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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
SMART Wealth
Omaha,
Nebraska
| $2.55億 | +$792万 | +3% | 5.44% | 83.6% | 166 | 40.36% | 0.7 |
|
| 4802 |
4802
Westwood Wealth Management
Los Angeles,
California
| $2.55億 | -$1324万 | -5% | 0.93% | 495% | 44 | 9.09% | 1.8 |
|
| 4803 |
4803
Letson Investment Management
Atlanta,
Georgia
| $2.55億 | +$2866万 | +13% | 10.3% | 56.7% | 91 | 3.3% | 0.7 |
|
| 4804 |
4804
Cypress Point Wealth Management
Dallas,
Texas
| $2.55億 | +$4337万 | +21% | 16% | 255% | 77 | 9.09% | 1.3 |
|
| 4805 |
4805
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $2.55億 | +$5433万 | +27% | 5.57% | 61.9% | 220 | 30.45% | 0.8 |
|
| 4806 |
4806
Your Advocates Ltd
Houston,
Texas
| $2.55億 | +$1635万 | +7% | 6.41% | 53.6% | 249 | 10.84% | 2.5 |
|
| 4807 |
4807
Forager Capital Management
Birmingham,
Alabama
| $2.54億 | +$2076万 | +9% | 11.4% | 52.6% | 14 | 7.14% | 2.3 |
|
| 4808 |
4808
Allred Capital Management
Dallas,
Texas
| $2.54億 | -$666万 | -3% | 6.38% | 85.2% | 179 | 13.97% | 4 |
|
| 4809 |
4809
David Kennon
Sarasota,
Florida
| $2.54億 | +$1585万 | +7% | 5.94% | 52.4% | 34 | 0% | 1.5 |
|
| 4810 |
4810
Sweeney & Michel
Chico,
California
| $2.54億 | +$1915万 | +8% | 6.56% | – | 123 | 10.57% | 1.2 |
|
| 4811 |
4811
Main Street Group
Glen Allen,
Virginia
| $2.54億 | +$1312万 | +5% | 4.02% | 98.3% | 937 | 17.18% | 0.7 |
|
| 4812 |
4812
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $2.54億 | +$2044万 | +9% | 6.66% | 203% | 87 | 13.79% | 1.7 |
|
| 4813 |
AC
4813
ASB Consultores
Aventura,
Florida
| $2.54億 | -$2500万 | -9% | 4.94% | 91% | 226 | 21.24% | 1.1 |
|
| 4814 |
4814
Eclectic Associates
Fullerton,
California
| $2.53億 | +$2855万 | +13% | 6.86% | 53.8% | 104 | 16.35% | 2.4 |
|
| 4815 |
4815
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $2.53億 | +$3513万 | +16% | 14.2% | 0.74% | 3 | 0% | 1.3 |
|
| 4816 |
GWM
4816
Gray Wealth Management
Bangor,
Maine
| $2.53億 | +$2151万 | +9% | 6.28% | 22.1% | 144 | 9.72% | 3 |
|
| 4817 |
4817
Bear Mountain Capital
Seattle,
Washington
| $2.53億 | +$748万 | +3% | 6.57% | 43% | 192 | 14.06% | 0.7 |
|
| 4818 |
4818
My Legacy Advisors
Bend,
Oregon
| $2.53億 | -$5955万 | -19% | 6.91% | 49.1% | 212 | 10.85% | 1.8 |
|
| 4819 |
PWMG
4819
Private Wealth Management Group
Princeton,
New Jersey
| $2.53億 | +$2237万 | +10% | 7.4% | 63.2% | 1,564 | 8.57% | 0.7 |
|
| 4820 |
BIMC
4820
Benson Investment Management Company
Roanoke,
Virginia
| $2.53億 | +$1130万 | +5% | 7.32% | 99.8% | 62 | 43.55% | 1.6 |
|
| 4821 |
4821
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $2.53億 | +$1.19億 | +88% | 88.4% | 943% | 1 | 0% | 2.8 |
|
| 4822 |
4822
Carnegie Lake Advisors
Princeton,
New Jersey
| $2.53億 | – | – | 9.81% | – | 157 | – | 0 |
|
| 4823 |
4823
DHJJ Financial Advisors
Naperville,
Illinois
| $2.53億 | +$1591万 | +7% | 5.81% | 62.5% | 887 | 6.76% | 1.2 |
|
| 4824 |
4824
Sachetta
Lynnfield,
Massachusetts
| $2.53億 | +$2278万 | +10% | 6.34% | – | 1,316 | 13.91% | 0.7 |
|
| 4825 |
4825
Fortitude Family Office
Scottsdale,
Arizona
| $2.53億 | +$7630万 | +43% | 7.91% | 81.1% | 1,298 | 32.97% | 0.5 |
|