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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
SCM
5701
Sage Capital Management
Stockton,
New Jersey
| $2.22億 | +$1445万 | +7% | 6.79% | 94.3% | 164 | 8.54% | 1.5 |
|
| 5702 |
5702
Matisse Capital
Portland,
Oregon
| $2.22億 | +$1065万 | +5% | 8.39% | 73.3% | 183 | 18.58% | 2.3 |
|
| 5703 |
LAI
5703
Legal Advantage Investments
Los Altos Hills,
California
| $2.22億 | +$829万 | +4% | 9.04% | 116% | 99 | 15.15% | 2.9 |
|
| 5704 |
YP
5704
YANKCOM Partnership
Yankton,
South Dakota
| $2.22億 | +$1772万 | +9% | 7.65% | – | 336 | 21.73% | 0.7 |
|
| 5705 |
5705
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $2.22億 | +$1762万 | +9% | 7.66% | 63.8% | 85 | 5.88% | 4.4 |
|
| 5706 |
RA
5706
Ransom Advisory
Providence,
Rhode Island
| $2.22億 | +$989万 | +5% | 11.4% | – | 329 | 10.64% | 1.4 |
|
| 5707 |
5707
Ampersand Capital Group
Burlingame,
California
| $2.22億 | +$2097万 | +10% | 6.16% | – | 7 | 0% | 0.8 |
|
| 5708 |
5708
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $2.22億 | +$1130万 | +5% | 6.04% | 50.2% | 15 | 0% | 3.5 |
|
| 5709 |
5709
Cordant Inc
Portland,
Oregon
| $2.22億 | +$1431万 | +7% | 4.94% | 47% | 72 | 13.89% | 4.2 |
|
| 5710 |
5710
Prodigy Asset Management
Omaha,
Nebraska
| $2.22億 | +$6885万 | +45% | 3.65% | – | 25 | 8% | 0.7 |
|
| 5711 |
5711
Sightline Wealth Advisors
Groton,
Connecticut
| $2.21億 | +$1436万 | +7% | 5.38% | 48.5% | 96 | 9.38% | 2.4 |
|
| 5712 |
5712
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $2.21億 | +$1909万 | +9% | 7.92% | 104% | 269 | 7.43% | 8.3 |
|
| 5713 |
5713
Advantage Trust Company
Salina,
Kansas
| $2.21億 | +$1836万 | +9% | 7.54% | 77.6% | 209 | 9.57% | 1.2 |
|
| 5714 |
FA
5714
FAI Advisors
Farmington Hills,
Michigan
| $2.21億 | +$1804万 | +9% | 6.84% | – | 170 | 7.65% | 0.7 |
|
| 5715 |
5715
Optimist Retirement Group
Bellevue,
Washington
| $2.21億 | +$1267万 | +6% | 7.46% | 92.2% | 131 | 20.61% | 1.2 |
|
| 5716 |
5716
Kaizen Financial Strategies
Campbell,
California
| $2.21億 | +$2440万 | +12% | 11.7% | 126% | 169 | 21.89% | 2.1 |
|
| 5717 |
5717
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $2.21億 | +$2907万 | +15% | 3.91% | – | 843 | 18.51% | 0.8 |
|
| 5718 |
5718
Ridgecrest Wealth Partners
Mill Valley,
California
| $2.21億 | +$3171万 | +17% | 12.9% | 103% | 119 | 7.56% | 3.1 |
|
| 5719 |
5719
Global Trust Asset Management
West Palm Beach,
Florida
| $2.21億 | +$3410万 | +18% | 14% | 178% | 529 | 14.56% | 4 |
|
| 5720 |
MI
5720
Moneywise Inc
Forest,
Virginia
| $2.21億 | +$777万 | +4% | 6.9% | 60.8% | 79 | 15.19% | 3 |
|
| 5721 |
BCFD
5721
Boit C.F. David
| $2.21億 | +$1314万 | +6% | 7.6% | 84.2% | 123 | 5.69% | 3.3 |
|
| 5722 |
5722
Silver Oak Advisory Group
Portland,
Oregon
| $2.21億 | +$1460万 | +7% | 4.06% | 28.9% | 80 | 12.5% | 2.6 |
|
| 5723 |
5723
Beach Point Capital Management
Santa Monica,
California
| $2.21億 | -$1854万 | -8% | 2.63% | 84.1% | 20 | 15% | 1.4 |
|
| 5724 |
5724
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $2.21億 | +$2557万 | +13% | 1.7% | 51.8% | 31 | 35.48% | 2.5 |
|
| 5725 |
5725
Shelton Wealth Management
Fort Worth,
Texas
| $2.21億 | +$1338万 | +6% | 8.19% | 89.4% | 188 | 41.49% | 1.5 |
|