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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 |
SAMT
4626
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $2.72億 | +$2066万 | +8% | 7.8% | 68.4% | 70 | 8.57% | 3.9 |
|
| 4627 |
4627
BNC Wealth Management
Beaverton,
Oregon
| $2.71億 | +$217万 | +0.8% | 6.45% | 204% | 114 | 31.58% | 2.4 |
|
| 4628 |
4628
Sterling Financial Planning
Sparta,
New Jersey
| $2.71億 | +$2476万 | +10% | 7.32% | 59.3% | 109 | 3.67% | 2.9 |
|
| 4629 |
4629
University of Illinois Foundation
Champaign,
Illinois
| $2.71億 | -$1484万 | -5% | 8.63% | – | 4 | 25% | 0.7 |
|
| 4630 |
4630
Three Bridge Wealth Advisors
Los Altos,
California
| $2.71億 | +$1875万 | +7% | 5.5% | 162% | 93 | 8.6% | 2 |
|
| 4631 |
4631
Alaethes Wealth
Glenbrook,
Nevada
| $2.71億 | +$2916万 | +12% | 4.4% | 96.4% | 118 | 13.56% | 2.2 |
|
| 4632 |
4632
Union Heritage Capital
Bloomfield Hills,
Michigan
| $2.71億 | +$1675万 | +7% | 6.59% | 82.1% | 59 | 0% | 3 |
|
| 4633 |
KA
4633
Kooman & Associates
Altoona,
Pennsylvania
| $2.71億 | +$2210万 | +9% | 5.9% | 66% | 48 | 12.5% | 1.3 |
|
| 4634 |
4634
Viola Ventures VC Management 4
Herzliya,
Israel
| $2.71億 | +$860万 | +3% | 2.36% | 79.1% | 5 | 0% | 1.6 |
|
| 4635 |
4635
360 Financial
Wayzata,
Minnesota
| $2.71億 | +$611万 | +2% | 6.71% | 82.5% | 96 | 14.58% | 2.5 |
|
| 4636 |
4636
Cypress Financial Planning
Haddon Heights,
New Jersey
| $2.7億 | +$2878万 | +12% | 6.71% | 41.2% | 80 | 13.75% | 1.2 |
|
| 4637 |
SC
4637
Sawyer & Company
Boston,
Massachusetts
| $2.7億 | +$1859万 | +7% | 7.55% | 111% | 199 | 11.06% | 4 |
|
| 4638 |
4638
Rovin Capital
Mesa,
Arizona
| $2.7億 | +$2996万 | +12% | 5.77% | 63.8% | 184 | 22.83% | 1.6 |
|
| 4639 |
4639
Global Trust Asset Management
West Palm Beach,
Florida
| $2.7億 | +$2171万 | +9% | 6.85% | 178% | 512 | 12.7% | 3.8 |
|
| 4640 |
4640
CEDRUS
Littleton,
Colorado
| $2.7億 | +$6998万 | +35% | 5.94% | 19.8% | 192 | 25% | 1.5 |
|
| 4641 |
4641
Graybill Wealth Management
Elmhurst,
Illinois
| $2.7億 | +$2343万 | +10% | 8.36% | – | 60 | 5% | 5.4 |
|
| 4642 |
4642
Congress Park Capital
Saratoga Springs,
New York
| $2.7億 | +$2079万 | +8% | 5.33% | 99.9% | 123 | 14.63% | 3.9 |
|
| 4643 |
MFG
4643
Monumental Financial Group
Rockville,
Maryland
| $2.7億 | +$4019万 | +18% | 4.65% | 18.2% | 43 | 6.98% | 1.8 |
|
| 4644 |
4644
Townsend Asset Management
Raleigh,
North Carolina
| $2.69億 | +$1140万 | +4% | 5.75% | 88.5% | 203 | 7.39% | 3.4 |
|
| 4645 |
4645
Patient Square Capital
Menlo Park,
California
| $2.69億 | +$5397万 | +25% | 0.67% | 329% | 11 | 81.82% | 0.2 |
|
| 4646 |
4646
Performa Ltd (US)
Charleston,
South Carolina
| $2.69億 | +$2598万 | +11% | 6.54% | 59.6% | 60 | 18.33% | 2.5 |
|
| 4647 |
4647
Argent Advisors
Monroe,
Louisiana
| $2.69億 | +$1736万 | +7% | 7.91% | 63.1% | 140 | 5.71% | 3.3 |
|
| 4648 |
4648
Delta Financial Group
Basking Ridge,
New Jersey
| $2.69億 | +$3060万 | +13% | 8.12% | – | 140 | 13.57% | 1.1 |
|
| 4649 |
4649
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $2.69億 | +$450万 | +2% | 1.21% | 44.2% | 149 | 34.23% | 1.5 |
|
| 4650 |
4650
Robinswood Financial
Kirkland,
Washington
| $2.69億 | +$2178万 | +9% | 5.67% | 43.1% | 394 | 16.5% | 0.9 |
|