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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Traveka Wealth
Los Altos,
California
| $2.46億 | +$2168万 | +10% | 2.73% | 78.1% | 198 | 17.17% | 1.2 |
|
| 5602 |
5602
Lewis Asset Management
Lafayette,
California
| $2.46億 | +$228万 | +0.9% | 2.61% | 142% | 195 | 9.74% | 1.3 |
|
| 5603 |
5603
Lodestone Wealth Management
Spokane,
Washington
| $2.46億 | +$2308万 | +10% | 2.94% | 87.1% | 798 | 78.32% | 0.5 |
|
| 5604 |
5604
LifePlan Investment Advisors
Raleigh,
North Carolina
| $2.46億 | +$716万 | +3% | 1.44% | 60.9% | 119 | 8.4% | 1.7 |
|
| 5605 |
5605
Metavasi Capital
Larchmont,
New York
| $2.45億 | -$8562万 | -26% | 8.45% | 840% | 45 | 62.22% | 1 |
|
| 5606 |
5606
HighMark Wealth Management
St. Paul,
Minnesota
| $2.45億 | +$1824万 | +8% | 10.6% | 110% | 667 | 21.29% | 3.1 |
|
| 5607 |
5607
Tumwater Wealth Management
Boise,
Idaho
| $2.45億 | +$2024万 | +9% | 2.97% | – | 36 | 11.11% | 0.9 |
|
| 5608 |
SWMG
5608
Signature Wealth Management Group
Atlanta,
Georgia
| $2.45億 | -$1241万 | -5% | 0.24% | – | 120 | 16.67% | 3.7 |
|
| 5609 |
5609
Financial Symmetry
Raleigh,
North Carolina
| $2.45億 | +$2219万 | +10% | 3.22% | 68.4% | 62 | 16.13% | 1.3 |
|
| 5610 |
AAG
5610
Avalon Advisory Group
Wexford,
Pennsylvania
| $2.45億 | -$165万 | -0.7% | 1.38% | 46% | 18 | 27.78% | 3.8 |
|
| 5611 |
5611
Bayshore Asset Management
Coral Gables,
Florida
| $2.45億 | +$1182万 | +5% | 3.09% | 66.1% | 41 | 2.44% | 2.9 |
|
| 5612 |
5612
Dopkins Wealth Management
Williamsville,
New York
| $2.45億 | +$777万 | +3% | 2.93% | 68.8% | 82 | 4.88% | 2 |
|
| 5613 |
5613
Elevation Capital Advisory
Bend,
Oregon
| $2.45億 | -$559万 | -2% | 1.02% | – | 86 | 56.98% | 0.5 |
|
| 5614 |
5614
Bull Oak Capital
San Diego,
California
| $2.45億 | +$934万 | +4% | 1.52% | 62.1% | 37 | 16.22% | 1.2 |
|
| 5615 |
5615
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $2.45億 | +$5612万 | +30% | 0.08% | 7.8% | 128 | 28.91% | 1.2 |
|
| 5616 |
5616
Family Office Research
Bethesda,
Maryland
| $2.45億 | +$1601万 | +7% | 6.42% | – | 79 | 11.39% | 0.8 |
|
| 5617 |
5617
Financial Guidance Group
Palm Harbor,
Florida
| $2.44億 | +$2143万 | +10% | 1.65% | 58.7% | 91 | 8.79% | 2.3 |
|
| 5618 |
5618
WealthCollab
Bellevue,
Washington
| $2.44億 | +$2650万 | +12% | 1.01% | 85.3% | 1,113 | 20.58% | 1.4 |
|
| 5619 |
5619
CNB Bank
Clearfield,
Pennsylvania
| $2.44億 | +$432万 | +2% | 3.28% | 106% | 523 | 6.69% | 4.5 |
|
| 5620 |
SM
5620
Salzhauer Michael
| $2.44億 | +$3586万 | +17% | 6.99% | 98% | 106 | 23.58% | 4 |
|
| 5621 |
5621
Financial Avengers
Oakland,
California
| $2.44億 | +$1148万 | +5% | 6.29% | 108% | 148 | 7.43% | 3.8 |
|
| 5622 |
5622
Fiduciary Wealth Partners
Boston,
Massachusetts
| $2.44億 | +$571万 | +2% | 2.6% | – | 96 | 12.5% | 1.2 |
|
| 5623 |
5623
Porter White Investment Advisors
Birmingham,
Alabama
| $2.44億 | +$1094万 | +5% | 2.71% | 58% | 36 | 2.78% | 2.4 |
|
| 5624 |
5624
Aristotle Pacific Capital
Newport Beach,
California
| $2.44億 | +$3838万 | +19% | 0.47% | 1.84% | 6 | 16.67% | 3.8 |
|
| 5625 |
5625
Glass Wealth Management
San Antonio,
Texas
| $2.44億 | +$1944万 | +9% | 8.69% | – | 58 | 5.17% | 1.6 |
|