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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Brio Consultants
San Francisco,
California
| $4.12億 | +$2067万 | +5% | 0.4% | 46.9% | 77 | 5.19% | 2 |
|
| 3152 |
3152
Lake Street Private Wealth
Chicago,
Illinois
| $4.12億 | +$1890万 | +5% | 0.51% | 105% | 240 | 15% | 1.4 |
|
| 3153 |
3153
Sargent Investment Group
Bethesda,
Maryland
| $4.12億 | -$970万 | -2% | 1.25% | 135% | 220 | 14.09% | 1.8 |
|
| 3154 |
3154
Certified Advisory Corp
Altamonte Springs,
Florida
| $4.12億 | +$1379万 | +3% | 0.65% | 62.9% | 252 | 19.44% | 2.8 |
|
| 3155 |
3155
Center for Financial Planning
Southfied,
Michigan
| $4.11億 | +$498万 | +1% | 0.58% | 64.4% | 545 | 11.56% | 1.3 |
|
| 3156 |
3156
Haverford Financial Services
Radnor,
Pennsylvania
| $4.11億 | +$182万 | +0.4% | 0.58% | 57.9% | 72 | 13.89% | 3.5 |
|
| 3157 |
TFS
3157
Thoroughbred Financial Services
Brentwood,
Tennessee
| $4.11億 | +$1165万 | +3% | 0.19% | 179% | 332 | 14.76% | 1.5 |
|
| 3158 |
3158
D'Orazio & Associates
Falls Church,
Virginia
| $4.11億 | +$2291万 | +6% | 5.2% | 66.7% | 795 | 53.21% | 1.8 |
|
| 3159 |
3159
Hudson Way Capital Management
Dallas,
Texas
| $4.11億 | +$1477万 | +4% | 4.61% | 51.3% | 19 | 21.05% | 1.7 |
|
| 3160 |
3160
Cambridge Advisors
Omaha,
Nebraska
| $4.1億 | -$305万 | -0.7% | 1.09% | 58.6% | 179 | 4.47% | 4.1 |
|
| 3161 |
3161
Berkshire Bank
Pittsfield,
Massachusetts
| $4.1億 | -$403万 | -1% | 0.01% | 76.2% | 128 | 5.47% | 0.9 |
|
| 3162 |
3162
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $4.1億 | +$1215万 | +3% | 0.8% | 39.5% | 91 | 10.99% | 0.7 |
|
| 3163 |
3163
Private Advisory Group
Redmond,
Washington
| $4.1億 | +$1268万 | +3% | 1.44% | 187% | 151 | 37.09% | 1.3 |
|
| 3164 |
BSPF
3164
British Steel Pension Fund
London,
United Kingdom
| $4.1億 | -$1933万 | -5% | 2.93% | 29.7% | 23 | 0% | 6.2 |
|
| 3165 |
3165
Wilsey Asset Management
San Diego,
California
| $4.1億 | +$3425万 | +9% | 3.3% | 66.9% | 31 | 19.35% | 2.1 |
|
| 3166 |
3166
Wilkins Investment Counsel
Boston,
Massachusetts
| $4.09億 | +$260万 | +0.6% | 2.51% | 71.3% | 79 | 5.06% | 6.4 |
|
| 3167 |
3167
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $4.09億 | -$4587万 | -10% | 4.52% | 36.7% | 5 | 0% | 3 |
|
| 3168 |
3168
PAX Financial Group
San Antonio,
Texas
| $4.09億 | +$1328万 | +3% | 0.4% | 56% | 188 | 15.43% | 1 |
|
| 3169 |
3169
One Day In July LLC
Burlington,
Vermont
| $4.08億 | +$2258万 | +6% | 1.21% | 48.2% | 74 | 10.81% | 1.5 |
|
| 3170 |
3170
Strategic Point Investment Advisors
Providence,
Rhode Island
| $4.08億 | -$314万 | -0.8% | 0.51% | 58.2% | 30 | 10% | 3.1 |
|
| 3171 |
3171
Legacy Financial Advisors
Covington,
Kentucky
| $4.08億 | +$1294万 | +3% | 0.13% | 97.8% | 187 | 9.63% | 1.2 |
|
| 3172 |
3172
Matthew Goff Investment Advisor
Houston,
Texas
| $4.08億 | +$1377万 | +3% | 0.09% | 89.6% | 93 | 6.45% | 2.6 |
|
| 3173 |
3173
Octagon Capital Advisors
New York
| $4.06億 | -$7667万 | -16% | 3.85% | 2,969% | 37 | 27.03% | 0.5 |
|
| 3174 |
3174
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $4.06億 | -$2004万 | -5% | 1.05% | 26.4% | 4 | 75% | 2 |
|
| 3175 |
3175
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $4.06億 | -$3065万 | -7% | 1.25% | 18.3% | 161 | 15.53% | 3.7 |
|