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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Hudson Value Partners
Palm Beach,
Florida
| $2.66億 | -$263万 | -1% | 2.06% | 124% | 105 | 17.14% | 2.5 |
|
| 4702 |
4702
Vance Wealth
Santa Clarita,
California
| $2.66億 | +$705万 | +3% | 2.06% | 66.4% | 110 | 13.64% | 2.1 |
|
| 4703 |
4703
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $2.66億 | -$1157万 | -4% | 7.73% | 199% | 84 | 15.48% | 2.7 |
|
| 4704 |
4704
Ameliora Wealth Management
Zurich,
Switzerland
| $2.66億 | -$64.3万 | -0.2% | 0.51% | 73.9% | 251 | 10.36% | 1.4 |
|
| 4705 |
BCM
4705
Birmingham Capital Management
Birmingham,
Alabama
| $2.66億 | -$409万 | -2% | 3.86% | 103% | 115 | 9.57% | 8.4 |
|
| 4706 |
4706
Optimize Financial
Laguna Hills,
California
| $2.66億 | +$1.32億 | +99% | 8.38% | – | 301 | 49.17% | 0.2 |
|
| 4707 |
4707
Blue Investment Partners
Alamo,
California
| $2.66億 | -$684万 | -3% | 4.76% | – | 55 | 16.36% | 1.4 |
|
| 4708 |
WFI
4708
West Family Investments
Carlsbad,
California
| $2.66億 | -$2144万 | -7% | 4.33% | 131% | 313 | 22.36% | 1.9 |
|
| 4709 |
4709
Aurdan Capital Management
Wayne,
Pennsylvania
| $2.65億 | +$493万 | +2% | 1.08% | – | 88 | 13.64% | 0.2 |
|
| 4710 |
4710
Gemsstock Ltd
London,
United Kingdom
| $2.65億 | -$2.18億 | -45% | 5.69% | 149% | 22 | 45.45% | 0.5 |
|
| 4711 |
4711
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $2.65億 | -$1865万 | -7% | 1.6% | – | 265 | 75.85% | 2.5 |
|
| 4712 |
4712
ValueWorks
New York
| $2.65億 | -$3519万 | -12% | 8.95% | 161% | 34 | 2.94% | 5.7 |
|
| 4713 |
4713
May Hill Capital
Cohasset,
Massachusetts
| $2.65億 | +$677万 | +3% | 2.12% | – | 201 | 26.87% | 0.2 |
|
| 4714 |
4714
Enstar Group
Hamilton,
Bermuda
| $2.65億 | -$2253万 | -8% | 6.66% | 29.5% | 11 | 0% | 2.8 |
|
| 4715 |
4715
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $2.65億 | -$4718万 | -15% | 3% | 81.6% | 111 | 21.62% | 2.8 |
|
| 4716 |
LAM
4716
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $2.65億 | +$2851万 | +12% | 2.67% | 124% | 55 | 20% | 2.9 |
|
| 4717 |
4717
Manske Wealth Management
Houston,
Texas
| $2.65億 | +$1288万 | +5% | 0.14% | – | 184 | 11.41% | 0.2 |
|
| 4718 |
4718
Silverlake Wealth Management
Williston,
Vermont
| $2.65億 | +$361万 | +1% | 0.31% | 73.3% | 277 | 8.66% | 2.2 |
|
| 4719 |
PA
4719
Paragon Advisors
College Station,
Texas
| $2.64億 | -$2703万 | -9% | 5.54% | 138% | 92 | 19.57% | 2 |
|
| 4720 |
4720
Hillman Company
Pittsburgh,
Pennsylvania
| $2.64億 | +$2822万 | +12% | 2.36% | 118% | 14 | 7.14% | 2.1 |
|
| 4721 |
4721
5AM Venture Management
San Francisco,
California
| $2.64億 | -$1.55億 | -37% | 28.6% | 546% | 32 | 6.25% | 1.8 |
|
| 4722 |
FSA
4722
Financial Services Advisory
Rockville,
Maryland
| $2.64億 | -$1.62億 | -38% | 2.44% | 82.5% | 61 | 39.34% | 1.5 |
|
| 4723 |
4723
Quantum Private Wealth
Tampa,
Florida
| $2.64億 | -$4824万 | -15% | 8.84% | 240% | 186 | 15.05% | 2.5 |
|
| 4724 |
4724
Horan Securities
Cincinnati,
United States
| $2.64億 | +$75万 | +0.3% | 3.53% | 50.1% | 140 | 11.43% | 3.3 |
|
| 4725 |
4725
Panview Capital
Hong Kong
| $2.64億 | -$2.05億 | -44% | 0.1% | – | 11 | 36.36% | 0.2 |
|