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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
Crux Wealth Advisors
Long Beach,
California
| $2.52億 | +$1747万 | +7% | 6.18% | – | 172 | 6.4% | 0.7 |
|
| 5327 |
5327
West Oak Capital
Westlake Village,
California
| $2.52億 | -$316万 | -1% | 7.89% | 110% | 322 | 18.01% | 7.1 |
|
| 5328 |
5328
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $2.52億 | +$2332万 | +10% | 6.04% | 55.5% | 65 | 15.38% | 1.8 |
|
| 5329 |
5329
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $2.52億 | +$1018万 | +4% | 4.6% | 62.3% | 82 | 0% | 1.8 |
|
| 5330 |
OIA
5330
Optimum Investment Advisors
Chicago,
Illinois
| $2.52億 | +$2178万 | +9% | 11.4% | 125% | 631 | 5.55% | 6.5 |
|
| 5331 |
5331
Wittenberg Investment Management
Carlisle,
Massachusetts
| $2.52億 | +$2303万 | +10% | 15.9% | 89.9% | 78 | 6.41% | 5.5 |
|
| 5332 |
5332
Landmark Wealth Management (New York)
Melville,
New York
| $2.52億 | +$1700万 | +7% | 4.76% | 42.7% | 89 | 6.74% | 1.9 |
|
| 5333 |
5333
Decatur Capital Management
Decatur,
Georgia
| $2.52億 | +$2346万 | +10% | 14.1% | 155% | 43 | 18.6% | 4.3 |
|
| 5334 |
5334
Fedenia Advisers
Madison,
Wisconsin
| $2.52億 | +$4018万 | +19% | 14.2% | – | 186 | 37.63% | 0.4 |
|
| 5335 |
5335
Vivid Wealth Management
West Des Moines,
Iowa
| $2.52億 | +$2405万 | +11% | 8.75% | 107% | 71 | 18.31% | 1.1 |
|
| 5336 |
5336
Kennedy Investment Group
West Depford,
New Jersey
| $2.52億 | +$1612万 | +7% | 8.23% | 95.4% | 144 | 9.72% | 2 |
|
| 5337 |
DI
5337
Disciplined Investments
Tulsa,
Oklahoma
| $2.51億 | +$1507万 | +6% | 5.15% | 51.4% | 132 | 7.58% | 3.8 |
|
| 5338 |
5338
Deepwater Asset Management
Minneapolis,
Minnesota
| $2.51億 | -$136万 | -0.5% | 6.21% | 142% | 33 | 45.45% | 1 |
|
| 5339 |
5339
Sellwood Investment Partners
Portland,
Oregon
| $2.51億 | +$4192万 | +20% | 5.35% | – | 107 | 54.21% | 0.3 |
|
| 5340 |
5340
Powers Advisory Group
Highland,
Illinois
| $2.51億 | +$2370万 | +10% | 4.9% | 49.8% | 121 | 4.96% | 2.6 |
|
| 5341 |
5341
Summit Investment Advisory Services
Roseville,
Minnesota
| $2.51億 | +$2114万 | +9% | 7.01% | 74.2% | 77 | 9.09% | 1.1 |
|
| 5342 |
SLA
5342
Silver Lake Advisory
Cottonwood Heights,
Utah
| $2.51億 | +$1625万 | +7% | 6.92% | 76.7% | 109 | 9.17% | 4.3 |
|
| 5343 |
5343
ECP ControlCo
Summit,
New Jersey
| $2.51億 | +$3573万 | +17% | 12.8% | 42.5% | 4 | 0% | 2.9 |
|
| 5344 |
5344
Dover Advisors
Richmond,
Virginia
| $2.51億 | +$2380万 | +10% | 7.29% | 65% | 175 | 12.57% | 1.6 |
|
| 5345 |
5345
Spreng Capital Management
Bucyrus,
Ohio
| $2.51億 | +$885万 | +4% | 7.21% | 84.4% | 79 | 7.59% | 4.2 |
|
| 5346 |
5346
Argentarii
Cincinnati,
Ohio
| $2.51億 | +$3274万 | +15% | 11.6% | – | 174 | 15.52% | 0.6 |
|
| 5347 |
5347
Arrowroot Family Office
Marina Del Rey,
California
| $2.51億 | +$2750万 | +12% | 5.9% | – | 149 | 12.75% | 1.8 |
|
| 5348 |
5348
Elevation Capital Advisory
Bend,
Oregon
| $2.5億 | +$89.9万 | +0.4% | 6.38% | – | 82 | 59.76% | 0.5 |
|
| 5349 |
OGF
5349
Orin Green Financial
San Diego,
California
| $2.5億 | +$1390万 | +6% | 6.28% | 59.1% | 88 | 11.36% | 0.4 |
|
| 5350 |
5350
Adaptive Financial Consulting
Beachwood,
Ohio
| $2.5億 | +$1066万 | +4% | 4.13% | 33.4% | 21 | 9.52% | 4.6 |
|