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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
PBK
6476
Peoples Bank (Kansas)
Pratt,
Kansas
| $1.47億 | +$289万 | +2% | 2.56% | 74.5% | 335 | 6.27% | 1.2 |
|
| 6477 |
6477
Avid Wealth Partners
San Antonio,
Texas
| $1.47億 | +$665万 | +5% | 0.99% | 93.7% | 56 | 32.14% | 0.8 |
|
| 6478 |
6478
Millstone Evans Group
Boulder,
Colorado
| $1.47億 | +$69.7万 | +0.5% | 2.54% | – | 813 | 11.93% | 0.2 |
|
| 6479 |
6479
Blackston Financial Advisory Group
The Villages,
Florida
| $1.47億 | -$5341万 | -27% | 3.24% | 79.8% | 139 | 36.69% | 1.2 |
|
| 6480 |
6480
Hofer & Associates
Thousand Oaks,
California
| $1.47億 | -$163万 | -1% | 1.87% | 61.7% | 61 | 8.2% | 2.6 |
|
| 6481 |
6481
Certus Wealth Management
Redwood City,
California
| $1.47億 | -$210万 | -1% | 2.28% | – | 57 | 7.02% | 1.4 |
|
| 6482 |
DIS
6482
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $1.47億 | -$608万 | -4% | 2.96% | 93.8% | 54 | 11.11% | 4.7 |
|
| 6483 |
6483
West Bancorporation
West Des Moines,
Iowa
| $1.47億 | -$499万 | -3% | 3.01% | 72.5% | 99 | 10.1% | 3.3 |
|
| 6484 |
6484
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| $1.47億 | +$244万 | +2% | 2.05% | – | 668 | 50.45% | 0.1 |
|
| 6485 |
6485
Albert D. Mason Inc
Boston,
Massachusetts
| $1.47億 | -$255万 | -2% | 0.51% | 83.4% | 152 | 9.87% | 6.1 |
|
| 6486 |
6486
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $1.47億 | -$587万 | -4% | 0.12% | 51.3% | 209 | 16.27% | 2.3 |
|
| 6487 |
6487
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $1.47億 | -$998万 | -6% | 0.51% | 85.5% | 33 | 9.09% | 5.1 |
|
| 6488 |
6488
Successful Portfolios
Clearwater,
Florida
| $1.47億 | -$243万 | -2% | 0.99% | 110% | 163 | 4.29% | 5 |
|
| 6489 |
6489
Channing Global Advisors
Miami,
Florida
| $1.47億 | -$314万 | -2% | 1.58% | 128% | 54 | 20.37% | 1.9 |
|
| 6490 |
6490
Wolff Wiese Magana
Carslbad,
California
| $1.47億 | -$412万 | -3% | 0.79% | 149% | 1,043 | 12.85% | 2.3 |
|
| 6491 |
6491
Seamount Financial Group
Colorado Springs,
Colorado
| $1.47億 | +$211万 | +1% | 1.64% | 79.7% | 102 | 6.86% | 1.1 |
|
| 6492 |
6492
Forefront Wealth Partners
Austin,
Texas
| $1.47億 | +$1266万 | +9% | 3.05% | – | 134 | 36.57% | 0.2 |
|
| 6493 |
6493
FFG Retirement Advisors
Centennial,
Colorado
| $1.47億 | -$617万 | -4% | 0.3% | 43.4% | 49 | 22.45% | 1.5 |
|
| 6494 |
AMAL
6494
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $1.47億 | +$950万 | +7% | 7.82% | 125% | 16 | 6.25% | 4.6 |
|
| 6495 |
6495
Ables Iannone Moore & Associates
Savannah,
Georgia
| $1.47億 | -$1528万 | -9% | 7% | 116% | 58 | 6.9% | 1.1 |
|
| 6496 |
6496
Destiny Capital
Golden,
Colorado
| $1.47億 | -$1812万 | -11% | 3.73% | 60.5% | 49 | 8.16% | 2 |
|
| 6497 |
6497
Kiker Wealth Management
Jasper,
Georgia
| $1.47億 | +$2321万 | +19% | 1.15% | – | 735 | 77.96% | 0.1 |
|
| 6498 |
RHDIC
6498
R.H. Dinel Investment Counsel
Los Angeles,
California
| $1.47億 | -$324万 | -2% | 0.94% | 55.9% | 42 | 0% | 9.1 |
|
| 6499 |
6499
Palouse Capital Management
Spokane,
Washington
| $1.47億 | -$385万 | -3% | 0.78% | 67.8% | 147 | 12.93% | 2.3 |
|
| 6500 |
6500
Masterton Capital Management
New York
| $1.47億 | -$2996万 | -17% | 4.71% | 1.94% | 22 | 4.55% | 0.9 |
|