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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
Alternative Investment Advisors
Maitland,
Florida
| $1.9億 | +$1523万 | +9% | 5.61% | 78.6% | 51 | 13.73% | 0.7 |
|
| 5627 |
5627
Three Seasons Wealth
Salt Lake City,
Utah
| $1.9億 | +$920万 | +5% | 7.48% | 169% | 119 | 36.97% | 0.6 |
|
| 5628 |
5628
Optivise Advisory Services
Franklin,
Tennessee
| $1.9億 | +$483万 | +3% | 3.72% | – | 192 | 21.35% | 0.2 |
|
| 5629 |
5629
Carl P. Sherr & Co
Worcester,
Massachusetts
| $1.9億 | +$1073万 | +6% | 7.14% | 78.6% | 120 | 8.33% | 3.2 |
|
| 5630 |
5630
New Insight Wealth Advisors
San Ramon,
California
| $1.9億 | +$2014万 | +12% | 6.97% | – | 93 | 12.9% | 0.6 |
|
| 5631 |
5631
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $1.9億 | +$1490万 | +9% | 5.57% | 55.5% | 65 | 9.23% | 1.2 |
|
| 5632 |
5632
Envision Financial Planning
Memphis,
Tennessee
| $1.9億 | +$5903万 | +45% | 5.17% | 32.1% | 38 | 26.32% | 0.7 |
|
| 5633 |
5633
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $1.9億 | +$735万 | +4% | 8.12% | 128% | 118 | 7.63% | 2.8 |
|
| 5634 |
5634
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $1.9億 | +$1746万 | +10% | 8.95% | 38.7% | 44 | 4.55% | 1.8 |
|
| 5635 |
5635
Discipline Wealth Solutions
Greenville,
South Carolina
| $1.89億 | +$6277万 | +50% | 5.29% | 45.9% | 70 | 62.86% | 0.2 |
|
| 5636 |
5636
Plan Group Financial
Oklahoma City,
Oklahoma
| $1.89億 | +$2588万 | +16% | 6.69% | 63.4% | 120 | 22.5% | 0.9 |
|
| 5637 |
5637
Hansen & Associates Financial Group
Roseville,
California
| $1.89億 | +$26.5万 | +0.1% | 4.54% | 56.5% | 23 | 73.91% | 0.2 |
|
| 5638 |
5638
Axiom Financial Strategies
New Albany,
Indiana
| $1.89億 | +$3547万 | +23% | 6.62% | 54.5% | 45 | 42.22% | 2 |
|
| 5639 |
5639
D. Scott Neal
Lexington,
Kentucky
| $1.89億 | +$943万 | +5% | 8.88% | 105% | 67 | 19.4% | 3.5 |
|
| 5640 |
FCFC
5640
First Citizens Financial Corp
Mason City,
Iowa
| $1.89億 | +$2006万 | +12% | 6.55% | 72.9% | 121 | 5.79% | 3 |
|
| 5641 |
5641
Holowesko Partners
Nassau,
Bahamas
| $1.89億 | +$155万 | +0.8% | 8.39% | 51.1% | 27 | 14.81% | 3.3 |
|
| 5642 |
5642
Financial Freedom LLC
Cincinnati,
Ohio
| $1.89億 | +$1287万 | +7% | 4.86% | 76.9% | 372 | 4.3% | 1.6 |
|
| 5643 |
5643
Solstein Capital
Menlo Park,
California
| $1.89億 | +$3556万 | +23% | 5.21% | 102% | 323 | 5.26% | 2.8 |
|
| 5644 |
5644
Element Wealth
Ridgeland,
Mississippi
| $1.89億 | +$1108万 | +6% | 6.05% | 59.6% | 306 | 12.09% | 2.7 |
|
| 5645 |
5645
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| $1.89億 | – | – | 5.18% | – | 59 | – | 0 |
|
| 5646 |
SHFP
5646
Second Half Financial Partners
Sebring,
Florida
| $1.89億 | +$6376万 | +51% | 7.83% | 36.8% | 100 | 67% | 0.5 |
|
| 5647 |
5647
S.A. Mason
Holland,
Michigan
| $1.89億 | +$1276万 | +7% | 6.36% | 116% | 332 | 6.33% | 3.7 |
|
| 5648 |
5648
Quantitative Strategies
Calabasas,
California
| $1.89億 | +$1340万 | +8% | 6.23% | – | 21 | 14.29% | 1.2 |
|
| 5649 |
5649
Sterling Group Wealth Management
Pasadena,
California
| $1.89億 | +$1439万 | +8% | 5.85% | 75.9% | 63 | 7.94% | 0.3 |
|
| 5650 |
5650
Acorn Creek Capital
Fort Collins,
Colorado
| $1.89億 | +$2098万 | +13% | 5.78% | 66.6% | 76 | 17.11% | 0.6 |
|