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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Scissortail Wealth Management
Tulsa,
Oklahoma
| $4.39億 | -$2017万 | -4% | 1.41% | 71.9% | 119 | 12.61% | 1.8 |
|
| 3952 |
PAS
3952
PKS Advisory Services
Albany,
New York
| $4.38億 | -$4017万 | -8% | 2.43% | – | 266 | 12.03% | 0.8 |
|
| 3953 |
3953
Mandatum Life Insurance Company
Helsinki,
Finland
| $4.38億 | +$1934万 | +5% | 5.13% | 108% | 87 | 18.39% | 5.6 |
|
| 3954 |
3954
Farmers & Merchants Trust Company
Long Beach,
California
| $4.38億 | -$3535万 | -7% | 2.18% | 79.8% | 213 | 16.43% | 4.6 |
|
| 3955 |
3955
Stokes Capital Advisors
Greenwood,
South Carolina
| $4.38億 | +$804万 | +2% | 0.1% | 61.3% | 80 | 15% | 4.5 |
|
| 3956 |
3956
Standpoint Asset Management
Scottsdale,
Arizona
| $4.38億 | -$472万 | -1% | 2.49% | 71.9% | 8 | 0% | 3 |
|
| 3957 |
3957
Prentice Wealth Management
Rochester,
New York
| $4.38億 | +$3202万 | +8% | 1.54% | 47.8% | 117 | 6.84% | 2.8 |
|
| 3958 |
SI
3958
Schusterman Interests
Tulsa,
Oklahoma
| $4.37億 | -$66.1万 | -0.2% | 0.64% | 344% | 9 | 33.33% | 1 |
|
| 3959 |
3959
Q3 Asset Management
Birmingham,
Michigan
| $4.37億 | +$1.45億 | +50% | 2.96% | 105% | 87 | 65.52% | 0.4 |
|
| 3960 |
3960
Tempus Wealth Planning
Irvine,
California
| $4.36億 | +$74万 | +0.2% | 2.07% | 95% | 296 | 13.85% | 2.5 |
|
| 3961 |
VDBMI
3961
Van Den Berg Management I
Austin,
Texas
| $4.36億 | +$3729万 | +9% | 11.2% | 187% | 128 | 18.75% | 3 |
|
| 3962 |
L
3962
Laurore
Hong Kong,
| $4.36億 | – | – | 23.6% | – | 1 | – | 0 |
|
| 3963 |
3963
First PREMIER Bank
Sioux Falls,
South Dakota
| $4.36億 | -$424万 | -1% | 1.91% | 63% | 404 | 7.18% | 5.3 |
|
| 3964 |
3964
Kelleher Financial Advisors
New York
| $4.36億 | +$3563万 | +9% | 2.27% | 80.3% | 771 | 22.05% | 1 |
|
| 3965 |
3965
Trinity Legacy Partners
Houston,
Texas
| $4.36億 | +$146万 | +0.3% | 2.22% | 63.3% | 99 | 3.03% | 3.5 |
|
| 3966 |
3966
Collective Family Office
York,
Pennsylvania
| $4.36億 | +$1927万 | +5% | 2.03% | 52.5% | 162 | 4.94% | 3.6 |
|
| 3967 |
3967
Prudent Investors Network
Lake Forest,
California
| $4.36億 | +$2752万 | +7% | 0.63% | – | 76 | 14.47% | 2 |
|
| 3968 |
3968
West Michigan Advisors
Holland,
Michigan
| $4.36億 | +$1960万 | +5% | 1.81% | 97.4% | 292 | 18.49% | 1.9 |
|
| 3969 |
3969
Meiji Yasuda America
New York
| $4.36億 | – | – | 4.93% | – | 56 | – | 0 |
|
| 3970 |
3970
Lighthouse Financial Services
Brea,
California
| $4.35億 | – | – | 2.56% | – | 95 | – | 0 |
|
| 3971 |
3971
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $4.35億 | +$1989万 | +5% | 5.45% | 83.4% | 75 | 10.67% | 3.5 |
|
| 3972 |
WC
3972
Weil Company
San Diego,
California
| $4.35億 | +$1924万 | +5% | 2.28% | 71.7% | 119 | 5.88% | 3.9 |
|
| 3973 |
A6
3973
Anchor @ 65
Singapore
| $4.34億 | -$4917万 | -10% | 10% | – | 2 | 0% | 1 |
|
| 3974 |
3974
UG Investment Advisers
Taipei,
Taiwan
| $4.34億 | -$2.05億 | -32% | 7.03% | 183% | 14 | 28.57% | 1.5 |
|
| 3975 |
3975
High Net Worth Advisory Group
Naples,
Florida
| $4.34億 | +$1824万 | +4% | 2.15% | 75.7% | 249 | 9.24% | 2.8 |
|