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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
Monolith Management
Hong Kong
| $2.67億 | +$4018万 | +18% | 19.2% | 1,364% | 31 | 74.19% | 0.3 |
|
| 5352 |
5352
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $2.67億 | +$474万 | +2% | 1.86% | 55% | 62 | 4.84% | 2.9 |
|
| 5353 |
5353
Lunt Capital Management
Holladay,
Utah
| $2.67億 | +$548万 | +2% | 1.03% | 36.9% | 107 | 21.5% | 1.7 |
|
| 5354 |
5354
Weik Capital Management
Wyomissing,
Pennsylvania
| $2.67億 | -$108万 | -0.4% | 2.2% | 71.6% | 94 | 3.19% | 8.6 |
|
| 5355 |
5355
Gainplan
Bloomfield Hills,
Michigan
| $2.67億 | +$3090万 | +13% | 1.49% | 103% | 81 | 44.44% | 1.6 |
|
| 5356 |
5356
River Street Advisors
Aurora,
Illinois
| $2.67億 | +$893万 | +3% | 3.62% | 93.5% | 175 | 11.43% | 1.9 |
|
| 5357 |
5357
Parkshore Wealth Management
Granite Bay,
California
| $2.66億 | +$2100万 | +9% | 2.08% | – | 69 | 1.45% | 0.9 |
|
| 5358 |
5358
Colorado Capital Management
Boulder,
Colorado
| $2.66億 | +$781万 | +3% | 2.77% | 60.4% | 106 | 2.83% | 5.2 |
|
| 5359 |
5359
Tanglewood Legacy Advisors
Houston,
Texas
| $2.66億 | +$744万 | +3% | 2.53% | 69.1% | 284 | 9.86% | 2.5 |
|
| 5360 |
5360
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $2.66億 | +$925万 | +4% | 2.38% | 92.9% | 174 | 27.01% | 1.6 |
|
| 5361 |
5361
Seaview Investment Managers
Miami,
Florida
| $2.66億 | -$483万 | -2% | 4.87% | 155% | 89 | 35.96% | 1.5 |
|
| 5362 |
5362
Triton Wealth Management
Sun City,
Arizona
| $2.66億 | +$281万 | +1% | 2.48% | – | 138 | 28.26% | 2.4 |
|
| 5363 |
5363
Martin Capital Partners
Eugene,
Oregon
| $2.66億 | +$803万 | +3% | 1.77% | 42.3% | 71 | 2.82% | 4.3 |
|
| 5364 |
5364
1776 Wealth
Atlanta,
Georgia
| $2.66億 | +$619万 | +2% | 2.16% | 115% | 147 | 8.84% | 3.1 |
|
| 5365 |
5365
Powers Advisory Group
Highland,
Illinois
| $2.66億 | +$1443万 | +6% | 1.65% | 49.8% | 129 | 8.53% | 2.7 |
|
| 5366 |
5366
Altman Advisors
Chicago,
Illinois
| $2.65億 | +$401万 | +2% | 4.34% | 143% | 97 | 7.22% | 2.7 |
|
| 5367 |
5367
Members Advisory Group
Williamsville,
New York
| $2.65億 | -$1752万 | -6% | 2.98% | 74.9% | 46 | 43.48% | 1.3 |
|
| 5368 |
5368
Kennedy Investment Group
West Depford,
New Jersey
| $2.65億 | +$1356万 | +5% | 2.75% | 95.4% | 148 | 12.16% | 2.1 |
|
| 5369 |
5369
Summit Investment Advisory Services
Roseville,
Minnesota
| $2.65億 | +$1388万 | +6% | 1.98% | 74.2% | 83 | 9.64% | 1.2 |
|
| 5370 |
5370
First Financial Corp
Terre Haute,
Indiana
| $2.65億 | +$974万 | +4% | 3.41% | 95.3% | 322 | 5.9% | 8.1 |
|
| 5371 |
5371
Biltmore Wealth Management
Tempe,
Arizona
| $2.65億 | +$296万 | +1% | 2.43% | 59.8% | 59 | 1.69% | 4.4 |
|
| 5372 |
5372
Beddow Capital Management
Jackson,
Wyoming
| $2.65億 | -$640万 | -2% | 2.38% | 50.7% | 56 | 3.57% | 6.2 |
|
| 5373 |
5373
HG Vora Capital Management
New York
| $2.65億 | -$4.73億 | -64% | 7.17% | 42.6% | 15 | 60% | 1.7 |
|
| 5374 |
LWMI
5374
Landmark Wealth Management (Illinois)
Normal,
Illinois
| $2.65億 | +$870万 | +3% | 1.73% | 42.4% | 43 | 16.28% | 1.3 |
|
| 5375 |
PIP
5375
Palisades Investment Partners
Santa Monica,
California
| $2.65億 | +$1003万 | +4% | 5.2% | – | 53 | 11.32% | 1 |
|