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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)
Avid Wealth Partners
6226
Avid Wealth Partners
Texas
$1.75億 +$2738万 +19% 14.8% 93.7% 62 37.1% 0.8
Lake Hills Wealth Management
6227
Lake Hills Wealth Management
Texas
$1.75億 +$2986万 +21% 10.6% 83.7% 69 60.87% 0.8
Banque de Luxembourg
6228
Banque de Luxembourg
Luxembourg
$1.75億 -$25.2万 -0.1% 5.57% – 87 0% 0.5
Chokshi & Queen Wealth Advisors
6229
Chokshi & Queen Wealth Advisors
California
$1.75億 +$1060万 +6% 13.8% – 58 15.52% 0.4
KA
6230
Kearns & Associates
California
$1.74億 +$2028万 +13% 10.3% 78.7% 45 8.89% 2.4
Brookmont Capital Management
6231
Brookmont Capital Management
Texas
$1.74億 -$280万 -2% 3.3% 32.2% 54 1.85% 7.5
KTC
6232
Kentucky Trust Company
Kentucky
$1.74億 +$620万 +4% 5.71% – 310 7.74% 0.5
Pinnacle Wealth Management Group
6233
Pinnacle Wealth Management Group
Michigan
$1.74億 +$3101万 +22% 7.21% 64.3% 125 19.2% 2.1
Vaughan & Co Securities
6234
Vaughan & Co Securities
New Jersey
$1.74億 +$1287万 +8% 8.3% 70.7% 57 3.51% 3.7
W Advisors LLC
6235
W Advisors LLC
Tennessee
$1.74億 +$1460万 +9% 9.33% 88.7% 134 17.16% 2.4
Tableaux
6236
Tableaux
Massachusetts
$1.74億 +$3558万 +26% 9.09% – 123 29.27% 0.3
GAA
6237
Guardian Asset Advisors
Pennsylvania
$1.74億 +$2082万 +14% 12.7% 106% 107 7.48% 1.3
First Bancorp
6238
First Bancorp
Maine
$1.74億 +$2016万 +13% 8.61% 80.3% 132 10.61% 3.1
Smith Thornton Advisors
6239
Smith Thornton Advisors
Alabama
$1.74億 +$1330万 +8% 7.25% – 140 12.14% 0.9
DHK Financial Advisors
6240
DHK Financial Advisors
New Hampshire
$1.74億 -$843万 -5% 5.33% 46.1% 92 7.61% 1.3
Investments & Financial Planning LLC
6241
Investments & Financial Planning LLC
Kentucky
$1.74億 +$1965万 +13% 11% 68% 37 8.11% 2.8
Sylvest Advisors
6242
Sylvest Advisors
Texas
$1.74億 +$1364万 +9% 8.44% – 79 17.72% 0.4
Fortune 45 LLC
6243
Fortune 45 LLC
Louisiana
$1.74億 +$2086万 +14% 11.9% 85.2% 30 3.33% 2.3
Arthedge Capital Management
6244
Arthedge Capital Management
New York
$1.73億 +$1850万 +12% 26.6% 80.7% 13 15.38% 3.4
Crystal Rock Capital Management
6245
Crystal Rock Capital Management
Illinois
$1.73億 +$2721万 +19% 21.9% 164% 29 10.34% 5.2
NED
6246
Nancy E. Dempze
$1.73億 +$683万 +4% 7.23% 94.5% 96 7.29% 3.8
Parkwoods Wealth Partners
6247
Parkwoods Wealth Partners
New York
$1.73億 +$2527万 +17% 7.52% – 76 28.95% 0.4
Walker Asset Management
6248
Walker Asset Management
Missouri
$1.73億 +$879万 +5% 6.42% 87.6% 148 10.14% 2.3
BlackDiamond Wealth Management
6249
BlackDiamond Wealth Management
New York
$1.73億 +$2525万 +17% 10.2% 80.9% 174 17.82% 1.7
17 Capital Partners
6250
17 Capital Partners
Arizona
$1.73億 +$1747万 +11% 14.3% – 157 22.29% 2