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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $3.45億 | +$2860万 | +9% | 7.91% | 52.9% | 1,315 | 15.51% | 0.6 |
|
| 4252 |
4252
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $3.45億 | +$2643万 | +8% | 6.11% | 60.6% | 113 | 15.04% | 2.1 |
|
| 4253 |
4253
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $3.45億 | +$2972万 | +9% | 17.8% | 40.5% | 6 | 16.67% | 1.2 |
|
| 4254 |
4254
United Wealth Management
Charlottesville,
Virginia
| $3.44億 | +$2512万 | +8% | 6.81% | – | 24 | 12.5% | 0.4 |
|
| 4255 |
4255
Cypress Capital
Franklin,
Tennessee
| $3.44億 | -$258万 | -0.7% | 4.22% | 43.6% | 89 | 11.24% | 2.5 |
|
| 4256 |
DL
4256
DOHJ LLC
Seattle,
Washington
| $3.44億 | -$9356万 | -21% | 6.71% | 51.5% | 174 | 32.18% | 2.6 |
|
| 4257 |
4257
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $3.44億 | +$1211万 | +4% | 8.89% | 92% | 162 | 14.2% | 4.9 |
|
| 4258 |
4258
Hollow Brook Wealth Management
Katonah,
New York
| $3.44億 | +$329万 | +1% | 8.81% | 97.8% | 94 | 14.89% | 4 |
|
| 4259 |
4259
Silverlake Wealth Management
Williston,
Vermont
| $3.44億 | +$7941万 | +30% | 7.75% | 73.3% | 326 | 22.09% | 2 |
|
| 4260 |
4260
CWS Financial Advisors
Kalamazoo,
Michigan
| $3.44億 | +$2703万 | +9% | 7.65% | 55.7% | 141 | 12.77% | 3.4 |
|
| 4261 |
4261
James T. Borello
East Dundee,
Illinois
| $3.43億 | +$3150万 | +10% | 8.1% | 71.2% | 292 | 24.32% | 0.9 |
|
| 4262 |
4262
Northeast Financial Group
Tannersville,
Pennsylvania
| $3.43億 | +$5765万 | +20% | 5.97% | 31.6% | 104 | 23.08% | 1.9 |
|
| 4263 |
4263
Windsor Capital Management
Phoenix,
Arizona
| $3.43億 | +$1716万 | +5% | 6.51% | 49.1% | 122 | 4.92% | 6.5 |
|
| 4264 |
4264
LPWM LLC
Minneapolis,
Minnesota
| $3.43億 | +$3237万 | +10% | 8.22% | 59.4% | 87 | 8.05% | 3.4 |
|
| 4265 |
4265
Mach-1 Financial Group
Rogers,
Arkansas
| $3.42億 | +$894万 | +3% | 11.2% | 85.3% | 317 | 56.78% | 0.5 |
|
| 4266 |
4266
Roberts, Glore & Co
Deerfield,
Illinois
| $3.42億 | +$1439万 | +4% | 6.25% | 72.3% | 213 | 8.92% | 6.6 |
|
| 4267 |
4267
Siena Capital Partners
Chicago,
Illinois
| $3.42億 | +$539万 | +2% | 2.64% | 42.5% | 100 | 5% | 4.4 |
|
| 4268 |
4268
Birinyi Associates
Westport,
Connecticut
| $3.42億 | +$3232万 | +10% | 11.4% | 134% | 58 | 8.62% | 7 |
|
| 4269 |
HH
4269
HWG Holdings
Houston,
Texas
| $3.42億 | +$1.18億 | +52% | 23.2% | – | 146 | 73.29% | 2.3 |
|
| 4270 |
4270
Prasad Wealth Partners
Independence,
Ohio
| $3.42億 | +$3527万 | +12% | 9.78% | – | 130 | 16.92% | 0.4 |
|
| 4271 |
MKC
4271
M. Kraus & Co
Shelburne,
Vermont
| $3.41億 | +$1182万 | +4% | 7.91% | 65.9% | 85 | 8.24% | 6.1 |
|
| 4272 |
4272
Integrated Quantitative Investments
Bellevue,
Washington
| $3.4億 | +$1.38億 | +68% | 14.9% | – | 456 | 59.65% | 0.2 |
|
| 4273 |
4273
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $3.4億 | +$2327万 | +7% | 7.19% | 76.5% | 112 | 7.14% | 6.3 |
|
| 4274 |
4274
ArchPoint Investors
Coral Gables,
Florida
| $3.4億 | +$3623万 | +12% | 11.8% | 106% | 74 | 13.51% | 4 |
|
| 4275 |
4275
RIA Advisory Group
Des Moines,
Iowa
| $3.4億 | +$3279万 | +11% | 10.7% | – | 158 | 29.75% | 1 |
|