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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $2.08億 | +$1861万 | +10% | 8.82% | 47% | 17 | 11.76% | 1.9 |
|
| 4927 |
4927
Eads & Heald Wealth Management
Atlanta,
Georgia
| $2.08億 | +$1714万 | +9% | 11% | 93.3% | 148 | 6.08% | 6.9 |
|
| 4928 |
4928
Narus Financial Partners
Salt Lake City,
Utah
| $2.08億 | +$1266万 | +6% | 4.37% | 85.3% | 140 | 15% | 2.9 |
|
| 4929 |
LWMM
4929
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $2.07億 | +$1502万 | +8% | 11.8% | 105% | 75 | 8% | 3.1 |
|
| 4930 |
4930
Beacon Financial Advisory
Cleveland,
Ohio
| $2.07億 | +$2632万 | +15% | 9.35% | 76.8% | 256 | 15.23% | 2.3 |
|
| 4931 |
4931
Ferguson Shapiro
Decatur,
Georgia
| $2.07億 | +$2570万 | +14% | 7.33% | 42.7% | 42 | 42.86% | 1.1 |
|
| 4932 |
4932
Alpha Wave Global
New York
| $2.07億 | +$4915万 | +31% | 15.9% | 190% | 29 | 20.69% | 1.9 |
|
| 4933 |
4933
Divergent Planning
Bethesda,
Maryland
| $2.07億 | +$2138万 | +12% | 9.12% | 43.3% | 26 | 7.69% | 1.8 |
|
| 4934 |
4934
Leeward Financial Partners
Bellevue,
Washington
| $2.07億 | +$2639万 | +15% | 12.6% | 97.9% | 93 | 24.73% | 1.2 |
|
| 4935 |
4935
Beech Hill Advisors
New York
| $2.07億 | +$841万 | +4% | 12.7% | 117% | 94 | 10.64% | 4.4 |
|
| 4936 |
4936
Davis Investment Partners
Charlotte,
North Carolina
| $2.06億 | +$1862万 | +10% | 13.2% | 97.8% | 117 | 16.24% | 0.8 |
|
| 4937 |
4937
Highline Wealth Partners
Sherman Oaks,
California
| $2.06億 | +$4445万 | +27% | 10.2% | 93.8% | 441 | 15.87% | 1 |
|
| 4938 |
BOCM
4938
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $2.06億 | +$2386万 | +13% | 10.9% | 58.8% | 37 | 8.11% | 4 |
|
| 4939 |
4939
First County Bank
Stamford,
Connecticut
| $2.06億 | +$1416万 | +7% | 10.1% | 101% | 171 | 9.94% | 0.9 |
|
| 4940 |
4940
Houlihan Financial Resource Group
Ashburn,
Virginia
| $2.06億 | +$1940万 | +10% | 9.17% | 57.1% | 101 | 7.92% | 1.7 |
|
| 4941 |
4941
Exeter Financial
Scottsdale,
Arizona
| $2.06億 | +$1692万 | +9% | 7.75% | 59.1% | 90 | 5.56% | 4.5 |
|
| 4942 |
4942
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $2.06億 | +$2352万 | +13% | 12% | 73.2% | 98 | 8.16% | 6.4 |
|
| 4943 |
SST
4943
S Squared Technology
New York
| $2.06億 | +$2066万 | +11% | 17.1% | 223% | 37 | 16.22% | 2.9 |
|
| 4944 |
4944
Client 1st Advisory Group
Dunedin,
Florida
| $2.06億 | +$1687万 | +9% | 8.71% | 64.5% | 105 | 7.62% | 2.2 |
|
| 4945 |
4945
Tiemann Investment Advisors
Menlo Park,
California
| $2.06億 | +$1895万 | +10% | 10.6% | 86.2% | 191 | 6.81% | 6.4 |
|
| 4946 |
4946
Reliant Wealth Planning
Louisville,
Kentucky
| $2.06億 | +$1745万 | +9% | 9.37% | 46.6% | 22 | 31.82% | 0.8 |
|
| 4947 |
4947
Peregrine Asset Advisers
Portland,
Oregon
| $2.06億 | +$1329万 | +7% | 12.8% | 189% | 177 | 26.55% | 1.5 |
|
| 4948 |
GAMC
4948
Garner Asset Management Corp
Plano,
Texas
| $2.06億 | +$3112万 | +18% | 14.1% | 103% | 348 | 62.36% | 2 |
|
| 4949 |
4949
Institutional Venture Management XV
Menlo Park,
California
| $2.06億 | +$3585万 | +21% | 22.9% | 116% | 5 | 0% | 2 |
|
| 4950 |
GWM
4950
Gray Wealth Management
Bangor,
Maine
| $2.05億 | +$1033万 | +5% | 9.82% | 22.1% | 137 | 10.22% | 2.6 |
|