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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Richardson Financial Services
Medway,
Massachusetts
| $1.42億 | -$1511万 | -10% | 0.04% | 77.4% | 675 | 21.33% | 0.8 |
|
| 6702 |
6702
MSD Partners
New York
| $1.42億 | -$1546万 | -10% | 1.28% | 3.5% | 20 | 70% | 1.4 |
|
| 6703 |
6703
Byrne Asset Management
Kingston,
New Jersey
| $1.42億 | -$456万 | -3% | 1.58% | 126% | 597 | 28.14% | 1.4 |
|
| 6704 |
6704
Zynergy Retirement Planning
Red Bank,
New Jersey
| $1.42億 | $0 | 0% | 3.26% | – | 111 | 0% | 0.5 |
|
| 6705 |
6705
SFM LLC
Manchester,
New Hampshire
| $1.42億 | +$846万 | +6% | 1.67% | 67.5% | 60 | 10% | 0.9 |
|
| 6706 |
6706
L.K. Benson & Company
Baltimore,
Maryland
| $1.42億 | – | – | 0.79% | – | 95 | – | 0 |
|
| 6707 |
6707
CAP Partners LLC
Franklin,
Tennessee
| $1.42億 | +$801万 | +6% | 6.1% | 97% | 137 | 8.03% | 0.8 |
|
| 6708 |
6708
Financial Alternatives
La Jolla,
California
| $1.42億 | -$33.3万 | -0.2% | 1.7% | 55% | 86 | 6.98% | 1.8 |
|
| 6709 |
6709
Round Hill Asset Management
Pasadena,
California
| $1.42億 | -$929万 | -6% | 1.02% | 43.2% | 61 | 1.64% | 5.7 |
|
| 6710 |
6710
McCarthy Asset Management
Redwood Shores,
California
| $1.42億 | -$1911万 | -12% | 0.31% | – | 35 | 28.57% | 3 |
|
| 6711 |
6711
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $1.42億 | -$313万 | -2% | 2.04% | 117% | 274 | 44.89% | 1.2 |
|
| 6712 |
6712
Wealth Forward LLC
Fargo,
North Dakota
| $1.42億 | -$88.4万 | -0.6% | 2.11% | 48.8% | 31 | 3.23% | 1 |
|
| 6713 |
6713
Blue Capital Inc
Omaha,
Nebraska
| $1.42億 | – | – | 6.25% | – | 112 | – | 0 |
|
| 6714 |
6714
AFG Fiduciary Services
Hingham,
Massachusetts
| $1.42億 | -$683万 | -5% | 0.58% | 72.4% | 86 | 25.58% | 1.7 |
|
| 6715 |
6715
Level Wealth Management
Greensboro,
North Carolina
| $1.42億 | – | – | 1.42% | – | 53 | – | 0 |
|
| 6716 |
BG
6716
BRX Global
New York
| $1.41億 | -$1119万 | -7% | 0.3% | 65.8% | 5 | 20% | 3.2 |
|
| 6717 |
KCM
6717
KRS Capital Management
Bloomfield,
Michigan
| $1.41億 | +$430万 | +3% | 6.46% | 272% | 122 | 13.93% | 2.3 |
|
| 6718 |
6718
Counterweight Ventures
Wilmington,
North Carolina
| $1.41億 | +$15.6万 | +0.1% | 0.84% | – | 70 | 1.43% | 0.9 |
|
| 6719 |
6719
RF&L Wealth Management
Acton,
Massachusetts
| $1.41億 | +$9.9万 | +0.1% | 0.4% | 73.8% | 58 | 1.72% | 1.8 |
|
| 6720 |
6720
Everstar Asset Management
Mooresville,
North Carolina
| $1.41億 | -$450万 | -3% | 2.04% | – | 209 | 20.1% | 0.2 |
|
| 6721 |
BM
6721
Bislett Management
Palo Alto,
California
| $1.41億 | -$802万 | -5% | 1.46% | 19.8% | 13 | 0% | 6.7 |
|
| 6722 |
6722
Monument Group Wealth Advisors
Concord,
Massachusetts
| $1.41億 | -$2515万 | -15% | 1.64% | 68.6% | 53 | 13.21% | 0.9 |
|
| 6723 |
6723
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| $1.41億 | +$3020万 | +27% | 6.9% | – | 11 | 9.09% | 0.8 |
|
| 6724 |
6724
Future You Wealth
New York
| $1.41億 | – | – | 0.27% | – | 47 | – | 0 |
|
| 6725 |
6725
Wilson & Boucher Capital Management
Moraga,
California
| $1.41億 | -$399万 | -3% | 1.41% | 69.8% | 118 | 6.78% | 2.6 |
|