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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Somerset Group
Wayzata,
Minnesota
| $1.1億 | +$45.1万 | +0.4% | 2.08% | 84.6% | 64 | 6.25% | 6.9 |
|
| 7302 |
7302
Perissos Private Wealth Management
Bethany,
Oklahoma
| $1.1億 | -$2404万 | -18% | 0.56% | – | 96 | 35.42% | 0.8 |
|
| 7303 |
7303
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| $1.1億 | -$565万 | -5% | 6.27% | – | 30 | 13.33% | 0.9 |
|
| 7304 |
7304
Flywheel Private Wealth
Los Altos,
California
| $1.1億 | +$92.2万 | +0.8% | 0.57% | – | 87 | 11.49% | 0.2 |
|
| 7305 |
7305
Allium Financial Advisors
Lake Oswego,
Oregon
| $1.1億 | – | – | 0.37% | – | 85 | – | 0 |
|
| 7306 |
7306
Wulff, Hansen & Co
San Rafael,
California
| $1.1億 | +$398万 | +4% | 1.28% | 94.7% | 102 | 11.76% | 2.4 |
|
| 7307 |
7307
Everest Management Corp
Cupertino,
California
| $1.1億 | -$386万 | -3% | 6.76% | – | 56 | 19.64% | 0.2 |
|
| 7308 |
7308
LTG Capital
Newton,
Massachusetts
| $1.1億 | -$955万 | -8% | 6.26% | 59% | 26 | 0% | 3.1 |
|
| 7309 |
7309
Bey-Douglas LLC
Marietta,
Georgia
| $1.1億 | -$643万 | -6% | 4.12% | – | 46 | 21.74% | 1 |
|
| 7310 |
CAG
7310
Cypress Advisory Group
Scottsdale,
Arizona
| $1.1億 | +$91.8万 | +0.8% | 0.68% | – | 64 | 10.94% | 0.2 |
|
| 7311 |
7311
Emmett Investment Management
New York
| $1.09億 | -$183万 | -2% | 4.09% | – | 29 | 31.03% | 0.2 |
|
| 7312 |
7312
Integrity Investment Advisors
Fort Collins,
Colorado
| $1.09億 | – | – | 3.3% | – | 45 | – | 0 |
|
| 7313 |
7313
Womack Financial
Dallas,
Texas
| $1.09億 | -$344万 | -3% | 2.88% | – | 66 | 4.55% | 0.2 |
|
| 7314 |
7314
Kraft Asset Management
Nashville,
Tennessee
| $1.09億 | -$2027万 | -16% | 1.92% | 41% | 53 | 15.09% | 2.1 |
|
| 7315 |
7315
Breakout Capital Partners
New York
| $1.09億 | +$1180万 | +12% | 11.1% | – | 9 | 33.33% | 0.9 |
|
| 7316 |
7316
Stadium Capital Management
New Canaan,
Connecticut
| $1.09億 | -$883万 | -7% | 19.9% | 10.9% | 11 | 27.27% | 1.4 |
|
| 7317 |
LWM
7317
Lighthouse Wealth Management
Ashland,
Ohio
| $1.09億 | -$9.41万 | -0.1% | 1.18% | – | 38 | 5.26% | 0.2 |
|
| 7318 |
7318
Astra Wealth Partners
Jersey City,
New Jersey
| $1.09億 | +$168万 | +2% | 0.85% | – | 80 | 16.25% | 0.2 |
|
| 7319 |
7319
Fairman Group
Chesterbrook,
Pennsylvania
| $1.09億 | -$1239万 | -10% | 0.05% | 46.8% | 350 | 27.71% | 1.2 |
|
| 7320 |
7320
Commons Capital
Needham,
Massachusetts
| $1.09億 | -$171万 | -2% | 5.63% | 166% | 123 | 44.72% | 1.4 |
|
| 7321 |
7321
RoundAngle Advisors
Red Bank,
New Jersey
| $1.09億 | +$387万 | +4% | 0.33% | – | 60 | 8.33% | 0.2 |
|
| 7322 |
7322
J2 Capital Management
Troy,
Michigan
| $1.09億 | +$220万 | +2% | 2.12% | – | 127 | 33.86% | 1.6 |
|
| 7323 |
7323
Flavin Financial Services
Melbourne,
Florida
| $1.09億 | +$365万 | +3% | 1.32% | – | 69 | 4.35% | 0.2 |
|
| 7324 |
7324
Atlantic Family Wealth
Coral Gables,
Florida
| $1.09億 | +$2417万 | +29% | 0.43% | – | 49 | 18.37% | 0.2 |
|
| 7325 |
NMCM
7325
Nicholson Meyer Capital Management
Kansas City,
Missouri
| $1.09億 | – | – | 1.64% | – | 45 | – | 0 |
|