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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
KC
6151
Kenfarb & Co
Ashland,
Kentucky
| $1.09億 | -$541万 | -5% | 2.66% | – | 216 | 2.31% | 1.5 |
|
| 6152 |
6152
Mosaic Advisors
Houston,
Texas
| $1.09億 | -$2506万 | -19% | 4.26% | 50.9% | 20 | 40% | 2.1 |
|
| 6153 |
6153
Petiole USA
New York
| $1.09億 | +$706万 | +7% | 1.49% | 105% | 41 | 14.63% | 1.3 |
|
| 6154 |
6154
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $1.09億 | -$431万 | -4% | 2.12% | 120% | 117 | 5.98% | 0.7 |
|
| 6155 |
6155
Quarry Hill Advisors
St Paul,
Minnesota
| $1.09億 | -$168万 | -2% | 2.2% | 65% | 40 | 2.5% | 0.7 |
|
| 6156 |
LFGH
6156
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $1.09億 | -$47.9万 | -0.4% | 3.11% | 12.9% | 31 | 6.45% | 1.7 |
|
| 6157 |
6157
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $1.09億 | -$672万 | -6% | 3.59% | 79.7% | 101 | 5.94% | 1.4 |
|
| 6158 |
6158
Trevian Wealth Management
Weston,
Massachusetts
| $1.09億 | +$9640万 | +769% | 3.04% | 103% | 31 | 61.29% | 0.6 |
|
| 6159 |
6159
Massachusetts Wealth Management
North Andover,
Massachusetts
| $1.09億 | +$437万 | +4% | 1.05% | 110% | 88 | 10.23% | 0.7 |
|
| 6160 |
BCM
6160
BML Capital Management
Zionsville,
Indiana
| $1.09億 | -$227万 | -2% | 2.01% | 376% | 33 | 27.27% | 0.5 |
|
| 6161 |
6161
Omega Fund Management
Boston,
Massachusetts
| $1.09億 | -$6961万 | -39% | 27.9% | 106% | 12 | 0% | 2.9 |
|
| 6162 |
6162
BluePath Capital Management
Atlanta,
Georgia
| $1.09億 | – | – | 1.04% | 106% | 335 | – | 0 |
|
| 6163 |
6163
Washington Capital Management
Seattle,
Washington
| $1.09億 | -$878万 | -7% | 1.7% | 81.8% | 114 | 19.3% | 2.9 |
|
| 6164 |
6164
Costello Asset Management
Feasterville,
Pennsylvania
| $1.09億 | -$798万 | -7% | 5.04% | 81.5% | 207 | 10.14% | 2.8 |
|
| 6165 |
6165
Panoramic Investment Advisors
Denver,
Colorado
| $1.09億 | – | – | 2.74% | – | 99 | – | 0.6 |
|
| 6166 |
6166
Maripau Wealth Management
Fort Wayne,
Indiana
| $1.09億 | -$366万 | -3% | 3.65% | 55.6% | 116 | 26.72% | 1 |
|
| 6167 |
YRHAM
6167
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $1.09億 | -$1.19億 | -52% | 12.9% | 1,944% | 28 | 75% | 0.4 |
|
| 6168 |
6168
Strategic Financial Planning
Plano,
Texas
| $1.09億 | -$438万 | -4% | 4.37% | 47.5% | 32 | 6.25% | 3.4 |
|
| 6169 |
AIM
6169
Aquila Investment Management
New York
| $1.09億 | -$1373万 | -11% | 3.22% | 53.3% | 91 | 16.48% | 1.2 |
|
| 6170 |
6170
JDM Financial Group
Austin,
Texas
| $1.08億 | -$663万 | -6% | 4.2% | 56.7% | 213 | 3.76% | 0.7 |
|
| 6171 |
6171
Howard Wealth Management
Madison,
Connecticut
| $1.08億 | -$685万 | -6% | 3.76% | 69.9% | 102 | 6.86% | 2.1 |
|
| 6172 |
6172
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $1.08億 | -$609万 | -5% | 5.1% | 59.7% | 59 | 5.08% | 0.7 |
|
| 6173 |
6173
Dean Jacobson Financial Services
Fort Worth,
Texas
| $1.08億 | -$222万 | -2% | 3.42% | 59.6% | 14 | 14.29% | 0.7 |
|
| 6174 |
6174
Campion Asset Management
Falls Church,
Virginia
| $1.08億 | -$389万 | -3% | 3.84% | 70.2% | 98 | 6.12% | 2.1 |
|
| 6175 |
6175
Castleview Partners
Dallas,
Texas
| $1.08億 | -$278万 | -3% | 2.77% | 61.3% | 782 | 26.34% | 1.7 |
|