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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 |
5476
Benchmark Wealth Management
Old Lyme,
Connecticut
| $1.69億 | +$1252万 | +8% | 9.39% | 42.7% | 49 | 6.12% | 3.1 |
|
| 5477 |
5477
Acute Investment Advisory
Mesa,
Arizona
| $1.69億 | +$263万 | +2% | 1.72% | 15% | 13 | 0% | 1 |
|
| 5478 |
5478
Ridgewood Investments
Springfield,
New Jersey
| $1.69億 | +$1675万 | +11% | 8.21% | – | 201 | 13.93% | 2.9 |
|
| 5479 |
5479
Clarus Wealth Advisors
Peoria,
Arizona
| $1.69億 | – | – | 11.7% | 89.7% | 124 | – | 1.9 |
|
| 5480 |
5480
Proathlete Wealth Management
Boca Raton,
Florida
| $1.69億 | – | – | 11.3% | 73.9% | 53 | – | 0 |
|
| 5481 |
5481
Camelot Portfolios
Maumee,
Ohio
| $1.69億 | +$6438万 | +62% | 8.66% | 47.2% | 214 | 36.92% | 2.7 |
|
| 5482 |
5482
Crestwood Capital Management
New York
| $1.69億 | +$3685万 | +28% | 20.6% | 203% | 17 | 29.41% | 2.4 |
|
| 5483 |
5483
McNaughton Wealth Management
San Diego,
California
| $1.69億 | +$1847万 | +12% | 8.58% | 55.6% | 54 | 7.41% | 3.1 |
|
| 5484 |
DRD
5484
Dennis R. Delaney
| $1.69億 | +$1358万 | +9% | 9.25% | 84.3% | 45 | 6.67% | 6.3 |
|
| 5485 |
5485
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $1.69億 | +$1842万 | +12% | 8.88% | 58.8% | 197 | 13.2% | 3.1 |
|
| 5486 |
5486
Strategic Financial Concepts
San Antonio,
Texas
| $1.69億 | -$1.27億 | -43% | 7.55% | 56.8% | 283 | 53.71% | 0.6 |
|
| 5487 |
5487
Newlight Partners
New York
| $1.69億 | -$944万 | -5% | 33% | 92.8% | 2 | 0% | 3.1 |
|
| 5488 |
5488
IA Venture Strategies Fund II
New York
| $1.69億 | +$5831万 | +53% | 53% | 375% | 3 | 0% | 1.4 |
|
| 5489 |
5489
Sterling Financial Group
Pasadena,
California
| $1.69億 | +$932万 | +6% | 8.55% | 49.6% | 65 | 10.77% | 0.7 |
|
| 5490 |
5490
Alhambra Investment Management
Palmetto Bay,
Florida
| $1.69億 | +$1663万 | +11% | 9.17% | 67.7% | 163 | 14.11% | 2.5 |
|
| 5491 |
5491
Mosaic Advisors
Houston,
Texas
| $1.69億 | +$5925万 | +54% | 5.96% | 50.9% | 19 | 36.84% | 1.6 |
|
| 5492 |
5492
Fluent Financial
Dallas,
Texas
| $1.68億 | -$1759万 | -9% | 8.97% | 46.9% | 87 | 21.84% | 1.6 |
|
| 5493 |
PCG
5493
PFC Capital Group
Los Angeles,
California
| $1.68億 | – | – | 13.3% | 118% | 67 | – | 0 |
|
| 5494 |
5494
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $1.68億 | +$3794万 | +29% | 11.1% | 173% | 58 | 48.28% | 0.9 |
|
| 5495 |
5495
Miller Value Partners
Sarasota,
Florida
| $1.68億 | +$926万 | +6% | 15.1% | 133% | 48 | 16.67% | 1.8 |
|
| 5496 |
5496
Wisconsin Capital Management
Madison,
Wisconsin
| $1.68億 | +$1687万 | +11% | 12.7% | 153% | 48 | 14.58% | 4.6 |
|
| 5497 |
5497
Blue Barn Wealth
Orem,
Utah
| $1.68億 | +$1600万 | +11% | 10.1% | 46.4% | 139 | 24.46% | 1.6 |
|
| 5498 |
5498
Colonial River Investments
Midlothian,
Virginia
| $1.68億 | +$1506万 | +10% | 10.1% | 156% | 210 | 32.86% | 1.2 |
|
| 5499 |
5499
Montis Financial
Waltham,
Massachusetts
| $1.68億 | +$1890万 | +13% | 9.51% | 53.8% | 78 | 21.79% | 1.7 |
|
| 5500 |
5500
Northstar Advisory Group
Northfield,
New Jersey
| $1.68億 | +$3091万 | +23% | 11.6% | 141% | 111 | 29.73% | 1.1 |
|