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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Engle Capital Management
Greenwich,
Connecticut
| $2.77億 | -$5752万 | -17% | 6.11% | 398% | 30 | 43.33% | 0.7 |
|
| 4602 |
4602
Accel Wealth Management
Waverly,
Iowa
| $2.77億 | +$1292万 | +5% | 1.3% | 82.4% | 266 | 9.4% | 2.4 |
|
| 4603 |
4603
Redpoint Management
Woodside,
California
| $2.77億 | -$4091万 | -13% | 11.9% | 20.6% | 6 | 0% | 2.5 |
|
| 4604 |
4604
Private Wealth Advisors (California)
Fresno,
California
| $2.77億 | +$2154万 | +8% | 4.59% | 63.6% | 94 | 15.96% | 3.4 |
|
| 4605 |
4605
Zeno Equity Partners
London,
United Kingdom
| $2.77億 | -$5687万 | -17% | 5.45% | 28.3% | 13 | 15.38% | 0.9 |
|
| 4606 |
MWM
4606
MGB Wealth Management
Addison,
Texas
| $2.76億 | -$4575万 | -14% | 3.48% | – | 310 | 13.55% | 1 |
|
| 4607 |
IAS
4607
Investment Advisory Services
The Woodlands,
Texas
| $2.76億 | -$720万 | -3% | 0.97% | 74.9% | 120 | 7.5% | 3.7 |
|
| 4608 |
4608
360 Financial
Wayzata,
Minnesota
| $2.76億 | -$27.4万 | -0.1% | 4.15% | 86.1% | 90 | 24.44% | 3 |
|
| 4609 |
ITIM
4609
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $2.76億 | -$1758万 | -6% | 3.54% | 114% | 489 | 5.11% | 2.8 |
|
| 4610 |
4610
Impact Capital Partners
Greenwood Village,
Colorado
| $2.76億 | -$503万 | -2% | 0.67% | – | 274 | 15.33% | 0.2 |
|
| 4611 |
4611
Auour Investments
Woburn,
Massachusetts
| $2.76億 | -$1004万 | -4% | 0.21% | 39.2% | 86 | 11.63% | 1.5 |
|
| 4612 |
4612
Sterling Financial Planning
Sparta,
New Jersey
| $2.76億 | +$394万 | +1% | 0.42% | 59.3% | 114 | 9.65% | 3.2 |
|
| 4613 |
4613
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $2.76億 | +$4178万 | +18% | 0.21% | 46.9% | 171 | 14.04% | 2.8 |
|
| 4614 |
4614
TFG Advisers
Auburn Hills,
Michigan
| $2.76億 | -$231万 | -0.8% | 0.68% | 61.8% | 212 | 4.25% | 4.4 |
|
| 4615 |
4615
Wealth Management Resources
Smithfield,
Rhode Island
| $2.76億 | +$455万 | +2% | 0.19% | 37.7% | 33 | 6.06% | 2.3 |
|
| 4616 |
SFMG
4616
Sage Financial Management Group
Mclean,
Virginia
| $2.76億 | +$550万 | +2% | 0.75% | 51.6% | 56 | 3.57% | 0.8 |
|
| 4617 |
4617
Prudent Man Advisors
Naperville,
Illinois
| $2.75億 | +$16.9万 | +0.1% | 1% | 92.5% | 180 | 11.11% | 3 |
|
| 4618 |
4618
Global View Capital Management
Waukesha,
Wisconsin
| $2.75億 | -$999万 | -4% | 2.42% | – | 141 | 39.01% | 0.2 |
|
| 4619 |
4619
Pinnacle Financial Group
Western Springs,
Illinois
| $2.75億 | +$1993万 | +8% | 1.07% | 59.1% | 99 | 19.19% | 1.9 |
|
| 4620 |
4620
Centennial Wealth Advisory
Traverse City,
Michigan
| $2.75億 | +$2022万 | +8% | 1.2% | 63% | 153 | 12.42% | 1.9 |
|
| 4621 |
4621
Evexia Wealth
Stevens Point,
Wisconsin
| $2.75億 | -$1994万 | -7% | 1.39% | 95% | 76 | 2.63% | 1.3 |
|
| 4622 |
4622
Lunt Capital Management
Holladay,
Utah
| $2.75億 | +$1794万 | +7% | 0.11% | 36.9% | 94 | 21.28% | 1.3 |
|
| 4623 |
4623
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $2.75億 | +$227万 | +0.8% | 0.05% | 106% | 47 | 2.13% | 4.2 |
|
| 4624 |
4624
Proathlete Wealth Management
Boca Raton,
Florida
| $2.74億 | +$885万 | +3% | 3.99% | 73.9% | 212 | 71.7% | 0.3 |
|
| 4625 |
4625
Skaana Management
Brooklyn,
New York
| $2.74億 | -$1.15億 | -30% | 2.29% | 232% | 205 | 39.51% | 0.8 |
|