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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
SL
5126
SOF Ltd
George Town,
Cayman Islands
| $2.79億 | -$1096万 | -4% | 3.78% | 42.3% | 1 | 0% | 9.3 |
|
| 5127 |
5127
Centennial Bank
Conway,
Arkansas
| $2.79億 | +$2711万 | +11% | 0.05% | 77.2% | 352 | 11.08% | 2.6 |
|
| 5128 |
CC
5128
Checkpoint Capital
San Francisco,
California
| $2.79億 | -$4145万 | -13% | 11.8% | – | 10 | 50% | 1 |
|
| 5129 |
DI
5129
Disciplined Investments
Tulsa,
Oklahoma
| $2.79億 | +$1841万 | +7% | 3.55% | 51.4% | 146 | 14.38% | 3.8 |
|
| 5130 |
5130
Excalibur Management
Waltham,
Massachusetts
| $2.78億 | +$110万 | +0.4% | 2.41% | 93% | 166 | 6.63% | 6.5 |
|
| 5131 |
5131
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $2.78億 | +$2.55万 | +0% | 0.75% | 72.4% | 115 | 20% | 2.3 |
|
| 5132 |
5132
Quantum Financial Planning Services
Spokane,
Washington
| $2.78億 | +$251万 | +0.9% | 3.12% | – | 57 | 12.28% | 0.9 |
|
| 5133 |
5133
Alliance Private Wealth
North Reading,
Massachusetts
| $2.78億 | -$918万 | -3% | 1.18% | – | 82 | 3.66% | 0.2 |
|
| 5134 |
5134
Malaga Cove Capital
Pv Estates,
California
| $2.78億 | -$1059万 | -4% | 0.28% | 97.3% | 206 | 15.05% | 2.7 |
|
| 5135 |
5135
Arcus Capital Partners
Atlanta,
Georgia
| $2.78億 | -$31.2万 | -0.1% | 0.42% | 75% | 161 | 35.4% | 3 |
|
| 5136 |
5136
Kanen Wealth Management
Coconut Creek,
Florida
| $2.78億 | -$5133万 | -16% | 12.4% | 328% | 43 | 44.19% | 0.8 |
|
| 5137 |
5137
Rede Wealth
Charlottesville,
Virginia
| $2.78億 | -$973万 | -3% | 2.46% | 84.4% | 112 | 6.25% | 1.4 |
|
| 5138 |
5138
Centerline Wealth Advisors
Louisville,
Kentucky
| $2.78億 | +$181万 | +0.7% | 1.22% | – | 76 | 25% | 0.7 |
|
| 5139 |
5139
Mad River Investors
Boston,
Massachusetts
| $2.78億 | +$5825万 | +27% | 36.6% | 169% | 35 | 8.57% | 3.3 |
|
| 5140 |
5140
RBA Wealth Management
Newport Beach,
California
| $2.78億 | -$1749万 | -6% | 2.65% | 91% | 98 | 10.2% | 3.2 |
|
| 5141 |
5141
Armor Investment Advisors
Raleigh,
North Carolina
| $2.78億 | +$561万 | +2% | 1.4% | 62% | 164 | 10.37% | 5.1 |
|
| 5142 |
5142
Seaview Investment Managers
Miami,
Florida
| $2.77億 | +$1146万 | +4% | 2.77% | 148% | 82 | 24.39% | 1.5 |
|
| 5143 |
BCH
5143
Berkshire Capital Holdings
San Jose,
California
| $2.77億 | -$2453万 | -8% | 37.3% | 2,611% | 119 | 12.61% | 2.6 |
|
| 5144 |
EFM
5144
Eley Financial Management
South Burlington,
Vermont
| $2.77億 | -$129万 | -0.5% | 1.46% | 74.9% | 72 | 11.11% | 2.7 |
|
| 5145 |
5145
Carmel Capital Partners
San Diego,
California
| $2.77億 | -$775万 | -3% | 3.4% | 65.9% | 129 | 20.93% | 2.1 |
|
| 5146 |
5146
Henry James International Management
New York
| $2.77億 | -$4037万 | -13% | 1.75% | 125% | 96 | 5.21% | 6 |
|
| 5147 |
5147
Resurgent Financial Advisors
Atlanta,
Georgia
| $2.77億 | +$7749万 | +39% | 0.54% | 86.4% | 273 | 25.64% | 1.9 |
|
| 5148 |
5148
1 North Wealth Services
Annapolis,
Maryland
| $2.77億 | -$728万 | -3% | 0.76% | – | 292 | 12.33% | 1.8 |
|
| 5149 |
TAP
5149
Tounjian Advisory Partners
Fort Myers,
Florida
| $2.77億 | -$1837万 | -6% | 0% | – | 157 | 8.92% | 0.8 |
|
| 5150 |
5150
Townsend Asset Management
Raleigh,
North Carolina
| $2.77億 | -$715万 | -3% | 2.21% | 88.5% | 191 | 9.95% | 4.3 |
|