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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Wall Capital Group
Phoenix,
Arizona
| $2.33億 | +$827万 | +4% | 8.72% | – | 20 | 25% | 2.9 |
|
| 3527 |
3527
Meridian Wealth Advisors
Austin,
Texas
| $2.33億 | +$1631万 | +8% | 8.33% | 79.9% | 177 | 15.25% | 1.2 |
|
| 3528 |
SGH
3528
Sivik Global Healthcare
Greenwich,
Connecticut
| $2.32億 | -$6939万 | -23% | 13.3% | 83.8% | 63 | 58.73% | 1.1 |
|
| 3529 |
LFG
3529
LifePlan Financial Group
Dayton,
Ohio
| $2.32億 | +$1290万 | +6% | 5.57% | 20.2% | 612 | 6.37% | 2.7 |
|
| 3530 |
3530
Concentric Wealth Management
Lafayette,
California
| $2.32億 | +$1924万 | +9% | 8.56% | 33.4% | 120 | 5% | 2.6 |
|
| 3531 |
WA
3531
WealthTrust Axiom
Wayne,
Pennsylvania
| $2.32億 | +$496万 | +2% | 6.12% | 125% | 219 | 10.96% | 4.6 |
|
| 3532 |
3532
Smart Money Group
Eastland,
Texas
| $2.32億 | +$6302万 | +37% | 5.67% | 58.9% | 96 | 22.92% | 1.1 |
|
| 3533 |
3533
JT Stratford LLC
Gainesville,
Georgia
| $2.32億 | +$3773万 | +19% | 7.97% | 103% | 177 | 28.81% | 1.6 |
|
| 3534 |
3534
Glade Brook Capital Partners
Greenwich,
Connecticut
| $2.32億 | +$3151万 | +16% | 16.3% | – | 2 | 0% | 1.4 |
|
| 3535 |
3535
VisionPoint Advisory Group
Dallas,
Texas
| $2.32億 | -$1522万 | -6% | 5.59% | 79.3% | 132 | 24.24% | 0.8 |
|
| 3536 |
3536
Peak Financial Management
Wellesley,
Massachusetts
| $2.32億 | +$1867万 | +9% | 6.49% | 58.2% | 61 | 13.11% | 2.6 |
|
| 3537 |
3537
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $2.31億 | +$2224万 | +11% | 6.14% | 40.2% | 75 | 22.67% | 2.9 |
|
| 3538 |
3538
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $2.31億 | -$302万 | -1% | 7.56% | 75.1% | 681 | 34.8% | 1.4 |
|
| 3539 |
APSP
3539
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $2.31億 | -$56.7万 | -0.2% | 6.6% | 62.1% | 84 | 9.52% | 4 |
|
| 3540 |
3540
Oakcliff Capital Partners
New York
| $2.31億 | +$4282万 | +23% | 24.9% | 133% | 11 | 9.09% | 2.3 |
|
| 3541 |
3541
Rice Partnership
Honolulu,
Hawaii
| $2.3億 | +$3546万 | +18% | 14.1% | 135% | 100 | 23% | 1.7 |
|
| 3542 |
3542
NKCFO LLC
Geneva,
Illinois
| $2.3億 | +$8240万 | +56% | 3.75% | 237% | 129 | 62.02% | 0.4 |
|
| 3543 |
3543
Crossvault Capital Management
San Antonio,
Texas
| $2.3億 | +$1457万 | +7% | 10.8% | 56.4% | 73 | 6.85% | 3.7 |
|
| 3544 |
3544
Holloway Wealth Management
Gainesville,
Florida
| $2.3億 | +$1443万 | +7% | 5.29% | 50.7% | 244 | 0% | 1.7 |
|
| 3545 |
3545
BT Wealth Management
Atlanta,
Georgia
| $2.3億 | +$3285万 | +17% | 9.08% | 34.8% | 64 | 21.88% | 1.1 |
|
| 3546 |
3546
Frisch Financial Group
Melville,
New York
| $2.3億 | +$1813万 | +9% | 6.83% | 66.6% | 108 | 12.96% | 1.3 |
|
| 3547 |
3547
Day & Ennis
Macon,
Georgia
| $2.3億 | +$2727万 | +13% | 5.94% | 15.2% | 103 | 12.62% | 2.5 |
|
| 3548 |
3548
Ninepoint Partners
Toronto,
Ontario, Canada
| $2.3億 | -$1972万 | -8% | 9.5% | 82.6% | 76 | 43.42% | 0.8 |
|
| 3549 |
3549
Harrell Investment Partners
Austin,
Texas
| $2.29億 | +$3301万 | +17% | 8.84% | 121% | 87 | 19.54% | 0.6 |
|
| 3550 |
3550
Wilsey Asset Management
San Diego,
California
| $2.29億 | -$1203万 | -5% | 9.38% | 66.9% | 24 | 29.17% | 2.8 |
|