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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Manchester Financial
Westlake Village,
California
| $1.61億 | +$2938万 | +22% | 17.1% | 73% | 681 | 18.94% | 0.8 |
|
| 4752 |
4752
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $1.61億 | +$2597万 | +19% | 13.5% | 34.2% | 53 | 22.64% | 2.3 |
|
| 4753 |
4753
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $1.61億 | – | – | 18% | 83.4% | 61 | – | 0 |
|
| 4754 |
4754
Fountainhead AM
Warren,
New Jersey
| $1.61億 | – | – | 12.4% | 80.4% | 53 | – | 0 |
|
| 4755 |
CWAG
4755
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $1.61億 | +$2684万 | +20% | 13.3% | 76.1% | 70 | 12.86% | 1.5 |
|
| 4756 |
4756
Marshall & Sullivan
Seattle,
Washington
| $1.61億 | +$1222万 | +8% | 15.9% | 82% | 67 | 7.46% | 3 |
|
| 4757 |
4757
Sturgeon Ventures
London,
United Kingdom
| $1.6億 | +$2804万 | +21% | 19.4% | 85.9% | 46 | 15.22% | 1.2 |
|
| 4758 |
4758
Waycross Partners
Louisville,
Kentucky
| $1.6億 | – | – | 15.5% | 98.4% | 98 | – | 0 |
|
| 4759 |
4759
SunTx Capital Management
Dallas,
Texas
| $1.6億 | +$6013万 | +60% | 59.9% | – | 1 | 0% | 1 |
|
| 4760 |
4760
Caxton Corporation
Princeton,
New Jersey
| $1.6億 | +$5436万 | +51% | 23.7% | 512% | 49 | 75.51% | 0.5 |
|
| 4761 |
4761
C-J Advisory
San Jose,
California
| $1.6億 | +$2288万 | +17% | 13.6% | 39.2% | 31 | 3.23% | 3.5 |
|
| 4762 |
4762
Howard Wealth Management
Madison,
Connecticut
| $1.6億 | +$2014万 | +14% | 9.65% | 69.9% | 123 | 4.88% | 0.8 |
|
| 4763 |
4763
Weaver Consulting Group
Huntington Beach,
California
| $1.6億 | -$1330万 | -8% | 8.99% | 56.4% | 1,032 | 86.72% | 1.5 |
|
| 4764 |
AFT
4764
Alpha Family Trust
Los Angeles,
California
| $1.6億 | – | – | 6.57% | 215% | 17 | – | 0 |
|
| 4765 |
4765
IMS Capital Management
Portland,
Oregon
| $1.6億 | +$2144万 | +15% | 14.1% | 119% | 140 | 35% | 2.9 |
|
| 4766 |
4766
Wealth CMT
Cherry Hill,
New Jersey
| $1.6億 | +$2558万 | +19% | 12.7% | 25% | 19 | 0% | 0.9 |
|
| 4767 |
4767
Lantz Financial
Naperville,
Illinois
| $1.6億 | +$1158万 | +8% | 11.6% | 74.3% | 129 | 11.63% | 1.4 |
|
| 4768 |
4768
Brick & Kyle Associates
Newtown,
Pennsylvania
| $1.6億 | +$1558万 | +11% | 12.8% | 116% | 60 | 15% | 3.6 |
|
| 4769 |
MHR
4769
Matthew Hamilton Rosenberg
| $1.6億 | +$2413万 | +18% | 11.4% | 52% | 550 | 6.91% | 0.6 |
|
| 4770 |
4770
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $1.6億 | -$942万 | -6% | 6.22% | 21.9% | 36 | 0% | 5.4 |
|
| 4771 |
4771
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $1.6億 | -$1420万 | -8% | 1.26% | 96.7% | 1 | 0% | 1 |
|
| 4772 |
AFC
4772
AFT Forsyth & Company
West Palm Beach,
Florida
| $1.6億 | +$2547万 | +19% | 12.9% | 159% | 152 | 19.08% | 4.3 |
|
| 4773 |
4773
1776 Wealth
Atlanta,
Georgia
| $1.6億 | +$2201万 | +16% | 9.93% | 115% | 123 | 15.45% | 0.9 |
|
| 4774 |
4774
Pictet Bank & Trust
Nassau,
Bahamas
| $1.6億 | +$708万 | +5% | 12.8% | 82.7% | 66 | 18.18% | 3.5 |
|
| 4775 |
4775
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $1.59億 | +$1674万 | +12% | 7.24% | 40.3% | 80 | 17.5% | 1.2 |
|