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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
KPP Advisory Services
Louisville,
Kentucky
| $6.75億 | +$6923万 | +11% | 8.36% | 87.9% | 340 | 12.65% | 1.2 |
|
| 2977 |
2977
Kelman-Lazarov Inc
Memphis,
Tennessee
| $6.74億 | +$5724万 | +9% | 5.98% | 51.6% | 137 | 14.6% | 4.4 |
|
| 2978 |
2978
ShawSpring Partners
Boston,
Massachusetts
| $6.73億 | -$1.2億 | -15% | 9.35% | 23.4% | 11 | 9.09% | 1.3 |
|
| 2979 |
2979
Faithward Advisors
Lancaster,
Pennsylvania
| $6.73億 | +$2813万 | +4% | 10.9% | 119% | 311 | 17.04% | 2.1 |
|
| 2980 |
2980
Impact Partnership Wealth
Marietta,
Georgia
| $6.72億 | +$1.3億 | +24% | 6.06% | 50.9% | 378 | 41.01% | 0.8 |
|
| 2981 |
2981
James J. Burns & Company
Melville,
New York
| $6.71億 | +$5770万 | +9% | 8.06% | 70.2% | 163 | 6.75% | 1.8 |
|
| 2982 |
2982
Permanens Capital
New York
| $6.71億 | -$6284万 | -9% | 8.94% | 76.9% | 94 | 61.7% | 1.4 |
|
| 2983 |
2983
Foresight Group
London,
United Kingdom
| $6.7億 | -$3496万 | -5% | 6.63% | – | 60 | 3.33% | 1.1 |
|
| 2984 |
2984
Newbridge Financial Services Group
Boca Raton,
Florida
| $6.69億 | +$5296万 | +9% | 12.1% | 189% | 1,400 | 14.07% | 1.6 |
|
| 2985 |
2985
Peterson Wealth Advisors
Orem,
Utah
| $6.69億 | +$6275万 | +10% | 5.5% | 50.9% | 101 | 5.94% | 3.5 |
|
| 2986 |
TAA
2986
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $6.68億 | +$1.28億 | +24% | 23.8% | 312% | 58 | 46.55% | 0.9 |
|
| 2987 |
2987
Asio Capital
Lexington,
Kentucky
| $6.68億 | +$6773万 | +11% | 7.65% | 98% | 116 | 12.07% | 2.7 |
|
| 2988 |
2988
WealthPLAN Partners
Omaha,
Nebraska
| $6.67億 | +$4577万 | +7% | 8.35% | 71.6% | 273 | 15.75% | 4.4 |
|
| 2989 |
2989
Kera Capital Partners
San Jose,
California
| $6.67億 | +$1.59億 | +31% | 13.7% | – | 457 | 30.63% | 0.3 |
|
| 2990 |
2990
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $6.66億 | +$3460万 | +5% | 4.65% | 39.5% | 47 | 0% | 3.4 |
|
| 2991 |
2991
Calton & Associates
Tampa,
Florida
| $6.66億 | +$8780万 | +15% | 7.54% | 79% | 463 | 25.05% | 1.1 |
|
| 2992 |
2992
Canal Capital Management
Richmond,
Virginia
| $6.66億 | +$3178万 | +5% | 6.37% | 69.5% | 199 | 12.06% | 4 |
|
| 2993 |
2993
First Turn Management
Del Mar,
California
| $6.66億 | +$1.3億 | +24% | 64.4% | – | 42 | 47.62% | 0.8 |
|
| 2994 |
2994
Convergence Financial
Columbia,
Missouri
| $6.66億 | +$8429万 | +14% | 6.52% | 70.6% | 200 | 16.5% | 1.2 |
|
| 2995 |
CFGSD
2995
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $6.65億 | +$5548万 | +9% | 6.58% | 72% | 104 | 5.77% | 2.2 |
|
| 2996 |
2996
Capital Advantage
Walnut Creek,
California
| $6.65億 | +$3353万 | +5% | 4.95% | 49.2% | 142 | 4.93% | 2.4 |
|
| 2997 |
2997
Leelyn Smith
Geneva,
Illinois
| $6.64億 | +$5440万 | +9% | 6.24% | 86% | 146 | 9.59% | 3.4 |
|
| 2998 |
2998
Thrive Wealth Management
Audubon,
Pennsylvania
| $6.63億 | +$4365万 | +7% | 7.72% | 84.1% | 254 | 15.35% | 2.3 |
|
| 2999 |
2999
Delta Air Lines
Atlanta,
Georgia
| $6.63億 | +$2.65億 | +66% | 66.9% | 40.7% | 2 | 0% | 3.3 |
|
| 3000 |
3000
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $6.63億 | +$1.15億 | +21% | 17.1% | 224% | 180 | 46.11% | 1 |
|