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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Marble Wealth
Montgomery,
Alabama
| $7.2億 | – | – | 3.24% | – | 272 | – | 0 |
|
| 2952 |
2952
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $7.2億 | +$8887万 | +14% | 2.47% | 62.6% | 320 | 10.31% | 2.7 |
|
| 2953 |
2953
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $7.2億 | +$4067万 | +6% | 1.76% | 68.7% | 151 | 17.22% | 1.4 |
|
| 2954 |
OTL
2954
Oak Thistle LLC
New York
| $7.2億 | +$6386万 | +10% | 0.32% | 58.3% | 674 | 62.31% | 0.3 |
|
| 2955 |
2955
Cannon Financial Strategists
Athens,
Georgia
| $7.19億 | +$2054万 | +3% | 2.58% | 56.7% | 105 | 5.71% | 3.7 |
|
| 2956 |
2956
Physician Wealth Advisors
Midvale,
Utah
| $7.19億 | +$1608万 | +2% | 2.47% | 79.9% | 2,181 | 19.99% | 1 |
|
| 2957 |
2957
Palo Alto Investors
Palo Alto,
California
| $7.18億 | +$1.78億 | +33% | 33% | 157% | 51 | 17.65% | 3.4 |
|
| 2958 |
2958
Nottingham Advisors
Amherst,
New York
| $7.18億 | -$256万 | -0.4% | 1.73% | 47.6% | 115 | 9.57% | 4.8 |
|
| 2959 |
2959
Proffitt & Goodson
Knoxville,
Tennessee
| $7.18億 | +$2038万 | +3% | 1.84% | 48.5% | 463 | 39.31% | 4.7 |
|
| 2960 |
2960
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $7.17億 | +$5.39億 | +304% | 0.33% | 70.9% | 229 | 48.03% | 1.2 |
|
| 2961 |
2961
Breakwater Capital Group
Paramus,
New Jersey
| $7.17億 | +$3934万 | +6% | 2.21% | 67.4% | 370 | 9.73% | 2 |
|
| 2962 |
2962
White Lighthouse Investment Management
Bedford,
Massachusetts
| $7.16億 | +$6040万 | +9% | 1.95% | 62.1% | 151 | 8.61% | 4.9 |
|
| 2963 |
2963
Southernsun Asset Management
Memphis,
Tennessee
| $7.16億 | -$5540万 | -7% | 2.67% | 54.7% | 35 | 20% | 4.8 |
|
| 2964 |
2964
Unique Wealth
Clearwater,
Florida
| $7.16億 | +$3444万 | +5% | 1.52% | 68.5% | 194 | 12.37% | 1.4 |
|
| 2965 |
2965
Fractal Investments
Glastonbury,
Connecticut
| $7.16億 | +$2352万 | +3% | 2.43% | 74.2% | 86 | 17.44% | 2.2 |
|
| 2966 |
2966
Ironwood Investment Counsel
Scottsdale,
Arizona
| $7.16億 | +$3016万 | +4% | 3.76% | 78.2% | 277 | 9.39% | 5 |
|
| 2967 |
2967
Pinnbrook Capital Management
New York
| $7.15億 | -$1.89億 | -21% | 17.3% | 913% | 193 | 73.58% | 0.2 |
|
| 2968 |
2968
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $7.15億 | +$3695万 | +5% | 1.51% | 56.3% | 139 | 12.95% | 3.9 |
|
| 2969 |
2969
Dimension Capital Management
Coral Gables,
Florida
| $7.15億 | +$1937万 | +3% | 2.92% | 65.5% | 126 | 19.05% | 3.9 |
|
| 2970 |
AG
2970
Artal Group
Luxembourg
| $7.15億 | -$4359万 | -6% | 5.47% | 181% | 2 | 0% | 7.5 |
|
| 2971 |
2971
United Capital Management of KS
Salina,
Kansas
| $7.14億 | -$2120万 | -3% | 1.58% | 295% | 135 | 34.07% | 2.7 |
|
| 2972 |
2972
LS Investment Advisors
Bloomfield Hills,
Michigan
| $7.14億 | +$380万 | +0.5% | 4.64% | 98.7% | 143 | 11.89% | 8.8 |
|
| 2973 |
2973
South Street Advisors
New York
| $7.12億 | -$5085万 | -7% | 3.6% | 169% | 84 | 15.48% | 3.9 |
|
| 2974 |
2974
Arvest Investments
Lowell,
Arkansas
| $7.12億 | +$1472万 | +2% | 1.96% | 50% | 198 | 12.63% | 1.4 |
|
| 2975 |
2975
Auxier Asset Management
Aurora,
Oregon
| $7.11億 | -$231万 | -0.3% | 2.07% | 71.7% | 186 | 10.75% | 8.3 |
|