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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
OGF
5551
Orin Green Financial
San Diego,
California
| $2.5億 | -$17.9万 | -0.1% | 2.42% | 59.1% | 88 | 12.5% | 0.7 |
|
| 5552 |
5552
Concorde Asset Management
Ann Arbor,
Michigan
| $2.5億 | +$1088万 | +5% | 1.13% | – | 253 | 17% | 2 |
|
| 5553 |
5553
SGL Investment Advisors
Missoula,
Montana
| $2.5億 | +$1002万 | +4% | 1.95% | – | 136 | 13.97% | 1 |
|
| 5554 |
5554
Juno Financial Group
Richmond,
Virginia
| $2.5億 | – | – | 1.72% | – | 69 | – | 0 |
|
| 5555 |
5555
Pennington Partners & Co
Bethesda,
Maryland
| $2.5億 | +$3866万 | +18% | 1.72% | – | 103 | 19.42% | 0.7 |
|
| 5556 |
5556
Stash Investments
New York
| $2.49億 | +$1702万 | +7% | 1.15% | 40.7% | 5 | 0% | 2 |
|
| 5557 |
5557
Freshford Capital Management
Rye Brook,
New York
| $2.49億 | -$1.14億 | -31% | 5.16% | 97.3% | 26 | 53.85% | 0.8 |
|
| 5558 |
5558
Solstein Capital
Menlo Park,
California
| $2.49億 | -$1.91億 | -43% | 3.91% | 102% | 506 | 16.8% | 2.5 |
|
| 5559 |
5559
Retirement Planning Company of New England
Warwick,
Rhode Island
| $2.49億 | +$71.9万 | +0.3% | 3.13% | 125% | 256 | 8.2% | 3 |
|
| 5560 |
5560
Beacon Investment Advisors
Gaithersburg,
Maryland
| $2.49億 | +$478万 | +2% | 3.57% | 96.4% | 168 | 4.17% | 2.3 |
|
| 5561 |
5561
Index Venture Life Associates VI
St. Helier,
Jersey
| $2.49億 | +$757万 | +3% | 3.13% | – | 1 | 0% | 4 |
|
| 5562 |
5562
Shira Ridge Wealth Management
Larkspur,
California
| $2.49億 | +$1328万 | +6% | 2.6% | 72.8% | 91 | 15.38% | 2.1 |
|
| 5563 |
5563
Chicago Wealth Management
Chicago,
Illinois
| $2.49億 | +$1938万 | +8% | 8.14% | 134% | 56 | 16.07% | 2.4 |
|
| 5564 |
5564
Game Plan Financial Advisors
Westlake,
Ohio
| $2.49億 | +$733万 | +3% | 2.78% | 107% | 404 | 24.26% | 1.9 |
|
| 5565 |
5565
Beta Wealth Group
San Diego,
California
| $2.49億 | -$465万 | -2% | 1.74% | 51.2% | 122 | 10.66% | 2 |
|
| 5566 |
5566
Painted Porch Advisors
Santa Barbara,
California
| $2.49億 | -$1373万 | -5% | 1.73% | – | 470 | 85.32% | 1.7 |
|
| 5567 |
MAS
5567
Madden Advisory Services
Jacksonville,
Florida
| $2.49億 | -$956万 | -4% | 1.93% | 58.4% | 107 | 4.67% | 5.7 |
|
| 5568 |
5568
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $2.49億 | +$552万 | +2% | 1.82% | 64.8% | 82 | 2.44% | 4.3 |
|
| 5569 |
5569
Genesee Capital Advisors
Auburn,
New York
| $2.48億 | +$1826万 | +8% | 1.73% | 107% | 136 | 14.71% | 2.2 |
|
| 5570 |
5570
MBA Advisors
Hermitage,
Pennsylvania
| $2.48億 | +$1403万 | +6% | 2.41% | 66.1% | 150 | 13.33% | 3.2 |
|
| 5571 |
5571
Selby Wealth Management
Emeryville,
California
| $2.48億 | – | – | 0.71% | – | 84 | – | 0 |
|
| 5572 |
5572
TKG Advisors
Valparaiso,
Indiana
| $2.48億 | +$1448万 | +6% | 4.01% | 116% | 99 | 21.21% | 1.9 |
|
| 5573 |
5573
Tabor Asset Management
New York
| $2.48億 | +$8203万 | +49% | 5.49% | 214% | 50 | 54% | 0.9 |
|
| 5574 |
5574
StoneCrest Wealth Management
Chandler,
Arizona
| $2.48億 | +$1957万 | +9% | 2.65% | 168% | 77 | 15.58% | 1.2 |
|
| 5575 |
5575
Mount Capital
London,
United Kingdom
| $2.48億 | -$3125万 | -11% | 1.72% | 34.4% | 16 | 0% | 3.7 |
|