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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
LexAurum Advisors
Overland Park,
Kansas
| $3.07億 | -$3148万 | -9% | 7.19% | – | 290 | 18.97% | 2.2 |
|
| 3952 |
3952
Jenkins Wealth
Englewood,
Colorado
| $3.07億 | – | – | 4.97% | – | 31 | – | 0 |
|
| 3953 |
3953
Summit Financial Group
Moorefield,
West Virginia
| $3.07億 | +$3081万 | +11% | 7.84% | 26.1% | 215 | 6.98% | 2.5 |
|
| 3954 |
3954
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
| $3.07億 | – | – | 7.19% | – | 874 | – | 0 |
|
| 3955 |
3955
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $3.07億 | +$5449万 | +22% | 4.73% | 44% | 79 | 18.99% | 1.7 |
|
| 3956 |
3956
Paradiem
Covington,
Louisiana
| $3.07億 | -$2925万 | -9% | 9.54% | 114% | 113 | 18.58% | 0.8 |
|
| 3957 |
3957
Versant Capital Management
Phoenix,
Arizona
| $3.07億 | +$2364万 | +8% | 5.31% | 97.3% | 1,667 | 5.22% | 4.1 |
|
| 3958 |
3958
Gleason Group
Prospect,
Kentucky
| $3.06億 | +$2965万 | +11% | 7.25% | 69.1% | 216 | 6.94% | 1.7 |
|
| 3959 |
3959
Hendley & Co
Zanesville,
Ohio
| $3.06億 | +$2015万 | +7% | 12.9% | 64.9% | 76 | 13.16% | 4.4 |
|
| 3960 |
3960
Burt Wealth Advisors
North Bethesda,
Maryland
| $3.06億 | -$759万 | -2% | 4.5% | 57.3% | 103 | 17.48% | 5.2 |
|
| 3961 |
3961
Richmond Hill Investments
New York
| $3.06億 | -$2567万 | -8% | 6.38% | 55.2% | 10 | 0% | 2.6 |
|
| 3962 |
3962
Prism Advisors
Studio City,
California
| $3.06億 | +$2528万 | +9% | 6.27% | 54.6% | 57 | 12.28% | 2.2 |
|
| 3963 |
3963
Fernwood Investment Management
Quincy,
Massachusetts
| $3.06億 | +$1468万 | +5% | 7.3% | 83.4% | 219 | 13.24% | 3.3 |
|
| 3964 |
3964
Falcon Wealth Planning
Ontario,
California
| $3.06億 | +$4258万 | +16% | 7.93% | 56.4% | 82 | 17.07% | 0.7 |
|
| 3965 |
3965
Pasadena Private Wealth
Pasadena,
California
| $3.06億 | +$2000万 | +7% | 5.83% | 60.8% | 133 | 37.59% | 1.3 |
|
| 3966 |
3966
Raffa Wealth Management
Washington,
District of Columbia
| $3.05億 | +$1702万 | +6% | 2.64% | 35.8% | 1,156 | 6.23% | 1.7 |
|
| 3967 |
IP
3967
Isomer Partners
New York
| $3.05億 | -$6297万 | -17% | 11.6% | 57.2% | 26 | 42.31% | 0.8 |
|
| 3968 |
3968
Steginsky Capital
Port Washington,
New York
| $3.05億 | +$3908万 | +15% | 16.9% | 99.4% | 8 | 12.5% | 4.9 |
|
| 3969 |
3969
Red Door Wealth Management
Memphis,
Tennessee
| $3.05億 | +$4354万 | +17% | 11.4% | 117% | 167 | 11.98% | 1.4 |
|
| 3970 |
3970
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $3.05億 | +$2812万 | +10% | 11.3% | 84.7% | 169 | 6.51% | 4.5 |
|
| 3971 |
3971
Highland Management Partners 9
Cambridge,
Massachusetts
| $3.05億 | – | – | 12.9% | – | 5 | – | 0 |
|
| 3972 |
3972
Curtis Advisory Group
Santa Barbara,
California
| $3.05億 | +$2930万 | +11% | 10% | 79.8% | 85 | 16.47% | 1.4 |
|
| 3973 |
3973
O'Brien Greene & Co
Media,
Pennsylvania
| $3.04億 | +$3028万 | +11% | 10.5% | 90.9% | 145 | 13.1% | 1.8 |
|
| 3974 |
BDWCC
3974
B&D White Capital Company
Lakeway,
Texas
| $3.04億 | +$4442万 | +17% | 11% | 44.2% | 77 | 36.36% | 0.6 |
|
| 3975 |
3975
Bard Associates
Chicago,
Illinois
| $3.04億 | +$799万 | +3% | 12.3% | 247% | 183 | 4.92% | 4.3 |
|