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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Tran Capital Management
San Rafael,
California
| $8.37億 | -$1301万 | -2% | 7.59% | 173% | 74 | 12.16% | 2.6 |
|
| 2602 |
2602
Cypress Capital Group
Palm Beach,
Florida
| $8.36億 | +$3281万 | +4% | 9.2% | 111% | 233 | 7.3% | 6.6 |
|
| 2603 |
2603
Per Stirling Capital Management
Austin,
Texas
| $8.36億 | +$7020万 | +9% | 6.03% | 63.1% | 303 | 16.83% | 1.7 |
|
| 2604 |
2604
Condire Management
Dallas,
Texas
| $8.35億 | +$1.41億 | +20% | 47.8% | 187% | 28 | 32.14% | 1.7 |
|
| 2605 |
2605
Greatmark Investment Partners
Columbus,
Georgia
| $8.34億 | +$3755万 | +5% | 5.64% | 72.5% | 151 | 5.3% | 6.1 |
|
| 2606 |
2606
Revolve Wealth Partners
Hackensack,
New Jersey
| $8.34億 | +$6396万 | +8% | 6.55% | 67.4% | 248 | 14.52% | 2.1 |
|
| 2607 |
2607
IAG Wealth Partners
Waukesha,
Wisconsin
| $8.33億 | +$7684万 | +10% | 5.84% | 54.1% | 538 | 12.64% | 3.3 |
|
| 2608 |
PCM
2608
Prime Capital Management
Hong Kong
| $8.32億 | +$6.27億 | +305% | 23% | 569% | 6 | 50% | 0.4 |
|
| 2609 |
2609
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $8.32億 | +$5054万 | +6% | 6.04% | 51.5% | 109 | 2.75% | 3.1 |
|
| 2610 |
2610
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| $8.32億 | +$2355万 | +3% | 5.34% | – | 3 | 0% | 0.8 |
|
| 2611 |
2611
Goehring & Rozencwajg Associates
New York
| $8.31億 | +$1.77億 | +27% | 26.8% | 148% | 42 | 2.38% | 2.5 |
|
| 2612 |
2612
Passaic Partners
Newark,
New Jersey
| $8.31億 | +$380万 | +0.5% | 6.76% | 53.2% | 11 | 9.09% | 2.1 |
|
| 2613 |
2613
De Burlo Group
Boston,
Massachusetts
| $8.3億 | +$7081万 | +9% | 5.94% | 164% | 84 | 11.9% | 3.8 |
|
| 2614 |
2614
Catalyst Financial Partners
Boston,
Massachusetts
| $8.29億 | -$8701万 | -9% | 9.91% | 110% | 327 | 11.01% | 1.8 |
|
| 2615 |
VH
2615
V3 Holding
Rye,
New York
| $8.29億 | +$3.63億 | +78% | 163% | – | 1 | 0% | 0.8 |
|
| 2616 |
2616
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $8.29億 | +$2.09億 | +34% | 33.7% | 172% | 91 | 9.89% | 3.2 |
|
| 2617 |
2617
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $8.28億 | +$6855万 | +9% | 10.2% | 117% | 225 | 13.33% | 5.7 |
|
| 2618 |
2618
QVR
San Francisco,
California
| $8.27億 | -$1.52億 | -16% | 24.1% | – | 151 | 74.83% | 0.1 |
|
| 2619 |
2619
Viking Fund Management
Minot,
North Dakota
| $8.27億 | +$9942万 | +14% | 8.23% | 105% | 155 | 16.77% | 4.2 |
|
| 2620 |
2620
Kingsway Capital Partners
London,
| $8.27億 | – | – | 0.19% | – | 5 | – | 0 |
|
| 2621 |
2621
Community Bank
Dewitt,
New York
| $8.27億 | +$6642万 | +9% | 8.76% | 86.3% | 510 | 26.86% | 5.5 |
|
| 2622 |
2622
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $8.27億 | +$4212万 | +5% | 8.08% | – | 863 | 6.72% | 1.2 |
|
| 2623 |
2623
Curated Wealth Partners
El Segundo,
California
| $8.27億 | -$2609万 | -3% | 2.06% | 39.9% | 172 | 16.28% | 0.9 |
|
| 2624 |
2624
LaFleur & Godfrey
Grand Rapids,
Michigan
| $8.25億 | +$2395万 | +3% | 8.1% | 98.2% | 149 | 6.71% | 4.8 |
|
| 2625 |
2625
MidWestOne Financial Group
Iowa City,
Iowa
| $8.23億 | +$5327万 | +7% | 7.19% | 62.7% | 310 | 7.1% | 3.5 |
|