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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Evolution Wealth Advisors
Aventura,
Florida
| $2.18億 | -$160万 | -0.7% | 11.3% | 96% | 157 | 43.31% | 0.2 |
|
| 3352 |
3352
Peak Financial Management
Wellesley,
Massachusetts
| $2.17億 | +$1425万 | +7% | 9.37% | 58.2% | 56 | 5.36% | 1.8 |
|
| 3353 |
AC
3353
Asturias Capital
New York
| $2.17億 | +$383万 | +2% | 20% | 94.2% | 25 | 56% | 0.5 |
|
| 3354 |
3354
Finepoint Capital
Boston,
Massachusetts
| $2.17億 | +$5216万 | +32% | 7.57% | 0.24% | 4 | 75% | 0.2 |
|
| 3355 |
3355
Pier 88 Investment Partners
San Francisco,
California
| $2.17億 | +$1975万 | +10% | 5.99% | 40.3% | 108 | 21.3% | 1 |
|
| 3356 |
3356
Stewardship Financial Advisors
Stockbridge,
Georgia
| $2.17億 | +$2207万 | +11% | 11.1% | 39.1% | 73 | 21.92% | 1.8 |
|
| 3357 |
3357
First Sabrepoint Capital Management
Dallas,
Texas
| $2.17億 | +$2652万 | +14% | 18% | 218% | 34 | 35.29% | 0.5 |
|
| 3358 |
3358
YorkBridge Wealth Partners
New York
| $2.17億 | +$2798万 | +15% | 13.8% | 36.5% | 799 | 7.88% | 1.9 |
|
| 3359 |
3359
Matthew Goff Investment Advisor
Houston,
Texas
| $2.17億 | +$1993万 | +10% | 10.8% | 89.6% | 54 | 9.26% | 1.6 |
|
| 3360 |
3360
Kestrel Investment Management
San Mateo,
California
| $2.16億 | +$1792万 | +9% | 16.1% | 99.8% | 50 | 20% | 1.3 |
|
| 3361 |
3361
Aveo Capital Partners
Englewood,
Colorado
| $2.16億 | +$1616万 | +8% | 7.87% | 19.1% | 175 | 30.86% | 1.3 |
|
| 3362 |
3362
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $2.16億 | +$3739万 | +21% | 10.7% | 39.1% | 39 | 15.38% | 2.8 |
|
| 3363 |
3363
TrueWealth LLC
Atlanta,
Georgia
| $2.16億 | +$1857万 | +9% | 9.03% | – | 778 | 5.4% | 1.2 |
|
| 3364 |
APSP
3364
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $2.16億 | +$1824万 | +9% | 10.4% | 62.1% | 285 | 8.42% | 2.8 |
|
| 3365 |
3365
Shine Investment Advisory Services
Lone Tree,
Colorado
| $2.15億 | +$1262万 | +6% | 13.4% | 29% | 734 | 11.72% | 1.5 |
|
| 3366 |
3366
Inspire Investing
Meridian,
Idaho
| $2.15億 | +$6662万 | +45% | 14.7% | 107% | 323 | 33.13% | 0.8 |
|
| 3367 |
3367
Think Investments
San Francisco,
California
| $2.15億 | +$4759万 | +28% | 27.3% | 285% | 12 | 41.67% | 1.6 |
|
| 3368 |
3368
McNamara Financial Services
Marshfield,
Massachusetts
| $2.15億 | -$2167万 | -9% | 9.06% | 47.7% | 40 | 5% | 2.4 |
|
| 3369 |
CA
3369
Continental Advisors
Park City,
Utah
| $2.15億 | -$1.12億 | -34% | 14.3% | 73.6% | 104 | 21.15% | 3.1 |
|
| 3370 |
3370
Perkins Coie Trust Company
Seattle,
Washington
| $2.15億 | +$2405万 | +13% | 13.8% | 83.2% | 315 | 5.71% | 3.9 |
|
| 3371 |
3371
Roanoke Asset Management
Jersey City,
New Jersey
| $2.15億 | +$2600万 | +14% | 16.8% | 50.3% | 112 | 13.39% | 3.9 |
|
| 3372 |
3372
Sharkey, Howes & Javer
Denver,
Colorado
| $2.14億 | +$6086万 | +40% | 11.5% | 60.2% | 237 | 12.24% | 2.8 |
|
| 3373 |
LCP
3373
Legacy Capital Partners
Milwaukee,
Wisconsin
| $2.14億 | +$2558万 | +14% | 12.8% | 85.6% | 138 | 10.14% | 3.4 |
|
| 3374 |
3374
Trivium Point Advisory
Westport,
Connecticut
| $2.14億 | +$4940万 | +30% | 13.6% | 116% | 167 | 22.75% | 0.2 |
|
| 3375 |
3375
Permit Capital
West Conshohocken,
Pennsylvania
| $2.14億 | +$4652万 | +28% | 18.4% | 140% | 27 | 0% | 4.4 |
|