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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
ORC
5426
O'Rourke & Company
Boston,
Massachusetts
| $2.53億 | -$448万 | -2% | 2.28% | 78.5% | 177 | 8.47% | 2.9 |
|
| 5427 |
5427
Stonehearth Capital Management
Danvers,
Massachusetts
| $2.52億 | -$1783万 | -7% | 2.17% | 87.5% | 103 | 13.59% | 3.4 |
|
| 5428 |
5428
Ruggaard & Associates
Hudson,
Ohio
| $2.52億 | -$161万 | -0.6% | 0.46% | 47.6% | 126 | 7.14% | 2.3 |
|
| 5429 |
5429
Lodestone Wealth Management
Spokane,
Washington
| $2.52億 | +$677万 | +3% | 1.89% | 87.1% | 825 | 8.85% | 0.7 |
|
| 5430 |
PI
5430
PJT Investments
Toronto,
| $2.52億 | +$8154万 | +48% | 0.15% | – | 8 | 25% | 0.6 |
|
| 5431 |
5431
Meramec Financial Planners
Saint Louis,
Missouri
| $2.52億 | -$445万 | -2% | 1.77% | – | 553 | 12.48% | 0.2 |
|
| 5432 |
SLA
5432
Silver Lake Advisory
Cottonwood Heights,
Utah
| $2.52億 | -$581万 | -2% | 1.72% | 76.7% | 108 | 9.26% | 4.7 |
|
| 5433 |
5433
Invenio Wealth Partners
Coral Gables,
Florida
| $2.52億 | -$1733万 | -6% | 0.33% | 55.5% | 100 | 19% | 1.8 |
|
| 5434 |
5434
Carnegie Lake Advisors
Princeton,
New Jersey
| $2.52億 | -$1080万 | -4% | 1.85% | – | 175 | 10.29% | 1.3 |
|
| 5435 |
5435
Seneca House Advisors
Richmond,
Virginia
| $2.52億 | -$1558万 | -6% | 1.02% | 58.2% | 108 | 16.67% | 4.2 |
|
| 5436 |
5436
Trustees of Dartmouth College
Hanover,
New Hampshire
| $2.52億 | -$1.42億 | -36% | 2.19% | 63.8% | 11 | 18.18% | 1.6 |
|
| 5437 |
WIA
5437
Wetzel Investment Advisors
Indianapolis,
Indiana
| $2.52億 | +$458万 | +2% | 1.21% | 72.2% | 136 | 6.62% | 1.8 |
|
| 5438 |
5438
Ducere Wealth Management
Newport Beach,
California
| $2.51億 | -$713万 | -3% | 2.65% | – | 145 | 23.45% | 0.2 |
|
| 5439 |
5439
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $2.51億 | -$377万 | -1% | 3.15% | 65% | 35 | 14.29% | 4 |
|
| 5440 |
5440
Weik Capital Management
Wyomissing,
Pennsylvania
| $2.51億 | -$1564万 | -6% | 2.85% | 71.6% | 94 | 6.38% | 9 |
|
| 5441 |
5441
Washington State Investment Board
Olympia,
Washington
| $2.51億 | -$5866万 | -19% | 20.5% | 274% | 2 | 0% | 4.6 |
|
| 5442 |
5442
Bayshore Asset Management
Coral Gables,
Florida
| $2.51億 | +$619万 | +3% | 2.4% | 66.1% | 42 | 7.14% | 3.2 |
|
| 5443 |
5443
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $2.51億 | +$236万 | +0.9% | 0.56% | 64.8% | 85 | 8.24% | 4.4 |
|
| 5444 |
5444
M37 Management
Menlo Park,
California
| $2.51億 | +$1.05億 | +72% | 11.7% | – | 15 | 40% | 0.2 |
|
| 5445 |
5445
TrueWealth Financial Partners
Bellevue,
Washington
| $2.51億 | +$1.3億 | +107% | 0.14% | 36.4% | 111 | 95.5% | 0.1 |
|
| 5446 |
5446
Boulder Wealth Advisors
Boulder,
Colorado
| $2.51億 | +$1428万 | +6% | 4.01% | – | 42 | 30.95% | 1.8 |
|
| 5447 |
5447
Quad-Cities Investment Group
Davenport,
Iowa
| $2.51億 | +$851万 | +4% | 0.99% | 67.3% | 206 | 10.68% | 4.1 |
|
| 5448 |
5448
REDW Wealth
Albuquerque,
New Mexico
| $2.51億 | -$1159万 | -4% | 0.61% | 59.1% | 105 | 8.57% | 4.5 |
|
| 5449 |
5449
Essex Woodlands Management
The Woodlands,
Texas
| $2.51億 | -$6774万 | -21% | 10.3% | 119% | 6 | 16.67% | 6.9 |
|
| 5450 |
5450
Chicago Wealth Management
Chicago,
Illinois
| $2.51億 | +$168万 | +0.7% | 7.84% | 134% | 64 | 25% | 2.2 |
|