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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 |
7501
Vested Financial Planning
San Carlos,
California
| $1.31億 | +$139万 | +1% | 1.07% | – | 30 | 10% | 1.2 |
|
| 7502 |
7502
Alcosta Capital Management
San Ramon,
California
| $1.31億 | -$2769万 | -17% | 6.96% | 175% | 26 | 15.38% | 2.4 |
|
| 7503 |
7503
Stanich Group
Montauk,
New York
| $1.31億 | -$143万 | -1% | 3.51% | – | 50 | 12% | 1 |
|
| 7504 |
7504
AFBI
Miami Beach,
Florida
| $1.31億 | – | – | 4.72% | – | 1 | – | 1 |
|
| 7505 |
7505
Partnership Wealth Management
Towson,
Maryland
| $1.31億 | -$780万 | -6% | 0.1% | 67.6% | 69 | 5.8% | 2.1 |
|
| 7506 |
7506
Collier Financial
Denver,
Colorado
| $1.31億 | -$200万 | -2% | 1.47% | – | 139 | 8.63% | 1 |
|
| 7507 |
CAG
7507
Cypress Advisory Group
Scottsdale,
Arizona
| $1.31億 | -$511万 | -4% | 2.13% | – | 79 | 11.39% | 1 |
|
| 7508 |
7508
Schrum Private Wealth Management
St. Augustine,
Florida
| $1.31億 | -$415万 | -3% | 2.07% | 60.9% | 130 | 9.23% | 3 |
|
| 7509 |
7509
Jordan Park Trust
Portsmouth,
New Hampshire
| $1.31億 | -$1495万 | -10% | 9.87% | – | 16 | 12.5% | 1.1 |
|
| 7510 |
7510
Life Planning Partners
Jacksonville,
Florida
| $1.31億 | +$45.8万 | +0.4% | 0.4% | 50.3% | 69 | 5.8% | 3.3 |
|
| 7511 |
7511
Legacy Advisory Services
Exton,
Pennsylvania
| $1.31億 | -$204万 | -2% | 1.8% | 59.4% | 65 | 47.69% | 1.2 |
|
| 7512 |
7512
Capital Squared Financial
Rockville,
Maryland
| $1.31億 | +$275万 | +2% | 1.89% | – | 88 | 10.23% | 0.6 |
|
| 7513 |
EWP
7513
Evergreen Wealth Partners
Kalispell,
Montana
| $1.31億 | +$1224万 | +10% | 2.63% | – | 87 | 12.64% | 0.2 |
|
| 7514 |
7514
LTG Capital
Newton,
Massachusetts
| $1.31億 | +$257万 | +2% | 1.72% | 59% | 25 | 8% | 4.1 |
|
| 7515 |
7515
ABS Direct Equity Fund
Stamford,
Connecticut
| $1.31億 | +$4681万 | +56% | 2.14% | – | 117 | 76.07% | 0.3 |
|
| 7516 |
7516
Aldebaran Capital
Carmel,
Indiana
| $1.31億 | +$1929万 | +17% | 13.1% | 80.4% | 43 | 18.6% | 2 |
|
| 7517 |
7517
Castlefield Investment Partners
Manchester,
| $1.31億 | +$112万 | +0.9% | 4.68% | – | 36 | 2.78% | 0.3 |
|
| 7518 |
7518
Emmett Investment Management
New York
| $1.31億 | +$96.2万 | +0.7% | 1.45% | – | 29 | 41.38% | 0.8 |
|
| 7519 |
7519
Nightview Capital
Austin,
Texas
| $1.31億 | -$9510万 | -42% | 12.7% | 170% | 22 | 68.18% | 1.3 |
|
| 7520 |
7520
Financial Life Planners
Tempe,
Arizona
| $1.3億 | -$886万 | -6% | 5.91% | – | 368 | 82.07% | 0.2 |
|
| 7521 |
NMCM
7521
Nicholson Meyer Capital Management
Kansas City,
Missouri
| $1.3億 | -$180万 | -1% | 1.49% | – | 46 | 10.87% | 0.9 |
|
| 7522 |
7522
Clarendon Private
Boston,
Massachusetts
| $1.3億 | +$1224万 | +10% | 2.51% | – | 126 | 23.81% | 0.9 |
|
| 7523 |
7523
Oder Investment Management
Woodland Hills,
California
| $1.3億 | -$789万 | -6% | 4.85% | 115% | 104 | 5.77% | 3.2 |
|
| 7524 |
7524
Eddie Patel Inc
Chicago,
Illinois
| $1.3億 | -$402万 | -3% | 6.78% | – | 133 | 50.38% | 0.2 |
|
| 7525 |
7525
Cushing Capital Partners
Delafield,
Wisconsin
| $1.3億 | -$488万 | -4% | 0.69% | – | 107 | 28.04% | 0.9 |
|