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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Prestige Wealth Management Group
Flemington,
New Jersey
| $4.84億 | +$2054万 | +4% | 5.98% | 55.8% | 1,060 | 8.96% | 3.8 |
|
| 3277 |
3277
Abundance Wealth Counselors
State College,
Pennsylvania
| $4.83億 | +$2.66億 | +122% | 11.9% | 107% | 139 | 49.64% | 1.2 |
|
| 3278 |
3278
WPWealth
Fort Worth,
Texas
| $4.82億 | +$6818万 | +16% | 5.62% | 38.2% | 92 | 28.26% | 1 |
|
| 3279 |
3279
Alibaba Group
Causeway Bay,
Hong Kong
| $4.81億 | +$3.51億 | +270% | 58.2% | 2.06% | 5 | 20% | 5.4 |
|
| 3280 |
3280
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $4.81億 | -$582万 | -1% | 6.34% | 61.6% | 186 | 22.04% | 1.3 |
|
| 3281 |
3281
Renaissance Investment Group
Lenox,
Massachusetts
| $4.8億 | +$2066万 | +4% | 7.15% | 110% | 89 | 10.11% | 6.5 |
|
| 3282 |
3282
SFE Investment Counsel
Los Angeles,
California
| $4.8億 | +$2920万 | +6% | 7.11% | 114% | 121 | 5.79% | 5.9 |
|
| 3283 |
3283
Callodine Capital Management
Boston,
Massachusetts
| $4.8億 | +$5095万 | +12% | 8.77% | 48.1% | 52 | 34.62% | 1.4 |
|
| 3284 |
3284
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $4.8億 | +$1893万 | +4% | 5.75% | 71.4% | 280 | 6.07% | 3.8 |
|
| 3285 |
3285
Cornerstone Management
Duluth,
Georgia
| $4.79億 | +$2439万 | +5% | 5.2% | 43.6% | 55 | 5.45% | 5 |
|
| 3286 |
3286
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $4.79億 | +$4107万 | +9% | 7.55% | 99.8% | 274 | 5.84% | 5.7 |
|
| 3287 |
3287
PBMares Wealth Management
Williamsburg,
Virginia
| $4.79億 | +$7132万 | +18% | 6.44% | 67.7% | 203 | 10.34% | 2.8 |
|
| 3288 |
3288
Requisite Capital Management
Dallas,
Texas
| $4.78億 | +$3666万 | +8% | 3.71% | 42.6% | 93 | 30.11% | 1.6 |
|
| 3289 |
3289
Financial Management Network
Mission Viejo,
California
| $4.78億 | +$6145万 | +15% | 6.21% | 62.5% | 177 | 18.64% | 2.1 |
|
| 3290 |
3290
Trifecta Capital Advisors
Northbrook,
Illinois
| $4.78億 | +$2612万 | +6% | 4.89% | 149% | 422 | 3.79% | 1.6 |
|
| 3291 |
3291
Centerbridge Partners
New York
| $4.78億 | -$2733万 | -5% | 0.52% | 15.9% | 9 | 0% | 2.4 |
|
| 3292 |
3292
Icon Advisers
Greenwood Village,
Colorado
| $4.77億 | +$3331万 | +7% | 7.01% | 119% | 196 | 27.04% | 2.6 |
|
| 3293 |
3293
Kathryn A. Hall
| $4.77億 | +$4439万 | +10% | 5.28% | 95.2% | 50 | 6% | 4.2 |
|
| 3294 |
3294
Twele Capital Management
Minnetonka,
Minnesota
| $4.76億 | +$3526万 | +8% | 6% | 37.1% | 40 | 2.5% | 8.2 |
|
| 3295 |
3295
Fountainhead AM
Warren,
New Jersey
| $4.76億 | +$5537万 | +13% | 6.06% | 80.4% | 158 | 16.46% | 1.7 |
|
| 3296 |
3296
Wealth Alliance Advisory Group
Wichita,
Kansas
| $4.76億 | +$3215万 | +7% | 5.99% | 72.7% | 213 | 19.25% | 3.5 |
|
| 3297 |
3297
Ironwood Financial
Tucson,
Arizona
| $4.76億 | +$2986万 | +7% | 5.56% | 54.1% | 157 | 10.83% | 5 |
|
| 3298 |
3298
Studio Investment Management
Chicago,
Illinois
| $4.76億 | +$3635万 | +8% | 6.89% | 51.3% | 330 | 19.39% | 1.7 |
|
| 3299 |
3299
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $4.75億 | +$589万 | +1% | 7.82% | 80.3% | 118 | 31.36% | 1.6 |
|
| 3300 |
CNBTD
3300
Citizens National Bank Trust Department
Meridian,
Mississippi
| $4.75億 | +$2621万 | +6% | 7.29% | 124% | 349 | 2.29% | 2.9 |
|