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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
Mittelman Wealth Management
Andover,
Massachusetts
| $1.76億 | +$2168万 | +14% | 7.43% | – | 74 | 64.86% | 0.4 |
|
| 5827 |
5827
Triton Wealth Management
Sun City,
Arizona
| $1.76億 | +$483万 | +3% | 4.92% | – | 90 | 7.78% | 2.7 |
|
| 5828 |
5828
Prairie Sky Financial Group
Lake Bluff,
Illinois
| $1.76億 | +$1490万 | +9% | 6.76% | – | 86 | 13.95% | 1 |
|
| 5829 |
5829
MN Wealth Advisors
Overland Park,
Kansas
| $1.76億 | +$339万 | +2% | 4.71% | 68.3% | 111 | 16.22% | 0.6 |
|
| 5830 |
5830
EntryPoint Capital
New York
| $1.76億 | -$3948万 | -18% | 8.02% | – | 1,468 | 67.1% | 0.4 |
|
| 5831 |
5831
School Employees Retirement Board of Ohio
Columbus,
Ohio
| $1.76億 | +$5717万 | +48% | 6.8% | – | 6 | 66.67% | 0.1 |
|
| 5832 |
5832
Brogan Financial
Knoxville,
Tennessee
| $1.76億 | +$1701万 | +11% | 6.64% | 52.1% | 53 | 15.09% | 1.2 |
|
| 5833 |
YC
5833
Yunqi Capital
Hong Kong
| $1.75億 | +$1739万 | +11% | 27.2% | 65.3% | 9 | 44.44% | 1.3 |
|
| 5834 |
NI
5834
NCP Inc
La Quinta,
California
| $1.75億 | +$1741万 | +11% | 7.34% | – | 143 | 9.09% | 0.5 |
|
| 5835 |
AIM
5835
Athena Investment Management
Orinda,
California
| $1.75億 | +$1054万 | +6% | 6.5% | 88.5% | 152 | 3.29% | 2.2 |
|
| 5836 |
5836
CNA Financial
Chicago,
Illinois
| $1.75億 | -$348万 | -2% | 4.77% | 48.6% | 14 | 21.43% | 1.9 |
|
| 5837 |
5837
Nvest Financial
Portsmouth,
New Hampshire
| $1.75億 | +$1264万 | +8% | 7.13% | 99.6% | 96 | 12.5% | 1.4 |
|
| 5838 |
5838
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $1.75億 | +$1623万 | +10% | 6.99% | 74.4% | 143 | 7.69% | 2.5 |
|
| 5839 |
5839
272 Capital
Dallas,
Texas
| $1.75億 | -$2458万 | -12% | 4.43% | 222% | 83 | 48.19% | 0.7 |
|
| 5840 |
5840
GEM Asset Management
Plymouth,
Michigan
| $1.75億 | +$1434万 | +9% | 6.45% | 62.9% | 95 | 10.53% | 1.4 |
|
| 5841 |
5841
Northland Capital Management
Virginia,
Minnesota
| $1.75億 | +$3187万 | +22% | 4.82% | 37.5% | 31 | 3.23% | 1.7 |
|
| 5842 |
KC
5842
Kades & Cheifetz
Berwyn,
Pennsylvania
| $1.75億 | +$1555万 | +10% | 6.48% | – | 97 | 8.25% | 1.4 |
|
| 5843 |
5843
Financial Futures
Brielle,
New Jersey
| $1.75億 | +$1334万 | +8% | 4.93% | 48.5% | 56 | 10.71% | 1.7 |
|
| 5844 |
5844
Hiley Hunt Wealth Management
Omaha,
Nebraska
| $1.75億 | +$1266万 | +8% | 5.85% | 48.4% | 40 | 10% | 0.7 |
|
| 5845 |
5845
Grandview Asset Management
Harrisburg,
Pennsylvania
| $1.75億 | +$368万 | +2% | 4.1% | 200% | 64 | 6.25% | 3 |
|
| 5846 |
5846
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $1.74億 | +$1098万 | +7% | 6.83% | 51.7% | 432 | 20.83% | 1.8 |
|
| 5847 |
5847
Stone House Capital Management
Bay Harbor Islands,
Florida
| $1.74億 | -$6636万 | -28% | 3.73% | 151% | 5 | 60% | 1.1 |
|
| 5848 |
5848
New Republic Capital
Charlotte,
North Carolina
| $1.74億 | -$2494万 | -13% | 6.54% | 91.4% | 272 | 23.16% | 1.2 |
|
| 5849 |
5849
Accent Capital Management
Centerville,
Ohio
| $1.74億 | +$1128万 | +7% | 3.24% | 156% | 227 | 28.19% | 0.5 |
|
| 5850 |
5850
Bull Oak Capital
San Diego,
California
| $1.74億 | +$1881万 | +12% | 5.38% | 62.1% | 132 | 71.97% | 0.2 |
|