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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Sara-Bay Financial
Sarasota,
Florida
| $3.34億 | -$2333万 | -7% | 2.82% | 233% | 87 | 16.09% | 2.9 |
|
| 4677 |
CWM
4677
Cedar Wealth Management
Walnut Creek,
California
| $3.34億 | +$799万 | +2% | 2.73% | 68.1% | 255 | 12.94% | 3.9 |
|
| 4678 |
4678
CJM Wealth Advisers
Falls Church,
Virginia
| $3.34億 | +$885万 | +3% | 2.38% | 76.8% | 75 | 2.67% | 2.8 |
|
| 4679 |
4679
Family Legacy Inc
Greenville,
South Carolina
| $3.34億 | +$694万 | +2% | 3.98% | 89% | 124 | 4.03% | 5.9 |
|
| 4680 |
4680
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $3.34億 | +$1331万 | +4% | 2.86% | 70.3% | 142 | 4.93% | 4.9 |
|
| 4681 |
4681
BCWM LLC
Overland Park,
Kansas
| $3.34億 | -$2,126 | -0% | 0.06% | – | 57 | 5.26% | 4.7 |
|
| 4682 |
SCM
4682
Stonehill Capital Management
New York
| $3.34億 | +$5339万 | +19% | 9.99% | 117% | 23 | 39.13% | 0.7 |
|
| 4683 |
4683
Joule Financial
Lexington,
Kentucky
| $3.34億 | -$4.73万 | -0% | 1.15% | 55.5% | 118 | 9.32% | 2.3 |
|
| 4684 |
4684
Palo Duro Investment Partners
Chicago,
Illinois
| $3.33億 | +$1815万 | +6% | 1.7% | 62.8% | 24 | 20.83% | 1.1 |
|
| 4685 |
4685
DoubleLine ETF Adviser
Tampa,
Florida
| $3.33億 | +$162万 | +0.5% | 0.5% | 51.6% | 196 | 38.27% | 0.8 |
|
| 4686 |
4686
Watershed Private Wealth
Oak Brook,
Illinois
| $3.33億 | +$1695万 | +5% | 1.81% | 80.3% | 119 | 9.24% | 2.1 |
|
| 4687 |
4687
Arohi Asset Management
Singapore
| $3.33億 | -$6190万 | -16% | 7.72% | – | 7 | 57.14% | 0.9 |
|
| 4688 |
4688
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $3.33億 | +$889万 | +3% | 3.81% | 106% | 47 | 12.77% | 4.6 |
|
| 4689 |
4689
Wright Investors Service
Shelton,
Connecticut
| $3.33億 | -$1228万 | -4% | 5.37% | 161% | 159 | 15.72% | 4.3 |
|
| 4690 |
4690
VSM Wealth Advisory
Hunt Valley,
Maryland
| $3.33億 | +$1143万 | +4% | 1.94% | – | 500 | 21.6% | 0.9 |
|
| 4691 |
4691
Untitled Investments
New York
| $3.33億 | -$3754万 | -10% | 3.19% | 79.6% | 19 | 15.79% | 1.5 |
|
| 4692 |
4692
Presidio Capital Management
San Diego,
California
| $3.33億 | +$4768万 | +17% | 1.74% | 56.1% | 82 | 21.95% | 1.7 |
|
| 4693 |
4693
SVF Sponsor III
Menlo Park,
California
| $3.33億 | -$1.57億 | -32% | 10.4% | 133% | 1 | 0% | 3 |
|
| 4694 |
4694
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| $3.32億 | +$1.76億 | +113% | 1.62% | 40.6% | 110 | 57.27% | 0.7 |
|
| 4695 |
4695
Portland Investment Counsel
Burlington,
Ontario, Canada
| $3.32億 | -$3329万 | -9% | 4.77% | 108% | 55 | 9.09% | 2.7 |
|
| 4696 |
4696
Courage Miller Partners
Norfolk,
Virginia
| $3.32億 | -$147万 | -0.4% | 1.18% | 43.5% | 85 | 1.18% | 8.2 |
|
| 4697 |
4697
Pure Portfolios Holdings
Lake Oswego,
Oregon
| $3.32億 | +$1224万 | +4% | 2.56% | – | 107 | 6.54% | 1.1 |
|
| 4698 |
4698
Equita Financial Network
Fort Washington,
Pennsylvania
| $3.32億 | +$3599万 | +12% | 1.82% | 50.5% | 98 | 10.2% | 1.5 |
|
| 4699 |
4699
Sterling Financial Planning
Sparta,
New Jersey
| $3.32億 | +$1467万 | +5% | 2.85% | 59.3% | 121 | 4.96% | 3.6 |
|
| 4700 |
4700
Aspen Investment Management
Grand Rapids,
Michigan
| $3.32億 | +$7295万 | +28% | 2.92% | 92.6% | 182 | 20.88% | 5.7 |
|