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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 |
4451
Fusion Capital
Mt. Pleasant,
South Carolina
| $3.44億 | +$5122万 | +18% | 10.5% | 108% | 100 | 10% | 3.2 |
|
| 4452 |
4452
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $3.44億 | +$3093万 | +10% | 9.13% | 90.8% | 112 | 8.04% | 3 |
|
| 4453 |
4453
ValueWorks
New York
| $3.44億 | +$3981万 | +13% | 19.1% | 161% | 34 | 0% | 5.6 |
|
| 4454 |
4454
TFB Advisors
Overland Park,
Kansas
| $3.43億 | -$3832万 | -10% | 7.28% | 85% | 362 | 22.65% | 1.4 |
|
| 4455 |
4455
Capital Planning
Bellevue,
Washington
| $3.43億 | +$2501万 | +8% | 7.37% | 81.2% | 82 | 7.32% | 3.1 |
|
| 4456 |
4456
Palo Alto Wealth Advisors
Palo Alto,
California
| $3.43億 | +$7893万 | +30% | 22.5% | 108% | 65 | 16.92% | 1.6 |
|
| 4457 |
4457
PCG Wealth Advisors
Overland Park,
Kansas
| $3.43億 | +$1.48億 | +76% | 12.5% | 92.6% | 153 | 45.75% | 1.4 |
|
| 4458 |
4458
Westend Capital Management
Sausalito,
California
| $3.43億 | +$1859万 | +6% | 14.3% | – | 279 | 27.24% | 1.6 |
|
| 4459 |
4459
Tidemark
San Diego,
California
| $3.43億 | +$3295万 | +11% | 6.29% | 56.1% | 713 | 8.13% | 1.4 |
|
| 4460 |
4460
S.E.E.D. Planning Group
Binghamton,
New York
| $3.43億 | +$2416万 | +8% | 7.68% | 57.3% | 88 | 22.73% | 3.1 |
|
| 4461 |
4461
Greenlea Lane Capital Management
Weston,
Connecticut
| $3.43億 | -$1252万 | -4% | 5.97% | 99.7% | 8 | 0% | 4.3 |
|
| 4462 |
4462
Pathway Financial Advisers
Auburn,
Indiana
| $3.43億 | +$3392万 | +11% | 7.7% | 88.2% | 382 | 58.9% | 1 |
|
| 4463 |
4463
Granger Management
New York
| $3.43億 | +$7458万 | +28% | 7.4% | 69.9% | 6 | 0% | 4 |
|
| 4464 |
4464
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $3.43億 | +$2678万 | +8% | 11.2% | 167% | 190 | 6.32% | 1.9 |
|
| 4465 |
4465
SRH Advisors
Salina,
Kansas
| $3.43億 | +$1370万 | +4% | 4.02% | 55.7% | 286 | 9.44% | 7 |
|
| 4466 |
4466
Northcape Wealth Management
Williamsville,
New York
| $3.42億 | +$1447万 | +4% | 5.94% | 74% | 144 | 8.33% | 2.6 |
|
| 4467 |
FAP
4467
Financial Advisory Partners
Winter Park,
Florida
| $3.42億 | +$2431万 | +8% | 6.01% | 52.9% | 71 | 9.86% | 2.6 |
|
| 4468 |
4468
Quantum Private Wealth
Tampa,
Florida
| $3.42億 | +$3326万 | +11% | 11% | 240% | 185 | 13.51% | 2.6 |
|
| 4469 |
VC
4469
Vision Capital
Toronto,
Ontario, Canada
| $3.42億 | -$3574万 | -9% | 1.51% | 13.9% | 18 | 61.11% | 0.9 |
|
| 4470 |
4470
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $3.42億 | +$2984万 | +10% | 7.08% | 67.9% | 103 | 27.18% | 3.1 |
|
| 4471 |
4471
Neumann Capital Management
Foster City,
California
| $3.42億 | +$2387万 | +8% | 10.2% | 89.9% | 104 | 4.81% | 7.3 |
|
| 4472 |
4472
FC Advisory
West Chester,
Pennsylvania
| $3.42億 | +$1797万 | +6% | 5.41% | 46.6% | 117 | 5.13% | 4.8 |
|
| 4473 |
4473
Main Street Group
Glen Allen,
Virginia
| $3.41億 | +$3412万 | +11% | 9.86% | 98.3% | 880 | 13.75% | 1.4 |
|
| 4474 |
4474
Corbyn Investment Management
Lutherville,
Maryland
| $3.41億 | +$4378万 | +15% | 3.85% | 71% | 71 | 7.04% | 4.9 |
|
| 4475 |
4475
Metropolitan Life Insurance Company (MetLife)
New York
| $3.41億 | +$670万 | +2% | 5.14% | 50.8% | 11 | 0% | 6.8 |
|