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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)
American Assets Capital Advisers
2051
American Assets Capital Advisers
California
$6.2億 +$1億 +19% 10.2% 73.5% 36 8.33% 2.5
Transform Wealth
2052
Transform Wealth
Colorado
$6.2億 +$3644万 +6% 9.32% 48.4% 237 14.77% 1.9
Narwhal Capital Management
2053
Narwhal Capital Management
Georgia
$6.2億 +$4288万 +7% 9.8% 109% 160 23.13% 3.7
Weatherly Asset Management
2054
Weatherly Asset Management
California
$6.2億 +$5405万 +10% 9.26% 116% 183 6.56% 4.7
Oxford Financial Group
2055
Oxford Financial Group
Indiana
$6.2億 +$3006万 +5% 9.48% 77.2% 204 17.65% 1
Hengehold Capital Management
2056
Hengehold Capital Management
Ohio
$6.19億 +$5590万 +10% 5.41% 54.5% 141 9.22% 3.3
Woodstock Corp
2057
Woodstock Corp
Massachusetts
$6.19億 +$3261万 +6% 9.3% 115% 162 2.47% 5.3
C
2058
Chescapmanager
Maryland
$6.19億 +$2452万 +4% 23.7% 202% 66 50% 0.8
IFG Advisory
2059
IFG Advisory
Georgia
$6.18億 +$6300万 +11% 7.33% 76.3% 423 12.53% 1.6
Maple Capital Management
2060
Maple Capital Management
Vermont
$6.17億 +$1.07億 +21% 10.2% 114% 105 7.62% 3.8
Oakworth Capital
2061
Oakworth Capital
Alabama
$6.17億 +$6002万 +11% 8.01% 70% 635 13.23% 4.3
Segment Wealth Management
2062
Segment Wealth Management
Texas
$6.16億 +$7495万 +14% 10.7% 108% 210 12.38% 3.3
CCM Investment Advisers
2063
CCM Investment Advisers
South Carolina
$6.16億 +$2885万 +5% 6.55% 170% 69 11.59% 3.4
American Financial Advisors
2064
American Financial Advisors
Georgia
$6.15億 -$920万 -1% 5.36% 52.7% 112 6.25% 1.3
BDO Wealth Advisors
2065
BDO Wealth Advisors
Florida
$6.14億 +$4506万 +8% 7.14% 38.3% 993 36.96% 1.3
Steamboat Capital Partners
2066
Steamboat Capital Partners
New York
$6.14億 +$7690万 +14% 10.8% 280% 60 20% 1
Resource Management
2067
Resource Management
Louisiana
$6.13億 +$3531万 +6% 6.47% 82.7% 164 17.07% 1.9
RPGK
2068
Retirement Planning Group (Kansas)
Kansas
$6.13億 +$6871万 +13% 6.88% 54.7% 60 11.67% 4.3
Texas Capital Bank Wealth Management Services
2069
Texas Capital Bank Wealth Management Services
Texas
$6.13億 +$1.66億 +37% 10% 94.9% 165 39.39% 0.4
Cowen and Company
2070
Cowen and Company
New York
$6.13億 +$1111万 +2% 5.03% 120% 630 70.16% 0.2
JC
2071
JBF Capital
Colorado
$6.12億 -$1495万 -2% 9.03% 93.6% 180 62.78% 0.7
Western Wealth Management
2072
Western Wealth Management
Colorado
$6.12億 +$6071万 +11% 10% 92.1% 481 17.67% 1.2
DGHMC
2073
Dalton, Greiner, Hartman, Maher & Co
New York
$6.12億 -$4.05億 -40% 5.16% 63% 180 14.44% 2.5
LCM
2074
Lomas Capital Management
New York
$6.12億 +$1.41億 +30% 7.9% 66.3% 28 42.86% 0.8
Keeley-Teton Advisors
2075
Keeley-Teton Advisors
Illinois
$6.12億 -$2339万 -4% 3.53% 28.6% 262 9.92% 2.6