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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)
Redwood Financial Network
6326
Redwood Financial Network
Ohio
$9831万 +$1025万 +12% 7.87% 82.2% 154 12.99% 0.8
Cadence Wealth Management
6327
Cadence Wealth Management
Massachusetts
$9821万 -$1843万 -16% 4.74% 77.7% 37 45.95% 1.1
Global Assets Advisory
6328
Global Assets Advisory
Florida
$9806万 +$323万 +3% 9.05% 95.9% 161 44.1% 0.5
AWH Capital
6329
AWH Capital
Texas
$9799万 +$1763万 +22% 12.6% 183% 28 14.29% 2.3
Aldebaran Capital
6330
Aldebaran Capital
Indiana
$9794万 +$121万 +1% 0.23% 85.9% 36 11.11% 0.2
Sightline Wealth Advisors
6331
Sightline Wealth Advisors
Connecticut
$9790万 +$517万 +6% 4.89% 48.5% 63 17.46% 1.5
Lancaster Investment Management
6332
Lancaster Investment Management
United Kingdom
$9789万 +$2678万 +38% 24.4% 0.78% 4 0% 1.2
UAML
6333
US Asset Management LLC
Pennsylvania
$9788万 +$523万 +6% 9.86% 144% 245 4.9% 1.2
BlackDiamond Wealth Management
6334
BlackDiamond Wealth Management
New York
$9765万 +$946万 +11% 5.13% 80.9% 130 28.46% 0.8
University of Notre Dame du Lac
6335
University of Notre Dame du Lac
Indiana
$9765万 -$1490万 -13% 0.04% – 1 0% 0.5
Delap Wealth Advisory
6336
Delap Wealth Advisory
Oregon
$9753万 +$189万 +2% 5.78% 73% 74 32.43% 0.2
Benchmark Investment Advisors
6337
Benchmark Investment Advisors
Illinois
$9737万 +$271万 +3% 16.5% – 97 12.37% 1
Kerntke Otto McGlone Wealth Management Group
6338
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$9722万 +$1026万 +12% 4.1% 64.9% 132 55.3% 1.6
Clay Northam Wealth Management
6339
Clay Northam Wealth Management
California
$9722万 +$1037万 +12% 14.8% 125% 85 14.12% 1
Costello Asset Management
6340
Costello Asset Management
Pennsylvania
$9715万 -$1382万 -12% 2.49% 81.5% 223 8.07% 2.4
Foundation Wealth Management (Missouri)
6341
Foundation Wealth Management (Missouri)
Missouri
$9715万 -$133万 -1% 5.64% 74.9% 41 17.07% 0.2
LFGH
6342
Lee Financial Group Hawaii
Hawaii
$9709万 -$458万 -5% 2.33% 12.9% 41 48.78% 1.7
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
6343
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$9708万 +$2656万 +38% 17.6% 133% 131 38.93% 0.6
Walker Financial Services
6344
Walker Financial Services
Kentucky
$9703万 $0 0% 2.19% 20.8% 24 0% 0.8
Massachusetts Wealth Management
6345
Massachusetts Wealth Management
Massachusetts
$9698万 -$654万 -6% 1.08% 110% 81 2.47% 0.2
McDonough Capital Management
6346
McDonough Capital Management
Florida
$9686万 +$1056万 +12% 14.3% 119% 41 0% 1.1
LJCM
6347
Lee Johnson Capital Management
Texas
$9679万 +$4315万 +80% 11.5% 136% 26 42.31% 1
Acuitas Investments
6348
Acuitas Investments
Washington
$9678万 -$233万 -2% 16.3% 120% 48 31.25% 1
Martin Capital Advisors
6349
Martin Capital Advisors
Texas
$9677万 +$733万 +8% 14.6% 140% 62 3.23% 1.1
BFAM Partners
6350
BFAM Partners
Hong Kong
$9672万 +$430万 +5% 4.74% 36.4% 12 66.67% 0.5