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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $5.78億 | +$1.04億 | +22% | 10.2% | 51.1% | 833 | 29.77% | 2.5 |
|
| 2702 |
2702
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $5.78億 | +$1348万 | +2% | 9.88% | 52.3% | 15 | 0% | 2 |
|
| 2703 |
2703
Personal CFO Solutions
Chester,
New Jersey
| $5.78億 | +$7164万 | +14% | 10.7% | 98.9% | 553 | 25.32% | 1.9 |
|
| 2704 |
2704
Bain Capital Credit
Boston,
Massachusetts
| $5.77億 | -$3766万 | -6% | 3.5% | 14.4% | 9 | 33.33% | 1.4 |
|
| 2705 |
2705
Insight Wealth Partners
Plano,
Texas
| $5.77億 | +$6006万 | +12% | 4.68% | 56.2% | 79 | 15.19% | 2 |
|
| 2706 |
CF
2706
Clarity Financial
Houston,
Texas
| $5.77億 | -$1861万 | -3% | 7.13% | 65.8% | 129 | 23.26% | 0.8 |
|
| 2707 |
2707
LS Investment Advisors
Bloomfield Hills,
Michigan
| $5.77億 | +$4474万 | +8% | 11.7% | 98.7% | 134 | 8.21% | 8.1 |
|
| 2708 |
2708
Strategic Investment Solutions
Orland Park,
Illinois
| $5.76億 | -$75.3億 | -93% | 4.38% | – | 1,250 | 51.12% | 0.4 |
|
| 2709 |
2709
Private Advisory Group
Redmond,
Washington
| $5.76億 | +$7013万 | +14% | 16.2% | 187% | 240 | 40% | 1.5 |
|
| 2710 |
2710
De Burlo Group
Boston,
Massachusetts
| $5.76億 | $0 | 0% | 13.7% | 164% | 81 | 0% | 3 |
|
| 2711 |
2711
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $5.75億 | -$2194万 | -4% | 10.6% | 134% | 319 | 12.54% | 3.6 |
|
| 2712 |
2712
Slow Capital
Greenbrae,
California
| $5.75億 | +$3007万 | +6% | 12.7% | 156% | 127 | 7.09% | 4.6 |
|
| 2713 |
2713
HHM Wealth Advisors
Chattanooga,
Tennessee
| $5.75億 | +$6276万 | +12% | 11.1% | 70.6% | 834 | 16.43% | 2.4 |
|
| 2714 |
2714
Murchinson
Toronto,
Ontario, Canada
| $5.74億 | -$2.05億 | -26% | 10.6% | 107% | 77 | 79.22% | 0.4 |
|
| 2715 |
2715
Montag & Caldwell
Atlanta,
Georgia
| $5.73億 | -$2.06億 | -26% | 15% | 91.3% | 89 | 11.24% | 4 |
|
| 2716 |
2716
Falcon Wealth Planning
Ontario,
California
| $5.72億 | +$1.11億 | +24% | 10.2% | 56.4% | 134 | 19.4% | 1.7 |
|
| 2717 |
2717
USA Financial Formulas
Ada,
Michigan
| $5.72億 | +$5.05億 | +754% | 11.7% | 104% | 570 | 54.91% | 1.5 |
|
| 2718 |
2718
Cullen Investment Group
Lafayette,
Louisiana
| $5.71億 | – | – | 9.55% | 102% | 172 | – | 0 |
|
| 2719 |
2719
Planning Alternatives
Birmingham,
Michigan
| $5.71億 | +$5497万 | +11% | 10.8% | 69.6% | 51 | 13.73% | 5.5 |
|
| 2720 |
2720
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $5.71億 | +$7327万 | +15% | 11.7% | 174% | 236 | 16.1% | 4.7 |
|
| 2721 |
PGCM
2721
Prescott Group Capital Management
Tulsa,
Oklahoma
| $5.71億 | +$1.2億 | +26% | 15.9% | 135% | 193 | 30.57% | 2.2 |
|
| 2722 |
2722
Acorn Financial Advisory Services
Reston,
Virginia
| $5.71億 | +$1051万 | +2% | 11.2% | 108% | 257 | 11.67% | 2.6 |
|
| 2723 |
2723
Lee Financial
Dallas,
Texas
| $5.7億 | +$3323万 | +6% | 9.28% | 75% | 945 | 20.53% | 2.9 |
|
| 2724 |
GWI
2724
Grace & White Inc
Ny,
New York
| $5.7億 | +$3346万 | +6% | 9.03% | 59.6% | 145 | 2.76% | 6.3 |
|
| 2725 |
2725
FengHe Fund Management
Singapore
| $5.7億 | +$1.49億 | +35% | 29.4% | 779% | 25 | 60% | 0.4 |
|