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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Financial Designs
Claremont,
California
| $1.34億 | +$116万 | +0.9% | 3.46% | 49% | 15 | 6.67% | 0.3 |
|
| 5627 |
CAM
5627
CPA Asset Management
West Palm Beach,
Florida
| $1.34億 | +$304万 | +2% | 4.15% | 53.3% | 73 | 17.81% | 0.2 |
|
| 5628 |
SVCM
5628
Saturn V Capital Management
Austin,
Texas
| $1.34億 | +$1337万 | +11% | 1.32% | 1,083% | 20 | 15% | 0.2 |
|
| 5629 |
5629
MKT Advisors
Escondido,
California
| $1.34億 | +$116万 | +0.9% | 4.92% | 55.5% | 153 | 11.76% | 1 |
|
| 5630 |
5630
Trustees of the Smith College
Northampton,
Massachusetts
| $1.34億 | -$1.01億 | -43% | 4.56% | – | 5 | 0% | 1 |
|
| 5631 |
5631
Allie Family Office
Miami,
Florida
| $1.34億 | +$1229万 | +10% | 6.81% | 68.5% | 82 | 12.2% | 1 |
|
| 5632 |
5632
Blackston Financial Advisory Group
The Villages,
Florida
| $1.34億 | -$398万 | -3% | 7.19% | 79.8% | 96 | 14.58% | 1 |
|
| 5633 |
NCM
5633
NCM Capital Management
Ramsey,
New Jersey
| $1.34億 | -$1778万 | -12% | 4.8% | 105% | 181 | 22.65% | 1.1 |
|
| 5634 |
5634
Tranquilli Financial Advisor
Clinton,
New Jersey
| $1.34億 | +$199万 | +2% | 4.96% | 55.1% | 95 | 28.42% | 1.2 |
|
| 5635 |
5635
Northstar Advisory Group
Northfield,
New Jersey
| $1.34億 | +$713万 | +6% | 9.74% | 153% | 107 | 41.12% | 0.8 |
|
| 5636 |
5636
TAGStone Capital
Charlotte,
North Carolina
| $1.34億 | +$1243万 | +10% | 5.46% | 62% | 81 | 13.58% | 1 |
|
| 5637 |
5637
Caliber Wealth Management (Utah)
Orem,
Utah
| $1.34億 | +$273万 | +2% | 6.99% | 36.5% | 93 | 44.09% | 1.3 |
|
| 5638 |
5638
Derbend Asset Management
Peachtree City,
Georgia
| $1.33億 | +$815万 | +7% | 8.06% | 23.9% | 78 | 5.13% | 1.4 |
|
| 5639 |
5639
Northland Capital Management
Virginia,
Minnesota
| $1.33億 | +$706万 | +6% | 3.85% | 37.5% | 28 | 17.86% | 0.6 |
|
| 5640 |
5640
Guardian Investment Management
Tiburon,
California
| $1.33億 | +$2756万 | +26% | 6.35% | 103% | 54 | 0% | 5.6 |
|
| 5641 |
5641
Camarda Financial Advisors
Fleming Island,
Florida
| $1.33億 | +$3430万 | +35% | 11.8% | 196% | 96 | 54.17% | 1.3 |
|
| 5642 |
5642
HBC Financial Services
Seattle,
Washington
| $1.33億 | +$768万 | +6% | 5% | 12.6% | 202 | 17.33% | 2 |
|
| 5643 |
5643
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $1.33億 | +$1331万 | +11% | 4.53% | 74.4% | 125 | 12% | 1.7 |
|
| 5644 |
5644
MYeCFO
La Jolla,
California
| $1.33億 | +$1168万 | +10% | 6.06% | 58.5% | 48 | 14.58% | 0.2 |
|
| 5645 |
5645
Garrison Point Advisors
Walnut Creek,
California
| $1.33億 | +$1106万 | +9% | 6.63% | 95.4% | 156 | 10.9% | 3.2 |
|
| 5646 |
5646
Horizon Wealth Management
La Grange,
Illinois
| $1.33億 | +$1056万 | +9% | 11.8% | 109% | 80 | 17.5% | 1 |
|
| 5647 |
5647
Chronos Wealth Management
Clearwater,
Florida
| $1.33億 | +$653万 | +5% | 4.69% | 92.3% | 35 | 5.71% | 2.9 |
|
| 5648 |
5648
Israel Discount Bank of New York
New York
| $1.33億 | +$1494万 | +13% | 6.55% | 40.8% | 86 | 8.14% | 4.2 |
|
| 5649 |
5649
LRT Capital Management
Austin,
Texas
| $1.33億 | -$3949万 | -23% | 6.61% | 76.2% | 86 | 48.84% | 0.6 |
|
| 5650 |
5650
Dravo Bay
Rehoboth Beach,
Delaware
| $1.33億 | +$1068万 | +9% | 5.47% | 50.4% | 45 | 6.67% | 1 |
|