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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Davidson Trust Company
Seattle,
Washington
| $2.1億 | +$1540万 | +8% | 1.09% | 77% | 168 | 10.12% | 3.3 |
|
| 5377 |
5377
Weitzel Financial Services
Dubuque,
Iowa
| $2.1億 | -$246万 | -1% | 0.06% | 46.3% | 41 | 7.32% | 3.1 |
|
| 5378 |
LWMI
5378
Landmark Wealth Management (Illinois)
Normal,
Illinois
| $2.1億 | +$422万 | +2% | 0.11% | 42.4% | 49 | 8.16% | 0.7 |
|
| 5379 |
5379
Discipline Wealth Solutions
Greenville,
South Carolina
| $2.1億 | -$638万 | -3% | 0.99% | 45.9% | 79 | 11.39% | 0.6 |
|
| 5380 |
5380
Firethorn Wealth Partners
Augusta,
Georgia
| $2.1億 | +$820万 | +4% | 1.8% | 75.1% | 178 | 13.48% | 2.2 |
|
| 5381 |
5381
Honeycomb Asset Management
New York
| $2.09億 | -$5864万 | -22% | 7.92% | 49% | 41 | 87.8% | 0.1 |
|
| 5382 |
DCF
5382
Daffy Charitable Fund
Los Altos,
California
| $2.09億 | +$2918万 | +16% | 1.56% | – | 35 | 14.29% | 0.2 |
|
| 5383 |
5383
Saiph Capital
Wyckoff,
New Jersey
| $2.09億 | -$1087万 | -5% | 4.41% | 52.4% | 53 | 15.09% | 2.1 |
|
| 5384 |
5384
Alexis Investment Partners
Montgomery,
Texas
| $2.09億 | +$468万 | +2% | 2.63% | – | 93 | 56.99% | 0.2 |
|
| 5385 |
BCH
5385
Berkshire Capital Holdings
San Jose,
California
| $2.09億 | -$6760万 | -24% | 5.1% | 2,611% | 102 | 11.76% | 2.9 |
|
| 5386 |
5386
Guardian Financial Partners
Orange,
California
| $2.09億 | +$4071万 | +24% | 1% | 53.9% | 57 | 15.79% | 1.4 |
|
| 5387 |
5387
Kinloch Capital
Glen Allen,
Virginia
| $2.09億 | +$946万 | +5% | 4.27% | 63.4% | 85 | 17.65% | 2.8 |
|
| 5388 |
5388
MBE Wealth Management
Tomah,
Wisconsin
| $2.09億 | +$3146万 | +18% | 1.85% | 66.5% | 129 | 27.13% | 2.2 |
|
| 5389 |
DA
5389
DCF Advisers
Greenwich,
Connecticut
| $2.09億 | +$220万 | +1% | 0.57% | 379% | 111 | 44.14% | 1.9 |
|
| 5390 |
5390
Five Oceans Advisors
Santa Monica,
California
| $2.09億 | -$929万 | -4% | 0.29% | 85.3% | 192 | 16.67% | 2.3 |
|
| 5391 |
5391
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $2.09億 | -$297万 | -1% | 1.44% | 72.4% | 94 | 13.83% | 2.1 |
|
| 5392 |
5392
Bull Street Advisors
Savannah,
Georgia
| $2.09億 | +$133万 | +0.6% | 2.3% | 48.5% | 91 | 4.4% | 5.1 |
|
| 5393 |
5393
Cora Capital Advisors
Marlton,
New Jersey
| $2.09億 | +$117万 | +0.6% | 3.41% | 80.3% | 112 | 10.71% | 1.7 |
|
| 5394 |
5394
Corundum Group
Colorado Springs,
Colorado
| $2.09億 | -$5930万 | -22% | 1.46% | 89.5% | 104 | 9.62% | 5.1 |
|
| 5395 |
5395
Next Capital Management
New York
| $2.08億 | -$3864万 | -16% | 2.6% | 61.3% | 151 | 28.48% | 3.1 |
|
| 5396 |
5396
Spectrum Wealth Advisory Group
Granite Bay,
California
| $2.08億 | -$373万 | -2% | 3.77% | 76.1% | 60 | 11.67% | 2.4 |
|
| 5397 |
5397
STF Management
Frisco,
Texas
| $2.08億 | -$1458万 | -7% | 5.98% | 208% | 101 | 0% | 2 |
|
| 5398 |
5398
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $2.08億 | -$769万 | -4% | 0.64% | 104% | 262 | 3.05% | 8.2 |
|
| 5399 |
5399
Findell Capital Management
New York
| $2.08億 | -$3650万 | -15% | 2.21% | – | 19 | 47.37% | 0.6 |
|
| 5400 |
BWIA
5400
Bryant Woods Investment Advisors
Getzville,
New York
| $2.08億 | +$151万 | +0.7% | 4.27% | 74.4% | 50 | 4% | 2.3 |
|