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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $1.42億 | +$1516万 | +12% | 6.63% | 136% | 108 | 8.33% | 1.7 |
|
| 4427 |
4427
Affinia Financial Group
Burlington,
Massachusetts
| $1.42億 | +$2100万 | +17% | 5.81% | 37.5% | 22 | 13.64% | 0.5 |
|
| 4428 |
4428
BNC Wealth Management
Beaverton,
Oregon
| $1.42億 | – | – | 14% | 204% | 531 | – | 0 |
|
| 4429 |
4429
Hillman Capital Management
Bethesda,
Maryland
| $1.42億 | +$481万 | +4% | 1.78% | 20.2% | 40 | 15% | 2.6 |
|
| 4430 |
4430
PYA Waltman Capital
Knoxville,
Tennessee
| $1.42億 | +$2054万 | +17% | 11.1% | 62.4% | 48 | 33.33% | 0.5 |
|
| 4431 |
4431
Pinnacle Bancorp
Beatrice,
Nebraska
| $1.42億 | +$743万 | +6% | 8.27% | 72.9% | 721 | 16.92% | 2.5 |
|
| 4432 |
4432
Jupiter Wealth Management
Glendale,
Colorado
| $1.42億 | -$5804万 | -29% | 11.4% | 99.2% | 93 | 45.16% | 0.9 |
|
| 4433 |
4433
360 Financial
Wayzata,
Minnesota
| $1.42億 | +$2118万 | +18% | 9.66% | 86.1% | 74 | 17.57% | 0.6 |
|
| 4434 |
4434
IFG Advisors
St. Louis,
Missouri
| $1.41億 | +$1483万 | +12% | 8.28% | 78.7% | 87 | 8.05% | 0.8 |
|
| 4435 |
LWPC
4435
Legacy Wealth Partners (California)
Calabasas,
California
| $1.41億 | +$906万 | +7% | 10.8% | – | 112 | 36.61% | 0.5 |
|
| 4436 |
CSWG
4436
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $1.41億 | +$693万 | +5% | 5.96% | 76% | 52 | 3.85% | 0.7 |
|
| 4437 |
4437
JFG Wealth Management
Denver,
Colorado
| $1.41億 | +$3691万 | +35% | 15.2% | 65.2% | 52 | 67.31% | 0.3 |
|
| 4438 |
4438
Selway Asset Management
| $1.41億 | +$1531万 | +12% | 10.6% | 36.5% | 72 | 6.94% | 3.8 |
|
| 4439 |
4439
Swiss Re
Zurich,
Switzerland
| $1.41億 | +$1054万 | +8% | 8.08% | – | 2 | 0% | 3.5 |
|
| 4440 |
4440
Harrington Investments
Napa,
California
| $1.41億 | +$1299万 | +10% | 14.1% | 109% | 77 | 6.49% | 2.7 |
|
| 4441 |
4441
VELT Partners Investimentos
Sao Paolo,
Brazil
| $1.41億 | +$1565万 | +12% | 21% | 19.4% | 5 | 20% | 0.7 |
|
| 4442 |
4442
Altman Advisors
Chicago,
Illinois
| $1.41億 | +$2350万 | +20% | 14.9% | 143% | 85 | 25.88% | 1.1 |
|
| 4443 |
4443
Unified Trust Company
Lexington,
Kentucky
| $1.41億 | +$812万 | +6% | 8.37% | 69.7% | 59 | 13.56% | 1.4 |
|
| 4444 |
4444
Aprio Wealth Management
Atlanta,
Georgia
| $1.41億 | +$3738万 | +36% | 5.57% | 66.1% | 76 | 18.42% | 0.5 |
|
| 4445 |
4445
Jefferies Financial Group
New York
| $1.41億 | +$2615万 | +23% | 28.7% | 146% | 7 | 0% | 1.6 |
|
| 4446 |
4446
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $1.41億 | +$2513万 | +22% | 6.41% | 58.7% | 62 | 33.87% | 1 |
|
| 4447 |
4447
Maltin Wealth Management
Ridgewood,
New Jersey
| $1.41億 | +$812万 | +6% | 4.42% | 58.2% | 91 | 16.48% | 0.6 |
|
| 4448 |
4448
Brown University
Providence,
Rhode Island
| $1.41億 | +$478万 | +4% | 1.9% | 40.1% | 7 | 28.57% | 0.3 |
|
| 4449 |
4449
Moseley Investment Management
Bradenton,
Florida
| $1.4億 | +$2005万 | +17% | 16.1% | 96.6% | 143 | 16.08% | 1 |
|
| 4450 |
4450
Oldfather Financial Services
Kearney,
Nebraska
| $1.4億 | +$1156万 | +9% | 7.26% | 60.8% | 60 | 5% | 0.7 |
|