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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
Inspire Trust Company
Reno,
Nevada
| $3.03億 | +$1.24億 | +69% | 0.19% | 64.4% | 112 | 6.25% | 0.4 |
|
| 4177 |
4177
Stewardship Advisors
Mount Joy,
Pennsylvania
| $3.03億 | +$1034万 | +4% | 0.23% | 46.1% | 67 | 10.45% | 1.8 |
|
| 4178 |
4178
Georgetown University
Washington,
District of Columbia
| $3.03億 | -$1014万 | -3% | 5.08% | 79.9% | 19 | 5.26% | 2.8 |
|
| 4179 |
4179
Mokosak Advisory Group
Urbandale,
Iowa
| $3.03億 | -$44.1万 | -0.1% | 0.41% | 59.2% | 31 | 6.45% | 3.8 |
|
| 4180 |
4180
Empire Financial Management Company
New York
| $3.02億 | -$26.1万 | -0.1% | 1.77% | 78.3% | 218 | 14.68% | 1 |
|
| 4181 |
4181
Keystone Financial Planning
Cleveland,
Ohio
| $3.02億 | -$617万 | -2% | 2.65% | 46% | 54 | 18.52% | 5.4 |
|
| 4182 |
4182
ClearAlpha Technologies
Greenwich,
Connecticut
| $3.02億 | +$6474万 | +27% | 1.39% | – | 341 | 68.33% | 0.2 |
|
| 4183 |
4183
Chan Zuckerberg Initiative
Redwood City,
California
| $3.02億 | -$3298万 | -10% | 0.99% | 59% | 2 | 0% | 0.8 |
|
| 4184 |
4184
Fairhaven Wealth Management
Oak Brook,
Illinois
| $3.02億 | +$1050万 | +4% | 2.28% | – | 128 | 10.16% | 3 |
|
| 4185 |
CCP
4185
Camelot Capital Partners
Laguna Beach,
California
| $3.02億 | +$8815万 | +41% | 43% | – | 3 | 0% | 1.7 |
|
| 4186 |
WA
4186
WealthTrust Axiom
Wayne,
Pennsylvania
| $3.02億 | -$878万 | -3% | 0.52% | 123% | 267 | 5.99% | 5.9 |
|
| 4187 |
ACM
4187
Aljian Capital Management
Carson City,
Nevada
| $3.01億 | +$3232万 | +12% | 14.7% | 162% | 36 | 2.78% | 4.4 |
|
| 4188 |
4188
Syntrinsic
Denver,
Colorado
| $3.01億 | +$290万 | +1% | 0.35% | – | 87 | 12.64% | 0.7 |
|
| 4189 |
4189
Jentner Corp
Akron,
Ohio
| $3.01億 | +$1641万 | +6% | 0.91% | 38.9% | 54 | 7.41% | 3.7 |
|
| 4190 |
SM
4190
Scoggin Management
New York
| $3.01億 | +$869万 | +3% | 8.32% | 889% | 92 | 67.39% | 0.6 |
|
| 4191 |
IAA
4191
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $3.01億 | +$861万 | +3% | 3.49% | 49.3% | 99 | 41.41% | 3.1 |
|
| 4192 |
4192
GraniteShares Advisors
New York
| $3億 | +$1.11億 | +59% | 21.1% | 88.4% | 103 | 23.3% | 1 |
|
| 4193 |
4193
Beam Wealth Advisors
Covington,
Louisiana
| $3億 | +$1.34億 | +80% | 3.1% | 69.2% | 160 | 64.38% | 1.5 |
|
| 4194 |
4194
Vista Investment Partners
Oklahoma City,
Oklahoma
| $3億 | +$602万 | +2% | 1.66% | 112% | 174 | 24.71% | 0.4 |
|
| 4195 |
4195
Kendall Capital Management
Rockville,
Maryland
| $3億 | +$925万 | +3% | 1.97% | 130% | 222 | 11.26% | 3.1 |
|
| 4196 |
4196
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $3億 | -$1280万 | -4% | 2.11% | 52.1% | 123 | 21.95% | 3.4 |
|
| 4197 |
4197
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $2.99億 | +$857万 | +3% | 1.14% | 84.4% | 518 | 12.36% | 0.5 |
|
| 4198 |
4198
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| $2.99億 | +$2173万 | +8% | 4.98% | 31.6% | 145 | 17.24% | 1.2 |
|
| 4199 |
4199
MSH Capital Advisors
Scottsdale,
Arizona
| $2.99億 | +$1463万 | +5% | 0.86% | 77.4% | 234 | 13.68% | 1.8 |
|
| 4200 |
4200
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $2.99億 | +$1418万 | +5% | 4.4% | 136% | 154 | 9.09% | 3.1 |
|