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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
Investmark Advisory Group
Shelton,
Connecticut
| $9699万 | -$996万 | -9% | 1.65% | 73.8% | 390 | 76.92% | 0.2 |
|
| 6402 |
6402
Roberts Capital Advisors
Denver,
Colorado
| $9693万 | -$1033万 | -10% | 8.99% | – | 96 | 1.04% | 0.2 |
|
| 6403 |
HC
6403
Hoese & Co
Glencoe,
Minnesota
| $9688万 | -$372万 | -4% | 3.2% | 51% | 220 | 10.45% | 0.8 |
|
| 6404 |
6404
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $9674万 | -$3569万 | -27% | 4.76% | 68.8% | 132 | 39.39% | 1.1 |
|
| 6405 |
6405
Leo H. Evart Inc
Redwood City,
California
| $9674万 | -$594万 | -6% | 5.1% | – | 45 | 13.33% | 0.2 |
|
| 6406 |
6406
My Personal CFO LLC
Vancouver,
Washington
| $9664万 | -$1807万 | -16% | 8.18% | 83.4% | 63 | 14.29% | 0.2 |
|
| 6407 |
CCA
6407
Covey Capital Advisors
Atlanta,
Georgia
| $9657万 | -$2801万 | -22% | 8.89% | 118% | 40 | 10% | 2.8 |
|
| 6408 |
6408
Matrix China Management IV
Grand Cayman,
Cayman Islands
| $9656万 | -$7959万 | -45% | 45.2% | – | 1 | 0% | 0.3 |
|
| 6409 |
CCFP
6409
Charles Carroll Financial Partners
Kingston,
Massachusetts
| $9653万 | -$418万 | -4% | 5.64% | – | 46 | 26.09% | 0.2 |
|
| 6410 |
6410
Upper Left Wealth Management
Tampa,
Florida
| $9651万 | -$367万 | -4% | 3.04% | 52.7% | 56 | 17.86% | 0.2 |
|
| 6411 |
6411
AMH Equity
Great Neck,
New York
| $9644万 | +$2450万 | +34% | 4.2% | 267% | 40 | 50% | 0.1 |
|
| 6412 |
MF
6412
Meridian Financial
Holliston,
Massachusetts
| $9641万 | -$1070万 | -10% | 4.43% | 58.5% | 102 | 14.71% | 0.2 |
|
| 6413 |
6413
Centerstone Investors
New York
| $9640万 | -$1714万 | -15% | 0.5% | 73.7% | 23 | 21.74% | 2.8 |
|
| 6414 |
KA
6414
Kearns & Associates
Palos Verdes Estates,
California
| $9638万 | -$596万 | -6% | 5.3% | 78.7% | 16 | 0% | 0.3 |
|
| 6415 |
JI
6415
Jeereddi Investments
Los Angeles,
California
| $9618万 | -$728万 | -7% | 7.96% | 37.7% | 56 | 17.86% | 1.6 |
|
| 6416 |
6416
Vericrest Private Wealth
Newtown,
Pennsylvania
| $9617万 | -$1169万 | -11% | 6.45% | – | 40 | 5% | 0.2 |
|
| 6417 |
6417
Kraft Asset Management
Nashville,
Tennessee
| $9616万 | +$418万 | +5% | 3% | 41% | 21 | 14.29% | 0.2 |
|
| 6418 |
6418
Daventry Group
New York
| $9615万 | +$732万 | +8% | 11.9% | 26.2% | 9 | 33.33% | 0.2 |
|
| 6419 |
6419
Moulton Wealth Management
Spokane,
Washington
| $9605万 | -$4066万 | -30% | 4.81% | 47.8% | 31 | 51.61% | 1.2 |
|
| 6420 |
6420
Elm Ridge Management
Briarcliff Manor,
New York
| $9597万 | +$1738万 | +22% | 26.8% | 93.6% | 30 | 13.33% | 2.7 |
|
| 6421 |
6421
17 Capital Partners
Pheonix,
Arizona
| $9586万 | -$1381万 | -13% | 8.82% | – | 107 | 22.43% | 0.6 |
|
| 6422 |
6422
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $9578万 | +$225万 | +2% | 2.9% | 70.3% | 122 | 10.66% | 3.3 |
|
| 6423 |
6423
P.A.W. Capital
Greenwich,
Connecticut
| $9568万 | -$1333万 | -12% | 10.8% | 30.2% | 63 | 9.52% | 3.8 |
|
| 6424 |
6424
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $9568万 | -$304万 | -3% | 2.84% | 41.2% | 51 | 11.76% | 0.9 |
|
| 6425 |
SWG
6425
Summit Wealth Group
White River Junction,
Vermont
| $9548万 | +$773万 | +9% | 4.4% | 56.7% | 35 | 34.29% | 0.8 |
|