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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)
Ballast Financial Advisors
8276
Ballast Financial Advisors
Pennsylvania
$9753万 +$41.3万 +0.4% 0.24% – 72 8.33% 0.2
JKSF
8277
John & Kathleen Schreiber Foundation
Illinois
$9750万 -$3104万 -24% 21.8% 30.8% 4 0% 3.3
Cogent Strategic Wealth
8278
Cogent Strategic Wealth
Illinois
$9730万 +$558万 +6% 1.7% – 57 17.54% 0.2
Atlas Wealth Partners
8279
Atlas Wealth Partners
Pennsylvania
$9725万 +$627万 +7% 12.9% 136% 67 7.46% 1.5
Strategic Financial Group
8280
Strategic Financial Group
Michigan
$9714万 – – 0.18% – 18 – 0
Arrington Capital Management
8281
Arrington Capital Management
Florida
$9713万 -$953万 -9% 2.53% – 37 45.95% 0.2
Partners Wealth Management
8282
Partners Wealth Management
California
$9705万 +$131万 +1% 1.94% – 116 13.79% 1
YF
8283
Yu Fan
$9702万 +$474万 +5% 19.5% 42.7% 8 37.5% 0.7
SFO
8284
Standard Family Office
South Dakota
$9678万 +$264万 +3% 4.03% 67.6% 31 6.45% 2
truNorth Financial Services
8285
truNorth Financial Services
Pennsylvania
$9670万 +$449万 +5% 3.11% – 50 6% 0.2
Ramsey Quantitative Systems
8286
Ramsey Quantitative Systems
Kentucky
$9659万 -$1326万 -12% 4.98% 51.1% 20 65% 0.7
Fullerton Advisors
8287
Fullerton Advisors
California
$9656万 -$356万 -4% 2.16% – 55 5.45% 0.2
Watershed Asset Management
8288
Watershed Asset Management
California
$9650万 -$1059万 -10% 1.18% – 157 49.68% 0.5
Samara Investment Management
8289
Samara Investment Management
Oregon
$9646万 – – 3.21% – 72 – 0
Yanni & Associates Investment Advisors
8290
Yanni & Associates Investment Advisors
Pennsylvania
$9646万 -$352万 -4% 3.29% – 36 5.56% 0.3
Steel Partners Holdings
8291
Steel Partners Holdings
New York
$9640万 -$2865万 -23% 5.95% – 10 0% 0.9
Unify Financial Advisors
8292
Unify Financial Advisors
Florida
$9639万 +$39.7万 +0.4% 1.02% – 99 15.15% 0.2
Professional Financial Management
8293
Professional Financial Management
Wisconsin
$9606万 +$786万 +9% 1.15% – 26 30.77% 0.2
American Wealth Advisors
8294
American Wealth Advisors
Georgia
$9596万 -$587万 -6% 1.58% – 133 69.17% 0.5
E6 Portfolios
8295
E6 Portfolios
Utah
$9591万 +$848万 +10% 0.47% – 61 11.48% 0.2
Orchard Capital Management
8296
Orchard Capital Management
Illinois
$9589万 -$1933万 -17% 8.48% 140% 49 16.33% 2.5
Oregon Pacific Wealth Management
8297
Oregon Pacific Wealth Management
Oregon
$9585万 -$95.3万 -1% 1.1% – 136 37.5% 0.8
IFC & Insurance Marketing
8298
IFC & Insurance Marketing
California
$9580万 -$503万 -5% 0.65% – 766 91.51% 0.2
Fortress Financial Solutions
8299
Fortress Financial Solutions
Arizona
$9571万 -$203万 -2% 0.91% – 65 23.08% 0.9
Red Reef Advisors
8300
Red Reef Advisors
Florida
$9555万 -$266万 -3% 2.61% – 186 12.37% 0.2