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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7376 |
7376
Ridgeline Wealth Planning
Centerville,
Ohio
| $1.37億 | -$321万 | -2% | 2.64% | – | 52 | 5.77% | 1 |
|
| 7377 |
7377
Schwallier Wealth Management
Grand Rapids,
Michigan
| $1.37億 | -$1962万 | -13% | 0.99% | 42.3% | 64 | 25% | 1.1 |
|
| 7378 |
7378
Generation Capital Management
Pittsford,
New York
| $1.37億 | -$1734万 | -11% | 2.32% | – | 95 | 29.47% | 1 |
|
| 7379 |
7379
Evolution Wealth Management
Fort Myers,
Florida
| $1.37億 | +$1592万 | +13% | 2.33% | – | 870 | 16.21% | 0.5 |
|
| 7380 |
7380
South Shore Capital Advisors
Cohasset,
Massachusetts
| $1.37億 | -$9.14万 | -0.1% | 1.32% | – | 170 | 38.24% | 1.4 |
|
| 7381 |
SL
7381
Sonnipe Ltd
Douglas,
Isle Of Man
| $1.37億 | -$1.55億 | -53% | 53.2% | 57.8% | 1 | 0% | 3.3 |
|
| 7382 |
7382
URS Advisory
Jupiter,
Florida
| $1.37億 | +$1639万 | +14% | 1.19% | – | 53 | 20.75% | 0.2 |
|
| 7383 |
CFG
7383
Compass Financial Group
Dublin,
Ohio
| $1.37億 | +$1.36万 | +0% | 2.34% | – | 48 | 8.33% | 0.2 |
|
| 7384 |
7384
Tenere Capital
New York
| $1.36億 | +$732万 | +6% | 0.58% | 131% | 26 | 30.77% | 1 |
|
| 7385 |
7385
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| $1.36億 | +$223万 | +2% | 0.67% | – | 470 | 11.06% | 0.9 |
|
| 7386 |
7386
LuminArx Capital Management
New York
| $1.36億 | +$2864万 | +27% | 0.06% | – | 146 | 80.82% | 0.1 |
|
| 7387 |
7387
Leibman Financial Services
Louisville,
Nebraska
| $1.36億 | -$236万 | -2% | 1.24% | 59.2% | 54 | 14.81% | 1.4 |
|
| 7388 |
7388
Rahlfs Capital
Lake Kiowa,
Texas
| $1.36億 | +$735万 | +6% | 5.14% | – | 88 | 6.82% | 1.1 |
|
| 7389 |
7389
Flagship Capital Management
Media,
Pennsylvania
| $1.36億 | -$533万 | -4% | 2.04% | – | 48 | 2.08% | 0.2 |
|
| 7390 |
7390
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $1.36億 | -$452万 | -3% | 1.38% | 86.3% | 119 | 6.72% | 3.3 |
|
| 7391 |
7391
Aurora Investment Managers
Naples,
Florida
| $1.36億 | -$4048万 | -23% | 8.4% | 74.4% | 49 | 46.94% | 2.9 |
|
| 7392 |
GA
7392
Gagnon Advisors
New York
| $1.36億 | -$2159万 | -14% | 9.06% | 214% | 25 | 20% | 5.8 |
|
| 7393 |
7393
Nalls Sherbakoff Group
Knoxville,
Tennessee
| $1.36億 | -$273万 | -2% | 0.43% | – | 451 | 10.2% | 4.5 |
|
| 7394 |
7394
Womack Financial
Dallas,
Texas
| $1.36億 | +$47.3万 | +0.3% | 1.24% | – | 71 | 7.04% | 1.1 |
|
| 7395 |
7395
Muirfield Wealth Advisors
Charlotte,
North Carolina
| $1.36億 | -$37.9万 | -0.3% | 1.95% | 71.4% | 84 | 15.48% | 1.6 |
|
| 7396 |
7396
Sovereign's Capital Management
Atlanta,
Georgia
| $1.36億 | -$2901万 | -18% | 8.96% | – | 82 | 12.2% | 1.1 |
|
| 7397 |
7397
AGH Wealth Advisors
Wichita,
Kansas
| $1.36億 | +$278万 | +2% | 0.32% | – | 130 | 16.92% | 1 |
|
| 7398 |
7398
Black Diamond Capital Management I
St. Thomas,
| $1.36億 | -$1446万 | -10% | 5.58% | – | 12 | 33.33% | 0.5 |
|
| 7399 |
7399
Lionshead Wealth Management
New York
| $1.36億 | +$270万 | +2% | 1.37% | – | 113 | 10.62% | 1 |
|
| 7400 |
7400
WPG Advisers
Baltimore,
Maryland
| $1.36億 | +$98.6万 | +0.7% | 0.19% | – | 1,541 | 8.37% | 1.1 |
|