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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
BlueSky Wealth Advisors
New Bern,
North Carolina
| $5.4億 | +$2905万 | +6% | 3.57% | 45.9% | 73 | 19.18% | 2.8 |
|
| 2877 |
WAM
2877
Warberg Asset Management
Winnetka,
Illinois
| $5.4億 | -$7711万 | -13% | 1.31% | 61.5% | 253 | 43.48% | 0.4 |
|
| 2878 |
KWMG
2878
King Wealth Management Group
Naples,
Florida
| $5.39億 | +$5052万 | +10% | 10.5% | 86% | 191 | 18.85% | 3.7 |
|
| 2879 |
2879
Dividend Assets Capital
Ridgeland,
South Carolina
| $5.39億 | +$4197万 | +8% | 9.57% | 67.4% | 532 | 8.27% | 2.3 |
|
| 2880 |
AMCA
2880
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $5.38億 | +$4571万 | +9% | 11.1% | 129% | 147 | 8.84% | 3.4 |
|
| 2881 |
HA
2881
Harbor Advisors
West Palm Beach,
Florida
| $5.38億 | +$3776万 | +8% | 8.21% | 125% | 199 | 15.08% | 3 |
|
| 2882 |
2882
JGP Wealth Management
Bend,
Oregon
| $5.37億 | +$7429万 | +16% | 14.3% | 87.8% | 163 | 6.75% | 2.3 |
|
| 2883 |
2883
Saltoro Capital
Dallas,
Texas
| $5.37億 | +$2.53億 | +89% | 2.2% | 130% | 124 | 60.48% | 0.4 |
|
| 2884 |
PS
2884
Portfolio Strategies
Monsey,
New York
| $5.36億 | +$3704万 | +7% | 12% | 137% | 55 | 23.64% | 1.8 |
|
| 2885 |
2885
FRG Family Wealth Advisors
Bellevue,
Washington
| $5.36億 | +$2691万 | +5% | 9.53% | 76.4% | 147 | 10.2% | 4.2 |
|
| 2886 |
CL
2886
CIM LLC
Albany,
New York
| $5.36億 | -$1.07億 | -17% | 6.94% | 108% | 165 | 13.33% | 3.1 |
|
| 2887 |
2887
Arbor Investment Advisors
Winston Salem,
North Carolina
| $5.35億 | +$3862万 | +8% | 5.05% | 48.5% | 113 | 10.62% | 3.4 |
|
| 2888 |
2888
Insight Wealth Partners
Plano,
Texas
| $5.35億 | +$3.48億 | +187% | 1.69% | 56.2% | 85 | 35.29% | 1 |
|
| 2889 |
2889
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $5.35億 | +$7973万 | +18% | 15.9% | 174% | 217 | 26.73% | 4.4 |
|
| 2890 |
2890
Live Oak Private Wealth
Wilmington,
North Carolina
| $5.35億 | +$4198万 | +9% | 9.7% | 74.6% | 179 | 5.59% | 1.4 |
|
| 2891 |
SPC
2891
Stony Point Capital
New York
| $5.34億 | +$1.69億 | +46% | 0.71% | 208% | 46 | 50% | 0.7 |
|
| 2892 |
2892
Legion Partners Asset Management
Los Angeles,
California
| $5.34億 | +$4819万 | +10% | 12.8% | 206% | 20 | 45% | 1.1 |
|
| 2893 |
2893
Tortoise Investment Management
White Plains,
New York
| $5.34億 | +$3933万 | +8% | 4.6% | 43.8% | 693 | 14.29% | 4.1 |
|
| 2894 |
2894
Personal CFO Solutions
Chester,
New Jersey
| $5.34億 | +$4622万 | +9% | 6.19% | 98.9% | 530 | 24.72% | 1.2 |
|
| 2895 |
2895
Pensionfund Sabic
Sittard,
Netherlands
| $5.34億 | +$6032万 | +13% | 14.2% | 63.6% | 221 | 12.67% | 3.4 |
|
| 2896 |
2896
Hunter Perkins Capital Management
Lombard,
Illinois
| $5.33億 | +$4164万 | +8% | 7.87% | 58% | 92 | 23.91% | 1 |
|
| 2897 |
2897
Hahn Capital Management
Walnut Creek,
California
| $5.33億 | +$2131万 | +4% | 10.9% | 71.7% | 33 | 0% | 5.9 |
|
| 2898 |
2898
5AM Venture Management
San Francisco,
California
| $5.33億 | +$4032万 | +8% | 25% | 546% | 18 | 16.67% | 1.1 |
|
| 2899 |
2899
Mengis Capital Management
Portland,
Oregon
| $5.33億 | +$5653万 | +12% | 11% | 104% | 188 | 6.91% | 3.8 |
|
| 2900 |
2900
Lee Financial
Dallas,
Texas
| $5.32億 | +$4904万 | +10% | 6.78% | 75% | 978 | 30.37% | 1.7 |
|