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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
Harrington Investments
Napa,
California
| $1.99億 | -$124万 | -0.6% | 3.06% | 109% | 86 | 3.49% | 6.3 |
|
| 6252 |
NWMP
6252
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $1.99億 | +$1120万 | +6% | 0.63% | – | 616 | 17.86% | 0.7 |
|
| 6253 |
DRD
6253
Dennis R. Delaney
| $1.99億 | -$70.3万 | -0.4% | 4.31% | 98.2% | 51 | 7.84% | 6.3 |
|
| 6254 |
6254
W Advisors LLC
Germantown,
Tennessee
| $1.99億 | +$895万 | +5% | 3.54% | 88.7% | 146 | 8.9% | 2.6 |
|
| 6255 |
6255
Sharp Financial Services
Horsham,
Pennsylvania
| $1.99億 | +$1484万 | +8% | 3.11% | – | 117 | 13.68% | 1.2 |
|
| 6256 |
6256
Prepared Retirement Institute
Lansdale,
Pennsylvania
| $1.99億 | +$686万 | +4% | 1.55% | 50.1% | 85 | 7.06% | 1.5 |
|
| 6257 |
WPA
6257
Wealth Preservation Advisors
Chattanooga,
Tennessee
| $1.99億 | +$2684万 | +16% | 4.84% | – | 639 | 10.64% | 0.6 |
|
| 6258 |
6258
Evergreen Wealth Management
Williamston,
Michigan
| $1.99億 | +$781万 | +4% | 4.47% | 68.8% | 55 | 9.09% | 2.2 |
|
| 6259 |
6259
Miller Capital Partners
Troy,
Michigan
| $1.99億 | – | – | 4.94% | – | 265 | – | 0 |
|
| 6260 |
6260
Fairfield University
Fairfield,
Connecticut
| $1.99億 | -$327万 | -2% | 1.94% | 70.6% | 3 | 0% | 8.3 |
|
| 6261 |
6261
Optimize Financial
Laguna Hills,
California
| $1.99億 | +$650万 | +3% | 9.47% | – | 325 | 2.15% | 0.4 |
|
| 6262 |
6262
Planning Directions
Glen Mills,
Pennsylvania
| $1.98億 | +$686万 | +4% | 1.17% | 46.3% | 103 | 11.65% | 3.3 |
|
| 6263 |
6263
Innova Wealth Partners
Newtown,
Pennsylvania
| $1.98億 | +$1310万 | +7% | 2.89% | 72.5% | 159 | 23.9% | 0.8 |
|
| 6264 |
6264
Prospera Capital Management
Gilbert,
Arizona
| $1.98億 | -$864万 | -4% | 1.75% | – | 49 | 18.37% | 0.7 |
|
| 6265 |
6265
BDFS Capital
Rehoboth Beach,
Delaware
| $1.98億 | – | – | 1.2% | – | 134 | – | 0 |
|
| 6266 |
6266
MN Wealth Advisors
Overland Park,
Kansas
| $1.98億 | +$1088万 | +6% | 2.97% | 68.3% | 131 | 17.56% | 1.3 |
|
| 6267 |
ALS
6267
Andrew L. Share
| $1.98億 | +$5339万 | +37% | 3.68% | 3.31% | 18 | 11.11% | 1.8 |
|
| 6268 |
6268
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| $1.98億 | +$2921万 | +17% | 27.1% | – | 13 | 0% | 0.9 |
|
| 6269 |
6269
Brown Financial Advisory
Fairhope,
Alabama
| $1.98億 | +$689万 | +4% | 2.56% | 73.2% | 57 | 5.26% | 2.3 |
|
| 6270 |
6270
Signature Resources Capital Management
Newport Beach,
California
| $1.98億 | +$1508万 | +8% | 2.75% | 67.8% | 718 | 31.2% | 1 |
|
| 6271 |
6271
Wisconsin Capital Management
Madison,
Wisconsin
| $1.98億 | +$191万 | +1% | 5.17% | 166% | 52 | 9.62% | 4.7 |
|
| 6272 |
6272
Washington University
St Louis,
Missouri
| $1.98億 | +$1929万 | +11% | 7.63% | 30.4% | 5 | 40% | 1.7 |
|
| 6273 |
MGM
6273
Miura Global Management
New York
| $1.98億 | +$1.3億 | +191% | 1.22% | 375% | 22 | 50% | 1.5 |
|
| 6274 |
6274
Horizon Advisory Services
West Henrietta,
New York
| $1.98億 | +$219万 | +1% | 0.53% | – | 66 | 57.58% | 0.8 |
|
| 6275 |
6275
Main Line Retirement Advisors
Whitefish,
Montana
| $1.98億 | +$272万 | +1% | 1.9% | 47.6% | 48 | 10.42% | 1.7 |
|