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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8126 |
8126
Stonebridge Wealth Management
Oak Brook,
Illinois
| $1.04億 | -$152万 | -1% | 1.8% | – | 38 | 5.26% | 0.7 |
|
| 8127 |
8127
BFI Wealth Solutions
Dallas,
Texas
| $1.04億 | -$70.2万 | -0.7% | 1.07% | – | 76 | 5.26% | 0.2 |
|
| 8128 |
8128
Trailhead Planners
Edina,
Minnesota
| $1.04億 | +$239万 | +2% | 2.38% | – | 52 | 7.69% | 0.2 |
|
| 8129 |
8129
Breachway Investments
Charlestown,
Rhode Island
| $1.04億 | +$936万 | +10% | 1.07% | – | 99 | 4.04% | 0.2 |
|
| 8130 |
8130
J.M. Arbour
Gardiner,
Maine
| $1.04億 | +$395万 | +4% | 1.08% | – | 131 | 23.66% | 0.2 |
|
| 8131 |
8131
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| $1.04億 | -$197万 | -2% | 18.3% | – | 103 | 27.18% | 0.4 |
|
| 8132 |
LCS
8132
Luma Capital SA
Luxembourg,
| $1.04億 | -$268万 | -3% | 10.6% | – | 12 | 8.33% | 0.2 |
|
| 8133 |
8133
FinArc Investments
Norwood,
Massachusetts
| $1.04億 | -$807万 | -7% | 1.67% | – | 59 | 30.51% | 0.2 |
|
| 8134 |
8134
Birchwood Financial Partners
Bloomington,
Minnesota
| $1.04億 | +$299万 | +3% | 1.55% | – | 372 | 11.83% | 0.2 |
|
| 8135 |
8135
Scalar Gauge Management
Dallas,
Texas
| $1.04億 | -$4787万 | -32% | 25.3% | – | 48 | 79.17% | 0.3 |
|
| 8136 |
8136
Reality Financial Planning Services
Sarasota,
Florida
| $1.04億 | -$78.6万 | -0.8% | 1.26% | – | 20 | 0% | 0.3 |
|
| 8137 |
8137
High Point Wealth Management
Chester,
New Jersey
| $1.04億 | -$290万 | -3% | 1.13% | – | 276 | 19.93% | 0.2 |
|
| 8138 |
8138
Fulcrum Equity Management
Plano,
Texas
| $1.03億 | -$99.5万 | -1% | 1.59% | 116% | 154 | 41.56% | 1.3 |
|
| 8139 |
MS
8139
Monetary Solutions
Dayton,
Ohio
| $1.03億 | +$196万 | +2% | 0.91% | – | 322 | 3.42% | 0.2 |
|
| 8140 |
8140
Ruggiero Investments
West Palm Beach,
Florida
| $1.03億 | -$734万 | -7% | 3.13% | – | 88 | 22.73% | 0.2 |
|
| 8141 |
8141
Crescent Sterling
Metairie,
Louisiana
| $1.03億 | +$579万 | +6% | 5.59% | 68.6% | 83 | 9.64% | 2.4 |
|
| 8142 |
8142
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| $1.03億 | -$354万 | -3% | 0.07% | – | 413 | 20.82% | 0.2 |
|
| 8143 |
8143
Townsend Financial Planning
Mt Sterling,
Kentucky
| $1.03億 | +$340万 | +3% | 0.82% | – | 29 | 10.34% | 0.2 |
|
| 8144 |
8144
MY Wealth Management
Germantown,
Maryland
| $1.03億 | -$1141万 | -10% | 1.22% | 41.2% | 38 | 34.21% | 3 |
|
| 8145 |
8145
Dalton Investments
Las Vegas,
Nevada
| $1.03億 | -$3144万 | -23% | 19.2% | 125% | 21 | 28.57% | 2.9 |
|
| 8146 |
8146
SVRN Asset Management
Austin,
Texas
| $1.03億 | -$1813万 | -15% | 0.22% | – | 43 | 13.95% | 0.3 |
|
| 8147 |
8147
Alan B. Lancz & Associates
Toledo,
Ohio
| $1.03億 | -$1078万 | -9% | 1.76% | – | 141 | 14.89% | 3.1 |
|
| 8148 |
8148
Generations Wealth LLC
Mason,
Ohio
| $1.03億 | +$526万 | +5% | 0.41% | – | 30 | 10% | 0.2 |
|
| 8149 |
8149
Rangeley Capital
New Canaan,
Connecticut
| $1.03億 | -$1749万 | -15% | 3.19% | – | 169 | 46.15% | 0.4 |
|
| 8150 |
EFT
8150
Envision Financial Transparency
Greensboro,
North Carolina
| $1.03億 | – | – | 0.72% | – | 56 | – | 0 |
|