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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6926 |
EP
6926
Elkhorn Partners
Omaha,
Nebraska
| $1.47億 | +$980万 | +7% | 9.88% | 32.2% | 40 | 15% | 6.1 |
|
| 6927 |
6927
Soapstone Management
Bethesda,
Maryland
| $1.47億 | -$336万 | -2% | 8.89% | 30.3% | 17 | 35.29% | 2.7 |
|
| 6928 |
6928
1620 Investment Advisors
Plymouth,
Massachusetts
| $1.47億 | +$626万 | +4% | 7.15% | 71.4% | 710 | 12.68% | 1.4 |
|
| 6929 |
PIP
6929
PB Investment Partners
Burlingame,
California
| $1.47億 | +$23.4万 | +0.2% | 2.48% | 81.1% | 8 | 0% | 2.8 |
|
| 6930 |
6930
Pacific Asset Management
Gig Harbor,
Washington
| $1.47億 | +$2296万 | +18% | 7.6% | – | 65 | 13.85% | 0.6 |
|
| 6931 |
6931
Reyes Financial Architecture
San Diego,
California
| $1.47億 | +$3129万 | +27% | 12.1% | – | 326 | 22.39% | 0.6 |
|
| 6932 |
6932
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| $1.47億 | +$868万 | +6% | 8.64% | – | 48 | 8.33% | 0.7 |
|
| 6933 |
6933
Sagace Wealth Management
St. Petersburg,
Florida
| $1.47億 | +$1336万 | +10% | 4.53% | – | 73 | 26.03% | 0.9 |
|
| 6934 |
SC
6934
Settian Capital
New York
| $1.47億 | +$525万 | +4% | 4.48% | 69% | 23 | 0% | 2.5 |
|
| 6935 |
6935
Zeit Capital
Greenwood Village,
Colorado
| $1.47億 | +$723万 | +5% | 5.83% | 56.5% | 28 | 3.57% | 4 |
|
| 6936 |
6936
Chico Wealth RIA
Chico,
California
| $1.47億 | +$2070万 | +16% | 7.3% | 74.7% | 39 | 30.77% | 2 |
|
| 6937 |
6937
Wernau Asset Management
Gloucester,
Massachusetts
| $1.47億 | +$323万 | +2% | 12.1% | – | 49 | 6.12% | 0.7 |
|
| 6938 |
6938
Accelerate Investment Advisors
Aliso Viejo,
California
| $1.47億 | +$1256万 | +9% | 6.93% | – | 126 | 12.7% | 0.7 |
|
| 6939 |
6939
Accordant Advisory Group
Annapolis,
Maryland
| $1.47億 | +$1274万 | +9% | 16.5% | – | 185 | 21.62% | 1 |
|
| 6940 |
6940
Parsonex Advisory Services
Englewood,
Colorado
| $1.47億 | +$2699万 | +22% | 7.71% | – | 105 | 13.33% | 0.2 |
|
| 6941 |
6941
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $1.47億 | +$1565万 | +12% | 13.3% | 83.3% | 98 | 16.33% | 4.8 |
|
| 6942 |
6942
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $1.47億 | +$1333万 | +10% | 4.01% | 44.9% | 45 | 4.44% | 1.8 |
|
| 6943 |
6943
Horizons Wealth Management
Asheville,
North Carolina
| $1.47億 | +$653万 | +5% | 4.42% | – | 182 | 8.24% | 2.8 |
|
| 6944 |
6944
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| $1.47億 | +$1617万 | +12% | 8.34% | – | 79 | 11.39% | 0.6 |
|
| 6945 |
BF
6945
Baring Financial
Bellingham,
Washington
| $1.47億 | +$1282万 | +10% | 7.47% | – | 67 | 1.49% | 0.7 |
|
| 6946 |
6946
MidAtlantic Capital Management
Richmond,
Virginia
| $1.47億 | +$558万 | +4% | 6.39% | 61.2% | 80 | 2.5% | 1.7 |
|
| 6947 |
6947
Chartist Inc
Seal Beach,
California
| $1.46億 | – | – | 4.66% | – | 21 | – | 6.5 |
|
| 6948 |
6948
Cravens & Co Advisors
Cookeville,
Tennessee
| $1.46億 | +$1247万 | +9% | 4.53% | 70.4% | 59 | 8.47% | 2.1 |
|
| 6949 |
6949
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $1.46億 | +$1463万 | +11% | 9.28% | 101% | 127 | 3.94% | 3.1 |
|
| 6950 |
6950
WFA of San Diego
San Diego,
California
| $1.46億 | +$1062万 | +8% | 8.8% | – | 436 | 6.65% | 2.2 |
|