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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Teamwork Financial Advisors
San Antonio,
Texas
| $7.51億 | -$1892万 | -2% | 3.45% | 134% | 204 | 28.92% | 2 |
|
| 2527 |
OCMI
2527
Oaktop Capital Management II
Chatham,
New Jersey
| $7.51億 | -$5002万 | -6% | 3.28% | 364% | 15 | 0% | 7.7 |
|
| 2528 |
2528
NTV Asset Management
Charleston,
West Virginia
| $7.51億 | -$759万 | -1% | 0.49% | 110% | 287 | 10.8% | 6.3 |
|
| 2529 |
2529
Jag Capital Management
St Louis,
Missouri
| $7.51億 | +$3328万 | +5% | 5.78% | 269% | 150 | 19.33% | 3.8 |
|
| 2530 |
2530
Hartline Investment Corp
Winnetka,
Illinois
| $7.5億 | -$1.22億 | -14% | 5.96% | 222% | 104 | 10.58% | 3.1 |
|
| 2531 |
2531
Khrom Capital Management
Miami Beach,
Florida
| $7.48億 | -$1.35億 | -15% | 4.15% | 35.6% | 20 | 30% | 1.2 |
|
| 2532 |
2532
Grove Bank & Trust
Miami,
Florida
| $7.48億 | +$2777万 | +4% | 2.36% | 80.5% | 871 | 12.51% | 2.5 |
|
| 2533 |
2533
Claro Advisors
Boston,
Massachusetts
| $7.47億 | +$709万 | +1% | 4.42% | 98.8% | 557 | 20.65% | 2.4 |
|
| 2534 |
2534
Slow Capital
Greenbrae,
California
| $7.47億 | +$4045万 | +6% | 5.92% | 156% | 123 | 12.2% | 5 |
|
| 2535 |
2535
Oak Root LLC
Santa Barbara,
California
| $7.46億 | -$2198万 | -3% | 2% | 75.4% | 15 | 6.67% | 1.2 |
|
| 2536 |
2536
Community Bank
Dewitt,
New York
| $7.46億 | -$3383万 | -4% | 0.93% | 86.3% | 404 | 9.16% | 6.9 |
|
| 2537 |
2537
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $7.46億 | +$9.18万 | +0% | 1.71% | 97.3% | 539 | 19.29% | 3.9 |
|
| 2538 |
2538
Talon Private Wealth
The Villages,
Florida
| $7.46億 | +$2.67億 | +56% | 0.77% | – | 309 | 48.87% | 0.4 |
|
| 2539 |
2539
Ascent Wealth Partners
New Hartford,
New York
| $7.46億 | +$397万 | +0.5% | 2.38% | 105% | 171 | 7.02% | 4.2 |
|
| 2540 |
2540
Advisors Preferred
Rockville,
Maryland
| $7.45億 | +$1.23億 | +20% | 1.59% | 102% | 351 | 76.92% | 0.4 |
|
| 2541 |
2541
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $7.45億 | -$10.8億 | -59% | 6.07% | 179% | 429 | 45.45% | 1.1 |
|
| 2542 |
2542
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $7.44億 | -$3558万 | -5% | 2.48% | 51.5% | 121 | 9.92% | 2.5 |
|
| 2543 |
2543
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $7.44億 | +$354万 | +0.5% | 0.13% | 116% | 330 | 22.42% | 1.8 |
|
| 2544 |
2544
Jackson Square Partners
Larkspur,
California
| $7.44億 | -$2.17億 | -23% | 6.95% | 102% | 63 | 17.46% | 3.3 |
|
| 2545 |
2545
Tran Capital Management
San Rafael,
California
| $7.43億 | -$1.39億 | -16% | 7.15% | 173% | 67 | 8.96% | 2.6 |
|
| 2546 |
2546
HHM Wealth Advisors
Chattanooga,
Tennessee
| $7.43億 | +$743万 | +1% | 2.62% | 70.6% | 1,056 | 16.76% | 2.6 |
|
| 2547 |
2547
Insight Wealth Strategies
San Ramon,
California
| $7.43億 | -$295万 | -0.4% | 0.07% | 83.5% | 166 | 13.25% | 2.8 |
|
| 2548 |
2548
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $7.42億 | -$134万 | -0.2% | 3.05% | 95.9% | 264 | 8.33% | 2.9 |
|
| 2549 |
2549
Legato Capital Management
San Francisco,
California
| $7.42億 | -$2302万 | -3% | 3.51% | 252% | 640 | 23.59% | 1.4 |
|
| 2550 |
2550
Greenwood Capital Associates
Greenwood,
South Carolina
| $7.41億 | -$2500万 | -3% | 1.63% | 87.7% | 269 | 24.54% | 2.6 |
|