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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 |
4851
Moseley Investment Management
Bradenton,
Florida
| $2.51億 | +$3526万 | +16% | 6.61% | 96.6% | 157 | 10.83% | 3.4 |
|
| 4852 |
4852
Roth Financial Partners
Kingwood,
Texas
| $2.5億 | +$1866万 | +8% | 6.33% | 61% | 32 | 3.13% | 2.6 |
|
| 4853 |
4853
Castle Wealth Management
West Palm Beach,
Florida
| $2.5億 | +$4166万 | +20% | 6% | 60.1% | 126 | 11.11% | 1.7 |
|
| 4854 |
4854
Stableford Capital II
Scottsdale,
Arizona
| $2.5億 | -$412万 | -2% | 6.24% | 66.9% | 141 | 12.77% | 1.2 |
|
| 4855 |
4855
Libra Wealth
Los Gatos,
California
| $2.5億 | +$1931万 | +8% | 5.66% | 66.1% | 58 | 10.34% | 1.9 |
|
| 4856 |
4856
FSA Wealth Management
Needham,
Massachusetts
| $2.5億 | – | – | 7.06% | – | 561 | – | 0.9 |
|
| 4857 |
DA
4857
DCF Advisers
Greenwich,
Connecticut
| $2.5億 | +$5603万 | +29% | 5.2% | 379% | 108 | 24.07% | 1.9 |
|
| 4858 |
PWM
4858
Prosperity Wealth Management
San Ramon,
California
| $2.5億 | +$4655万 | +23% | 4.53% | 175% | 233 | 43.35% | 0.7 |
|
| 4859 |
4859
Dupree Financial Group
Lexington,
Kentucky
| $2.5億 | +$2984万 | +14% | 8.97% | 75.8% | 74 | 14.86% | 0.5 |
|
| 4860 |
4860
Wealth Management Resources
Smithfield,
Rhode Island
| $2.5億 | +$1669万 | +7% | 5.82% | 37.7% | 34 | 11.76% | 2 |
|
| 4861 |
4861
Kaye Capital Management
El Segundo,
California
| $2.49億 | +$1197万 | +5% | 5.08% | – | 41 | 14.63% | 1.3 |
|
| 4862 |
4862
CGC Financial Services
Lake Oswego,
Oregon
| $2.49億 | +$1905万 | +8% | 6.86% | 46% | 359 | 4.46% | 1.1 |
|
| 4863 |
4863
Newton One Investments
Newark,
Delaware
| $2.49億 | +$1745万 | +8% | 5.8% | 42% | 116 | 63.79% | 3.4 |
|
| 4864 |
SWMG
4864
Signature Wealth Management Group
Atlanta,
Georgia
| $2.49億 | +$2101万 | +9% | 7.95% | – | 105 | 5.71% | 3.3 |
|
| 4865 |
4865
Planned Solutions
Folsom,
California
| $2.49億 | +$4255万 | +21% | 6.1% | 68.3% | 661 | 83.36% | 0.4 |
|
| 4866 |
EAM
4866
Eukles Asset Management
Cincinnati,
Ohio
| $2.49億 | +$1804万 | +8% | 9.64% | 87.9% | 241 | 2.49% | 3.9 |
|
| 4867 |
4867
Aikya Investment Management
London,
United Kingdom
| $2.49億 | -$9737万 | -28% | 1.38% | 11.1% | 3 | 0% | 0.8 |
|
| 4868 |
EE
4868
EWG Elevate
Roseville,
California
| $2.49億 | -$2468万 | -9% | 5.54% | 76% | 145 | 30.34% | 1.9 |
|
| 4869 |
4869
Malaga Cove Capital
Pv Estates,
California
| $2.49億 | +$239万 | +1% | 4.82% | 97.3% | 199 | 22.61% | 2.4 |
|
| 4870 |
4870
Slocum, Gordon & Co
Newport,
Rhode Island
| $2.49億 | +$1.14億 | +85% | 12.2% | 65.3% | 152 | 13.82% | 1.4 |
|
| 4871 |
EFM
4871
Eley Financial Management
South Burlington,
Vermont
| $2.48億 | +$1253万 | +5% | 5.76% | 74.9% | 70 | 7.14% | 1.5 |
|
| 4872 |
4872
TSA Wealth Management
Houston,
Texas
| $2.48億 | +$1349万 | +6% | 5.24% | 62.4% | 68 | 11.76% | 0.6 |
|
| 4873 |
4873
Addison Capital
Conshohocken,
Pennsylvania
| $2.48億 | +$1737万 | +8% | 6.65% | 71.4% | 147 | 9.52% | 4.1 |
|
| 4874 |
4874
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $2.48億 | +$1845万 | +8% | 5.29% | 47% | 27 | 29.63% | 1.6 |
|
| 4875 |
4875
Weik Capital Management
Wyomissing,
Pennsylvania
| $2.48億 | +$1393万 | +6% | 8.48% | 71.6% | 96 | 6.25% | 7.5 |
|