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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8176 |
8176
Stembrook Asset Management
Red Bank,
New Jersey
| $1.02億 | -$373万 | -4% | 3.05% | – | 50 | 8% | 0.2 |
|
| 8177 |
LIC
8177
Laurus Investment Counsel
Toronto,
Canada
| $1.02億 | -$2069万 | -17% | 9.64% | 14.1% | 46 | 6.52% | 3.3 |
|
| 8178 |
8178
Piper Sandler & Co
Minneapolis,
Minnesota
| $1.02億 | -$3916万 | -28% | 0.05% | 0.05% | 20 | 0% | 0.4 |
|
| 8179 |
8179
Independent Order of Foresters
Toronto,
Ontario, Canada
| $1.02億 | -$6986万 | -41% | 4.28% | 75.1% | 2 | 0% | 6 |
|
| 8180 |
8180
Brown University
Providence,
Rhode Island
| $1.02億 | -$4071万 | -29% | 20.6% | 40.1% | 12 | 25% | 2.3 |
|
| 8181 |
8181
Marble Bar Asset Management LLP
London,
| $1.02億 | +$9754万 | +2,261% | 0.16% | – | 34 | 76.47% | 0.1 |
|
| 8182 |
8182
Fundamenta Capital
Montevideo,
| $1.02億 | +$1458万 | +17% | 14% | – | 10 | 70% | 0.1 |
|
| 8183 |
8183
Blom & Howell Financial Planning
Modesto,
California
| $1.02億 | +$121万 | +1% | 1.27% | – | 64 | 7.81% | 0.2 |
|
| 8184 |
IWA
8184
Independent Wealth Advisors
Cary,
North Carolina
| $1.02億 | +$601万 | +6% | 0.46% | – | 71 | 12.68% | 0.2 |
|
| 8185 |
8185
OFC Financial Planning
Short Hills,
New Jersey
| $1.02億 | -$357万 | -3% | 2.27% | – | 57 | 1.75% | 1.2 |
|
| 8186 |
8186
JMN Financial
New Albany,
Ohio
| $1.02億 | +$145万 | +1% | 3.24% | – | 242 | 42.15% | 0.2 |
|
| 8187 |
GIA
8187
Gem Investment Advisors
Teaneck,
New Jersey
| $1.02億 | -$382万 | -4% | 5.08% | – | 37 | 18.92% | 0.2 |
|
| 8188 |
8188
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| $1.02億 | -$38.3万 | -0.4% | 1.92% | – | 87 | 5.75% | 1 |
|
| 8189 |
8189
MKD Wealth Coaches
Troy,
Michigan
| $1.02億 | +$161万 | +2% | 1.92% | – | 29 | 10.34% | 3.8 |
|
| 8190 |
8190
Green Alpha Advisors
Niwot,
Colorado
| $1.02億 | -$759万 | -7% | 3.05% | 316% | 116 | 8.62% | 3.4 |
|
| 8191 |
8191
JBGlobal.com
New York
| $1.02億 | +$2211万 | +28% | 1.06% | – | 30 | 46.67% | 0.7 |
|
| 8192 |
CG
8192
Curat Global
Springfield,
New Hampshire
| $1.02億 | +$1149万 | +13% | 2.76% | – | 293 | 13.99% | 1 |
|
| 8193 |
8193
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| $1.01億 | -$2703万 | -21% | 2.73% | – | 105 | 80% | 0.2 |
|
| 8194 |
8194
Shepherd Street Advisors
Larkspur,
California
| $1.01億 | -$278万 | -3% | 0.42% | – | 90 | 6.67% | 0.2 |
|
| 8195 |
8195
Burkett Asset Management
Victoria,
| $1.01億 | +$251万 | +3% | 1.54% | – | 67 | 22.39% | 0.2 |
|
| 8196 |
8196
Obion Capital Management
Miami,
Florida
| $1.01億 | -$257万 | -2% | 2.96% | – | 16 | 12.5% | 0.2 |
|
| 8197 |
8197
Brightlight Capital Management
Westport,
Connecticut
| $1.01億 | -$3928万 | -28% | 7.08% | 202% | 10 | 30% | 1.8 |
|
| 8198 |
8198
Pacific Capital Partners
London,
| $1.01億 | +$719万 | +8% | 2.82% | 61.4% | 65 | 86.15% | 0.1 |
|
| 8199 |
ASCM
8199
Adkins Seale Capital Management
Shreveport,
Louisiana
| $1.01億 | +$11.2万 | +0.1% | 1.6% | – | 229 | 2.18% | 0.2 |
|
| 8200 |
8200
Vista Cima Wealth Management
Surprise,
Arizona
| $1.01億 | -$1871万 | -16% | 2.7% | – | 57 | 26.32% | 1 |
|