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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
RFMS
4451
RWQ Financial Management Services
Naples,
Florida
| $2.89億 | +$1259万 | +5% | 6.03% | 446% | 27 | 37.04% | 1.4 |
|
| 4452 |
FP
4452
Financial Perspectives
Minneapolis,
Minnesota
| $2.88億 | +$1769万 | +7% | 7.16% | 104% | 692 | 2.6% | 3.7 |
|
| 4453 |
4453
Silverleafe Capital Partners
Germantown,
Tennessee
| $2.88億 | -$366万 | -1% | 0.93% | 87.7% | 92 | 27.17% | 2.1 |
|
| 4454 |
4454
Legion Partners Asset Management
Los Angeles,
California
| $2.88億 | -$3578万 | -11% | 3.09% | 206% | 16 | 31.25% | 2.6 |
|
| 4455 |
4455
Investment Advisory Group
Hanover,
Massachusetts
| $2.88億 | +$2944万 | +11% | 6.52% | 68.8% | 176 | 10.8% | 1.9 |
|
| 4456 |
4456
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $2.88億 | +$3128万 | +12% | 5.16% | 60.6% | 94 | 11.7% | 1.8 |
|
| 4457 |
4457
Cornell Pochily Investment Advisors
Ithaca,
New York
| $2.88億 | +$2499万 | +10% | 7.84% | 97% | 177 | 7.34% | 4.5 |
|
| 4458 |
4458
Centerpoint Advisors
Needham,
Massachusetts
| $2.88億 | +$1009万 | +4% | 5.82% | 82.6% | 500 | 13% | 3 |
|
| 4459 |
4459
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $2.87億 | +$2614万 | +10% | 5.8% | 71.1% | 82 | 15.85% | 1.4 |
|
| 4460 |
4460
Lion Street Advisors
Austin,
Texas
| $2.87億 | +$1696万 | +6% | 8.7% | 38% | 282 | 14.89% | 1.6 |
|
| 4461 |
4461
Oxler Private Wealth
Rye Brook,
New York
| $2.87億 | +$1684万 | +6% | 4.97% | 119% | 87 | 5.75% | 2.8 |
|
| 4462 |
VM
4462
VPR Management
Houston,
Texas
| $2.87億 | +$1940万 | +7% | 7.84% | 54.5% | 57 | 12.28% | 3.3 |
|
| 4463 |
4463
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $2.87億 | +$3486万 | +14% | 5.51% | 40.3% | 141 | 13.48% | 2.6 |
|
| 4464 |
4464
Henry James International Management
New York
| $2.87億 | +$435万 | +2% | 5.42% | 125% | 102 | 4.9% | 4.9 |
|
| 4465 |
4465
Hendley & Co
Zanesville,
Ohio
| $2.87億 | +$828万 | +3% | 4.9% | 64.9% | 57 | 12.28% | 5.5 |
|
| 4466 |
4466
Red Wave Investments
Dillsburg,
Pennsylvania
| $2.87億 | +$1568万 | +6% | 5.67% | 68.8% | 112 | 9.82% | 2.7 |
|
| 4467 |
4467
Buska Wealth Management
Wausau,
Wisconsin
| $2.87億 | +$3585万 | +14% | 5.23% | – | 63 | 20.63% | 0.4 |
|
| 4468 |
4468
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $2.87億 | +$2245万 | +8% | 6.67% | 67.9% | 90 | 11.11% | 2.6 |
|
| 4469 |
4469
Coyle Financial Counsel
Glenview,
Illinois
| $2.87億 | +$705万 | +3% | 5.07% | 67.3% | 80 | 20% | 3.4 |
|
| 4470 |
4470
Greenstone Partners & Co
Larkspur,
California
| $2.87億 | +$4720万 | +20% | 25.8% | 402% | 9 | 0% | 3.1 |
|
| 4471 |
4471
Missouri Trust & Investment Company
Springfield,
Missouri
| $2.87億 | +$2119万 | +8% | 6.96% | 81.6% | 413 | 6.78% | 2.3 |
|
| 4472 |
4472
Post Oak Energy Holdings
Houston,
Texas
| $2.86億 | -$8189万 | -22% | 15.7% | 64.6% | 2 | 50% | 1.8 |
|
| 4473 |
4473
Passive Capital Management
Baltimore,
Maryland
| $2.86億 | +$1706万 | +6% | 7.15% | 41% | 68 | 7.35% | 1.9 |
|
| 4474 |
4474
Augustine Asset Management
Jacksonville,
Florida
| $2.86億 | +$2739万 | +11% | 12.9% | 316% | 100 | 5% | 4 |
|
| 4475 |
4475
Westbourne Investment Advisors
Annapolis,
Maryland
| $2.86億 | +$1019万 | +4% | 3.83% | 107% | 91 | 5.49% | 4 |
|