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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
Monetta Financial Services
Wheaton,
Illinois
| $1.21億 | -$871万 | -7% | 2.4% | 305% | 70 | 54.29% | 1.8 |
|
| 6027 |
6027
Working Capital Advisors (UK)
London,
United Kingdom
| $1.21億 | -$8916万 | -42% | 46.8% | 17.1% | 1 | 0% | 1.3 |
|
| 6028 |
6028
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $1.21億 | -$220万 | -2% | 1.33% | 74.4% | 125 | 15.2% | 1.1 |
|
| 6029 |
6029
Future Financial Wealth Management
Cincinnati,
Ohio
| $1.21億 | -$443万 | -4% | 2.8% | 65.2% | 580 | 11.03% | 0.4 |
|
| 6030 |
6030
Atmos Advisory
Pittsburgh,
Pennsylvania
| $1.21億 | +$94.9万 | +0.8% | 3.74% | 31.9% | 21 | 0% | 0.3 |
|
| 6031 |
6031
Sippican Capital Advisors
Boston,
Massachusetts
| $1.2億 | +$277万 | +2% | 5.17% | 81.1% | 113 | 7.08% | 4.3 |
|
| 6032 |
JKSF
6032
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| $1.2億 | +$221万 | +2% | 1.82% | 8.95% | 3 | 0% | 0.3 |
|
| 6033 |
PCC
6033
Park Circle Company
Baltimore,
Maryland
| $1.2億 | -$642万 | -5% | 0.21% | 75.7% | 138 | 18.84% | 2.3 |
|
| 6034 |
6034
Sandy Cove Advisors
Hingham,
Massachusetts
| $1.2億 | +$152万 | +1% | 5.07% | 78% | 452 | 18.58% | 0.2 |
|
| 6035 |
6035
Strategic Financial Planning
Plano,
Texas
| $1.2億 | -$1889万 | -14% | 6.24% | 47.5% | 37 | 18.92% | 1.9 |
|
| 6036 |
6036
Broadcrest Asset Management
Winter Park,
Florida
| $1.2億 | -$1794万 | -13% | 17% | 54.1% | 8 | 25% | 0.2 |
|
| 6037 |
6037
Axiom Advisory
San Diego,
California
| $1.2億 | -$149万 | -1% | 6.27% | 16.4% | 34 | 11.76% | 0.2 |
|
| 6038 |
6038
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $1.2億 | -$253万 | -2% | 4.83% | 66.9% | 317 | 85.49% | 0.2 |
|
| 6039 |
6039
Islay Capital Management
Lubbock,
Texas
| $1.2億 | -$1209万 | -9% | 0.1% | 72% | 325 | 23.69% | 1.4 |
|
| 6040 |
6040
Sightline Wealth Advisors
Groton,
Connecticut
| $1.2億 | +$842万 | +8% | 4.31% | 48.5% | 61 | 19.67% | 1 |
|
| 6041 |
6041
Blodgett Wealth Advisors
Concord,
California
| $1.2億 | -$877万 | -7% | 5.6% | 150% | 92 | 18.48% | 0.2 |
|
| 6042 |
6042
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $1.2億 | +$5.5万 | +0% | 4.65% | 56.5% | 123 | 9.76% | 0.2 |
|
| 6043 |
GL
6043
GHE LLC
Memphis,
Tennessee
| $1.2億 | -$1045万 | -8% | 8.81% | 188% | 56 | 12.5% | 0.2 |
|
| 6044 |
6044
Blue Square Asset Management
New York
| $1.2億 | -$4129万 | -26% | 5.55% | 117% | 88 | 26.14% | 1.6 |
|
| 6045 |
6045
Wells Financial Advisors
Framingham,
Massachusetts
| $1.2億 | -$558万 | -4% | 4.68% | 58.9% | 61 | 6.56% | 1.2 |
|
| 6046 |
6046
Safir Wealth Advisors
Greenland,
New Hampshire
| $1.2億 | -$873万 | -7% | 5.07% | 52.1% | 17 | 29.41% | 0.8 |
|
| 6047 |
6047
AllGen Financial Advisors
Orlando,
Florida
| $1.2億 | -$1514万 | -11% | 0.71% | 39.7% | 40 | 20% | 1.1 |
|
| 6048 |
AA
6048
Alta Advisers
London,
United Kingdom
| $1.2億 | -$702万 | -6% | 4.01% | 129% | 6 | 0% | 3.3 |
|
| 6049 |
SRAM
6049
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| $1.2億 | -$784万 | -6% | 2.59% | 74.7% | 73 | 42.47% | 1 |
|
| 6050 |
6050
Carmel Capital Partners
San Diego,
California
| $1.2億 | -$1426万 | -11% | 11.7% | 65.9% | 136 | 19.85% | 0.2 |
|