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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
MWA Asset Management
Lexington,
Massachusetts
| $1.38億 | +$1694万 | +14% | 13% | 174% | 126 | 10.32% | 0.4 |
|
| 6277 |
CWM
6277
Cordatus Wealth Management
Newtown,
Pennsylvania
| $1.38億 | +$1714万 | +14% | 14.4% | 108% | 66 | 25.76% | 0.8 |
|
| 6278 |
6278
Epacria Capital Partners
Boulder,
Colorado
| $1.38億 | +$1307万 | +10% | 10.1% | 89.1% | 56 | 8.93% | 1.1 |
|
| 6279 |
OM
6279
OV Management
Minneapolis,
Minnesota
| $1.38億 | +$1673万 | +14% | 18.5% | – | 63 | 9.52% | 0.2 |
|
| 6280 |
6280
Western Pacific Wealth Management
Lake Forest,
Illinois
| $1.38億 | +$100万 | +0.7% | 1.42% | 91.4% | 326 | 33.13% | 1.3 |
|
| 6281 |
6281
Vawter Financial
Columbus,
Ohio
| $1.38億 | +$997万 | +8% | 5.31% | 48% | 90 | 15.56% | 0.9 |
|
| 6282 |
6282
Mayfair Advisory Group
Birmingham,
Alabama
| $1.38億 | +$2035万 | +17% | 7.49% | 71.5% | 145 | 15.86% | 2 |
|
| 6283 |
MFFIA
6283
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| $1.38億 | +$1276万 | +10% | 10.4% | 136% | 68 | 7.35% | 1.1 |
|
| 6284 |
6284
Pharo Management
New York
| $1.38億 | -$11.9億 | -90% | 0.68% | – | 4 | 75% | 0.3 |
|
| 6285 |
6285
Johnson & White Wealth Management
York,
Pennsylvania
| $1.37億 | +$1675万 | +14% | 8.39% | 85.1% | 88 | 12.5% | 0.7 |
|
| 6286 |
6286
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $1.37億 | +$1008万 | +8% | 4.79% | 51.3% | 186 | 22.58% | 2 |
|
| 6287 |
6287
Broadview Financial Management
Wauwatosa,
Wisconsin
| $1.37億 | +$769万 | +6% | 6.73% | 57.4% | 40 | 2.5% | 4.9 |
|
| 6288 |
JCA
6288
Jade Capital Advisors
Essex Fells,
New Jersey
| $1.37億 | -$3062万 | -18% | 7.53% | 28.9% | 110 | 63.64% | 0.5 |
|
| 6289 |
6289
JDM Financial Group
Austin,
Texas
| $1.37億 | +$1663万 | +14% | 8.19% | 56.7% | 216 | 4.63% | 1.2 |
|
| 6290 |
6290
Pring Turner Capital Group
Alamo,
California
| $1.37億 | +$640万 | +5% | 8.62% | 70.8% | 70 | 11.43% | 4.1 |
|
| 6291 |
6291
Presidio Capital Management
San Diego,
California
| $1.37億 | +$904万 | +7% | 5.24% | 56.1% | 54 | 29.63% | 1 |
|
| 6292 |
PP
6292
Pingora Partners
Wilson,
Wyoming
| $1.37億 | +$2402万 | +21% | 19.8% | – | 258 | 39.53% | 0.2 |
|
| 6293 |
6293
Affinity Investment Advisors
Newport Beach,
California
| $1.37億 | -$1000万 | -7% | 14.9% | 189% | 190 | 43.16% | 3.1 |
|
| 6294 |
6294
Asset Planning Corporation
Knoxville,
Tennessee
| $1.37億 | +$750万 | +6% | 5.67% | 44.5% | 44 | 13.64% | 2.3 |
|
| 6295 |
6295
Planning Capital Management Corporation
Paoli,
Pennsylvania
| $1.37億 | +$898万 | +7% | 7.32% | – | 715 | 17.76% | 0.2 |
|
| 6296 |
6296
HRC Wealth Management
Moscow,
Idaho
| $1.37億 | +$2063万 | +18% | 9.2% | 82.2% | 42 | 38.1% | 0.2 |
|
| 6297 |
6297
Stephenson & Company
San Clemente,
California
| $1.37億 | +$1744万 | +15% | 6.94% | 47% | 38 | 5.26% | 0.2 |
|
| 6298 |
MFC
6298
Miramar Fiduciary Corp
Reno,
Nevada
| $1.37億 | +$68.7万 | +0.5% | 2.87% | – | 6 | 0% | 2.8 |
|
| 6299 |
AGC
6299
Alden Global Capital
Brandon,
Florida
| $1.37億 | -$1.04億 | -43% | 2.31% | 99.8% | 34 | 64.71% | 0.5 |
|
| 6300 |
6300
Stegner Investment Associates
Louisville,
Kentucky
| $1.37億 | +$1040万 | +8% | 10.3% | 84.8% | 22 | 13.64% | 2.7 |
|