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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
Optivise Advisory Services
Franklin,
Tennessee
| $1.73億 | +$534万 | +3% | 2.37% | – | 231 | 29% | 0.9 |
|
| 6702 |
6702
Tiptree Advisors
New York
| $1.73億 | +$1353万 | +8% | 7.75% | – | 27 | 44.44% | 0.6 |
|
| 6703 |
6703
TLW Wealth Management
Indian Rocks Beach,
Florida
| $1.73億 | -$139万 | -0.8% | 4.97% | 98.3% | 19 | 0% | 4.5 |
|
| 6704 |
6704
Wealth Science Advisors
Alpharetta,
Georgia
| $1.73億 | – | – | 3.49% | – | 71 | – | 0 |
|
| 6705 |
HSM
6705
H Squared Management
New York
| $1.73億 | – | – | 1.01% | – | 11 | – | 0 |
|
| 6706 |
PS
6706
Presima Securities
Montreal,
Quebec, Canada
| $1.73億 | -$1.91億 | -52% | 3.11% | 10.3% | 48 | 0% | 5.6 |
|
| 6707 |
SBCM
6707
Silverberg Bernstein Capital Management
Armonk,
New York
| $1.73億 | +$838万 | +5% | 6.83% | 133% | 67 | 1.49% | 1.7 |
|
| 6708 |
6708
Lennar Corp
Miami,
Florida
| $1.73億 | – | – | 21.8% | – | 5 | – | 0 |
|
| 6709 |
6709
Heronetta Management
New York
| $1.73億 | -$966万 | -5% | 0.45% | 55.4% | 25 | 0% | 7.6 |
|
| 6710 |
6710
Finivi Inc
Westborough,
Massachusetts
| $1.73億 | +$1589万 | +10% | 2.49% | 144% | 104 | 7.69% | 2.2 |
|
| 6711 |
6711
Michael S. Ryan Inc
Latham,
New York
| $1.73億 | +$530万 | +3% | 2.46% | 63.3% | 58 | 13.79% | 1.5 |
|
| 6712 |
WF
6712
Williams Financial
North Bennington,
Vermont
| $1.73億 | +$7589万 | +78% | 1.08% | 33.1% | 31 | 67.74% | 0.4 |
|
| 6713 |
6713
Brookmont Capital Management
Dallas,
Texas
| $1.73億 | -$705万 | -4% | 3.74% | 32.2% | 59 | 8.47% | 7.1 |
|
| 6714 |
6714
Lagoda Investment Management
New York
| $1.73億 | -$405万 | -2% | 2.35% | 250% | 26 | 15.38% | 6.7 |
|
| 6715 |
CF
6715
Carlson Financial
Canby,
Oregon
| $1.73億 | – | – | 0.25% | – | 180 | – | 0 |
|
| 6716 |
6716
Tacita Capital
Toronto,
Ontario, Canada
| $1.73億 | +$714万 | +4% | 3.06% | 77.5% | 222 | 6.76% | 3.5 |
|
| 6717 |
6717
Atmos Advisory
Pittsburgh,
Pennsylvania
| $1.73億 | +$844万 | +5% | 0.61% | 31.9% | 21 | 4.76% | 3.8 |
|
| 6718 |
6718
Align Financial
Hermantown,
Minnesota
| $1.72億 | – | – | 2.5% | – | 389 | – | 0 |
|
| 6719 |
6719
Velan Capital Investment Management
Alpharetta,
Georgia
| $1.72億 | +$6591万 | +62% | 117% | 2,395% | 57 | 33.33% | 0.8 |
|
| 6720 |
6720
LeClair Wealth Partners
Dublin,
Ohio
| $1.72億 | +$1188万 | +7% | 2.78% | – | 115 | 11.3% | 0.8 |
|
| 6721 |
6721
SeaTown Holdings
Singapore
| $1.72億 | -$109万 | -0.6% | 5.61% | 220% | 21 | 33.33% | 1.1 |
|
| 6722 |
6722
Tranquilli Financial Advisor
Clinton,
New Jersey
| $1.72億 | +$308万 | +2% | 2.3% | 55.1% | 136 | 17.65% | 2.1 |
|
| 6723 |
PVAMC
6723
PPS&V Asset Management Consultants
Portage,
Michigan
| $1.72億 | -$95.4万 | -0.6% | 2.51% | 80.7% | 43 | 4.65% | 2.6 |
|
| 6724 |
GFG
6724
Genesis Financial Group
Paramus,
New Jersey
| $1.72億 | – | – | 1.82% | – | 101 | – | 0 |
|
| 6725 |
6725
Anderson Financial Strategies
Dayton,
Ohio
| $1.72億 | +$342万 | +2% | 0.64% | – | 40 | 10% | 0.8 |
|