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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)
Kellett Wealth Advisors
6676
Kellett Wealth Advisors
Ohio
$1.75億 +$937万 +6% 2.21% 76.3% 84 15.48% 2.2
Lepercq De Neuflize Asset Management
6677
Lepercq De Neuflize Asset Management
New York
$1.75億 +$160万 +0.9% 2.45% – 19 63.16% 0.3
QAM
6678
QSM Asset Management
United Kingdom
$1.75億 +$3475万 +25% 3.11% – 22 13.64% 0.7
LAM Group
6679
LAM Group
Oregon
$1.75億 +$1340万 +8% 2.76% 61.8% 75 5.33% 2.7
Howard Hughes Medical Institute
6680
Howard Hughes Medical Institute
Maryland
$1.75億 +$407万 +2% 2.49% 70.9% 506 2.37% 0.5
4J Wealth Management
6681
4J Wealth Management
Virginia
$1.75億 +$450万 +3% 2.19% 74.7% 102 11.76% 3
Thor Investment Management
6682
Thor Investment Management
Ohio
$1.75億 +$837万 +5% 7.03% 122% 48 6.25% 1.6
MBWA
6683
Marin Bay Wealth Advisors
California
$1.75億 – – 2.63% – 120 – 0
Arcadia Wealth Management (New York)
6684
Arcadia Wealth Management (New York)
New York
$1.74億 +$973万 +6% 2.31% – 61 11.48% 0.9
Equitec Proprietary Markets
6685
Equitec Proprietary Markets
Illinois
$1.74億 -$2.66億 -60% 46.3% 352% 114 60.53% 0.8
Shearwater Capital
6686
Shearwater Capital
Colorado
$1.74億 +$568万 +3% 3.2% 74.4% 53 5.66% 3
Oak Wealth Advisors
6687
Oak Wealth Advisors
Illinois
$1.74億 +$208万 +1% 2.93% – 61 6.56% 0.9
Harbourvest Partners
6688
Harbourvest Partners
Massachusetts
$1.74億 -$3092万 -15% 14.4% 8.96% 11 54.55% 2
Prospect Financial Services
6689
Prospect Financial Services
New York
$1.74億 +$25.3万 +0.1% 1.48% 104% 114 17.54% 1.4
ROI Financial Advisors
6690
ROI Financial Advisors
Oregon
$1.74億 +$662万 +4% 6.6% 165% 69 8.7% 1.5
Farrow Financial
6691
Farrow Financial
Vermont
$1.74億 +$171万 +1% 2.42% 79.9% 56 10.71% 1.6
Stephens Greth Foundation
6692
Stephens Greth Foundation
Texas
$1.74億 – – 2.41% – 4 – 0
KCM
6693
KRS Capital Management
Michigan
$1.74億 +$832万 +5% 5.43% 272% 121 12.4% 2.7
Coordinated Financial Services
6694
Coordinated Financial Services
Colorado
$1.74億 +$1793万 +11% 1.86% – 185 15.68% 1.2
Runnymede Capital Advisors
6695
Runnymede Capital Advisors
Ohio
$1.74億 +$5223万 +43% 1.91% – 125 84.8% 0.2
Trivant Custom Portfolio Group
6696
Trivant Custom Portfolio Group
California
$1.74億 -$2093万 -11% 1.91% 103% 87 18.39% 1.9
Ledgewood Wealth Advisors
6697
Ledgewood Wealth Advisors
New Hampshire
$1.74億 +$464万 +3% 1.42% 42.8% 75 6.67% 1.7
TCM
6698
Thoma Capital Management
Maryland
$1.74億 -$50.9万 -0.3% 1.32% – 62 8.06% 0.9
Financial Planning Hawaii
6699
Financial Planning Hawaii
Hawaii
$1.74億 – – 3.03% – 128 – 0
Melfa Wealth Management
6700
Melfa Wealth Management
Massachusetts
$1.74億 +$295万 +2% 1.3% 49.9% 207 8.21% 2.3