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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Tarbox Family Office
Newport Beach,
California
| $2.59億 | +$681万 | +3% | 1.58% | 66.4% | 669 | 11.06% | 3.1 |
|
| 2927 |
2927
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $2.58億 | -$1066万 | -4% | 2.83% | 17.7% | 339 | 17.11% | 2.2 |
|
| 2928 |
2928
Allen Capital Group
Grand Island,
Nebraska
| $2.58億 | +$2671万 | +12% | 1.67% | 62.8% | 124 | 11.29% | 0.2 |
|
| 2929 |
CL
2929
CIM LLC
Albany,
New York
| $2.58億 | +$280万 | +1% | 3.51% | 108% | 103 | 12.62% | 2.4 |
|
| 2930 |
2930
Roble Belko & Company
Sewickley,
Pennsylvania
| $2.57億 | +$1257万 | +5% | 1.51% | 53.3% | 354 | 12.15% | 1.8 |
|
| 2931 |
2931
Harvest Capital Management
Concord,
New Hampshire
| $2.57億 | -$758万 | -3% | 1.51% | 19.5% | 91 | 7.69% | 3.2 |
|
| 2932 |
BRCA
2932
Birch Run Capital Advisors
Dallas,
Texas
| $2.57億 | -$1954万 | -7% | 2.99% | 8.22% | 19 | 21.05% | 2.2 |
|
| 2933 |
2933
The Family Firm
Bethesda,
Maryland
| $2.57億 | +$486万 | +2% | 1.97% | 40.2% | 138 | 10.87% | 2.2 |
|
| 2934 |
2934
Nicholas Hoffman & Company
Atlanta,
Georgia
| $2.57億 | +$194万 | +0.8% | 1.85% | 71.9% | 174 | 6.32% | 1.4 |
|
| 2935 |
2935
Spearhead Capital Advisors
Wellington,
Florida
| $2.57億 | +$5084万 | +25% | 1.67% | 25.2% | 71 | 18.31% | 0.2 |
|
| 2936 |
2936
Institutional Venture Management XIII
Menlo Park,
California
| $2.56億 | +$1.3億 | +103% | 14% | – | 5 | 20% | 2.8 |
|
| 2937 |
2937
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $2.56億 | -$646万 | -2% | 2.45% | 13.4% | 3 | 0% | 3.3 |
|
| 2938 |
IBT
2938
International Biotechnology Trust
London,
United Kingdom
| $2.56億 | -$2730万 | -10% | 0.44% | 11.1% | 75 | 29.33% | 0.7 |
|
| 2939 |
2939
Steamboat Capital Partners
Rye,
New York
| $2.56億 | +$1669万 | +7% | 6.09% | 280% | 35 | 42.86% | 0.8 |
|
| 2940 |
2940
FFT Wealth Management
Philadelphia,
Pennsylvania
| $2.55億 | -$540万 | -2% | 1.05% | 65.6% | 35 | 14.29% | 1.7 |
|
| 2941 |
2941
Chicago Capital Management
Chicago,
Illinois
| $2.55億 | +$8819万 | +53% | 28.1% | 270% | 42 | 83.33% | 0.1 |
|
| 2942 |
2942
Marathon Capital Management
Hunt Valley,
Maryland
| $2.55億 | -$75.7万 | -0.3% | 1.17% | 74% | 123 | 23.58% | 1.8 |
|
| 2943 |
2943
Tiger Pacific Capital
New York
| $2.55億 | +$5561万 | +28% | 7.07% | 84.5% | 21 | 38.1% | 0.6 |
|
| 2944 |
CFSG
2944
Community Financial Services Group
Newport,
Vermont
| $2.55億 | -$282万 | -1% | 0.66% | – | 74 | 12.16% | 2.7 |
|
| 2945 |
2945
Rothschild Capital Partners
New York
| $2.55億 | -$34.4万 | -0.1% | 2.09% | 90.8% | 54 | 24.07% | 2 |
|
| 2946 |
2946
James Hambro & Partners
London,
United Kingdom
| $2.55億 | +$7429万 | +41% | 5.53% | 97% | 32 | 46.88% | 0.2 |
|
| 2947 |
2947
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $2.54億 | -$5670万 | -18% | 3.95% | 52.1% | 166 | 7.23% | 3.2 |
|
| 2948 |
2948
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $2.54億 | +$128万 | +0.5% | 0.92% | 54.3% | 243 | 1.65% | 3 |
|
| 2949 |
2949
Altium Wealth Management
Purchase,
New York
| $2.54億 | +$3557万 | +16% | 1% | 24.9% | 169 | 10.65% | 0.2 |
|
| 2950 |
2950
G2 Investment Partners Management
New York
| $2.54億 | -$488万 | -2% | 14% | 1,145% | 97 | 55.67% | 0.6 |
|