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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8301 |
8301
E6 Portfolios
Midvale,
Utah
| $9591万 | +$848万 | +10% | 0.47% | – | 61 | 11.48% | 0.2 |
|
| 8302 |
8302
Orchard Capital Management
Chicago,
Illinois
| $9589万 | -$1933万 | -17% | 8.48% | 128% | 49 | 16.33% | 2.5 |
|
| 8303 |
8303
Oregon Pacific Wealth Management
Medford,
Oregon
| $9585万 | -$95.3万 | -1% | 1.1% | – | 136 | 37.5% | 0.8 |
|
| 8304 |
8304
IFC & Insurance Marketing
Auburn,
California
| $9580万 | -$503万 | -5% | 0.65% | – | 766 | 91.51% | 0.2 |
|
| 8305 |
8305
Fortress Financial Solutions
Tucson,
Arizona
| $9571万 | -$203万 | -2% | 0.91% | – | 65 | 23.08% | 0.9 |
|
| 8306 |
8306
Red Reef Advisors
Boca Raton,
Florida
| $9555万 | -$266万 | -3% | 2.61% | – | 186 | 12.37% | 0.2 |
|
| 8307 |
SCCL
8307
Split Creek Capital LLC
Charlottesville,
Virginia
| $9527万 | +$79.5万 | +0.8% | 1.41% | – | 143 | 25.17% | 0.2 |
|
| 8308 |
8308
SFI Advisors
Montclair,
New Jersey
| $9523万 | -$6075万 | -39% | 0.62% | 95.9% | 67 | 29.85% | 2.8 |
|
| 8309 |
8309
Pacific Excel Wealth Advisors
Walnut Creek,
California
| $9510万 | +$4216万 | +80% | 0.08% | – | 143 | 39.16% | 0.2 |
|
| 8310 |
HCM
8310
Helios Capital Management
Singapore
| $9507万 | -$5052万 | -35% | 10.1% | 124% | 38 | 47.37% | 2.2 |
|
| 8311 |
8311
Premier Private Wealth Management
Palm Harbor,
Florida
| $9481万 | -$167万 | -2% | 0.98% | – | 56 | 16.07% | 0.2 |
|
| 8312 |
8312
SaddleRock Capital Management
New York
| $9479万 | -$1130万 | -11% | 3.82% | – | 24 | 41.67% | 0.2 |
|
| 8313 |
8313
Aflac Inc
Columbus,
Georgia
| $9476万 | -$4396万 | -32% | 31.7% | 13.4% | 4 | 25% | 2.7 |
|
| 8314 |
8314
Ankerstar Wealth
Leander,
Texas
| $9472万 | -$571万 | -6% | 3.69% | – | 1,114 | 21.81% | 0.2 |
|
| 8315 |
8315
Galaxy Digital Capital Management
New York
| $9451万 | -$165万 | -2% | 5.22% | – | 70 | 55.71% | 0.4 |
|
| 8316 |
JC
8316
JCSD Capital
Walnut Creek,
California
| $9451万 | +$981万 | +12% | 8.06% | – | 42 | 61.9% | 0.8 |
|
| 8317 |
BV
8317
Boxwood Ventures
Chicago,
Illinois
| $9433万 | -$502万 | -5% | 0.44% | 101% | 35 | 8.57% | 2.6 |
|
| 8318 |
8318
Boyer Financial Services
Newport Beach,
California
| $9432万 | +$3.59万 | +0% | 1.77% | – | 53 | 20.75% | 0.2 |
|
| 8319 |
8319
Shelter Rock Management
Jericho,
New York
| $9430万 | -$528万 | -5% | 1.36% | – | 44 | 25% | 0.2 |
|
| 8320 |
8320
Briggs Wealth Management
Glastonbury,
Connecticut
| $9428万 | +$129万 | +1% | 2.3% | – | 61 | 16.39% | 0.2 |
|
| 8321 |
NVIM
8321
New Vernon Investment Management
Highland Park,
Illinois
| $9415万 | -$854万 | -8% | 6.6% | 83.1% | 43 | 23.26% | 3.9 |
|
| 8322 |
8322
FirstWave Capital Management
Miami,
Florida
| $9408万 | -$7425万 | -44% | 15.8% | – | 79 | 73.42% | 0.2 |
|
| 8323 |
8323
Montchanin Asset Management
Montchanin,
Delaware
| $9405万 | -$1056万 | -10% | 1.13% | 120% | 58 | 15.52% | 2.4 |
|
| 8324 |
8324
WealthCare Asset Management
Springfield,
Missouri
| $9395万 | -$6421万 | -41% | 9.28% | – | 45 | 51.11% | 0.2 |
|
| 8325 |
8325
Arrow Investment Advisors
Laurel,
Maryland
| $9391万 | +$392万 | +4% | 1.89% | 38.1% | 70 | 45.71% | 0.9 |
|