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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)
Mount Yale Investment Advisors
2126
Mount Yale Investment Advisors
Colorado
$7.66億 +$5369万 +8% 6.17% 92.1% 462 26.19% 1.4
RVW Wealth
2127
RVW Wealth
California
$7.66億 +$8400万 +12% 6.13% 65.8% 105 11.43% 1.2
Clear Harbor Asset Management
2128
Clear Harbor Asset Management
Connecticut
$7.65億 +$6860万 +10% 7.44% 106% 386 32.38% 2.8
NewSquare Capital
2129
NewSquare Capital
Pennsylvania
$7.63億 +$4882万 +7% 6.17% 82.5% 380 20% 2.7
WCM
2130
Wallace Capital Management
Texas
$7.63億 +$1.04億 +16% 10.3% 62.3% 70 7.14% 3.8
Maltese Capital Management
2131
Maltese Capital Management
New York
$7.63億 +$1.15億 +18% 23.5% 114% 181 33.7% 2
Tensile Capital Management
2132
Tensile Capital Management
California
$7.62億 -$9015万 -11% 6.28% 47.7% 19 15.79% 2.6
Dakota Wealth Management
2133
Dakota Wealth Management
Florida
$7.62億 -$672万 -0.9% 5.23% 112% 365 26.3% 2
Sage Financial Group
2134
Sage Financial Group
Pennsylvania
$7.62億 +$3314万 +5% 6.57% 67% 71 7.04% 3.8
Colonial Trust Advisors
2135
Colonial Trust Advisors
South Carolina
$7.61億 +$4022万 +6% 5.43% 80% 181 9.39% 4
Summit Financial
2136
Summit Financial
New Jersey
$7.58億 +$4707万 +7% 6.15% 81.8% 57 10.53% 1.1
Phocas Financial Corp
2137
Phocas Financial Corp
California
$7.58億 +$1.04億 +16% 21.9% – 220 45.45% 2
PS
2138
Presima Securities
Quebec, Canada
$7.58億 +$8016万 +12% 8.47% 10.3% 56 26.79% 2.1
SPC Financial Inc
2139
SPC Financial Inc
Maryland
$7.58億 +$4718万 +7% 9.1% 65.1% 175 15.43% 3
Blue Whale Capital
2140
Blue Whale Capital
United Kingdom
$7.58億 +$5536万 +8% 0.3% 409% 20 20% 1
J.L. Bainbridge & Co
2141
J.L. Bainbridge & Co
Florida
$7.58億 +$4763万 +7% 6.68% 118% 93 16.13% 1.6
E-L Financial Corp
2142
E-L Financial Corp
Ontario, Canada
$7.57億 +$3177万 +4% 6% 78.5% 1 0% 4.3
Third Avenue Management
2143
Third Avenue Management
New York
$7.56億 +$4342万 +6% 22% 113% 65 7.69% 3.7
CDAM (UK)
2144
CDAM (UK)
United Kingdom
$7.56億 +$1億 +15% 10.3% 7.89% 14 21.43% 1.9
Parker Investment Management
2145
Parker Investment Management
California
$7.56億 +$1.74億 +30% 8.93% 208% 52 30.77% 1.5
Stonebridge Capital Advisors
2146
Stonebridge Capital Advisors
Minnesota
$7.56億 +$9512万 +14% 7.44% 80.1% 987 80.75% 0.9
St. James Investment Company
2147
St. James Investment Company
Texas
$7.55億 -$2033万 -3% 4.14% 43.8% 38 5.26% 1.8
SeaCrest Wealth Management
2148
SeaCrest Wealth Management
New York
$7.55億 +$4402万 +6% 6.41% 153% 696 16.09% 1.9
AIM
2149
Aigen Investment Management
New York
$7.55億 -$1139万 -1% 5.73% 55.5% 1,003 66.9% 0.3
TD Capital Management
2150
TD Capital Management
Tennessee
$7.55億 +$3005万 +4% 3.32% 40.5% 339 18.29% 3.2