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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
Asset Planning Corporation
Knoxville,
Tennessee
| $1.29億 | -$53.7万 | -0.4% | 9.02% | 44.5% | 43 | 9.3% | 2.2 |
|
| 6252 |
6252
Fort Henry Capital
Wheeling,
West Virginia
| $1.29億 | +$1244万 | +11% | 9.36% | 39.3% | 15 | 6.67% | 2.7 |
|
| 6253 |
6253
Keener Financial Planning
Keller,
Texas
| $1.29億 | – | – | 11% | 70.5% | 185 | – | 0 |
|
| 6254 |
LAM
6254
LifePro Asset Management
San Diego,
California
| $1.29億 | +$803万 | +7% | 7.07% | 49% | 127 | 35.43% | 1 |
|
| 6255 |
6255
Philip James Wealth Mangement
Milton,
Georgia
| $1.29億 | – | – | 7.23% | 76% | 74 | – | 0 |
|
| 6256 |
6256
Mainsail Financial Group
Bellevue,
Washington
| $1.29億 | +$1878万 | +17% | 9.99% | 61.9% | 52 | 7.69% | 0.8 |
|
| 6257 |
6257
SWP Financial
San Diego,
California
| $1.29億 | – | – | 9.69% | 58.4% | 44 | – | 0 |
|
| 6258 |
6258
Sterling Group Wealth Management
Pasadena,
California
| $1.29億 | +$2300万 | +22% | 10.9% | 75.9% | 55 | 14.55% | 0.9 |
|
| 6259 |
6259
Lakewood Asset Management
Naperville,
Illinois
| $1.29億 | +$603万 | +5% | 8.87% | 69.3% | 113 | 5.31% | 1 |
|
| 6260 |
6260
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $1.29億 | +$3134万 | +32% | 10.8% | 63.8% | 109 | 16.51% | 0.6 |
|
| 6261 |
6261
Carson Advisory
Athens,
Georgia
| $1.29億 | +$1449万 | +13% | 12.7% | 70.9% | 165 | 12.12% | 1.4 |
|
| 6262 |
6262
Beacon Financial Strategies
Raleigh,
North Carolina
| $1.29億 | +$1281万 | +11% | 9.23% | 54.2% | 35 | 5.71% | 2.3 |
|
| 6263 |
6263
Dopkins Wealth Management
Williamsville,
New York
| $1.29億 | -$353万 | -3% | 10.8% | 68.8% | 60 | 33.33% | 1.4 |
|
| 6264 |
6264
Tenzing Global Management
San Francisco,
California
| $1.29億 | -$5291万 | -29% | 5.63% | 273% | 17 | 41.18% | 1.8 |
|
| 6265 |
6265
Trevian Wealth Management
Weston,
Massachusetts
| $1.28億 | +$1955万 | +18% | 12.3% | 103% | 34 | 23.53% | 0.7 |
|
| 6266 |
6266
Trust Investment Advisors
Indianapolis,
Indiana
| $1.28億 | +$1202万 | +10% | 14.4% | 178% | 113 | 28.32% | 3.9 |
|
| 6267 |
6267
Refined Wealth Management
Salt Lake City,
Utah
| $1.28億 | +$1681万 | +15% | 21% | 99.4% | 26 | 0% | 1.9 |
|
| 6268 |
6268
WealthCollab
Bellevue,
Washington
| $1.28億 | – | – | 9.69% | 85.3% | 877 | – | 0 |
|
| 6269 |
6269
Channing Global Advisors
Miami,
Florida
| $1.28億 | +$2557万 | +25% | 15.3% | 128% | 50 | 16% | 1.3 |
|
| 6270 |
6270
Mendota Financial Group
Madison,
Wisconsin
| $1.28億 | +$3212万 | +33% | 9.73% | 50.1% | 414 | 37.44% | 0.6 |
|
| 6271 |
6271
Presidio Capital Management
San Diego,
California
| $1.28億 | +$1422万 | +12% | 7.79% | 56.8% | 43 | 18.6% | 1.1 |
|
| 6272 |
PIP
6272
PB Investment Partners
Burlingame,
California
| $1.28億 | +$1095万 | +9% | 14.7% | 81.1% | 9 | 11.11% | 1.8 |
|
| 6273 |
6273
Jacobs Asset Management
New York
| $1.28億 | -$1923万 | -13% | 19.2% | 114% | 39 | 30.77% | 1.8 |
|
| 6274 |
6274
Olistico Wealth
Tulsa,
Oklahoma
| $1.28億 | +$1603万 | +14% | 12.2% | 108% | 109 | 8.26% | 0.9 |
|
| 6275 |
HAM
6275
Hedges Asset Management
Reno,
Nevada
| $1.28億 | +$1350万 | +12% | 15.8% | – | 113 | 11.5% | 1.7 |
|