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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)
Stonebridge Wealth Management
8126
Stonebridge Wealth Management
Illinois
$1.04億 -$152万 -1% 1.8% – 38 5.26% 0.7
BFI Wealth Solutions
8127
BFI Wealth Solutions
Texas
$1.04億 -$70.2万 -0.7% 1.07% – 76 5.26% 0.2
Trailhead Planners
8128
Trailhead Planners
Minnesota
$1.04億 +$239万 +2% 2.38% – 52 7.69% 0.2
Breachway Investments
8129
Breachway Investments
Rhode Island
$1.04億 +$936万 +10% 1.07% – 99 4.04% 0.2
J.M. Arbour
8130
J.M. Arbour
Maine
$1.04億 +$395万 +4% 1.08% – 131 23.66% 0.2
Fiscal Wisdom Wealth Management
8131
Fiscal Wisdom Wealth Management
Connecticut
$1.04億 -$197万 -2% 18.3% – 103 27.18% 0.4
LCS
8132
Luma Capital SA
$1.04億 -$268万 -3% 10.6% – 12 8.33% 0.2
FinArc Investments
8133
FinArc Investments
Massachusetts
$1.04億 -$807万 -7% 1.67% – 59 30.51% 0.2
Birchwood Financial Partners
8134
Birchwood Financial Partners
Minnesota
$1.04億 +$299万 +3% 1.55% – 372 11.83% 0.2
Scalar Gauge Management
8135
Scalar Gauge Management
Texas
$1.04億 -$4787万 -32% 25.3% – 48 79.17% 0.3
Reality Financial Planning Services
8136
Reality Financial Planning Services
Florida
$1.04億 -$78.6万 -0.8% 1.26% – 20 0% 0.3
High Point Wealth Management
8137
High Point Wealth Management
New Jersey
$1.04億 -$290万 -3% 1.13% – 276 19.93% 0.2
Fulcrum Equity Management
8138
Fulcrum Equity Management
Texas
$1.03億 -$99.5万 -1% 1.59% 116% 154 41.56% 1.3
MS
8139
Monetary Solutions
Ohio
$1.03億 +$196万 +2% 0.91% – 322 3.42% 0.2
Ruggiero Investments
8140
Ruggiero Investments
Florida
$1.03億 -$734万 -7% 3.13% – 88 22.73% 0.2
Crescent Sterling
8141
Crescent Sterling
Louisiana
$1.03億 +$579万 +6% 5.59% 68.6% 83 9.64% 2.4
Three Bearings Fiduciary Advisors
8142
Three Bearings Fiduciary Advisors
New Hampshire
$1.03億 -$354万 -3% 0.07% – 413 20.82% 0.2
Townsend Financial Planning
8143
Townsend Financial Planning
Kentucky
$1.03億 +$340万 +3% 0.82% – 29 10.34% 0.2
MY Wealth Management
8144
MY Wealth Management
Maryland
$1.03億 -$1141万 -10% 1.22% 41.2% 38 34.21% 3
Dalton Investments
8145
Dalton Investments
Nevada
$1.03億 -$3144万 -23% 19.2% 125% 21 28.57% 2.9
SVRN Asset Management
8146
SVRN Asset Management
Texas
$1.03億 -$1813万 -15% 0.22% – 43 13.95% 0.3
Alan B. Lancz & Associates
8147
Alan B. Lancz & Associates
Ohio
$1.03億 -$1078万 -9% 1.76% – 141 14.89% 3.1
Generations Wealth LLC
8148
Generations Wealth LLC
Ohio
$1.03億 +$526万 +5% 0.41% – 30 10% 0.2
Rangeley Capital
8149
Rangeley Capital
Connecticut
$1.03億 -$1749万 -15% 3.19% – 169 46.15% 0.4
EFT
8150
Envision Financial Transparency
North Carolina
$1.03億 – – 0.72% – 56 – 0