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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)
Rodgers & Associates
2551
Rodgers & Associates
Pennsylvania
$6.64億 +$4905万 +8% 6.73% 56.3% 94 4.26% 0.9
Creative Financial Designs
2552
Creative Financial Designs
Indiana
$6.64億 +$5912万 +10% 4.97% 58.8% 1,514 26.55% 1.9
LS Investment Advisors
2553
LS Investment Advisors
Michigan
$6.63億 -$1.14億 -15% 13% 98.7% 168 12.5% 7.5
Evolution Wealth Advisors
2554
Evolution Wealth Advisors
Florida
$6.62億 +$1.96億 +42% 2.5% 96% 680 82.06% 1.5
NEWAS
2555
N.E.W. Advisory Services
Wisconsin
$6.62億 +$4843万 +8% 5.35% 51.1% 140 10.71% 1.4
Biglari Capital Corp
2556
Biglari Capital Corp
Texas
$6.6億 -$6683万 -9% 9.62% 72.7% 14 35.71% 3.8
Signet Financial Management
2557
Signet Financial Management
New Jersey
$6.6億 +$8114万 +14% 8.78% 65.2% 1,490 83.15% 0.3
Morningstar Investment Management
2558
Morningstar Investment Management
Illinois
$6.6億 +$6018万 +10% 3.22% 48.2% 47 10.64% 1.2
Raub Brock Capital Management
2559
Raub Brock Capital Management
California
$6.58億 $0 0% 13.6% 54.7% 66 0% 2.2
Hendershot Investments
2560
Hendershot Investments
Virginia
$6.58億 +$1.28億 +24% 10.9% 61.9% 152 34.21% 2.9
Stillwater Capital Advisors
2561
Stillwater Capital Advisors
Pennsylvania
$6.57億 +$5026万 +8% 11.9% 121% 77 11.69% 4.2
Lindbrook Capital
2562
Lindbrook Capital
California
$6.57億 +$2.75億 +72% 7.36% 35.8% 2,266 20.87% 1.8
HAM
2563
Hillcrest Asset Management
Texas
$6.56億 -$4266万 -6% 7.9% 97.2% 65 18.46% 2
Wallington Asset Management
2564
Wallington Asset Management
Indiana
$6.56億 +$5471万 +9% 8% 120% 83 13.25% 4.1
CKW Financial Group
2565
CKW Financial Group
Hawaii
$6.56億 +$775万 +1% 6.93% 70.3% 246 10.98% 4
RGT Wealth Advisors
2566
RGT Wealth Advisors
Texas
$6.55億 +$1.49億 +29% 5.32% 9.35% 349 84.53% 0.3
RCM
2567
Ratan Capital Management
Florida
$6.55億 -$1.19億 -15% 4.22% 616% 168 61.31% 1
Adams Street Partners
2568
Adams Street Partners
Illinois
$6.55億 -$1.24億 -16% 19.5% 399% 36 55.56% 1.2
Prysm Capital
2569
Prysm Capital
New Jersey
$6.55億 – – 2.94% 46.6% 1 – 0
DGM
2570
Darwin Global Management
Jersey
$6.55億 +$1.11億 +20% 27.1% 2,582% 17 52.94% 0.3
Caledonia Investments plc (UK)
2571
Caledonia Investments plc (UK)
United Kingdom
$6.54億 +$8162万 +14% 7.69% 61.9% 12 8.33% 4.6
IQ EQ Fund Management
2572
IQ EQ Fund Management
Ireland
$6.52億 -$306万 -0.5% 5.24% 109% 270 23.7% 2.6
Tradewinds Capital Management
2573
Tradewinds Capital Management
Washington
$6.52億 +$6346万 +11% 7.05% 96.9% 846 10.99% 4
Enterprise Financial Services Corp (EFSC)
2574
Enterprise Financial Services Corp (EFSC)
Missouri
$6.52億 -$1.21億 -16% 7% 112% 492 40.85% 4.4
Wealthquest
2575
Wealthquest
Ohio
$6.52億 +$5909万 +10% 6.88% 52.1% 147 11.56% 2.9