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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
7051
Swisher Financial Concepts
Westerville,
Ohio
| $1.21億 | +$3610万 | +43% | 0.88% | – | 90 | 41.11% | 0.8 |
|
| 7052 |
7052
Lewis Asset Management
Lafayette,
California
| $1.21億 | -$1006万 | -8% | 4.13% | 142% | 140 | 17.14% | 1 |
|
| 7053 |
7053
Archvest Wealth Advisors
Concord,
California
| $1.21億 | -$1710万 | -12% | 0.22% | 53.1% | 66 | 12.12% | 1.9 |
|
| 7054 |
7054
Tiptree Advisors
New York
| $1.21億 | +$2439万 | +25% | 0.8% | – | 27 | 40.74% | 0.2 |
|
| 7055 |
7055
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| $1.21億 | +$289万 | +2% | 0.38% | – | 126 | 6.35% | 0.2 |
|
| 7056 |
7056
Kepos Capital
New York
| $1.21億 | +$502万 | +4% | 2.22% | 21.1% | 74 | 51.35% | 0.9 |
|
| 7057 |
7057
Sand Grove Capital Management
London,
United Kingdom
| $1.21億 | -$8541万 | -41% | 7.58% | 410% | 15 | 73.33% | 0.5 |
|
| 7058 |
SWM
7058
SpringVest Wealth Management
Dallas,
Texas
| $1.21億 | +$388万 | +3% | 2.63% | – | 60 | 18.33% | 0.2 |
|
| 7059 |
7059
Northwest Financial Advisors
Herndon,
Virginia
| $1.21億 | -$53.9万 | -0.4% | 3.36% | 67% | 125 | 14.4% | 1 |
|
| 7060 |
7060
SIMA Wealth Partners
North Chesterfield,
Virginia
| $1.2億 | +$279万 | +2% | 0.3% | – | 192 | 15.1% | 0.6 |
|
| 7061 |
7061
Northeast Planning Associates NH
Bedford,
New Hampshire
| $1.2億 | +$2383万 | +25% | 6.61% | – | 60 | 46.67% | 0.2 |
|
| 7062 |
7062
Holcombe Financial
Atlanta,
Georgia
| $1.2億 | -$102万 | -0.8% | 1.06% | – | 42 | 16.67% | 0.2 |
|
| 7063 |
7063
Marest Capital
Tarzana,
California
| $1.2億 | -$335万 | -3% | 4.93% | 84.5% | 26 | 23.08% | 0.9 |
|
| 7064 |
7064
Dynamic Wealth Strategies
Granite Bay,
California
| $1.2億 | +$792万 | +7% | 0.94% | 52.2% | 233 | 72.53% | 0.3 |
|
| 7065 |
7065
Avant Capital
Lafayette,
Louisiana
| $1.2億 | -$32.4万 | -0.3% | 0.61% | – | 68 | 7.35% | 2.6 |
|
| 7066 |
JAIC
7066
Josh Arnold Investment Consultant
Edina,
Minnesota
| $1.2億 | +$201万 | +2% | 4.3% | 272% | 23 | 69.57% | 0.4 |
|
| 7067 |
7067
Baypointe Partners
Stamford,
Connecticut
| $1.2億 | – | – | 9.6% | – | 19 | – | 0 |
|
| 7068 |
SPAS
7068
Spectrum Planning & Advisory Services
San Diego,
California
| $1.2億 | +$490万 | +4% | 0.88% | – | 71 | 23.94% | 1.7 |
|
| 7069 |
7069
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $1.2億 | -$326万 | -3% | 1.78% | 83.3% | 93 | 13.98% | 4.7 |
|
| 7070 |
7070
Bay Capital Advisors
Virginia Beach,
Virginia
| $1.2億 | -$425万 | -3% | 3.15% | – | 116 | 8.62% | 0.2 |
|
| 7071 |
7071
Gerber LLC
Columbus,
Ohio
| $1.2億 | -$1727万 | -13% | 3.5% | 137% | 101 | 19.8% | 1.1 |
|
| 7072 |
7072
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| $1.2億 | -$1017万 | -8% | 13.3% | 54.4% | 6 | 33.33% | 1.3 |
|
| 7073 |
7073
Two West Capital Advisors
Overland Park,
Kansas
| $1.2億 | +$304万 | +3% | 0.55% | – | 82 | 15.85% | 0.6 |
|
| 7074 |
7074
Guided Capital Wealth Management
Houston,
Texas
| $1.2億 | +$1059万 | +10% | 4.26% | – | 38 | 28.95% | 0.2 |
|
| 7075 |
7075
Accredited Investor Services
St. Cloud,
Minnesota
| $1.2億 | -$530万 | -4% | 2.84% | – | 98 | 70.41% | 0.1 |
|