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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 |
5701
ShariaPortfolio
Lake Mary,
Florida
| $2.37億 | -$2389万 | -9% | 5.36% | 254% | 25 | 8% | 1.6 |
|
| 5702 |
BC
5702
Bowman & Company
Oshkosh,
Wisconsin
| $2.37億 | +$35.9万 | +0.2% | 1.57% | 59.7% | 120 | 11.67% | 2.6 |
|
| 5703 |
5703
Ballentine Capital Advisors
Greenville,
South Carolina
| $2.37億 | +$1126万 | +5% | 2.2% | 48.8% | 26 | 3.85% | 1.8 |
|
| 5704 |
5704
Kessler Investment Group
Columbus,
Indiana
| $2.37億 | +$447万 | +2% | 1.21% | 251% | 94 | 21.28% | 2.6 |
|
| 5705 |
5705
Sea Cliff Partners Management
San Francisco,
California
| $2.37億 | -$2409万 | -9% | 3.55% | – | 18 | 44.44% | 0.9 |
|
| 5706 |
5706
Client First Capital
San Diego,
California
| $2.37億 | +$1276万 | +6% | 2.19% | 54.6% | 27 | 18.52% | 1.4 |
|
| 5707 |
5707
Tenon Financial
Metuchen,
New Jersey
| $2.37億 | +$4248万 | +22% | 1.97% | – | 55 | 23.64% | 1.3 |
|
| 5708 |
5708
AAF Wealth Management
Westborough,
Massachusetts
| $2.37億 | +$1638万 | +7% | 3.32% | 75.1% | 52 | 21.15% | 2.7 |
|
| 5709 |
5709
Guardian Financial Partners
Orange,
California
| $2.37億 | +$11万 | +0% | 1.36% | 53.9% | 74 | 20.27% | 1.7 |
|
| 5710 |
5710
Vawter Financial
Columbus,
Ohio
| $2.37億 | +$1651万 | +7% | 1.47% | 49.9% | 123 | 8.13% | 0.7 |
|
| 5711 |
5711
Values Added Financial
Washington,
District of Columbia
| $2.37億 | +$1202万 | +5% | 2.42% | 65.9% | 137 | 7.3% | 1.7 |
|
| 5712 |
CA
5712
Continental Advisors
Park City,
Utah
| $2.37億 | +$572万 | +2% | 8.98% | 73.6% | 46 | 17.39% | 5.9 |
|
| 5713 |
5713
Granite Harbor Advisors
Houston,
Texas
| $2.37億 | -$111万 | -0.5% | 3.2% | 70.1% | 135 | 12.59% | 1.8 |
|
| 5714 |
5714
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $2.37億 | +$1279万 | +6% | 0.06% | 14.4% | 59 | 23.73% | 1.4 |
|
| 5715 |
5715
Gables Capital Management
Miami,
Florida
| $2.37億 | +$334万 | +1% | 2.88% | 173% | 476 | 6.3% | 4.5 |
|
| 5716 |
5716
Boulder Wealth Advisors
Boulder,
Colorado
| $2.37億 | +$2151万 | +10% | 1.93% | – | 39 | 30.77% | 1.5 |
|
| 5717 |
5717
Creekside Partners
Petaluma,
California
| $2.37億 | +$959万 | +4% | 2.32% | – | 183 | 7.1% | 1.3 |
|
| 5718 |
5718
Pfizer
New York
| $2.36億 | -$2.01億 | -46% | 36.3% | – | 21 | 14.29% | 1 |
|
| 5719 |
CSA
5719
Cottage Street Advisors
Marion,
Massachusetts
| $2.36億 | +$95.7万 | +0.4% | 3.48% | 95.8% | 156 | 16.67% | 2.5 |
|
| 5720 |
5720
SimpliFi Inc
San Diego,
California
| $2.36億 | +$267万 | +1% | 1.04% | 27.9% | 47 | 14.89% | 2.8 |
|
| 5721 |
5721
Shore Point Advisors
Brielle,
New Jersey
| $2.36億 | +$1016万 | +4% | 1.13% | 54.6% | 77 | 9.09% | 2.4 |
|
| 5722 |
5722
Heartland Bank & Trust
Bloomington,
Illinois
| $2.36億 | -$585万 | -2% | 4.94% | 118% | 179 | 18.44% | 1.9 |
|
| 5723 |
5723
Wayfinding Financial
Lynnwood,
Washington
| $2.36億 | +$394万 | +2% | 1.11% | 81.9% | 166 | 16.87% | 1.2 |
|
| 5724 |
5724
Navis Wealth Advisors
Rye Brook,
New York
| $2.36億 | +$1.02億 | +77% | 3.71% | 106% | 187 | 37.97% | 1.7 |
|
| 5725 |
5725
Squadron Capital Management
Westmont,
Illinois
| $2.36億 | – | – | 123% | – | 33 | – | 0 |
|