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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
7026
Interactive Financial Advisors
New Lenox,
Illinois
| $1.53億 | -$189万 | -1% | 0.66% | 47.6% | 81 | 7.41% | 7.5 |
|
| 7027 |
7027
Bruce G. Allen Investments
Denver,
Colorado
| $1.53億 | +$500万 | +3% | 5.56% | – | 1,158 | 13.04% | 1.8 |
|
| 7028 |
7028
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| $1.53億 | +$136万 | +0.9% | 1.2% | – | 364 | 12.64% | 1.1 |
|
| 7029 |
7029
Fiduciary Wealth Partners
Boston,
Massachusetts
| $1.53億 | -$9108万 | -37% | 2.25% | – | 97 | 46.39% | 1.6 |
|
| 7030 |
7030
Round Hill Asset Management
Pasadena,
California
| $1.53億 | -$601万 | -4% | 4.65% | 43.2% | 67 | 13.43% | 5.5 |
|
| 7031 |
7031
SeaTown Holdings
Singapore
| $1.53億 | -$1970万 | -11% | 10.5% | 220% | 22 | 45.45% | 1.1 |
|
| 7032 |
7032
PUREfi Wealth
Boston,
Massachusetts
| $1.53億 | +$2211万 | +17% | 0.84% | – | 205 | 28.29% | 0.8 |
|
| 7033 |
7033
Climber Capital
Nyon,
Switzerland
| $1.53億 | -$82.9万 | -0.5% | 1.84% | – | 70 | 18.57% | 1 |
|
| 7034 |
7034
Ellerson Group
Annapolis,
Maryland
| $1.53億 | +$478万 | +3% | 0.91% | 178% | 62 | 14.52% | 2 |
|
| 7035 |
7035
Redwood Financial Network
Solon,
Ohio
| $1.53億 | -$436万 | -3% | 2.29% | 82.2% | 190 | 17.37% | 2.5 |
|
| 7036 |
7036
Sellaronda Global Management
New York
| $1.52億 | +$3683万 | +32% | 9.14% | – | 12 | 66.67% | 0.4 |
|
| 7037 |
7037
Horizons Wealth Management
Asheville,
North Carolina
| $1.52億 | -$15.8万 | -0.1% | 0.2% | – | 172 | 2.91% | 3.1 |
|
| 7038 |
7038
Comprehensive Money Management Services
Coral Gables,
Florida
| $1.52億 | +$741万 | +5% | 4.14% | – | 196 | 4.59% | 1.1 |
|
| 7039 |
7039
Tower Trust & Investment Company
Davenport,
Iowa
| $1.52億 | -$658万 | -4% | 1.99% | – | 216 | 9.26% | 0.9 |
|
| 7040 |
7040
Forest Hill Capital
Little Rock,
Arkansas
| $1.52億 | -$4330万 | -22% | 8.37% | 132% | 36 | 50% | 4.3 |
|
| 7041 |
7041
Integras Partners
Alpharetta,
Georgia
| $1.52億 | +$2846万 | +23% | 3.4% | – | 73 | 16.44% | 0.9 |
|
| 7042 |
7042
Somnio Financial Group
Glastonbury,
Connecticut
| $1.52億 | +$94.1万 | +0.6% | 0.85% | – | 14 | 0% | 1.6 |
|
| 7043 |
7043
Ibex Investors
Denver,
Colorado
| $1.52億 | +$1000万 | +7% | 18.1% | 1.71% | 18 | 44.44% | 1 |
|
| 7044 |
7044
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| $1.52億 | -$277万 | -2% | 1% | 4.78% | 6 | 0% | 3 |
|
| 7045 |
CIG
7045
Cascade Investment Group
Colorado Springs,
Colorado
| $1.52億 | +$207万 | +1% | 1.75% | 93.2% | 158 | 16.46% | 2.3 |
|
| 7046 |
7046
Silvia McColl Wealth Management
San Diego,
California
| $1.52億 | +$141万 | +0.9% | 1.84% | 82.7% | 122 | 7.38% | 2.6 |
|
| 7047 |
7047
Point Nemo Capital
Dripping Springs,
Texas
| $1.52億 | +$5078万 | +50% | 8.9% | – | 135 | 65.93% | 0.1 |
|
| 7048 |
7048
FSA Advisors
Troy,
Michigan
| $1.52億 | +$784万 | +5% | 0.11% | – | 259 | 43.63% | 0.9 |
|
| 7049 |
7049
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $1.52億 | -$2568万 | -14% | 8.04% | 114% | 15 | 13.33% | 4.2 |
|
| 7050 |
7050
Guided Capital Wealth Management
Houston,
Texas
| $1.52億 | +$889万 | +6% | 1.66% | – | 39 | 20.51% | 0.9 |
|