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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Wealth Alliance Advisory Group
Wichita,
Kansas
| $2.67億 | +$583万 | +2% | 5.53% | 72.7% | 179 | 10.61% | 3.1 |
|
| 3927 |
3927
Kiley Juergens Wealth Management
Olympia,
Washington
| $2.67億 | +$2863万 | +12% | 11.8% | 121% | 75 | 6.67% | 2.8 |
|
| 3928 |
3928
O'Brien Greene & Co
Media,
Pennsylvania
| $2.67億 | +$327万 | +1% | 3.99% | 90.9% | 128 | 5.47% | 2.9 |
|
| 3929 |
3929
Seafarer Capital Partners
Larkspur,
California
| $2.67億 | +$4008万 | +18% | 3.05% | 61.3% | 6 | 0% | 1.7 |
|
| 3930 |
3930
FCA Corp
Houston,
Texas
| $2.67億 | +$1783万 | +7% | 3.83% | 61.5% | 172 | 9.3% | 4.2 |
|
| 3931 |
3931
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $2.66億 | +$1043万 | +4% | 4.66% | 76.5% | 103 | 5.83% | 5.1 |
|
| 3932 |
3932
Trinity Legacy Partners
Houston,
Texas
| $2.66億 | +$1512万 | +6% | 4.43% | 63.3% | 93 | 19.35% | 1.9 |
|
| 3933 |
3933
SimplyRich
Carlsbad,
California
| $2.66億 | +$1474万 | +6% | 6.54% | 105% | 177 | 5.65% | 2.9 |
|
| 3934 |
3934
Vertex Planning Partners
Downers Grove,
Illinois
| $2.66億 | +$930万 | +4% | 3.88% | 55.4% | 153 | 30.07% | 0.2 |
|
| 3935 |
3935
CVI Holdings
Wilmington,
Delaware
| $2.66億 | -$5.19億 | -66% | 6.43% | 25.8% | 657 | 43.07% | 1.1 |
|
| 3936 |
TC
3936
Teilinger Capital
Houston,
Texas
| $2.65億 | -$2億 | -43% | 0.39% | 8.46% | 51 | 54.9% | 0.3 |
|
| 3937 |
3937
CIC Wealth
Rockville,
Maryland
| $2.65億 | +$2301万 | +9% | 8.81% | – | 169 | 7.1% | 0.2 |
|
| 3938 |
3938
NinePointTwo Capital
Los Angeles,
California
| $2.65億 | +$2418万 | +10% | 3.52% | 1.62% | 321 | 62.31% | 0.5 |
|
| 3939 |
3939
Weybosset Research & Management
Province,
Rhode Island
| $2.65億 | +$621万 | +2% | 4.24% | 74.8% | 60 | 6.67% | 3.8 |
|
| 3940 |
3940
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $2.65億 | +$850万 | +3% | 3.32% | 19.8% | 3 | 0% | 8.3 |
|
| 3941 |
3941
Balboa Wealth Partners
Scottsdale,
Arizona
| $2.65億 | +$4292万 | +19% | 22% | 214% | 330 | 24.24% | 0.4 |
|
| 3942 |
3942
Keating Investment Counselors
Delray Beach,
Florida
| $2.65億 | +$905万 | +4% | 0.55% | 50% | 86 | 15.12% | 4.9 |
|
| 3943 |
3943
Bourne Lent Asset Management
Pawling,
New York
| $2.65億 | +$3119万 | +13% | 15.3% | 95.1% | 63 | 3.17% | 5.7 |
|
| 3944 |
3944
KCS Wealth Advisory
Los Angeles,
California
| $2.64億 | +$2372万 | +10% | 9.81% | 45.3% | 157 | 16.56% | 3 |
|
| 3945 |
3945
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $2.64億 | +$3507万 | +15% | 10.8% | 116% | 19 | 0% | 6.5 |
|
| 3946 |
3946
ETF Portfolio Partners
Leawood,
Kansas
| $2.64億 | +$2644万 | +11% | 5.38% | 50.2% | 52 | 9.62% | 3.8 |
|
| 3947 |
3947
Hillman Capital Management
Bethesda,
Maryland
| $2.64億 | +$977万 | +4% | 10.3% | 20.2% | 53 | 3.77% | 2.6 |
|
| 3948 |
3948
Whitcomb & Hess
Ashland,
Ohio
| $2.64億 | +$1337万 | +5% | 4.26% | 54% | 42 | 14.29% | 1.2 |
|
| 3949 |
3949
Summit Financial Group
Moorefield,
West Virginia
| $2.64億 | +$1140万 | +5% | 2.46% | 26.1% | 197 | 5.58% | 3.6 |
|
| 3950 |
WA
3950
Wealthstar Advisors
Plano,
Texas
| $2.64億 | +$4381万 | +20% | 7.14% | – | 96 | 5.21% | 2.6 |
|