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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Delta Financial Advisors
New Orleans,
Louisiana
| $2.06億 | +$1794万 | +10% | 12.7% | 107% | 114 | 5.26% | 3.1 |
|
| 4402 |
FP
4402
Fiduciary Planning
Englewood,
Florida
| $2.06億 | +$1139万 | +6% | 5.05% | 71.4% | 46 | 26.09% | 1.5 |
|
| 4403 |
4403
Advisor Resource Council
Dallas,
Texas
| $2.06億 | +$5816万 | +39% | 5.27% | 84.8% | 184 | 27.72% | 1 |
|
| 4404 |
4404
D. Scott Neal
Lexington,
Kentucky
| $2.06億 | -$3192万 | -13% | 3.1% | 105% | 62 | 11.29% | 2.6 |
|
| 4405 |
4405
Patient Capital Management
Baltimore,
Maryland
| $2.06億 | +$556万 | +3% | 4.05% | 131% | 45 | 11.11% | 0.8 |
|
| 4406 |
4406
Bishop & Co Investment Management
Erie,
Pennsylvania
| $2.06億 | +$1604万 | +8% | 7.97% | 53.7% | 24 | 4.17% | 4.8 |
|
| 4407 |
4407
WT Wealth Management
Scottsdale,
Arizona
| $2.06億 | +$705万 | +4% | 3.1% | 72% | 110 | 33.64% | 1.7 |
|
| 4408 |
4408
Industry Ventures
San Francisco,
California
| $2.06億 | +$1.29億 | +166% | 70.5% | 77.4% | 12 | 50% | 0.6 |
|
| 4409 |
4409
BCGM Wealth Management
Lafayette,
Indiana
| $2.06億 | +$541万 | +3% | 7.79% | 58.3% | 113 | 7.96% | 1.6 |
|
| 4410 |
4410
Eclectic Associates
Fullerton,
California
| $2.05億 | +$5299万 | +35% | 7.34% | 53.8% | 81 | 22.22% | 1.4 |
|
| 4411 |
4411
Detalus Advisors
St. Louis,
Missouri
| $2.05億 | +$3810万 | +23% | 8.17% | 75.7% | 144 | 15.28% | 1.9 |
|
| 4412 |
4412
Paulson Wealth Management
Wheaton,
Illinois
| $2.05億 | +$1919万 | +10% | 6.78% | 62.6% | 95 | 29.47% | 2.6 |
|
| 4413 |
4413
First United Bank & Trust
Oakland,
Maryland
| $2.05億 | +$606万 | +3% | 8.38% | 78% | 146 | 4.79% | 5.2 |
|
| 4414 |
4414
Symmetry Peak Management
Radnor,
Pennsylvania
| $2.05億 | +$1.2億 | +143% | 9.14% | 320% | 164 | 89.02% | 0.1 |
|
| 4415 |
4415
MSD Capital
New York
| $2.05億 | +$2181万 | +12% | 16.3% | 11.5% | 5 | 20% | 4.9 |
|
| 4416 |
4416
Anfield Capital Management
Irvine,
California
| $2.05億 | -$512万 | -2% | 6.85% | 65.3% | 100 | 26% | 1.2 |
|
| 4417 |
4417
Jacobs Asset Management
New York
| $2.05億 | +$860万 | +4% | 5.57% | 114% | 47 | 36.17% | 1.6 |
|
| 4418 |
SWMG
4418
Signature Wealth Management Group
Atlanta,
Georgia
| $2.04億 | +$768万 | +4% | 8.82% | – | 95 | 11.58% | 2.5 |
|
| 4419 |
DI
4419
Disciplined Investments
Tulsa,
Oklahoma
| $2.04億 | -$1321万 | -6% | 6.97% | 51.4% | 1,721 | 8.48% | 1.1 |
|
| 4420 |
4420
Snow Lake Capital
Central,
Hong Kong
| $2.04億 | -$328万 | -2% | 11.5% | – | 16 | 56.25% | 0.2 |
|
| 4421 |
4421
Abound Wealth Management
Franklin,
Tennessee
| $2.04億 | +$1903万 | +10% | 7.96% | 65.7% | 800 | 16.25% | 0.3 |
|
| 4422 |
4422
Lumbard & Kellner
Hollis,
New Hampshire
| $2.04億 | +$1013万 | +5% | 8.73% | 137% | 93 | 15.05% | 3.6 |
|
| 4423 |
4423
Terril Brothers
St. Louis,
Missouri
| $2.04億 | -$1.26億 | -38% | 6.89% | 112% | 56 | 17.86% | 3.9 |
|
| 4424 |
4424
First Washington Corp
Seattle,
Washington
| $2.04億 | +$578万 | +3% | 3.9% | 142% | 69 | 26.09% | 3.9 |
|
| 4425 |
4425
Sanchez Wealth Management Group
Jacksonville,
Florida
| $2.04億 | +$2080万 | +11% | 7.15% | 61.1% | 34 | 8.82% | 2.8 |
|