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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)
Optivise Advisory Services
6701
Optivise Advisory Services
Tennessee
$1.73億 +$534万 +3% 2.37% – 231 29% 0.9
Tiptree Advisors
6702
Tiptree Advisors
New York
$1.73億 +$1353万 +8% 7.75% – 27 44.44% 0.6
TLW Wealth Management
6703
TLW Wealth Management
Florida
$1.73億 -$139万 -0.8% 4.97% 98.3% 19 0% 4.5
Wealth Science Advisors
6704
Wealth Science Advisors
Georgia
$1.73億 – – 3.49% – 71 – 0
HSM
6705
H Squared Management
New York
$1.73億 – – 1.01% – 11 – 0
PS
6706
Presima Securities
Quebec, Canada
$1.73億 -$1.91億 -52% 3.11% 10.3% 48 0% 5.6
SBCM
6707
Silverberg Bernstein Capital Management
New York
$1.73億 +$838万 +5% 6.83% 133% 67 1.49% 1.7
Lennar Corp
6708
Lennar Corp
Florida
$1.73億 – – 21.8% – 5 – 0
Heronetta Management
6709
Heronetta Management
New York
$1.73億 -$966万 -5% 0.45% 55.4% 25 0% 7.6
Finivi Inc
6710
Finivi Inc
Massachusetts
$1.73億 +$1589万 +10% 2.49% 144% 104 7.69% 2.2
Michael S. Ryan Inc
6711
Michael S. Ryan Inc
New York
$1.73億 +$530万 +3% 2.46% 63.3% 58 13.79% 1.5
WF
6712
Williams Financial
Vermont
$1.73億 +$7589万 +78% 1.08% 33.1% 31 67.74% 0.4
Brookmont Capital Management
6713
Brookmont Capital Management
Texas
$1.73億 -$705万 -4% 3.74% 32.2% 59 8.47% 7.1
Lagoda Investment Management
6714
Lagoda Investment Management
New York
$1.73億 -$405万 -2% 2.35% 250% 26 15.38% 6.7
CF
6715
Carlson Financial
Oregon
$1.73億 – – 0.25% – 180 – 0
Tacita Capital
6716
Tacita Capital
Ontario, Canada
$1.73億 +$714万 +4% 3.06% 77.5% 222 6.76% 3.5
Atmos Advisory
6717
Atmos Advisory
Pennsylvania
$1.73億 +$844万 +5% 0.61% 31.9% 21 4.76% 3.8
Align Financial
6718
Align Financial
Minnesota
$1.72億 – – 2.5% – 389 – 0
Velan Capital Investment Management
6719
Velan Capital Investment Management
Georgia
$1.72億 +$6591万 +62% 117% 2,395% 57 33.33% 0.8
LeClair Wealth Partners
6720
LeClair Wealth Partners
Ohio
$1.72億 +$1188万 +7% 2.78% – 115 11.3% 0.8
SeaTown Holdings
6721
SeaTown Holdings
Singapore
$1.72億 -$109万 -0.6% 5.61% 220% 21 33.33% 1.1
Tranquilli Financial Advisor
6722
Tranquilli Financial Advisor
New Jersey
$1.72億 +$308万 +2% 2.3% 55.1% 136 17.65% 2.1
PVAMC
6723
PPS&V Asset Management Consultants
Michigan
$1.72億 -$95.4万 -0.6% 2.51% 80.7% 43 4.65% 2.6
GFG
6724
Genesis Financial Group
New Jersey
$1.72億 – – 1.82% – 101 – 0
Anderson Financial Strategies
6725
Anderson Financial Strategies
Ohio
$1.72億 +$342万 +2% 0.64% – 40 10% 0.8