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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Carlson Capital
Dallas,
Texas
| $1.7億 | +$388万 | +2% | 5.37% | 67.9% | 34 | 91.18% | 0.4 |
|
| 6177 |
6177
Marshall Investment Management
Littleton,
Colorado
| $1.7億 | – | – | 0.31% | – | 135 | – | 0 |
|
| 6178 |
6178
JCP Investment Management
Houston,
Texas
| $1.7億 | +$4914万 | +41% | 12.1% | 94.7% | 19 | 31.58% | 1 |
|
| 6179 |
6179
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| $1.7億 | +$117万 | +0.7% | 1.71% | 61.3% | 76 | 18.42% | 0.8 |
|
| 6180 |
6180
Westbourne Investments
Alexandria,
Virginia
| $1.7億 | – | – | 6.76% | – | 125 | – | 0 |
|
| 6181 |
6181
Little Harbor Advisors
Marblehead,
Massachusetts
| $1.69億 | +$847万 | +5% | 1.76% | 59% | 7 | 0% | 1.8 |
|
| 6182 |
6182
Vista Investment Partners II
Richmond,
Indiana
| $1.69億 | – | – | 3.83% | – | 127 | – | 0 |
|
| 6183 |
6183
Keener Financial Planning
Keller,
Texas
| $1.69億 | +$1659万 | +11% | 1.75% | 70.5% | 199 | 16.58% | 0.9 |
|
| 6184 |
6184
Evergreen Wealth Management
Williamston,
Michigan
| $1.69億 | +$304万 | +2% | 0.83% | 68.8% | 54 | 3.7% | 1.7 |
|
| 6185 |
6185
Aletheian Wealth Advisors
Bellevue,
Washington
| $1.69億 | -$210万 | -1% | 1.17% | – | 84 | 10.71% | 2.2 |
|
| 6186 |
6186
Brooks Moore & Associates
Chattanooga,
Tennessee
| $1.69億 | -$19.9万 | -0.1% | 1.28% | 63.7% | 97 | 6.19% | 4.2 |
|
| 6187 |
6187
Arthedge Capital Management
Jericho,
New York
| $1.69億 | +$1624万 | +11% | 21.8% | 80.7% | 11 | 0% | 3.2 |
|
| 6188 |
6188
Krensavage Asset Management
New York
| $1.69億 | -$944万 | -5% | 2.74% | 124% | 13 | 7.69% | 3.4 |
|
| 6189 |
6189
Stone House Capital Management
Bay Harbor Islands,
Florida
| $1.69億 | -$547万 | -3% | 4.28% | 151% | 4 | 25% | 1.8 |
|
| 6190 |
LWM
6190
Latko Wealth Management
Frankfort,
Illinois
| $1.69億 | +$374万 | +2% | 1.69% | – | 32 | 9.38% | 0.2 |
|
| 6191 |
6191
Maripau Wealth Management
Fort Wayne,
Indiana
| $1.69億 | +$5315万 | +46% | 1.13% | 55.6% | 142 | 67.61% | 0.6 |
|
| 6192 |
6192
Cigogne Management
Luxembourg
| $1.69億 | – | – | 10.3% | – | 86 | – | 0 |
|
| 6193 |
6193
True Vision MN
Woodbury,
Minnesota
| $1.69億 | +$138万 | +0.8% | 0.38% | – | 118 | 33.9% | 0.7 |
|
| 6194 |
6194
Sage Advisory Services
Austin,
Texas
| $1.69億 | -$1.88億 | -53% | 2.66% | 37.8% | 52 | 30.77% | 3.3 |
|
| 6195 |
6195
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $1.68億 | +$139万 | +0.8% | 1.94% | 95.3% | 94 | 7.45% | 2.9 |
|
| 6196 |
6196
Wheelhouse Advisory Group
St. Louis,
Missouri
| $1.68億 | +$1310万 | +8% | 1.99% | 67.9% | 44 | 4.55% | 0.8 |
|
| 6197 |
6197
HRC Wealth Management
Moscow,
Idaho
| $1.68億 | +$1363万 | +9% | 3.31% | 82.2% | 52 | 21.15% | 0.7 |
|
| 6198 |
6198
JNE Partners
London,
United Kingdom
| $1.68億 | +$8232万 | +96% | 15.2% | 100% | 7 | 42.86% | 1.6 |
|
| 6199 |
6199
Guardian Financial Partners
Orange,
California
| $1.68億 | +$839万 | +5% | 0.92% | 53.9% | 49 | 10.2% | 1.3 |
|
| 6200 |
6200
Sound Stewardship
Overland Park,
Kansas
| $1.68億 | -$986万 | -6% | 2.63% | 45.9% | 66 | 18.18% | 1.5 |
|