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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
MYeCFO
La Jolla,
California
| $2.39億 | +$341万 | +1% | 1.27% | 58.5% | 69 | 11.59% | 2.4 |
|
| 5602 |
5602
Forefront Wealth Partners
Austin,
Texas
| $2.39億 | +$2769万 | +13% | 2.44% | – | 171 | 23.98% | 0.7 |
|
| 5603 |
5603
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $2.39億 | -$580万 | -2% | 1.75% | 3.28% | 144 | 40.28% | 0.9 |
|
| 5604 |
5604
Abbot Financial Management
Andover,
Massachusetts
| $2.39億 | -$365万 | -2% | 0.67% | 116% | 143 | 12.59% | 5.4 |
|
| 5605 |
JCFM
5605
JBR Co Financial Management
Ardmore,
Oklahoma
| $2.39億 | $0 | 0% | 0.6% | 126% | 120 | 0% | 1.7 |
|
| 5606 |
5606
Wealth Watch Advisors
Englewood,
Colorado
| $2.39億 | -$3090万 | -11% | 3.81% | – | 959 | 87.07% | 0.8 |
|
| 5607 |
5607
Pfizer
New York
| $2.39億 | +$231万 | +1% | 29.2% | – | 19 | 10.53% | 1.2 |
|
| 5608 |
5608
Dow Chemical Company
Midland,
Michigan
| $2.39億 | +$3371万 | +16% | 4.48% | 30% | 5 | 0% | 2.1 |
|
| 5609 |
5609
Orange County Employees Retirement System
Santa Ana,
California
| $2.39億 | +$4677万 | +24% | 15.1% | – | 3 | 33.33% | 0.3 |
|
| 5610 |
CWMGP
5610
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $2.39億 | +$16.4万 | +0.1% | 0.41% | 85.4% | 101 | 20.79% | 1.6 |
|
| 5611 |
MFC
5611
Mechanics Financial Corp
Mansfield,
Ohio
| $2.39億 | -$3219万 | -12% | 1.27% | 82.7% | 241 | 7.05% | 3.3 |
|
| 5612 |
5612
Torrey Growth & Income Advisors
Del Mar,
California
| $2.39億 | -$4889万 | -17% | 13.8% | – | 117 | 11.97% | 0.4 |
|
| 5613 |
5613
Genesee Capital Advisors
Auburn,
New York
| $2.39億 | -$984万 | -4% | 2.01% | 107% | 140 | 9.29% | 2.3 |
|
| 5614 |
5614
LTS One Management
New York
| $2.39億 | -$2037万 | -8% | 9.93% | 73.6% | 22 | 40.91% | 0.7 |
|
| 5615 |
5615
Cascades Capital Asset Management
Greensboro,
North Carolina
| $2.39億 | -$31.1万 | -0.1% | 2.46% | – | 182 | 22.53% | 1.1 |
|
| 5616 |
5616
Wealth Advisors Northwest
Portland,
Oregon
| $2.38億 | +$1295万 | +6% | 0.19% | – | 58 | 5.17% | 1.2 |
|
| 5617 |
5617
Verity Asset Management
Durham,
North Carolina
| $2.38億 | +$544万 | +2% | 3.87% | 87% | 264 | 32.58% | 2.9 |
|
| 5618 |
5618
Mine & Arao Wealth Creation & Management
Campbell,
California
| $2.38億 | -$1719万 | -7% | 4.59% | 105% | 76 | 1.32% | 5.5 |
|
| 5619 |
5619
SimpliFi Inc
San Diego,
California
| $2.38億 | +$179万 | +0.8% | 0.02% | 27.9% | 43 | 0% | 3.1 |
|
| 5620 |
5620
Gallatin Point Capital
Greenwich,
Connecticut
| $2.38億 | -$5515万 | -19% | 18.2% | – | 2 | 0% | 1.3 |
|
| 5621 |
5621
InvesTrust
Oklahoma City,
Oklahoma
| $2.38億 | -$2064万 | -8% | 1.97% | – | 94 | 3.19% | 1.2 |
|
| 5622 |
5622
Keener Financial Planning
Keller,
Texas
| $2.38億 | +$652万 | +3% | 0.01% | 70.5% | 60 | 6.67% | 2 |
|
| 5623 |
5623
GPM Growth Investors
Bloomfield Hills,
Michigan
| $2.38億 | -$1872万 | -7% | 5.8% | – | 46 | 17.39% | 3.4 |
|
| 5624 |
5624
Vawter Financial
Columbus,
Ohio
| $2.38億 | +$85.3万 | +0.4% | 0.48% | 49.9% | 128 | 12.5% | 0.9 |
|
| 5625 |
5625
Archer Investment Management
Austin,
Texas
| $2.38億 | +$5184万 | +28% | 2.35% | – | 143 | 42.66% | 0.5 |
|