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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Colorado Capital Management
Boulder,
Colorado
| $1.32億 | -$342万 | -3% | 4.26% | 60.4% | 82 | 9.76% | 5.4 |
|
| 5727 |
5727
Crestwood Capital Management
New York
| $1.32億 | -$1172万 | -8% | 10.2% | 203% | 13 | 7.69% | 2.8 |
|
| 5728 |
5728
Penobscot Wealth Management
Portland,
Maine
| $1.32億 | -$436万 | -3% | 4.39% | 56.7% | 68 | 13.24% | 1.5 |
|
| 5729 |
KSCM
5729
Kamunting Street Capital Management
Miami Beach,
Florida
| $1.32億 | +$3103万 | +31% | 0.41% | 7.47% | 47 | 65.96% | 0.7 |
|
| 5730 |
5730
First National Bank of Hutchinson
Hutchinson,
Kansas
| $1.32億 | -$506万 | -4% | 2.42% | 121% | 111 | 16.22% | 4 |
|
| 5731 |
5731
MKT Advisors
Escondido,
California
| $1.32億 | -$967万 | -7% | 3.41% | 55.5% | 151 | 10.6% | 1.4 |
|
| 5732 |
DIS
5732
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $1.32億 | -$338万 | -3% | 1.58% | 93.8% | 49 | 4.08% | 4 |
|
| 5733 |
WF
5733
Williams Financial
North Bennington,
Vermont
| $1.32億 | -$244万 | -2% | 3.98% | 33.1% | 32 | 21.88% | 1 |
|
| 5734 |
5734
TLW Wealth Management
Indian Rocks Beach,
Florida
| $1.32億 | -$711万 | -5% | 4.29% | 98.3% | 20 | 5% | 3.2 |
|
| 5735 |
5735
Aspire Wealth Management
Waltham,
Massachusetts
| $1.32億 | -$69.2万 | -0.5% | 3.04% | 26% | 199 | 13.07% | 1.4 |
|
| 5736 |
5736
SCP Investment
Orinda,
California
| $1.32億 | +$792万 | +6% | 7.42% | 32.8% | 52 | 46.15% | 0.9 |
|
| 5737 |
5737
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $1.31億 | -$525万 | -4% | 2.26% | 70.6% | 609 | 32.51% | 2.1 |
|
| 5738 |
AFT
5738
Alpha Family Trust
Los Angeles,
California
| $1.31億 | -$1182万 | -8% | 3.25% | 215% | 141 | 21.28% | 0.8 |
|
| 5739 |
T
5739
TCWP
Beachwood,
Ohio
| $1.31億 | -$3.37億 | -72% | 2.14% | – | 180 | 43.89% | 1.5 |
|
| 5740 |
5740
Pioneer Wealth Management Group
Austin,
Texas
| $1.31億 | +$543万 | +4% | 3.55% | – | 37 | 2.7% | 0.7 |
|
| 5741 |
5741
Crystal Rock Capital Management
Bannockburn,
Illinois
| $1.31億 | -$392万 | -3% | 3.33% | 164% | 27 | 11.11% | 4.7 |
|
| 5742 |
5742
Threadgill Financial
Spring,
Texas
| $1.31億 | +$4367万 | +50% | 2.62% | 49.3% | 49 | 40.82% | 0.8 |
|
| 5743 |
RMSCM
5743
R.M. Sincerbeaux Capital Management
New York
| $1.31億 | -$1528万 | -10% | 0.88% | 76.4% | 44 | 9.09% | 7.9 |
|
| 5744 |
5744
Maryland Capital Advisors
Chester,
Maryland
| $1.31億 | +$649万 | +5% | 2.71% | – | 253 | 4.74% | 1.4 |
|
| 5745 |
5745
Founders Capital Management (Texas)
Houston,
Texas
| $1.31億 | -$654万 | -5% | 3.09% | 131% | 437 | 17.62% | 3.4 |
|
| 5746 |
5746
Altai Capital Management
West Hollywood,
California
| $1.31億 | -$273万 | -2% | 2.19% | 24.9% | 5 | 0% | 2.8 |
|
| 5747 |
5747
Porter White Investment Advisors
Birmingham,
Alabama
| $1.31億 | +$458万 | +4% | 2.71% | 58% | 26 | 3.85% | 0.6 |
|
| 5748 |
5748
RCS Financial Planning
Annapolis,
Maryland
| $1.31億 | +$969万 | +8% | 3.24% | 48.2% | 63 | 28.57% | 0.5 |
|
| 5749 |
GBI
5749
GP Brinson Investments
Chicago,
Illinois
| $1.31億 | -$153万 | -1% | 3.62% | 51.2% | 15 | 0% | 2.3 |
|
| 5750 |
5750
Fortune Financial Advisors
Overland Park,
Kansas
| $1.31億 | -$257万 | -2% | 1.71% | 76.8% | 123 | 5.69% | 0.2 |
|