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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Bedel Financial Consulting
Indianapolis,
Indiana
| $7.83億 | +$5019万 | +7% | 4.34% | 97.4% | 292 | 8.22% | 4.7 |
|
| 2702 |
2702
Hidden Lake Asset Management
New York
| $7.82億 | +$4.15億 | +113% | 39.3% | 849% | 70 | 87.14% | 0.2 |
|
| 2703 |
2703
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $7.81億 | -$9011万 | -10% | 8.96% | 97.3% | 591 | 26.57% | 3.8 |
|
| 2704 |
BDWCC
2704
B&D White Capital Company
Lakeway,
Texas
| $7.81億 | +$1.24億 | +19% | 6.15% | 44.2% | 97 | 44.33% | 1.1 |
|
| 2705 |
2705
TFC Financial Management
Boston,
Massachusetts
| $7.81億 | +$5054万 | +7% | 6.82% | 66.9% | 1,062 | 14.69% | 2.5 |
|
| 2706 |
2706
Johnson Bixby & Associates
Vancouver,
Washington
| $7.8億 | +$5196万 | +7% | 5.11% | 48.7% | 125 | 4.8% | 2.9 |
|
| 2707 |
2707
First Hawaiian Bank
Honolulu,
Hawaii
| $7.8億 | +$4289万 | +6% | 6.62% | 72.7% | 96 | 2.08% | 8.1 |
|
| 2708 |
CP
2708
Coho Partners
Berwyn,
Pennsylvania
| $7.79億 | -$5.64億 | -42% | 4.24% | 35.6% | 34 | 5.88% | 6.7 |
|
| 2709 |
2709
Planning Alternatives
Birmingham,
Michigan
| $7.79億 | +$6007万 | +8% | 7.33% | 69.6% | 89 | 11.24% | 4.2 |
|
| 2710 |
HP
2710
Hound Partners
New York
| $7.79億 | +$3870万 | +5% | 10.5% | 19.7% | 35 | 34.29% | 1.1 |
|
| 2711 |
2711
Gilbert & Cook
West Des Moines,
Iowa
| $7.78億 | +$3825万 | +5% | 6.64% | 63.2% | 222 | 12.61% | 3.7 |
|
| 2712 |
2712
Sharkey, Howes & Javer
Denver,
Colorado
| $7.78億 | +$3222万 | +4% | 6.68% | 60.2% | 169 | 14.79% | 3 |
|
| 2713 |
IBOK
2713
Independence Bank of Kentucky
Owensboro,
Kentucky
| $7.78億 | +$7219万 | +10% | 7.83% | 94.3% | 640 | 6.56% | 4.1 |
|
| 2714 |
2714
Dillon & Associates
Jackson,
Michigan
| $7.78億 | +$4107万 | +6% | 8.24% | 117% | 78 | 3.85% | 8 |
|
| 2715 |
2715
Premier Path Wealth Partners
Madison,
New Jersey
| $7.77億 | +$5856万 | +8% | 8.04% | 98.8% | 400 | 5.75% | 1.4 |
|
| 2716 |
2716
CVA Family Office
Denver,
Colorado
| $7.77億 | +$6526万 | +9% | 7.3% | 71.6% | 1,354 | 9.68% | 1.9 |
|
| 2717 |
2717
American Financial Advisors
Marietta,
Georgia
| $7.76億 | +$6027万 | +8% | 5.44% | 52.7% | 167 | 8.98% | 3.4 |
|
| 2718 |
2718
Lake Street Private Wealth
Chicago,
Illinois
| $7.76億 | +$7300万 | +10% | 8.63% | 105% | 282 | 10.99% | 3.2 |
|
| 2719 |
AAA
2719
Adams Asset Advisors
Dallas,
Texas
| $7.76億 | +$6490万 | +9% | 9.87% | 66.8% | 81 | 1.23% | 5.4 |
|
| 2720 |
2720
Triad Wealth Partners
Lawrence,
Kansas
| $7.75億 | +$2.8億 | +57% | 7.11% | – | 385 | 29.87% | 0.5 |
|
| 2721 |
2721
Brookwood Investment Group
Phoenix,
Arizona
| $7.75億 | +$1.54億 | +25% | 9.78% | – | 556 | 32.73% | 0.4 |
|
| 2722 |
2722
Resources Management Corp
West Hartford,
Connecticut
| $7.74億 | +$3729万 | +5% | 9.14% | 78.5% | 431 | 6.5% | 5 |
|
| 2723 |
2723
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $7.74億 | +$7750万 | +11% | 7.45% | 64.3% | 445 | 7.19% | 1.6 |
|
| 2724 |
2724
EFG Asset Management
Portland,
Oregon
| $7.73億 | +$6560万 | +9% | 14.6% | 211% | 182 | 19.23% | 1.8 |
|
| 2725 |
2725
Southernsun Asset Management
Memphis,
Tennessee
| $7.72億 | +$5963万 | +8% | 12.2% | 54.7% | 31 | 0% | 5.5 |
|