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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)
Charles Schwab Trust Bank
6126
Charles Schwab Trust Bank
Nevada
$1.47億 – – 5.91% – 1 – 0
Trevian Wealth Management
6127
Trevian Wealth Management
Massachusetts
$1.47億 +$1820万 +14% 9.43% 103% 32 15.63% 0.9
Granite Harbor Advisors
6128
Granite Harbor Advisors
Texas
$1.47億 +$1351万 +10% 8.3% 70.1% 83 13.25% 1.1
Successful Portfolios
6129
Successful Portfolios
Florida
$1.47億 +$1277万 +10% 11.8% 110% 177 7.34% 4.1
VFG
6130
V2 Financial group
Illinois
$1.47億 +$278万 +2% 5.75% 63.3% 75 12% 2.1
Hamilton Lane Advisors
6131
Hamilton Lane Advisors
Pennsylvania
$1.47億 -$9696万 -40% 6.88% 167% 27 40.74% 2
Salvus Wealth Management
6132
Salvus Wealth Management
New Jersey
$1.46億 +$578万 +4% 10.7% 108% 108 1.85% 2.4
Concorde Asset Management
6133
Concorde Asset Management
Michigan
$1.46億 -$68.9万 -0.5% 7.89% – 179 34.08% 1.9
WFG
6134
Wormser Freres Gestion
France
$1.46億 +$2282万 +19% 9.76% 67.4% 44 6.82% 0.2
Barnett & Company
6135
Barnett & Company
Tennessee
$1.46億 +$1281万 +10% 7.47% 65.9% 84 10.71% 3.9
BMMM
6136
Boston Mountain Money Management
Arkansas
$1.46億 – – 8.47% – 62 – 0
Robocap Asset Management
6137
Robocap Asset Management
United Kingdom
$1.46億 +$1490万 +11% 16.8% 274% 26 11.54% 0.9
Dover Advisors
6138
Dover Advisors
Virginia
$1.46億 +$6993万 +92% 8.19% 65% 115 31.3% 0.8
Investments & Financial Planning LLC
6139
Investments & Financial Planning LLC
Kentucky
$1.46億 +$1238万 +9% 9.19% 63.6% 34 8.82% 1.9
Guardian Financial Partners
6140
Guardian Financial Partners
California
$1.46億 +$2397万 +20% 6.34% 53.9% 49 18.37% 0.8
W Advisors LLC
6141
W Advisors LLC
Tennessee
$1.46億 +$1088万 +8% 9.58% 88.7% 117 11.97% 1.7
IF
6142
Integrity Financial
Wyoming
$1.46億 +$783万 +6% 7.58% 66.3% 216 12.04% 1.8
BCM
6143
BluePointe Capital Management
California
$1.46億 +$1395万 +11% 9.75% – 90 6.67% 0.2
Waterfall Asset Management
6144
Waterfall Asset Management
New York
$1.46億 -$3106万 -18% 2.86% – 5 0% 0.3
CMG Global Holdings
6145
CMG Global Holdings
Texas
$1.46億 +$780万 +6% 8.26% 80.8% 93 4.3% 2.4
Keener Financial Planning
6146
Keener Financial Planning
Texas
$1.45億 +$1610万 +12% 7.04% 70.5% 216 28.24% 0.2
Harbert Fund Advisors
6147
Harbert Fund Advisors
Alabama
$1.45億 -$58万 -0.4% 9.84% 70.8% 99 47.47% 0.9
Piper Sandler & Co
6148
Piper Sandler & Co
Minnesota
$1.45億 +$1282万 +10% 1.06% 0.05% 24 20.83% 0.5
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
6149
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.45億 +$2488万 +21% 10% 133% 122 4.1% 1.5
Mainsail Financial Group
6150
Mainsail Financial Group
Washington
$1.45億 +$1608万 +12% 6.77% 61.9% 53 3.77% 1