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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
First Financial Corp
Terre Haute,
Indiana
| $2.55億 | -$1040万 | -4% | 0.62% | 95.3% | 309 | 1.94% | 8.4 |
|
| 5402 |
5402
LifePlan Investment Advisors
Raleigh,
North Carolina
| $2.54億 | +$895万 | +4% | 0.38% | 60.9% | 130 | 16.92% | 1.8 |
|
| 5403 |
5403
1776 Wealth
Atlanta,
Georgia
| $2.54億 | -$1131万 | -4% | 7.27% | 90.4% | 149 | 7.38% | 3.2 |
|
| 5404 |
TSM
5404
Two Star Manager
Miami Beach,
Florida
| $2.54億 | -$3453万 | -12% | 13.8% | – | 13 | 15.38% | 1.4 |
|
| 5405 |
5405
Beach Point Capital Management
Santa Monica,
California
| $2.54億 | -$440万 | -2% | 13.1% | 84.1% | 19 | 57.89% | 1.5 |
|
| 5406 |
5406
Wealth Quarterback
Toms River,
New Jersey
| $2.54億 | -$2375万 | -9% | 0.24% | 109% | 167 | 11.98% | 2.8 |
|
| 5407 |
LI
5407
LHM Inc
Sandy,
Utah
| $2.54億 | -$1482万 | -6% | 2.75% | – | 22 | 0% | 1.4 |
|
| 5408 |
5408
Selby Wealth Management
Emeryville,
California
| $2.54億 | +$585万 | +2% | 1.62% | – | 84 | 3.57% | 0.3 |
|
| 5409 |
MAS
5409
Madden Advisory Services
Jacksonville,
Florida
| $2.54億 | +$520万 | +2% | 1.06% | 58.4% | 112 | 9.82% | 5.7 |
|
| 5410 |
5410
Sellwood Investment Partners
Portland,
Oregon
| $2.54億 | -$227万 | -0.9% | 1.92% | – | 60 | 3.33% | 1 |
|
| 5411 |
5411
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $2.54億 | -$2128万 | -8% | 0.38% | 103% | 53 | 15.09% | 4.2 |
|
| 5412 |
5412
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $2.54億 | -$1.46億 | -37% | 0.1% | 67.5% | 124 | 27.42% | 3.1 |
|
| 5413 |
5413
TL Private Wealth
Southlake,
Texas
| $2.53億 | -$643万 | -2% | 1.89% | 50.6% | 46 | 4.35% | 4.4 |
|
| 5414 |
5414
Shore Point Advisors
Brielle,
New Jersey
| $2.53億 | +$1693万 | +7% | 1.65% | 54.6% | 79 | 8.86% | 2.6 |
|
| 5415 |
5415
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $2.53億 | -$681万 | -3% | 1.43% | 68.8% | 131 | 6.87% | 3.1 |
|
| 5416 |
5416
5T Wealth
Napa,
California
| $2.53億 | +$272万 | +1% | 1.25% | – | 138 | 14.49% | 0.9 |
|
| 5417 |
5417
Avos Capital Management
Seattle,
Washington
| $2.53億 | +$2422万 | +11% | 3.61% | – | 68 | 61.76% | 1 |
|
| 5418 |
5418
Jupiter Wealth Management
Glendale,
Colorado
| $2.53億 | +$2843万 | +13% | 2.65% | 99.2% | 95 | 16.84% | 3.1 |
|
| 5419 |
5419
DLK Investment Management
Solana Beach,
California
| $2.53億 | -$1581万 | -6% | 3.1% | 80.4% | 103 | 25.24% | 1.6 |
|
| 5420 |
5420
Naspers
South Africa
| $2.53億 | -$2.1億 | -45% | 0.97% | 88.2% | 3 | 0% | 4.3 |
|
| 5421 |
5421
Shira Ridge Wealth Management
Larkspur,
California
| $2.53億 | +$378万 | +2% | 2.61% | 72.8% | 85 | 9.41% | 2.4 |
|
| 5422 |
FP
5422
FFG Partners
Fort Lauderdale,
Florida
| $2.53億 | -$9219万 | -27% | 0.87% | 277% | 50 | 50% | 1.1 |
|
| 5423 |
ORC
5423
O'Rourke & Company
Boston,
Massachusetts
| $2.53億 | -$448万 | -2% | 2.28% | 71.9% | 177 | 8.47% | 2.9 |
|
| 5424 |
5424
Stonehearth Capital Management
Danvers,
Massachusetts
| $2.52億 | -$1783万 | -7% | 2.17% | 87.5% | 103 | 13.59% | 3.4 |
|
| 5425 |
5425
Ruggaard & Associates
Hudson,
Ohio
| $2.52億 | -$161万 | -0.6% | 0.46% | 47.6% | 126 | 7.14% | 2.3 |
|