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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
LWMM
4851
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $1.8億 | +$1539万 | +9% | 8.38% | 105% | 103 | 7.77% | 1.2 |
|
| 4852 |
4852
Townsend Asset Management
Raleigh,
North Carolina
| $1.8億 | +$1880万 | +12% | 7.01% | 88.5% | 203 | 9.36% | 1.2 |
|
| 4853 |
4853
Marshall & Sullivan
Seattle,
Washington
| $1.8億 | +$1451万 | +9% | 7.93% | 82% | 39 | 2.56% | 5.2 |
|
| 4854 |
4854
Chapman Investment Management
San Anselmo,
California
| $1.8億 | +$2163万 | +14% | 10.8% | 57.3% | 41 | 4.88% | 1.2 |
|
| 4855 |
4855
Alphadyne Asset Management
New York
| $1.8億 | +$5801万 | +47% | 6.93% | 159% | 8 | 75% | 0.2 |
|
| 4856 |
4856
TLW Wealth Management
Indian Rocks Beach,
Florida
| $1.8億 | +$1543万 | +9% | 12.5% | 98.3% | 18 | 5.56% | 2.2 |
|
| 4857 |
PM
4857
Ponoi Management
San Francisco,
California
| $1.8億 | +$996万 | +6% | 18.1% | – | 5 | 0% | 0.5 |
|
| 4858 |
LWPC
4858
Legacy Wealth Partners (California)
Calabasas,
California
| $1.8億 | +$910万 | +5% | 7.85% | – | 103 | 31.07% | 0.9 |
|
| 4859 |
4859
Avory & Company
Miami,
Florida
| $1.8億 | +$629万 | +4% | 9.04% | 74.9% | 13 | 7.69% | 0.5 |
|
| 4860 |
4860
Twin Lakes Capital Management
Redwood Shores,
California
| $1.8億 | +$1752万 | +11% | 8.54% | 131% | 233 | 6.87% | 0.3 |
|
| 4861 |
4861
WD Rutherford
Portland,
Oregon
| $1.8億 | +$1899万 | +12% | 14.2% | 189% | 126 | 6.35% | 0.5 |
|
| 4862 |
4862
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $1.8億 | +$1063万 | +6% | 5.52% | 86.2% | 82 | 2.44% | 2.2 |
|
| 4863 |
SWMG
4863
Signature Wealth Management Group
Atlanta,
Georgia
| $1.8億 | +$961万 | +6% | 3.88% | – | 77 | 7.79% | 2.2 |
|
| 4864 |
4864
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $1.79億 | +$162万 | +0.9% | 7.03% | 13.1% | 87 | 18.39% | 2.1 |
|
| 4865 |
4865
Diversified
Wilmington,
Delaware
| $1.79億 | +$4957万 | +38% | 7.08% | 34.4% | 106 | 14.15% | 0.4 |
|
| 4866 |
4866
Leisure Capital Management
Costa Mesa,
California
| $1.79億 | +$1400万 | +8% | 6.93% | 111% | 154 | 14.29% | 2.9 |
|
| 4867 |
4867
Harbert Fund Advisors
Birmingham,
Alabama
| $1.79億 | -$3276万 | -15% | 4.7% | 70.8% | 44 | 68.18% | 0.5 |
|
| 4868 |
4868
Total Clarity Wealth Management
St. Charles,
Illinois
| $1.79億 | +$512万 | +3% | 6.35% | 73.2% | 836 | 77.15% | 0.8 |
|
| 4869 |
4869
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $1.79億 | +$745万 | +4% | 4.65% | 66.8% | 147 | 5.44% | 2.8 |
|
| 4870 |
4870
Global Financial Private Client
Sarasota,
Florida
| $1.79億 | +$3965万 | +28% | 5.84% | 100% | 614 | 8.14% | 1.1 |
|
| 4871 |
MIP
4871
Ma Investment Partnership
Hillsborough,
California
| $1.79億 | +$3038万 | +20% | 23.3% | – | 12 | 0% | 0.5 |
|
| 4872 |
4872
VELT Partners Investimentos
Sao Paolo,
Brazil
| $1.79億 | +$1020万 | +6% | 8.55% | 19.4% | 4 | 0% | 1.2 |
|
| 4873 |
4873
Key Financial Inc
West Chester,
Pennsylvania
| $1.79億 | +$2726万 | +18% | 5.5% | 64.1% | 908 | 13.66% | 0.5 |
|
| 4874 |
SL
4874
SIB LLC
New York,
New York
| $1.79億 | +$859万 | +5% | 4.94% | 29.2% | 21 | 4.76% | 5.8 |
|
| 4875 |
4875
Landaas & Company
Milwaukee,
Wisconsin
| $1.79億 | +$1147万 | +7% | 6.14% | 68.3% | 77 | 5.19% | 2.3 |
|