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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Bay Colony Advisors
Concord,
Massachusetts
| $6.56億 | -$1919万 | -3% | 1.17% | 91.8% | 495 | 19.19% | 2.9 |
|
| 2752 |
HCP
2752
Holt Capital Partners
Fort Worth,
Texas
| $6.55億 | -$630万 | -1% | 1.25% | 75.1% | 151 | 0.66% | 7 |
|
| 2753 |
2753
Lee Financial
Dallas,
Texas
| $6.55億 | -$5749万 | -8% | 0.17% | 75% | 188 | 27.66% | 5.4 |
|
| 2754 |
2754
Nottingham Advisors
Amherst,
New York
| $6.54億 | -$1.34億 | -17% | 0.69% | 47.6% | 141 | 23.4% | 4.7 |
|
| 2755 |
2755
Total Wealth Planning
Cincinnati,
Ohio
| $6.54億 | +$1161万 | +2% | 0.45% | 37.2% | 94 | 4.26% | 3.5 |
|
| 2756 |
2756
TFC Financial Management
Boston,
Massachusetts
| $6.53億 | +$2095万 | +3% | 0.33% | 66.9% | 1,068 | 18.63% | 2.3 |
|
| 2757 |
2757
Consolidated Investment Group
Englewood,
Colorado
| $6.53億 | -$6097万 | -9% | 6.35% | 150% | 70 | 11.43% | 5.6 |
|
| 2758 |
2758
CVA Family Office
Denver,
Colorado
| $6.52億 | +$2071万 | +3% | 0.67% | 71.6% | 1,485 | 19.93% | 1.4 |
|
| 2759 |
2759
Planning Alternatives
Birmingham,
Michigan
| $6.52億 | +$177万 | +0.3% | 2.74% | 69.6% | 78 | 24.36% | 4.4 |
|
| 2760 |
2760
Phocas Financial Corp
Alameda,
California
| $6.52億 | -$9653万 | -13% | 4.13% | – | 168 | 22.02% | 3.3 |
|
| 2761 |
2761
Pandi LLC
Leawood,
Kansas
| $6.51億 | -$1817万 | -3% | 4.89% | – | 4 | 0% | 0.3 |
|
| 2762 |
2762
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $6.5億 | +$3246万 | +5% | 1.54% | 48.8% | 117 | 10.26% | 1 |
|
| 2763 |
2763
One River Asset Management
Stamford,
Connecticut
| $6.5億 | -$5.44億 | -46% | 6.41% | 27% | 272 | 79.04% | 1.1 |
|
| 2764 |
2764
Stanley-Laman Group
Berwyn,
Pennsylvania
| $6.5億 | -$6222万 | -9% | 3.27% | 114% | 319 | 23.2% | 2.2 |
|
| 2765 |
2765
AE Industrial Partners
Boca Raton,
Florida
| $6.5億 | -$3.84億 | -37% | 37.3% | – | 5 | 20% | 0.3 |
|
| 2766 |
2766
LS Investment Advisors
Bloomfield Hills,
Michigan
| $6.5億 | -$3220万 | -5% | 2.06% | 98.7% | 135 | 5.19% | 8.9 |
|
| 2767 |
2767
GR Financial Group
Tucson,
Arizona
| $6.49億 | +$5739万 | +10% | 3.8% | 75.4% | 27 | 33.33% | 1.1 |
|
| 2768 |
2768
John G. Ullman & Associates
Corning,
New York
| $6.48億 | -$3128万 | -5% | 2% | 162% | 180 | 10% | 4.7 |
|
| 2769 |
2769
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $6.48億 | -$869万 | -1% | 1.34% | 81.7% | 268 | 13.06% | 4.8 |
|
| 2770 |
2770
Capital Planning Advisors
Roseville,
California
| $6.48億 | +$29.4万 | +0% | 0.05% | 64.2% | 143 | 9.79% | 4.6 |
|
| 2771 |
2771
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $6.48億 | -$3759万 | -5% | 4.92% | 76.7% | 200 | 14% | 2.9 |
|
| 2772 |
2772
Sanders Morris Harris
Houston,
Texas
| $6.47億 | -$2248万 | -3% | 6.41% | 85.8% | 311 | 13.83% | 1.7 |
|
| 2773 |
2773
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $6.47億 | +$1546万 | +2% | 0.95% | 55.8% | 155 | 12.26% | 4.6 |
|
| 2774 |
2774
GCM Grosvenor Holdings
Chicago,
Illinois
| $6.46億 | -$5292万 | -8% | 4.42% | 78.7% | 22 | 31.82% | 1.1 |
|
| 2775 |
PS
2775
Portfolio Strategies
Monsey,
New York
| $6.46億 | -$5860万 | -8% | 9.91% | 137% | 48 | 18.75% | 3.5 |
|