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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
6651
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| $1.45億 | – | – | 0.25% | – | 361 | – | 0 |
|
| 6652 |
6652
Echo Wealth Management
Plymouth,
Minnesota
| $1.45億 | +$164万 | +1% | 0.16% | 42.9% | 49 | 4.08% | 2.3 |
|
| 6653 |
6653
Wallace Advisory Group
Lafayette,
California
| $1.45億 | +$800万 | +6% | 1.29% | 50.9% | 199 | 19.6% | 1.4 |
|
| 6654 |
HIA
6654
Harvest Investment Advisors
Tallahassee,
Florida
| $1.45億 | -$229万 | -2% | 0.72% | 78.3% | 57 | 10.53% | 1.7 |
|
| 6655 |
6655
Arlington Capital Management
Arlington Heights,
Illinois
| $1.45億 | +$2312万 | +19% | 1.46% | 146% | 100 | 24% | 0.8 |
|
| 6656 |
PBK
6656
Peoples Bank (Kansas)
Pratt,
Kansas
| $1.45億 | -$450万 | -3% | 0.19% | 74.5% | 326 | 4.6% | 1 |
|
| 6657 |
6657
Clayton Partners
Berkeley,
California
| $1.45億 | +$576万 | +4% | 5.62% | 109% | 43 | 20.93% | 2 |
|
| 6658 |
6658
North Ridge Wealth Advisors
Beaverton,
Oregon
| $1.44億 | -$261万 | -2% | 3.83% | 29.5% | 195 | 78.46% | 0.3 |
|
| 6659 |
6659
Whalen Wealth Management
Las Vegas,
Nevada
| $1.44億 | +$295万 | +2% | 3.24% | 90.2% | 182 | 62.64% | 0.4 |
|
| 6660 |
6660
Taylor Financial Group
Roanoke,
Virginia
| $1.44億 | -$32.8万 | -0.2% | 0.73% | 79% | 102 | 8.82% | 0.9 |
|
| 6661 |
6661
Better Money Decisions
Santa Fe,
New Mexico
| $1.44億 | +$334万 | +2% | 1.47% | 32.7% | 70 | 12.86% | 2.6 |
|
| 6662 |
6662
Nalanda India Fund
Moka,
Mauritius
| $1.44億 | -$5415万 | -27% | 10.1% | 15.3% | 1 | 0% | 6 |
|
| 6663 |
NWMP
6663
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $1.44億 | – | – | 0.19% | – | 454 | – | 0 |
|
| 6664 |
6664
Islay Capital Management
Lubbock,
Texas
| $1.44億 | -$510万 | -3% | 1.08% | 72% | 227 | 18.5% | 3.2 |
|
| 6665 |
6665
FinDec Wealth Services
Stockton,
California
| $1.44億 | -$2823万 | -16% | 1.36% | 52.7% | 43 | 11.63% | 1.8 |
|
| 6666 |
6666
Atmos Advisory
Pittsburgh,
Pennsylvania
| $1.44億 | +$330万 | +2% | 3.19% | 31.9% | 32 | 37.5% | 1.8 |
|
| 6667 |
6667
Objectivity Squared
Charleston,
South Carolina
| $1.44億 | +$8.37万 | +0.1% | 0.31% | – | 55 | 20% | 0.9 |
|
| 6668 |
6668
Hippocratic Financial Advisors
Westlake Village,
California
| $1.44億 | – | – | 1.22% | – | 21 | – | 0 |
|
| 6669 |
6669
Magnolia Wealth Management
Dothan,
Alabama
| $1.44億 | +$318万 | +2% | 1.54% | 48.7% | 13 | 7.69% | 1.9 |
|
| 6670 |
6670
Pacific Wealth Strategies Group
Santa Barbara,
California
| $1.44億 | +$897万 | +7% | 1.77% | 85.3% | 57 | 17.54% | 4.1 |
|
| 6671 |
6671
LWM Advisory Services
Plantation,
Florida
| $1.44億 | +$881万 | +7% | 1.76% | 64.9% | 99 | 10.1% | 1.8 |
|
| 6672 |
6672
Carson Advisory
Athens,
Georgia
| $1.44億 | -$1549万 | -10% | 0.5% | 70.9% | 188 | 22.34% | 2.1 |
|
| 6673 |
6673
Valley Financial Group
Ambler,
Pennsylvania
| $1.44億 | +$65.8万 | +0.5% | 1.57% | – | 60 | 8.33% | 0.9 |
|
| 6674 |
6674
Gould Capital
Tacoma,
Washington
| $1.44億 | -$831万 | -5% | 2.32% | 60.1% | 223 | 6.73% | 2.4 |
|
| 6675 |
6675
Merrion Investment Management
Cranford,
New Jersey
| $1.44億 | -$782万 | -5% | 6.5% | 161% | 109 | 12.84% | 2.6 |
|