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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Adapt Wealth Advisors
Atlanta,
Georgia
| $2.05億 | +$188万 | +0.9% | 1.38% | – | 71 | 19.72% | 0.9 |
|
| 5452 |
OFCM
5452
One Fin Capital Management
San Francisco,
California
| $2.05億 | -$2646万 | -11% | 0.09% | 92% | 25 | 72% | 0.4 |
|
| 5453 |
5453
Bernard Wealth Management
Royal Oak,
Michigan
| $2.05億 | -$769万 | -4% | 4.39% | – | 408 | 25.49% | 0.2 |
|
| 5454 |
5454
Kessler Investment Group
Columbus,
Indiana
| $2.05億 | -$600万 | -3% | 2.09% | 251% | 223 | 20.18% | 2.5 |
|
| 5455 |
5455
SFG Wealth Management
Towson,
Maryland
| $2.05億 | +$1416万 | +7% | 2.49% | 86.3% | 131 | 37.4% | 1.6 |
|
| 5456 |
5456
Union Savings Bank
Litchfield,
Connecticut
| $2.05億 | +$124万 | +0.6% | 0.67% | – | 309 | 6.8% | 1.5 |
|
| 5457 |
5457
Socha Financial Group
Corning,
New York
| $2.05億 | -$868万 | -4% | 5.77% | 88.4% | 26 | 23.08% | 2.2 |
|
| 5458 |
5458
Ararat Capital Management
Westport,
Connecticut
| $2.04億 | -$4611万 | -18% | 3.66% | 99.2% | 18 | 22.22% | 1.8 |
|
| 5459 |
5459
Kings Path Partners
Sugar Land,
Texas
| $2.04億 | -$2981万 | -13% | 0.42% | – | 300 | 18.33% | 0.7 |
|
| 5460 |
5460
Keeler Thomas Management
Orem,
Utah
| $2.04億 | -$7651万 | -27% | 0.6% | 52.1% | 85 | 31.76% | 2.1 |
|
| 5461 |
5461
Summit Investment Advisory Services
Roseville,
Minnesota
| $2.04億 | +$1006万 | +5% | 2.84% | 74.2% | 72 | 8.33% | 0.7 |
|
| 5462 |
5462
Greenfield Savings Bank
Greenfield,
Massachusetts
| $2.04億 | -$472万 | -2% | 0.52% | 108% | 148 | 3.38% | 2.2 |
|
| 5463 |
5463
Applied Capital
Little Rock,
Arkansas
| $2.04億 | +$908万 | +5% | 0.97% | 52.6% | 49 | 8.16% | 2.2 |
|
| 5464 |
CIA
5464
Citadel Investment Advisory
Chesterland,
Ohio
| $2.04億 | +$1080万 | +6% | 6.35% | 66.1% | 82 | 0% | 3.8 |
|
| 5465 |
5465
Powell Investment Advisors
Miami,
Florida
| $2.04億 | -$1226万 | -6% | 3.52% | 82.4% | 164 | 17.07% | 3 |
|
| 5466 |
BC
5466
Bowman & Company
Oshkosh,
Wisconsin
| $2.04億 | +$1010万 | +5% | 2.8% | 59.7% | 112 | 9.82% | 2.2 |
|
| 5467 |
BWA
5467
BlueChip Wealth Advisors
Milton,
Georgia
| $2.04億 | +$2336万 | +13% | 0.94% | 62.2% | 158 | 17.72% | 0.9 |
|
| 5468 |
5468
One68 Global Capital
New York
| $2.04億 | +$1579万 | +8% | 15% | – | 139 | 67.63% | 0.1 |
|
| 5469 |
MWM
5469
MTC Wealth Management
Tampa,
Florida
| $2.04億 | -$411万 | -2% | 0.05% | 30.5% | 15 | 20% | 2.9 |
|
| 5470 |
PCR
5470
Potrero Capital Research
San Francisco,
California
| $2.04億 | -$9519万 | -32% | 12.7% | 237% | 32 | 59.38% | 1 |
|
| 5471 |
5471
Prairie Wealth Advisors
Omaha,
Nebraska
| $2.03億 | -$465万 | -2% | 0.72% | – | 155 | 11.61% | 0.9 |
|
| 5472 |
5472
TAGStone Capital
Charlotte,
North Carolina
| $2.03億 | +$10.5万 | +0.1% | 1.03% | 62% | 102 | 14.71% | 2.3 |
|
| 5473 |
5473
Hillman Capital Management
Bethesda,
Maryland
| $2.03億 | -$6631万 | -25% | 0.69% | 20.2% | 57 | 15.79% | 3 |
|
| 5474 |
5474
FWG Holdings
Winter Park,
Florida
| $2.03億 | -$523万 | -3% | 3.45% | 97.5% | 115 | 19.13% | 2.2 |
|
| 5475 |
5475
Bernzott Capital Advisors
Camarillo,
California
| $2.03億 | +$90.6万 | +0.4% | 2.23% | 46.2% | 42 | 9.52% | 3.2 |
|