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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Independent Family Office
Albany,
New York
| $1.77億 | +$1668万 | +10% | 11.6% | 68.4% | 75 | 13.33% | 2.5 |
|
| 5352 |
5352
Red Tortoise LLC
Atlanta,
Georgia
| $1.77億 | +$2751万 | +18% | 8.96% | 43.7% | 607 | 22.73% | 1 |
|
| 5353 |
5353
Denver Wealth Management
Denver,
Colorado
| $1.77億 | +$2214万 | +14% | 9.64% | 64.4% | 78 | 12.82% | 1.6 |
|
| 5354 |
5354
Waterfall Asset Management
New York
| $1.77億 | – | – | 1.22% | – | 7 | – | 0 |
|
| 5355 |
5355
EnerVest
Houston,
Texas
| $1.77億 | -$1344万 | -7% | 7.07% | 20.5% | 1 | 0% | 5 |
|
| 5356 |
5356
Retirement Financial Solutions
Knoxville,
Tennessee
| $1.77億 | +$2818万 | +19% | 9.7% | 52.5% | 47 | 19.15% | 0.6 |
|
| 5357 |
5357
Next Level Private
Harrison,
New York
| $1.76億 | +$2569万 | +17% | 10.5% | 95.9% | 111 | 11.71% | 0.9 |
|
| 5358 |
5358
Cooper/Haims Advisors
Victor,
New York
| $1.76億 | +$4786万 | +37% | 8.39% | 58.8% | 86 | 17.44% | 3.4 |
|
| 5359 |
5359
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $1.76億 | +$6871万 | +64% | 12.7% | 62.3% | 61 | 27.87% | 1.7 |
|
| 5360 |
5360
Union Savings Bank
Litchfield,
Connecticut
| $1.76億 | +$1590万 | +10% | 9.58% | – | 312 | 6.09% | 0.5 |
|
| 5361 |
5361
Aragon Global Management
Miami,
Florida
| $1.76億 | – | – | 17.6% | – | 15 | – | 0 |
|
| 5362 |
5362
Lavaca Capital
Houston,
Texas
| $1.76億 | -$1.21億 | -41% | 10.9% | 46.5% | 149 | 42.28% | 2.4 |
|
| 5363 |
5363
Warren Street Wealth Advisors
Newport Beach,
California
| $1.76億 | +$2502万 | +17% | 8.49% | 84.6% | 90 | 11.11% | 1.3 |
|
| 5364 |
5364
Private Wealth Group
Tampa,
Florida
| $1.76億 | +$2360万 | +15% | 8.7% | 52.9% | 56 | 8.93% | 2.8 |
|
| 5365 |
5365
IRON Financial
Northbrook,
Illinois
| $1.76億 | +$393万 | +2% | 7.5% | 60.6% | 103 | 10.68% | 3 |
|
| 5366 |
PCMK
5366
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $1.76億 | +$612万 | +4% | 10% | 87.5% | 58 | 15.52% | 6.3 |
|
| 5367 |
5367
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $1.76億 | +$765万 | +5% | 10.6% | 82.3% | 151 | 7.28% | 2.7 |
|
| 5368 |
5368
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| $1.76億 | – | – | 10.9% | 151% | 256 | – | 0 |
|
| 5369 |
5369
BCK Partners
Corning,
New York
| $1.76億 | +$1577万 | +10% | 8.7% | 46% | 28 | 0% | 2.4 |
|
| 5370 |
5370
F/M Investments
Washington,
District of Columbia
| $1.76億 | +$4197万 | +31% | 11.3% | 101% | 99 | 36.36% | 0.7 |
|
| 5371 |
5371
DB Wealth Management Group
San Diego,
California
| $1.76億 | +$1761万 | +11% | 10.7% | 19% | 387 | 8.53% | 2.1 |
|
| 5372 |
5372
Lindenwold Advisors
Reading,
Pennsylvania
| $1.76億 | +$1543万 | +10% | 10.6% | 75% | 122 | 15.57% | 1.6 |
|
| 5373 |
5373
1492 Capital Management
Milwaukee,
Wisconsin
| $1.76億 | +$2070万 | +13% | 10.9% | 298% | 116 | 36.21% | 1.5 |
|
| 5374 |
5374
New England Professional Planning Group
Westerly,
Rhode Island
| $1.76億 | +$1448万 | +9% | 10.4% | 64.1% | 45 | 13.33% | 4.4 |
|
| 5375 |
5375
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $1.76億 | +$2367万 | +16% | 7.48% | 62.5% | 12 | 8.33% | 3.4 |
|