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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
North Growth Management
Vancouver,
British Columbia, Canada
| $6.02億 | +$3448万 | +6% | 13.8% | 243% | 57 | 26.32% | 2.4 |
|
| 2702 |
2702
KWB Wealth
Redlands,
California
| $6.02億 | +$3869万 | +7% | 5.78% | 54.8% | 91 | 6.59% | 0.9 |
|
| 2703 |
2703
WealthShield Partners
Cary,
North Carolina
| $6.01億 | +$2.27億 | +61% | 7.38% | 71% | 308 | 33.77% | 1.5 |
|
| 2704 |
2704
Aviance Capital Partners
Naples,
Florida
| $6億 | +$3407万 | +6% | 10.1% | 109% | 267 | 11.61% | 4.1 |
|
| 2705 |
2705
Biondo Investment Advisors
Milford,
Pennsylvania
| $6億 | +$1741万 | +3% | 7.51% | 101% | 88 | 10.23% | 3.9 |
|
| 2706 |
2706
Portland Global Advisors
Portland,
Maine
| $6億 | +$5908万 | +11% | 6.11% | 48.8% | 161 | 5.59% | 4.4 |
|
| 2707 |
2707
Voleon Capital Management
Berkeley,
California
| $5.99億 | +$5.05億 | +539% | 2.52% | – | 23 | 100% | 0 |
|
| 2708 |
2708
Biltmore Capital Advisors
Princeton,
New Jersey
| $5.99億 | +$5684万 | +10% | 9.47% | 80.4% | 192 | 38.02% | 1.1 |
|
| 2709 |
2709
City Holding Co
Charleston,
West Virginia
| $5.99億 | +$1378万 | +2% | 8.98% | 89.2% | 531 | 10.55% | 4.8 |
|
| 2710 |
2710
Eclipse Ventures
Palo Alto,
California
| $5.99億 | – | – | 30.6% | – | 3 | – | 0 |
|
| 2711 |
2711
Arcadia Investment Management
Kalamazoo,
Michigan
| $5.98億 | +$5684万 | +10% | 12.1% | 83.5% | 299 | 10.7% | 4.1 |
|
| 2712 |
2712
Advocacy Wealth Management Services
Atlanta,
Georgia
| $5.98億 | +$4360万 | +8% | 4.89% | 51.4% | 201 | 6.97% | 2.2 |
|
| 2713 |
2713
Isthmus Partners
Madison,
Wisconsin
| $5.97億 | +$4502万 | +8% | 9.48% | 73.7% | 155 | 6.45% | 2.9 |
|
| 2714 |
2714
Absher Wealth Management
Chapel Hill,
North Carolina
| $5.96億 | +$5574万 | +10% | 7.99% | 65.3% | 64 | 12.5% | 1.7 |
|
| 2715 |
2715
Atom Investors
Austin,
Texas
| $5.96億 | -$6.39億 | -52% | 0.21% | 83.4% | 455 | 76.04% | 0.3 |
|
| 2716 |
2716
Avitas Wealth Management
Los Angeles,
California
| $5.96億 | +$4696万 | +9% | 11.2% | 56.2% | 204 | 19.61% | 1.9 |
|
| 2717 |
2717
Cambria Investment Management
Manhattan Beach,
California
| $5.96億 | +$5014万 | +9% | 6.88% | 72% | 280 | 23.93% | 1.7 |
|
| 2718 |
2718
Distillate Capital Partners
Chicago,
Illinois
| $5.96億 | +$2.2億 | +59% | 14.2% | 9.94% | 128 | 29.69% | 0.6 |
|
| 2719 |
2719
Sandia Investment Management
Boston,
Massachusetts
| $5.96億 | – | – | 0.56% | 20.5% | 254 | – | 0 |
|
| 2720 |
2720
Greatmark Investment Partners
Columbus,
Georgia
| $5.96億 | +$6163万 | +12% | 12.4% | 72.5% | 142 | 8.45% | 4.8 |
|
| 2721 |
2721
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $5.96億 | +$4465万 | +8% | 7.89% | 89.5% | 145 | 9.66% | 0.2 |
|
| 2722 |
2722
Barometer Capital Management
Toronto,
Ontario, Canada
| $5.95億 | +$7684万 | +15% | 14.6% | 354% | 164 | 48.78% | 0.7 |
|
| 2723 |
2723
EFG Asset Management (Americas)
Miami,
Florida
| $5.95億 | +$3364万 | +6% | 9.12% | 112% | 138 | 6.52% | 2.8 |
|
| 2724 |
2724
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $5.95億 | +$5162万 | +10% | 9.58% | 81.9% | 506 | 4.74% | 0.5 |
|
| 2725 |
2725
True North Advisors
Dallas,
Texas
| $5.92億 | +$8411万 | +17% | 10.6% | 82.9% | 246 | 16.26% | 1.3 |
|