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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
IWN
5476
Independent Wealth Network
Urbandale,
Iowa
| $1.62億 | +$952万 | +6% | 7.46% | 78.2% | 233 | 18.03% | 0.2 |
|
| 5477 |
5477
Cooper/Haims Advisors
Victor,
New York
| $1.62億 | -$342万 | -2% | 7.57% | 58.8% | 88 | 19.32% | 2.2 |
|
| 5478 |
5478
Herbst Group
Westport,
Connecticut
| $1.62億 | – | – | 6.42% | 142% | 80 | – | 0 |
|
| 5479 |
5479
City State Bank
Norwalk,
Iowa
| $1.62億 | – | – | 8.94% | 79.1% | 667 | – | 0 |
|
| 5480 |
5480
Alta Wealth Advisors
Woburn,
Massachusetts
| $1.62億 | +$2456万 | +18% | 9.14% | 134% | 160 | 20.63% | 0.8 |
|
| 5481 |
5481
David J. Yvars Group
University Park,
Florida
| $1.62億 | -$921万 | -5% | 7% | 143% | 89 | 14.61% | 0.9 |
|
| 5482 |
5482
Southern Capital Advisors
Jackson,
Tennessee
| $1.62億 | – | – | 7.98% | 66.8% | 81 | – | 0 |
|
| 5483 |
5483
Total Wealth Planning
Cincinnati,
Ohio
| $1.62億 | -$1.14億 | -41% | 4.59% | 37.2% | 47 | 34.04% | 2.6 |
|
| 5484 |
5484
Israel Discount Bank of New York
New York
| $1.62億 | +$1389万 | +9% | 5.91% | 40.8% | 88 | 5.68% | 3.6 |
|
| 5485 |
5485
Old Well Partners
Charlotte,
North Carolina
| $1.62億 | -$3210万 | -17% | 10.4% | 97.8% | 56 | 55.36% | 0.6 |
|
| 5486 |
EWG
5486
Executive Wealth Group
Kirkland,
Washington
| $1.62億 | -$184万 | -1% | 4.65% | 14.9% | 50 | 6% | 3 |
|
| 5487 |
5487
Activest Wealth Management
Aventure,
Florida
| $1.62億 | +$1156万 | +8% | 7.79% | 117% | 435 | 32.64% | 0.6 |
|
| 5488 |
5488
Martin Capital Advisors
San Antonio,
Texas
| $1.62億 | – | – | 11.3% | 140% | 64 | – | 0 |
|
| 5489 |
5489
Addison Advisors
Middlebury,
Vermont
| $1.62億 | +$3685万 | +30% | 7.02% | 54.5% | 736 | 37.77% | 0.5 |
|
| 5490 |
LI
5490
Latash Investments
Anchorage,
Alaska
| $1.62億 | +$142万 | +0.9% | 2.84% | 111% | 21 | 0% | 1.6 |
|
| 5491 |
5491
Offit Capital Advisors
New York
| $1.62億 | – | – | 3.59% | – | 1 | – | 0 |
|
| 5492 |
5492
Silicon Hills Wealth Management
Austin,
Texas
| $1.62億 | +$1567万 | +11% | 6.36% | 30.9% | 125 | 16.8% | 1.1 |
|
| 5493 |
5493
Phase 2 Partners
San Francisco,
California
| $1.61億 | – | – | 5.32% | 25.1% | 20 | – | 0 |
|
| 5494 |
5494
MBA Advisors
Hermitage,
Pennsylvania
| $1.61億 | +$2588万 | +19% | 6.94% | 66.1% | 152 | 12.5% | 0.6 |
|
| 5495 |
5495
Kinloch Capital
Glen Allen,
Virginia
| $1.61億 | +$1972万 | +14% | 8.87% | 63.4% | 68 | 13.24% | 0.8 |
|
| 5496 |
5496
Perseverance Asset Management International
George Town,
Cayman Islands
| $1.61億 | -$5126万 | -24% | 6.56% | 101% | 20 | 60% | 1.1 |
|
| 5497 |
5497
Friedenthal Financial
Marlton,
New Jersey
| $1.61億 | -$785万 | -5% | 4.29% | 105% | 84 | 32.14% | 2.1 |
|
| 5498 |
5498
Whelan Financial
Fresno,
California
| $1.61億 | +$5173万 | +47% | 5.89% | 64.6% | 20 | 25% | 0.2 |
|
| 5499 |
5499
Blue Square Asset Management
New York
| $1.61億 | +$115万 | +0.7% | 7.21% | 117% | 94 | 25.53% | 1.4 |
|
| 5500 |
5500
Cherry Creek Investment Advisors
Englewood,
Colorado
| $1.61億 | +$1084万 | +7% | 9.4% | 151% | 122 | 19.67% | 0.4 |
|