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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
CAG
7501
Cypress Advisory Group
Scottsdale,
Arizona
| $1.36億 | +$109万 | +0.8% | 3.24% | – | 74 | 12.16% | 0.8 |
|
| 7502 |
7502
Sacks & Associates
Warren,
New Jersey
| $1.36億 | – | – | 1.99% | – | 79 | – | 0 |
|
| 7503 |
7503
Michels Family Financial
Fort Worth,
Texas
| $1.36億 | +$770万 | +6% | 2.43% | – | 138 | 4.35% | 0.9 |
|
| 7504 |
7504
Haven Global Partners
Atlanta,
Georgia
| $1.36億 | -$344万 | -2% | 7.64% | – | 11 | 9.09% | 0.9 |
|
| 7505 |
7505
Redpoint Management
Woodside,
California
| $1.36億 | -$3020万 | -18% | 9.61% | 20.6% | 5 | 40% | 2.7 |
|
| 7506 |
7506
Axos Invest
Las Vegas,
Nevada
| $1.36億 | +$254万 | +2% | 1.94% | – | 24 | 16.67% | 1 |
|
| 7507 |
7507
Pollock Investment Advisors
Ann Arbor,
Michigan
| $1.36億 | +$832万 | +7% | 1.05% | – | 41 | 2.44% | 1 |
|
| 7508 |
7508
Kennondale Capital Management
Richmond,
Virginia
| $1.36億 | +$532万 | +4% | 4.37% | – | 88 | 12.5% | 0.9 |
|
| 7509 |
7509
Barrier Capital Management
San Francisco,
California
| $1.36億 | +$83.7万 | +0.6% | 3.03% | 216% | 20 | 65% | 0.7 |
|
| 7510 |
7510
Seneschal Advisors
Tacoma,
Washington
| $1.36億 | -$197万 | -1% | 1.27% | – | 619 | 9.53% | 0.3 |
|
| 7511 |
7511
Vantus Wealth
Lancaster,
Pennsylvania
| $1.36億 | – | – | 3.16% | – | 196 | – | 0 |
|
| 7512 |
7512
Accuvest Global Advisors
Provo,
Utah
| $1.36億 | -$2471万 | -15% | 4.84% | 163% | 102 | 50% | 0.8 |
|
| 7513 |
7513
Littlejohn Financial Services
Roseburg,
Oregon
| $1.36億 | -$145万 | -1% | 1.7% | – | 68 | 25% | 0.7 |
|
| 7514 |
7514
Soapstone Management
Bethesda,
Maryland
| $1.36億 | -$1160万 | -8% | 5.46% | 30.3% | 15 | 26.67% | 2.9 |
|
| 7515 |
7515
Wallace Hart
Lexington,
Kentucky
| $1.36億 | -$27万 | -0.2% | 2.74% | – | 65 | 41.54% | 0.5 |
|
| 7516 |
7516
Center for Wealth Management Advisory
Milford,
Ohio
| $1.36億 | – | – | 2.57% | – | 61 | – | 0 |
|
| 7517 |
7517
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $1.36億 | +$748万 | +6% | 4.37% | – | 95 | 36.84% | 1.4 |
|
| 7518 |
7518
Networth Advisors
Canonsburg,
Pennsylvania
| $1.35億 | – | – | 1.84% | – | 385 | – | 0 |
|
| 7519 |
7519
Fortress Financial Group
Rochester,
Minnesota
| $1.35億 | +$503万 | +4% | 2.45% | – | 87 | 12.64% | 0.8 |
|
| 7520 |
7520
Clearwave Capital
Upland,
California
| $1.35億 | – | – | 3.31% | – | 138 | – | 0 |
|
| 7521 |
BGI
7521
B Group Inc
Dallas,
Texas
| $1.35億 | -$51.4万 | -0.4% | 85.2% | – | 22 | 36.36% | 0.8 |
|
| 7522 |
7522
Womack Financial
Dallas,
Texas
| $1.35億 | +$366万 | +3% | 3.61% | – | 70 | 8.57% | 0.9 |
|
| 7523 |
7523
Winnow Wealth
Waco,
Texas
| $1.35億 | +$764万 | +6% | 1.25% | – | 662 | 24.62% | 0.3 |
|
| 7524 |
7524
Platt Investment Counsel
Lake Mary,
Florida
| $1.35億 | +$836万 | +7% | 1.34% | 62.9% | 13 | 15.38% | 2.6 |
|
| 7525 |
7525
CVS Health
Woonsocket,
Rhode Island
| $1.35億 | +$3243万 | +32% | 1.72% | 50% | 9 | 66.67% | 1.2 |
|