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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $4.18億 | -$9,800 | -0% | 2.74% | 56.9% | 117 | 10.26% | 3.3 |
|
| 3577 |
3577
SCHF (GPE)
Wilson,
Wyoming
| $4.18億 | – | – | 2.31% | – | 3 | – | 0.6 |
|
| 3578 |
3578
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $4.17億 | +$405万 | +1% | 1.49% | 111% | 180 | 13.89% | 4.4 |
|
| 3579 |
3579
Systelligence LLC
Bloomington,
Minnesota
| $4.16億 | +$1119万 | +3% | 0.66% | 58.3% | 51 | 25.49% | 1.3 |
|
| 3580 |
3580
Core Alternative Capital
Peachtree Corners,
Georgia
| $4.16億 | -$6243万 | -13% | 0.58% | 89% | 365 | 6.85% | 3.3 |
|
| 3581 |
UAM
3581
UAS Asset Management
New York
| $4.16億 | +$100万 | +0.2% | 3.89% | 103% | 16 | 37.5% | 5 |
|
| 3582 |
3582
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $4.16億 | -$610万 | -1% | 0.01% | 81.5% | 235 | 6.38% | 4.7 |
|
| 3583 |
3583
Parkside Advisors
Berkeley,
California
| $4.15億 | -$901万 | -2% | 1.31% | 36.7% | 83 | 6.02% | 4.5 |
|
| 3584 |
3584
Hamilton Wealth
Encino,
California
| $4.15億 | +$264万 | +0.6% | 0.4% | 108% | 135 | 50.37% | 1.6 |
|
| 3585 |
3585
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $4.15億 | +$254万 | +0.6% | 4.57% | 264% | 99 | 43.43% | 2.2 |
|
| 3586 |
3586
Marietta Investment Partners
Milwaukee,
Wisconsin
| $4.15億 | -$3897万 | -9% | 0.89% | 181% | 167 | 12.57% | 5.2 |
|
| 3587 |
LT
3587
Legacy Trust
Grand Rapids,
Michigan
| $4.15億 | -$1601万 | -4% | 3.72% | 110% | 163 | 6.13% | 2 |
|
| 3588 |
GWM
3588
Gibbs Wealth Management
Alpharetta,
Georgia
| $4.15億 | +$4623万 | +13% | 0.82% | – | 321 | 15.58% | 0.7 |
|
| 3589 |
3589
Shelter Mutual Insurance
Columbia,
Missouri
| $4.15億 | +$1357万 | +3% | 4.26% | 53.4% | 57 | 0% | 6.5 |
|
| 3590 |
3590
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $4.15億 | +$1063万 | +3% | 0.76% | 38.9% | 765 | 16.99% | 1.3 |
|
| 3591 |
3591
Balboa Wealth Partners
Scottsdale,
Arizona
| $4.14億 | -$2405万 | -5% | 6.8% | 214% | 380 | 25.26% | 1.3 |
|
| 3592 |
NAMP
3592
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $4.14億 | -$2236万 | -5% | 4.37% | 90.2% | 146 | 2.74% | 6.9 |
|
| 3593 |
3593
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $4.14億 | -$3690万 | -8% | 7.19% | 112% | 17 | 17.65% | 2.3 |
|
| 3594 |
3594
FCPM III Services
Naarden,
Netherlands
| $4.14億 | -$1.79億 | -30% | 28.8% | – | 8 | 12.5% | 1 |
|
| 3595 |
3595
Patton Fund Management
Dallas,
Texas
| $4.13億 | -$9740万 | -19% | 1.61% | 211% | 91 | 32.97% | 1.4 |
|
| 3596 |
3596
Founders Financial Alliance
Raleigh,
North Carolina
| $4.13億 | +$4889万 | +13% | 1.61% | 95.7% | 657 | 18.72% | 2.7 |
|
| 3597 |
3597
Arista Wealth Management
Las Vegas,
Nevada
| $4.13億 | -$450万 | -1% | 3.07% | 67% | 68 | 5.88% | 1.3 |
|
| 3598 |
3598
Hussman Strategic Advisors
Ellicott City,
Maryland
| $4.13億 | +$7410万 | +22% | 1.26% | 43.1% | 327 | 57.49% | 1.9 |
|
| 3599 |
3599
Francis Financial
| $4.12億 | +$1736万 | +4% | 1.64% | 62% | 98 | 13.27% | 2.1 |
|
| 3600 |
3600
Bienville Capital Management
New York
| $4.12億 | +$415万 | +1% | 5.91% | 36.3% | 84 | 28.57% | 3.3 |
|