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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Enzi Wealth
Austin,
Texas
| $1.95億 | -$1456万 | -7% | 6.67% | 77% | 72 | 13.89% | 0.5 |
|
| 4627 |
4627
Horan Securities
Cincinnati,
United States
| $1.95億 | +$1688万 | +9% | 5.19% | 50.1% | 847 | 19.95% | 1.8 |
|
| 4628 |
4628
EdgeRock Capital
Denver,
Colorado
| $1.95億 | +$1557万 | +9% | 6.93% | 79.7% | 67 | 13.43% | 0.6 |
|
| 4629 |
4629
MTM Investment Management
Spartanburg,
South Carolina
| $1.95億 | +$215万 | +1% | 3.16% | 87.7% | 276 | 8.33% | 1.9 |
|
| 4630 |
4630
American Securities
New York
| $1.95億 | +$9263万 | +91% | 90.8% | – | 1 | 0% | 6.3 |
|
| 4631 |
4631
Monterey Private Wealth
Monterey,
California
| $1.95億 | +$941万 | +5% | 7.75% | 29.8% | 104 | 7.69% | 2.3 |
|
| 4632 |
ECM
4632
Endurant Capital Management
San Mateo,
California
| $1.95億 | -$5158万 | -21% | 2.69% | 18.4% | 72 | 54.17% | 0.6 |
|
| 4633 |
4633
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $1.95億 | +$1083万 | +6% | 6.15% | 81.6% | 73 | 9.59% | 2.4 |
|
| 4634 |
MWM
4634
MTC Wealth Management
Tampa,
Florida
| $1.95億 | +$646万 | +3% | 3.5% | 30.5% | 13 | 15.38% | 1.7 |
|
| 4635 |
4635
Mill Road Capital Management
Greenwich,
Connecticut
| $1.94億 | +$1130万 | +6% | 3.59% | 85.1% | 29 | 27.59% | 2.2 |
|
| 4636 |
4636
Peterson Wealth Services
South Ogden,
Utah
| $1.94億 | +$1972万 | +11% | 10.7% | 160% | 95 | 10.53% | 1 |
|
| 4637 |
4637
Magnolia Capital Advisors
Jackson,
Mississippi
| $1.94億 | +$4379万 | +29% | 5.78% | 78.7% | 153 | 13.07% | 1.6 |
|
| 4638 |
4638
Radcliff Management
New York
| $1.94億 | +$2394万 | +14% | 14.6% | 47.6% | 2 | 0% | 1.3 |
|
| 4639 |
4639
Forza Wealth Management
Sarasota,
Florida
| $1.94億 | +$4349万 | +29% | 3.09% | 69.8% | 179 | 21.79% | 0.2 |
|
| 4640 |
4640
Bordeaux Wealth Advisors
Menlo Park,
California
| $1.94億 | +$1176万 | +6% | 15.3% | 141% | 103 | 22.33% | 1.3 |
|
| 4641 |
4641
Forefront Analytics
West Conshohocken,
Pennsylvania
| $1.94億 | +$630万 | +3% | 3.91% | 59.7% | 81 | 9.88% | 2.7 |
|
| 4642 |
4642
Global Financial Private Client
Sarasota,
Florida
| $1.94億 | +$1527万 | +9% | 4.94% | 100% | 699 | 4.72% | 2.3 |
|
| 4643 |
4643
Gavilan Investment Partners
Burlingame,
California
| $1.94億 | +$9652万 | +99% | 29.9% | 113% | 14 | 0% | 0.3 |
|
| 4644 |
4644
O'Neil Global Advisors
Los Angeles,
California
| $1.94億 | +$1.72億 | +795% | 46.4% | 1,841% | 88 | 88.64% | 0.1 |
|
| 4645 |
4645
Strata Wealth Advisors
Dallas,
Texas
| $1.94億 | +$1340万 | +7% | 7.99% | 73.6% | 57 | 22.81% | 0.2 |
|
| 4646 |
4646
Global Wealth Strategies & Associates
Denver,
Colorado
| $1.94億 | +$2136万 | +12% | 5.68% | 68.7% | 395 | 21.77% | 0.2 |
|
| 4647 |
4647
Income Research & Management
Boston,
Massachusetts
| $1.94億 | -$1831万 | -9% | 0% | 1.19% | 22 | 27.27% | 1.5 |
|
| 4648 |
HRC
4648
Hoertkorn Richard Charles
| $1.94億 | +$512万 | +3% | 7.63% | 182% | 87 | 3.45% | 6.3 |
|
| 4649 |
EFM
4649
Eley Financial Management
South Burlington,
Vermont
| $1.93億 | +$787万 | +4% | 6.29% | 74.9% | 71 | 4.23% | 0.2 |
|
| 4650 |
4650
Oldfather Financial Services
Kearney,
Nebraska
| $1.93億 | +$1791万 | +10% | 4.7% | 60.8% | 67 | 17.91% | 2.5 |
|