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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

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)
Bernzott Capital Advisors
1651
Bernzott Capital Advisors
California
$6.49億 -$3.1億 -32% 27.5% 46.2% 44 11.36% 4.3
Chicago Partners Investment Group
1652
Chicago Partners Investment Group
Illinois
$6.48億 -$1.65億 -20% 23.8% 81.4% 387 13.95% 2.8
Barton Investment Management
1653
Barton Investment Management
Pennsylvania
$6.45億 +$127万 +0.2% 3.14% 124% 42 7.14% 5.5
MCM
1654
Matarin Capital Management
New York
$6.44億 -$4.02億 -38% 27.2% 73.2% 265 36.6% 1.8
Bank of the West
1655
Bank of the West
California
$6.42億 -$2.11億 -25% 17.8% 35.4% 285 17.54% 4.6
Kentucky Retirement Systems Insurance Trust Fund
1656
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.41億 +$1647万 +3% 16.4% 115% 466 8.58% 4.9
SGCIA
1657
Smith Graham & Co Investment Advisors
Texas
$6.41億 -$3.85億 -38% 32% 56.9% 134 2.24% 5
Ironvine Capital Partners
1658
Ironvine Capital Partners
Nebraska
$6.4億 -$1.92億 -23% 17.5% 58.8% 78 26.92% 1.9
Acropolis Investment Management
1659
Acropolis Investment Management
Missouri
$6.39億 -$8312万 -12% 17.3% 51% 197 21.32% 3.8
TP
1660
Thunderbird Partners
United Kingdom
$6.39億 +$1756万 +3% 13.4% 38% 9 33.33% 1.3
Harvard Management Company
1661
Harvard Management Company
Massachusetts
$6.39億 -$3.06億 -32% 19.1% 113% 20 20% 3.1
Stack Financial Management
1662
Stack Financial Management
Montana
$6.37億 -$2.91億 -31% 17.3% 70% 53 30.19% 4.1
Cape Cod Five Cents Savings Bank
1663
Cape Cod Five Cents Savings Bank
Massachusetts
$6.37億 -$1.42億 -18% 16.9% – 186 12.37% 5.2
Atwood & Palmer
1664
Atwood & Palmer
Missouri
$6.37億 -$1.41億 -18% 18.9% 90% 330 11.21% 3.8
Evensky & Katz
1665
Evensky & Katz
Florida
$6.36億 -$8365万 -12% 19.9% 61.1% 105 7.62% 2.9
Banco de Sabadell
1666
Banco de Sabadell
Florida
$6.35億 -$1.2億 -16% 18.2% 89.9% 361 26.87% 1.4
WealthSource Partners
1667
WealthSource Partners
California
$6.35億 -$1.27億 -17% 12.4% 16.8% 457 34.57% 1.7
Corient Capital Partners
1668
Corient Capital Partners
California
$6.34億 -$1.53億 -19% 17.5% 39.2% 508 28.35% 1.9
MG
1669
Magnolia Group
Nebraska
$6.34億 -$2.25億 -26% 33.8% 11.4% 16 56.25% 1.1
Delta Asset Management
1670
Delta Asset Management
Tennessee
$6.34億 -$1.7億 -21% 19.3% 66.5% 665 8.57% 4
New York Life Investment Management
1671
New York Life Investment Management
New York
$6.34億 -$4750万 -7% 25.7% 111% 15 6.67% 1.9
Rubric Capital Management (New York)
1672
Rubric Capital Management (New York)
New York
$6.33億 -$2.52億 -28% 27.8% 251% 70 57.14% 0.6
SteelPeak Wealth
1673
SteelPeak Wealth
California
$6.33億 -$9262万 -13% 9.06% 140% 310 36.77% 0.2
Pembroke Management
1674
Pembroke Management
Quebec, Canada
$6.3億 -$5.46億 -46% 27.7% 105% 81 38.27% 2.5
Doyle Wealth Management
1675
Doyle Wealth Management
Florida
$6.29億 -$1.71億 -21% 16.7% 32.3% 218 20.18% 2.2