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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)
CogentBlue Wealth Advisors
7201
CogentBlue Wealth Advisors
Tennessee
$1.14億 +$32.8万 +0.3% 0.78% – 71 21.13% 0.2
Elm3 Financial Group
7202
Elm3 Financial Group
Georgia
$1.14億 -$347万 -3% 3.95% – 105 18.1% 0.2
PCC
7203
Park Circle Company
Maryland
$1.14億 +$157万 +1% 5.17% 75.7% 115 9.57% 4
Hickory Point Bank & Trust
7204
Hickory Point Bank & Trust
Illinois
$1.14億 +$102万 +0.9% 0.31% – 131 15.27% 0.2
Schrum Private Wealth Management
7205
Schrum Private Wealth Management
Florida
$1.14億 -$430万 -4% 2.08% 76.2% 132 12.12% 2.3
Twin City Private Wealth
7206
Twin City Private Wealth
North Carolina
$1.14億 +$55.3万 +0.5% 2.69% – 98 7.14% 0.9
CAM
7207
Crown Advisors Management
California
$1.14億 -$4220万 -27% 7.7% 251% 40 15% 2.8
Rik Saylor Financial
7208
Rik Saylor Financial
Ohio
$1.14億 +$539万 +5% 1.73% – 82 8.54% 0.2
Canandaigua National Trust of Florida
7209
Canandaigua National Trust of Florida
New York
$1.13億 -$1470万 -11% 0.34% – 125 28.8% 0.4
13D Management
7210
13D Management
New York
$1.13億 -$2157万 -16% 6.2% 157% 25 32% 1.5
Shotwell Rutter Baer
7211
Shotwell Rutter Baer
Michigan
$1.13億 -$533万 -4% 0.57% 45.5% 34 2.94% 1
TP
7212
Thunderbird Partners
United Kingdom
$1.13億 +$5144万 +83% 1.31% 38% 9 77.78% 0.1
Forge Financial Services
7213
Forge Financial Services
Oklahoma
$1.13億 -$576万 -5% 2.73% – 21 4.76% 0.2
Piscataqua Savings Bank
7214
Piscataqua Savings Bank
New Hampshire
$1.13億 -$321万 -3% 0.94% 96.8% 348 4.02% 3.5
QVIDTVM Management
7215
QVIDTVM Management
Texas
$1.13億 -$1105万 -9% 8.51% 27.1% 9 22.22% 1.4
Cathy Pareto & Associates
7216
Cathy Pareto & Associates
Florida
$1.13億 +$425万 +4% 1.72% – 88 19.32% 0.2
Opinicus Capital
7217
Opinicus Capital
Florida
$1.13億 -$586万 -5% 4.6% 129% 102 12.75% 1
Monetta Financial Services
7218
Monetta Financial Services
Illinois
$1.13億 -$1130万 -9% 4.28% 305% 61 32.79% 2.4
Adams Street Partners
7219
Adams Street Partners
Illinois
$1.13億 +$14.2万 +0.1% 32.7% 399% 8 37.5% 2.9
IDG China Venture Capital Fund V Associates
7220
IDG China Venture Capital Fund V Associates
Hong Kong
$1.13億 -$1682万 -13% 13% 12.6% 1 0% 3.3
Axim Planning & Wealth
7221
Axim Planning & Wealth
Ohio
$1.13億 +$1891万 +20% 26.1% 32.3% 57 49.12% 1
SageOak Financial
7222
SageOak Financial
Oklahoma
$1.13億 +$335万 +3% 0.36% – 46 32.61% 0.2
CPR Investments
7223
CPR Investments
Michigan
$1.13億 +$192万 +2% 1.25% 84% 45 40% 1
Aspire Growth Partners
7224
Aspire Growth Partners
Florida
$1.13億 +$1053万 +10% 2.53% – 116 17.24% 0.2
bLong Financial
7225
bLong Financial
Tennessee
$1.13億 -$875万 -7% 2.38% – 84 15.48% 0.2