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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Emerson Wealth
Bloomfield Hills,
Michigan
| $1.68億 | -$100万 | -0.6% | 7.05% | 18.1% | 39 | 46.15% | 1 |
|
| 4827 |
4827
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $1.68億 | +$1462万 | +10% | 9.99% | 58.9% | 75 | 16% | 0.2 |
|
| 4828 |
4828
Jeppson Wealth Management
Manhattan Beach,
California
| $1.68億 | +$1776万 | +12% | 5.38% | 107% | 145 | 10.34% | 0.5 |
|
| 4829 |
MA
4829
Menlo Advisors
Menlo Park,
California
| $1.68億 | +$1710万 | +11% | 7.96% | 108% | 42 | 16.67% | 3.7 |
|
| 4830 |
4830
Salem Capital Management
Woburn,
Massachusetts
| $1.68億 | +$1051万 | +7% | 10.2% | 32.3% | 76 | 14.47% | 4.8 |
|
| 4831 |
4831
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $1.68億 | -$1030万 | -6% | 4.89% | 103% | 82 | 35.37% | 2.2 |
|
| 4832 |
4832
Narus Financial Partners
Salt Lake City,
Utah
| $1.68億 | – | – | 0.96% | 85.3% | 107 | – | 2 |
|
| 4833 |
4833
Verity Asset Management
Durham,
North Carolina
| $1.68億 | +$2418万 | +17% | 7.21% | 87% | 236 | 37.29% | 1.2 |
|
| 4834 |
4834
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $1.67億 | +$1402万 | +9% | 3.41% | 63.5% | 137 | 13.14% | 0.2 |
|
| 4835 |
4835
Landaas & Company
Milwaukee,
Wisconsin
| $1.67億 | +$2006万 | +14% | 6.8% | 68.3% | 74 | 14.86% | 2.2 |
|
| 4836 |
HM
4836
Harvest Management
New York
| $1.67億 | +$4428万 | +36% | 20.1% | 610% | 91 | 81.32% | 0.3 |
|
| 4837 |
4837
Shayne & Jacobs LLC
Nashville,
Tennessee
| $1.67億 | +$1382万 | +9% | 9.39% | 79.4% | 35 | 5.71% | 4.1 |
|
| 4838 |
AFC
4838
AFT Forsyth & Company
West Palm Beach,
Florida
| $1.67億 | +$689万 | +4% | 2.21% | 135% | 159 | 11.95% | 4.3 |
|
| 4839 |
CFG
4839
CMC Financial Group
Atlanta,
Georgia
| $1.67億 | +$3941万 | +31% | 2.67% | 102% | 33 | 45.45% | 1 |
|
| 4840 |
SWM
4840
Strategic Wealth Management
Kirkland,
Washington
| $1.67億 | +$387万 | +2% | 1.3% | 52.8% | 75 | 20% | 0.7 |
|
| 4841 |
CL
4841
COWA LLC
Tulsa,
Oklahoma
| $1.67億 | +$3528万 | +27% | 8.18% | 67.7% | 424 | 25.94% | 0.2 |
|
| 4842 |
JPC
4842
Jabodon PT Co
Reno,
Nevada
| $1.66億 | +$198万 | +1% | 1.82% | 61.9% | 33 | 69.7% | 0.5 |
|
| 4843 |
4843
H&H Retirement Design & Management
Las Vegas,
Nevada
| $1.66億 | – | – | 3.05% | 38.4% | 45 | – | 0.8 |
|
| 4844 |
4844
Ellsworth Advisors
Hudson,
Ohio
| $1.66億 | +$2822万 | +20% | 5.03% | 131% | 157 | 33.76% | 0.4 |
|
| 4845 |
4845
Matrix Private Capital Group
New York
| $1.66億 | +$2675万 | +19% | 7.67% | 62.5% | 247 | 14.17% | 0.8 |
|
| 4846 |
RS
4846
Retirement Solution
Redmond,
Washington
| $1.66億 | +$1404万 | +9% | 4.58% | 77.3% | 42 | 19.05% | 0.2 |
|
| 4847 |
CP
4847
Columbus Point
London,
United Kingdom
| $1.66億 | +$1365万 | +9% | 1.12% | – | 15 | 6.67% | 0.3 |
|
| 4848 |
4848
Marshall & Sullivan
Seattle,
Washington
| $1.66億 | +$530万 | +3% | 4.27% | 82% | 65 | 40% | 4.9 |
|
| 4849 |
4849
Hudson Value Partners
Palm Beach,
Florida
| $1.66億 | +$1643万 | +11% | 9.01% | 124% | 120 | 15.83% | 0.2 |
|
| 4850 |
FWM
4850
Filbrandt Wealth Management
Middleton,
Wisconsin
| $1.66億 | +$905万 | +6% | 8.91% | – | 216 | 37.04% | 0.9 |
|