 +$1385万 +8% 7.96% 58.3% 53 7.55% 3
Prepared Retirement Institute
6120
Prepared Retirement Institute
Pennsylvania
$1.92億 +$2213万 +13% 5.74% – 91 13.19% 1.3
Landing Point Financial Group
6121
Landing Point Financial Group
Ohio
$1.92億 +$3318万 +21% 8.15% – 90 27.78% 0.5
ELCO Management
6122
ELCO Management
New York
$1.92億 +$90.4万 +0.5% 5.12% 98.3% 171 12.87% 3.9
NBZ Investment Advisors
6123
NBZ Investment Advisors
Tennessee
$1.92億 +$1603万 +9% 7.61% – 72 22.22% 0.6
Tejara Capital
6124
Tejara Capital
United Kingdom
$1.92億 -$2401万 -11% 9.09% 7.93% 77 48.05% 1.4
Planning Directions
6125
Planning Directions
Pennsylvania
$1.92億 +$1392万 +8% 5.13% 46.3% 93 8.6% 3.3