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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)
AdviceOne Advisory Services
6801
AdviceOne Advisory Services
Connecticut
$1.65億 -$396万 -2% 2.69% – 41 4.88% 1
Optivise Advisory Services
6802
Optivise Advisory Services
Tennessee
$1.65億 -$830万 -5% 1.38% – 219 25.57% 1.1
Grand Alliance Asset Management
6803
Grand Alliance Asset Management
Hong Kong
$1.65億 +$2776万 +20% 49.1% – 15 40% 0.5
Dominguez Wealth Management Solutions
6804
Dominguez Wealth Management Solutions
Virginia
$1.65億 +$150万 +0.9% 0.5% 59.7% 69 5.8% 2.8
Charter Oak Advisors
6805
Charter Oak Advisors
New York
$1.65億 +$4603万 +39% 17.1% – 14 14.29% 1
Taylor Financial Group
6806
Taylor Financial Group
Virginia
$1.65億 -$518万 -3% 1.95% 79% 103 4.85% 2
Rochester Wealth Strategies
6807
Rochester Wealth Strategies
Michigan
$1.65億 +$569万 +4% 0.32% – 24 0% 0.9
Buckland Partners Management Co
6808
Buckland Partners Management Co
New York
$1.65億 -$1554万 -9% 0.18% – 111 24.32% 0.2
Capital & Planning LLC
6809
Capital & Planning LLC
Georgia
$1.65億 +$1.43億 +663% 4.34% – 172 94.77% 0.1
Occam Crest Management
6810
Occam Crest Management
Connecticut
$1.65億 +$2074万 +14% 3.76% – 38 36.84% 0.3
Sugar Maple Asset Management
6811
Sugar Maple Asset Management
Wisconsin
$1.65億 +$1602万 +11% 0.22% – 98 28.57% 1.1
Bitterroot Capital Advisors
6812
Bitterroot Capital Advisors
Montana
$1.65億 +$1870万 +13% 1.28% – 61 18.03% 0.2
Sender Company & Partners
6813
Sender Company & Partners
New York
$1.65億 -$4991万 -23% 0.28% 69.8% 132 82.58% 0.3
Addis & Hill
6814
Addis & Hill
Pennsylvania
$1.64億 -$61.8万 -0.4% 0.59% 65.1% 27 0% 2
General Partner Inc
6815
General Partner Inc
Pennsylvania
$1.64億 -$1219万 -7% 1.76% 83.1% 169 2.37% 2.7
CCM
6816
Clutterbuck Capital Management
Ohio
$1.64億 +$4424万 +37% 4.29% – 9 55.56% 0.2
Newport Capital Group
6817
Newport Capital Group
New Jersey
$1.64億 +$46.4万 +0.3% 1.3% – 75 8% 1.9
PVAMC
6818
PPS&V Asset Management Consultants
Michigan
$1.64億 -$848万 -5% 2.79% 80.7% 42 4.76% 2.8
Prospect Financial Services
6819
Prospect Financial Services
New York
$1.64億 -$1033万 -6% 4.27% – 109 9.17% 1.6
VMS Asset Management
6820
VMS Asset Management
$1.64億 -$9582万 -37% 29.5% – 54 79.63% 0.1
Chico Wealth RIA
6821
Chico Wealth RIA
California
$1.64億 +$1022万 +7% 1.98% 74.7% 40 25% 2.2
Alamar Capital Management
6822
Alamar Capital Management
California
$1.64億 -$1759万 -10% 4.86% – 92 15.22% 2.4
Papamarkou Wellner Asset Management
6823
Papamarkou Wellner Asset Management
New York
$1.64億 -$272万 -2% 2.74% – 94 17.02% 0.9
Gridiron Partners
6824
Gridiron Partners
Pennsylvania
$1.64億 -$1186万 -7% 1.78% 15.5% 60 23.33% 2.2
Longview Financial Advisors
6825
Longview Financial Advisors
Alabama
$1.64億 +$1648万 +11% 5.72% 47.4% 163 71.17% 0.5