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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)
SWP
6401
Semus Wealth Partners
Florida
$1.22億 +$1468万 +14% 10.2% 107% 133 15.79% 0.8
Core Wealth Partners
6402
Core Wealth Partners
California
$1.22億 +$1198万 +11% 8.98% 75.7% 121 13.22% 0.8
Guardian Financial Partners
6403
Guardian Financial Partners
California
$1.22億 +$1553万 +15% 7.89% 53.9% 45 11.11% 0.6
Vannoy Advisory Group
6404
Vannoy Advisory Group
Texas
$1.22億 – – 9.81% 52.5% 28 – 0
Priebe Wealth Holdings
6405
Priebe Wealth Holdings
Minnesota
$1.22億 – – 11.9% – 64 – 0
Private Client Services
6406
Private Client Services
Kentucky
$1.22億 – – 8.55% 72% 135 – 0
Pinnacle Wealth Management Group
6407
Pinnacle Wealth Management Group
Michigan
$1.22億 +$1189万 +11% 9.62% 64.3% 98 4.08% 1.9
AMAL
6408
Asset Management Advisors LLC
Oklahoma
$1.22億 +$1501万 +14% 13.1% 125% 18 22.22% 4
Taylor Financial Group
6409
Taylor Financial Group
Virginia
$1.22億 – – 13.3% 79% 89 – 0
RFMS
6410
RWQ Financial Management Services
Florida
$1.22億 +$2943万 +32% 17.7% 446% 28 50% 1.2
Cottonwood Capital Advisors
6411
Cottonwood Capital Advisors
Utah
$1.21億 +$1442万 +13% 11% 79% 131 29.01% 1.3
Rosalind Advisors
6412
Rosalind Advisors
Ontario, Canada
$1.21億 – – 40.6% – 30 – 0
OM
6413
OV Management
Minnesota
$1.21億 – – 13.9% 44.8% 59 – 0
Paladin Advisory Group
6414
Paladin Advisory Group
Iowa
$1.21億 +$249万 +2% 9.92% 78.7% 262 14.12% 0.7
MWA Asset Management
6415
MWA Asset Management
Massachusetts
$1.21億 +$1747万 +17% 14.6% 183% 118 9.32% 0.2
SFM LLC
6416
SFM LLC
New Hampshire
$1.21億 – – 10.3% 67.5% 57 – 0
Mainsail Management Company
6417
Mainsail Management Company
Texas
$1.21億 +$2507万 +26% 26.4% 55% 2 0% 1
Penney Financial
6418
Penney Financial
Texas
$1.21億 – – 10.1% 54.8% 31 – 0
Data Collective IV
6419
Data Collective IV
California
$1.21億 +$1519万 +14% 16.5% 317% 5 0% 1.8
Diker Management
6420
Diker Management
New York
$1.21億 +$890万 +8% 11.6% 210% 41 26.83% 2.6
ROI Financial Advisors
6421
ROI Financial Advisors
Oregon
$1.21億 – – 13% 165% 62 – 0
Smallwood Wealth Investment Management
6422
Smallwood Wealth Investment Management
New Jersey
$1.21億 +$1095万 +10% 10.2% 78% 66 7.58% 1.6
Cedar Point Capital Partners
6423
Cedar Point Capital Partners
Iowa
$1.21億 – – 8.85% 55.4% 50 – 0
CWM
6424
Cordatus Wealth Management
Pennsylvania
$1.21億 +$1136万 +10% 11.1% 108% 60 10% 0.8
Tikehau Investment Management
6425
Tikehau Investment Management
France
$1.21億 -$207万 -2% 14.7% 102% 15 0% 2.5