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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Parisi Gray Wealth Management
Mendham,
New Jersey
| $1.61億 | -$4229万 | -21% | 9.6% | 137% | 106 | 23.58% | 3.9 |
|
| 5127 |
5127
First Financial Corp
Terre Haute,
Indiana
| $1.61億 | -$218万 | -1% | 3.08% | 95.3% | 383 | 2.35% | 6 |
|
| 5128 |
5128
Aflac Inc
Columbus,
Georgia
| $1.61億 | -$1762万 | -10% | 9.87% | 13.4% | 4 | 0% | 0.6 |
|
| 5129 |
5129
Tandem Wealth Advisors
Phoenix,
Arizona
| $1.61億 | +$327万 | +2% | 5.19% | 43.1% | 85 | 48.24% | 0.2 |
|
| 5130 |
5130
MBA Advisors
Hermitage,
Pennsylvania
| $1.61億 | +$776万 | +5% | 4.63% | 66.1% | 133 | 16.54% | 1.6 |
|
| 5131 |
5131
Zullo Investment Group
Scranton,
Pennsylvania
| $1.61億 | -$283万 | -2% | 14.2% | 143% | 767 | 82.01% | 1.2 |
|
| 5132 |
5132
TKG Advisors
Valparaiso,
Indiana
| $1.6億 | +$862万 | +6% | 5.91% | 116% | 109 | 40.37% | 0.6 |
|
| 5133 |
5133
Round Hill Asset Management
Pasadena,
California
| $1.6億 | -$141万 | -0.9% | 2.54% | 43.2% | 61 | 6.56% | 4.6 |
|
| 5134 |
5134
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $1.6億 | +$591万 | +4% | 3.19% | 38.7% | 43 | 9.3% | 0.5 |
|
| 5135 |
5135
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $1.6億 | +$1214万 | +8% | 4.34% | 107% | 174 | 12.07% | 0.8 |
|
| 5136 |
5136
Peachtree Investment Partners
Indian River Shores,,
Florida
| $1.6億 | -$378万 | -2% | 7.6% | 111% | 97 | 6.19% | 2.7 |
|
| 5137 |
SVG
5137
Sun Valley Gold
Sun Valley,
Idaho
| $1.6億 | +$1367万 | +9% | 18.4% | 160% | 13 | 38.46% | 2.8 |
|
| 5138 |
5138
Ironwood Investment Management
Boston,
Massachusetts
| $1.6億 | +$827万 | +5% | 9.53% | 163% | 167 | 4.19% | 5.9 |
|
| 5139 |
5139
Texas Capital Bancshares
Dallas,
Texas
| $1.6億 | +$1724万 | +12% | 13.4% | 175% | 89 | 12.36% | 2.7 |
|
| 5140 |
5140
Mayport LLC
Newton,
Massachusetts
| $1.6億 | +$2601万 | +19% | 6.82% | 57% | 66 | 15.15% | 0.9 |
|
| 5141 |
5141
Peninsula Asset Management
Bradenton,
Florida
| $1.6億 | -$329万 | -2% | 5.02% | 54.2% | 45 | 11.11% | 7.2 |
|
| 5142 |
5142
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $1.6億 | +$735万 | +5% | 3.59% | 82.3% | 155 | 6.45% | 2 |
|
| 5143 |
5143
Lansing Street Advisors
Ambler,
Pennsylvania
| $1.6億 | +$1373万 | +9% | 4.65% | 76.8% | 378 | 27.25% | 0.8 |
|
| 5144 |
5144
Cincinnati Casualty Company
Fairfield,
Ohio
| $1.6億 | -$266万 | -2% | 0.31% | 68.7% | 26 | 0% | 7.5 |
|
| 5145 |
5145
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $1.59億 | +$610万 | +4% | 2.93% | 47.5% | 32 | 3.13% | 3.2 |
|
| 5146 |
5146
United Fire Group
Cedar Rapids,
Iowa
| $1.59億 | -$973万 | -6% | 0.1% | 27.4% | 46 | 4.35% | 8.1 |
|
| 5147 |
5147
Corepath Wealth Partners
Scottsdale,
Arizona
| $1.59億 | +$923万 | +6% | 4.95% | 62.1% | 40 | 5% | 2 |
|
| 5148 |
5148
Successful Portfolios
Clearwater,
Florida
| $1.59億 | +$595万 | +4% | 7.12% | 110% | 202 | 12.87% | 3.6 |
|
| 5149 |
5149
Brookmont Capital Management
Dallas,
Texas
| $1.59億 | -$385万 | -2% | 1.02% | 32.2% | 51 | 11.76% | 6.1 |
|
| 5150 |
5150
Clarus Wealth Advisors
Peoria,
Arizona
| $1.59億 | +$642万 | +4% | 7.28% | 89.7% | 149 | 38.93% | 1.5 |
|