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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
6676
Kellett Wealth Advisors
Cincinnati,
Ohio
| $1.75億 | +$937万 | +6% | 2.21% | 76.3% | 84 | 15.48% | 2.2 |
|
| 6677 |
6677
Lepercq De Neuflize Asset Management
New York
| $1.75億 | +$160万 | +0.9% | 2.45% | – | 19 | 63.16% | 0.3 |
|
| 6678 |
QAM
6678
QSM Asset Management
London,
United Kingdom
| $1.75億 | +$3475万 | +25% | 3.11% | – | 22 | 13.64% | 0.7 |
|
| 6679 |
6679
LAM Group
Lake Oswego,
Oregon
| $1.75億 | +$1340万 | +8% | 2.76% | 61.8% | 75 | 5.33% | 2.7 |
|
| 6680 |
6680
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $1.75億 | +$407万 | +2% | 2.49% | 70.9% | 506 | 2.37% | 0.5 |
|
| 6681 |
6681
4J Wealth Management
Alexandria,
Virginia
| $1.75億 | +$450万 | +3% | 2.19% | 74.7% | 102 | 11.76% | 3 |
|
| 6682 |
6682
Thor Investment Management
Cincinnati,
Ohio
| $1.75億 | +$837万 | +5% | 7.03% | 122% | 48 | 6.25% | 1.6 |
|
| 6683 |
MBWA
6683
Marin Bay Wealth Advisors
San Anselmo,
California
| $1.75億 | – | – | 2.63% | – | 120 | – | 0 |
|
| 6684 |
6684
Arcadia Wealth Management (New York)
Smithtown,
New York
| $1.74億 | +$973万 | +6% | 2.31% | – | 61 | 11.48% | 0.9 |
|
| 6685 |
6685
Equitec Proprietary Markets
Chicago,
Illinois
| $1.74億 | -$2.66億 | -60% | 46.3% | 352% | 114 | 60.53% | 0.8 |
|
| 6686 |
6686
Shearwater Capital
Denver,
Colorado
| $1.74億 | +$568万 | +3% | 3.2% | 74.4% | 53 | 5.66% | 3 |
|
| 6687 |
6687
Oak Wealth Advisors
Northbrook,
Illinois
| $1.74億 | +$208万 | +1% | 2.93% | – | 61 | 6.56% | 0.9 |
|
| 6688 |
6688
Harbourvest Partners
Boston,
Massachusetts
| $1.74億 | -$3092万 | -15% | 14.4% | 8.96% | 11 | 54.55% | 2 |
|
| 6689 |
6689
Prospect Financial Services
Melville,
New York
| $1.74億 | +$25.3万 | +0.1% | 1.48% | 104% | 114 | 17.54% | 1.4 |
|
| 6690 |
6690
ROI Financial Advisors
Beaverton,
Oregon
| $1.74億 | +$662万 | +4% | 6.6% | 165% | 69 | 8.7% | 1.5 |
|
| 6691 |
6691
Farrow Financial
Randolph,
Vermont
| $1.74億 | +$171万 | +1% | 2.42% | 79.9% | 56 | 10.71% | 1.6 |
|
| 6692 |
6692
Stephens Greth Foundation
Dallas,
Texas
| $1.74億 | – | – | 2.41% | – | 4 | – | 0 |
|
| 6693 |
KCM
6693
KRS Capital Management
Bloomfield,
Michigan
| $1.74億 | +$832万 | +5% | 5.43% | 272% | 121 | 12.4% | 2.7 |
|
| 6694 |
6694
Coordinated Financial Services
Denver,
Colorado
| $1.74億 | +$1793万 | +11% | 1.86% | – | 185 | 15.68% | 1.2 |
|
| 6695 |
6695
Runnymede Capital Advisors
Dublin,
Ohio
| $1.74億 | +$5223万 | +43% | 1.91% | – | 125 | 84.8% | 0.2 |
|
| 6696 |
6696
Trivant Custom Portfolio Group
San Diego,
California
| $1.74億 | -$2093万 | -11% | 1.91% | 103% | 87 | 18.39% | 1.9 |
|
| 6697 |
6697
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| $1.74億 | +$464万 | +3% | 1.42% | 42.8% | 75 | 6.67% | 1.7 |
|
| 6698 |
TCM
6698
Thoma Capital Management
Towson,
Maryland
| $1.74億 | -$50.9万 | -0.3% | 1.32% | – | 62 | 8.06% | 0.9 |
|
| 6699 |
6699
Financial Planning Hawaii
Honolulu,
Hawaii
| $1.74億 | – | – | 3.03% | – | 128 | – | 0 |
|
| 6700 |
6700
Melfa Wealth Management
Westborough,
Massachusetts
| $1.74億 | +$295万 | +2% | 1.3% | 49.9% | 207 | 8.21% | 2.3 |
|