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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Freedom Day Solutions
Houston,
Texas
| $3.27億 | -$760万 | -2% | 0.66% | 86.6% | 106 | 16.98% | 3.4 |
|
| 4152 |
4152
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $3.27億 | +$865万 | +3% | 3.55% | 81% | 96 | 2.08% | 6.2 |
|
| 4153 |
VDBMI
4153
Van Den Berg Management I
Austin,
Texas
| $3.27億 | -$2043万 | -6% | 0.4% | 187% | 113 | 13.27% | 3.2 |
|
| 4154 |
4154
Summit Wealth & Retirement Planning
San Ramon,
California
| $3.26億 | +$320万 | +1% | 1.4% | 67.6% | 81 | 11.11% | 2.7 |
|
| 4155 |
4155
Windsor Capital Management
Phoenix,
Arizona
| $3.26億 | -$1126万 | -3% | 1.3% | 49.1% | 122 | 5.74% | 6.5 |
|
| 4156 |
4156
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $3.26億 | +$344万 | +1% | 1.59% | 34.2% | 45 | 6.67% | 6 |
|
| 4157 |
4157
ORG Wealth Partners
Dallas,
Texas
| $3.26億 | +$154万 | +0.5% | 9.82% | – | 834 | 48.44% | 0.3 |
|
| 4158 |
4158
Mandatum Life Insurance Company
Helsinki,
Finland
| $3.26億 | -$1167万 | -3% | 3.55% | 108% | 84 | 15.48% | 5.6 |
|
| 4159 |
CA
4159
Clune & Associates
Chicago,
Illinois
| $3.26億 | +$2443万 | +8% | 0.64% | – | 144 | 7.64% | 0.2 |
|
| 4160 |
4160
BCGM Wealth Management
Lafayette,
Indiana
| $3.25億 | +$1021万 | +3% | 0.51% | 58.3% | 158 | 8.86% | 2.5 |
|
| 4161 |
4161
Monument Capital Management
Alexandria,
Virginia
| $3.25億 | -$3739万 | -10% | 0.33% | 170% | 232 | 31.47% | 2.3 |
|
| 4162 |
4162
Prism Advisors
Studio City,
California
| $3.25億 | -$859万 | -3% | 0.16% | 54.6% | 63 | 6.35% | 3.3 |
|
| 4163 |
4163
Maytus Capital Management
New York
| $3.25億 | +$3881万 | +14% | 1.16% | 442% | 76 | 60.53% | 0.3 |
|
| 4164 |
AWA
4164
Aquire Wealth Advisors
South Jordan,
Utah
| $3.25億 | +$197万 | +0.6% | 1.32% | 60.2% | 51 | 7.84% | 2.5 |
|
| 4165 |
4165
Haverford Financial Services
Radnor,
Pennsylvania
| $3.25億 | -$333万 | -1% | 1.27% | 57.9% | 43 | 4.65% | 6.4 |
|
| 4166 |
4166
NovaPoint Capital
Atlanta,
Georgia
| $3.25億 | -$316万 | -1% | 0.91% | 94% | 145 | 17.93% | 3.1 |
|
| 4167 |
4167
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $3.24億 | +$1399万 | +5% | 1.87% | 19.4% | 97 | 24.74% | 3 |
|
| 4168 |
4168
Opal Wealth Advisors
Jericho,
New York
| $3.24億 | -$875万 | -3% | 1.59% | 62.3% | 536 | 64.93% | 0.7 |
|
| 4169 |
4169
All-Stars Investment
Hong Kong
| $3.24億 | +$5129万 | +19% | 16% | 30.1% | 3 | 0% | 2.1 |
|
| 4170 |
4170
Roberts Wealth Advisors
Palo Alto,
California
| $3.24億 | -$488万 | -1% | 2.6% | 81.1% | 108 | 15.74% | 1.9 |
|
| 4171 |
4171
Brooklyn FI
New York
| $3.24億 | +$2358万 | +8% | 1.16% | 60.4% | 67 | 7.46% | 1.9 |
|
| 4172 |
4172
Rock Point Advisors
Burlington,
Vermont
| $3.24億 | -$1885万 | -5% | 2.39% | 82.8% | 112 | 11.61% | 4.8 |
|
| 4173 |
4173
RJA Asset Management
Stamford,
Connecticut
| $3.24億 | -$9225万 | -22% | 12% | 80.2% | 4 | 0% | 2.4 |
|
| 4174 |
CCP
4174
Caden Capital Partners
Santa Monica,
California
| $3.24億 | -$385万 | -1% | 3.56% | 19.1% | 13 | 23.08% | 1.2 |
|
| 4175 |
4175
SRH Advisors
Salina,
Kansas
| $3.24億 | -$1319万 | -4% | 1.68% | 55.7% | 290 | 10.34% | 6.9 |
|