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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
メガAUM
2,000億ドル超
AUMが大きい
100億〜2,000億ドル
中規模AUM
20億ドル~100億ドル
運用資産が少ない
2億5,000万ドル~20億ドル
小規模AUM
2億5,000万ドル未満
10%未満
20%未満
40%未満
60%未満
80%未満
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Bedel Financial Consulting
Indianapolis,
Indiana
| $9.29億 | +$1.46億 | +19% | 17.1% | 97.4% | 302 | 9.27% | 4.7 |
|
| 2502 |
2502
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| $9.29億 | +$3228万 | +4% | 3.31% | – | 268 | 9.7% | 0.6 |
|
| 2503 |
2503
Benchstone Capital Management
New York
| $9.28億 | +$1.95億 | +27% | 2.37% | – | 56 | 71.43% | 0.2 |
|
| 2504 |
2504
Barton Investment Management
West Conshohocken,
Pennsylvania
| $9.28億 | -$5377万 | -5% | 2.3% | 124% | 52 | 1.92% | 7.4 |
|
| 2505 |
2505
Quest Investment Management
Lake Oswego,
Oregon
| $9.28億 | -$2502万 | -3% | 1.8% | 105% | 139 | 10.79% | 3.5 |
|
| 2506 |
2506
Water Island Capital
New York
| $9.28億 | +$1.34億 | +17% | 24.9% | 438% | 139 | 74.82% | 0.2 |
|
| 2507 |
2507
Parthenon LLC
Louisville,
Kentucky
| $9.27億 | +$2420万 | +3% | 4.21% | 93.3% | 135 | 7.41% | 8.2 |
|
| 2508 |
2508
Barlow Wealth Partners
Louisville,
Kentucky
| $9.27億 | +$2789万 | +3% | 3.01% | 101% | 138 | 7.25% | 1.6 |
|
| 2509 |
2509
Leuthold Group
Minneapolis,
Minnesota
| $9.26億 | +$1205万 | +1% | 6.45% | 138% | 248 | 33.87% | 1.6 |
|
| 2510 |
2510
Red Cedar Investment Management
Grand Rapids,
Michigan
| $9.26億 | +$7259万 | +9% | 4.43% | 88.8% | 88 | 9.09% | 3 |
|
| 2511 |
2511
Curated Wealth Partners
El Segundo,
California
| $9.25億 | +$9866万 | +12% | 4.39% | 39.9% | 222 | 35.59% | 0.8 |
|
| 2512 |
2512
Hartline Investment Corp
Winnetka,
Illinois
| $9.25億 | -$3953万 | -4% | 3.08% | 222% | 120 | 14.17% | 3.4 |
|
| 2513 |
2513
Griffin Asset Management
New York
| $9.24億 | +$3429万 | +4% | 2.73% | 88.9% | 259 | 23.17% | 5.3 |
|
| 2514 |
2514
Opus Capital Group
Cincinnati,
Ohio
| $9.23億 | +$3341万 | +4% | 2.04% | 53.7% | 143 | 8.39% | 4.8 |
|
| 2515 |
2515
Jag Capital Management
St Louis,
Missouri
| $9.22億 | +$892万 | +1% | 8.04% | 269% | 164 | 26.83% | 3.8 |
|
| 2516 |
2516
Indivisible Partners
Clearwater,
Florida
| $9.22億 | – | – | 1.34% | – | 440 | – | 0 |
|
| 2517 |
2517
CKW Financial Group
Honolulu,
Hawaii
| $9.22億 | +$484万 | +0.5% | 2.25% | 70.3% | 198 | 11.11% | 6.3 |
|
| 2518 |
2518
Avenir Corporation
Alexandria,
Virginia
| $9.22億 | -$3842万 | -4% | 1.43% | 34.4% | 74 | 5.41% | 6.6 |
|
| 2519 |
2519
Toth Financial Advisory
Leesburg,
Virginia
| $9.21億 | -$661万 | -0.7% | 0.56% | 90.4% | 1,002 | 31.04% | 3.4 |
|
| 2520 |
2520
Greenwood Capital Associates
Greenwood,
South Carolina
| $9.21億 | +$5433万 | +6% | 4.85% | 87.7% | 277 | 15.88% | 2.5 |
|
| 2521 |
2521
HBW Advisory Services
Simi Valley,
California
| $9.2億 | +$3167万 | +4% | 1.62% | 68.6% | 455 | 15.38% | 2.3 |
|
| 2522 |
2522
INVST
Indianapolis,
Indiana
| $9.2億 | +$4057万 | +5% | 3.41% | 78.5% | 324 | 10.19% | 2.1 |
|
| 2523 |
2523
Private Wealth Asset Management
Cedar Rapids,
Iowa
| $9.19億 | +$7170万 | +8% | 2.56% | – | 1,152 | 9.46% | 0.7 |
|
| 2524 |
2524
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $9.19億 | +$3730万 | +4% | 1.69% | 42.7% | 1,410 | 5.96% | 1.8 |
|
| 2525 |
2525
Oak Harvest Investment Services
Houston,
Texas
| $9.17億 | +$5964万 | +7% | 4.66% | 120% | 188 | 24.47% | 2 |
|