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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
EdgeRock Capital
Denver,
Colorado
| $1.37億 | -$2731万 | -17% | 9.81% | 79.7% | 355 | 90.7% | 0.1 |
|
| 6102 |
6102
Chesapeake Capital Corp
Tampa,
Florida
| $1.37億 | – | – | 16% | – | 143 | – | 0 |
|
| 6103 |
6103
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $1.37億 | +$29.4万 | +0.2% | 11.6% | – | 108 | 7.41% | 1.8 |
|
| 6104 |
6104
Magnolia Capital Advisors
Jackson,
Mississippi
| $1.37億 | +$3278万 | +31% | 9.43% | 78.7% | 96 | 36.46% | 1.1 |
|
| 6105 |
MFG
6105
MTM Financial Group
Bethlehem,
Pennsylvania
| $1.37億 | +$1685万 | +14% | 6.27% | 40.3% | 56 | 8.93% | 1.3 |
|
| 6106 |
6106
Western Pacific Wealth Management
Lake Forest,
Illinois
| $1.37億 | +$1505万 | +12% | 12.8% | 91.4% | 284 | 18.66% | 1.5 |
|
| 6107 |
6107
Anchor IV
Singapore
| $1.37億 | +$2483万 | +22% | 22.2% | – | 1 | 0% | 0.3 |
|
| 6108 |
6108
Onyx Financial Advisors
Idaho Falls,
Idaho
| $1.37億 | +$2047万 | +18% | 10.2% | 57.8% | 15 | 46.67% | 0.6 |
|
| 6109 |
6109
Gould Capital
Tacoma,
Washington
| $1.37億 | +$1298万 | +10% | 11.4% | 60.1% | 199 | 3.52% | 1.8 |
|
| 6110 |
6110
FSC Wealth Advisors
Fishkill,
New York
| $1.37億 | +$4011万 | +42% | 8.09% | 66.4% | 297 | 25.59% | 1 |
|
| 6111 |
DIS
6111
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $1.36億 | +$463万 | +4% | 14.7% | 93.8% | 48 | 6.25% | 4.3 |
|
| 6112 |
6112
Sterling Investment Management
Tucson,
Arizona
| $1.36億 | +$2387万 | +21% | 5.13% | 45.3% | 66 | 24.24% | 4.2 |
|
| 6113 |
6113
Trademark Financial Management
Bloomington,
Minnesota
| $1.36億 | – | – | 9.22% | 67.5% | 86 | – | 0 |
|
| 6114 |
6114
BlackDiamond Wealth Management
New York
| $1.36億 | +$2552万 | +23% | 8.29% | 80.9% | 149 | 24.16% | 1.1 |
|
| 6115 |
6115
Evergreen Wealth Management
Williamston,
Michigan
| $1.36億 | +$945万 | +7% | 9.36% | 68.8% | 56 | 1.79% | 0.9 |
|
| 6116 |
MFC
6116
Miramar Fiduciary Corp
Reno,
Nevada
| $1.36億 | – | – | 11.2% | 67.7% | 6 | – | 2.5 |
|
| 6117 |
6117
Cohen Investment Advisors
Bedford,
New Hampshire
| $1.36億 | +$1141万 | +9% | 12.4% | 90.6% | 77 | 2.6% | 2.8 |
|
| 6118 |
6118
Prosperitas Financial
Valencia,
California
| $1.36億 | +$697万 | +5% | 10.4% | 118% | 68 | 13.24% | 0.2 |
|
| 6119 |
6119
Firetrail Investments
Sydney, NSW,
Australia
| $1.36億 | – | – | 12.2% | 139% | 22 | – | 0 |
|
| 6120 |
6120
Walnut Level Capital
Denver,
Colorado
| $1.36億 | – | – | 10.3% | – | 35 | – | 0 |
|
| 6121 |
6121
HighMark Wealth Management
St. Paul,
Minnesota
| $1.36億 | +$1507万 | +13% | 11.8% | 110% | 613 | 14.03% | 2.6 |
|
| 6122 |
6122
Cobblestone Asset Management
Richmond,
Virginia
| $1.36億 | +$1401万 | +12% | 7.74% | 60.6% | 48 | 29.17% | 0.2 |
|
| 6123 |
ASI
6123
Advisory Services & Investments
Bend,
Oregon
| $1.36億 | +$2186万 | +19% | 11.1% | 19.9% | 34 | 14.71% | 1.5 |
|
| 6124 |
6124
Brogan Financial
Knoxville,
Tennessee
| $1.35億 | +$2157万 | +19% | 9.31% | 52.1% | 46 | 28.26% | 0.8 |
|
| 6125 |
6125
Sebold Capital Management
Lisle,
Illinois
| $1.35億 | +$1295万 | +11% | 10.4% | – | 70 | 7.14% | 0.9 |
|