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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
Glassman Wealth Services
Vienna,
Virginia
| $5.87億 | +$4410万 | +8% | 6.57% | 62.6% | 198 | 11.62% | 4.1 |
|
| 2927 |
2927
Sloy Dahl & Holst
Vancouver,
Washington
| $5.86億 | +$1.1億 | +23% | 18.9% | 132% | 104 | 14.42% | 2.2 |
|
| 2928 |
2928
Portside Wealth Group
Provo,
Utah
| $5.86億 | +$6134万 | +12% | 7% | 90.1% | 413 | 16.71% | 0.9 |
|
| 2929 |
2929
Cadinha & Co
Honolulu,
Hawaii
| $5.85億 | +$4565万 | +8% | 9.25% | 132% | 105 | 13.33% | 6.2 |
|
| 2930 |
2930
JT Stratford LLC
Gainesville,
Georgia
| $5.85億 | +$4654万 | +9% | 6.47% | 103% | 318 | 26.42% | 2.4 |
|
| 2931 |
2931
Biltmore Family Office
Charlotte,
North Carolina
| $5.85億 | +$4149万 | +8% | 6.98% | 99% | 277 | 12.64% | 3.6 |
|
| 2932 |
2932
Main Management Fund Advisors
San Francisco,
California
| $5.83億 | +$2811万 | +5% | 5.04% | 80% | 7 | 42.86% | 1.4 |
|
| 2933 |
2933
FCPM III Services
Naarden,
Netherlands
| $5.82億 | -$9580万 | -14% | 2.91% | – | 7 | 0% | 0.7 |
|
| 2934 |
EEP
2934
Edgehill Endowment Partners
Hamden,
Connecticut
| $5.81億 | -$7774万 | -12% | 5.22% | 11.6% | 6 | 0% | 4.2 |
|
| 2935 |
2935
Kelman-Lazarov Inc
Memphis,
Tennessee
| $5.81億 | +$4493万 | +8% | 6.92% | 51.6% | 111 | 6.31% | 4.7 |
|
| 2936 |
2936
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $5.81億 | +$9953万 | +21% | 6.3% | – | 136 | 5.88% | 4.8 |
|
| 2937 |
2937
Kahn Brothers Group
New York
| $5.81億 | -$1440万 | -2% | 0.88% | 53.4% | 55 | 9.09% | 5 |
|
| 2938 |
2938
Herald Investment Management
London,
United Kingdom
| $5.8億 | -$2981万 | -5% | 0.45% | 493% | 97 | 4.12% | 5.4 |
|
| 2939 |
BDWCC
2939
B&D White Capital Company
Lakeway,
Texas
| $5.8億 | +$1.02億 | +21% | 1.97% | 44.2% | 82 | 54.88% | 0.9 |
|
| 2940 |
2940
Insight Advisors
Newtown,
Pennsylvania
| $5.8億 | +$2650万 | +5% | 4.14% | 74% | 310 | 10% | 2.6 |
|
| 2941 |
CT
2941
Chicago Trust
Grayslake,
Illinois
| $5.8億 | +$8700万 | +18% | 5.92% | 96.7% | 389 | 14.91% | 3.6 |
|
| 2942 |
2942
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $5.79億 | +$3177万 | +6% | 6.66% | 75.9% | 192 | 7.29% | 4.9 |
|
| 2943 |
2943
Hudock Inc
Williamsport,
Pennsylvania
| $5.79億 | +$4253万 | +8% | 6.43% | 69.7% | 173 | 7.51% | 6.4 |
|
| 2944 |
2944
Mirova
Paris,
France
| $5.79億 | +$3141万 | +6% | 8.85% | 64.6% | 124 | 4.03% | 2.7 |
|
| 2945 |
2945
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $5.78億 | +$6797万 | +13% | 8.02% | 68.7% | 136 | 12.5% | 0.6 |
|
| 2946 |
2946
Ionic Capital Management
New York
| $5.77億 | -$848万 | -1% | 15.6% | 163% | 204 | 56.37% | 0.9 |
|
| 2947 |
2947
Academy Capital Management
Waco,
Texas
| $5.77億 | +$2318万 | +4% | 5.45% | 85% | 35 | 11.43% | 3.9 |
|
| 2948 |
2948
Engine Capital Management
New York
| $5.77億 | +$4333万 | +8% | 5.76% | 21.1% | 44 | 31.82% | 1.2 |
|
| 2949 |
2949
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $5.77億 | +$3145万 | +6% | 5.38% | 39.5% | 48 | 0% | 2.7 |
|
| 2950 |
2950
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $5.77億 | +$1979万 | +4% | 5.17% | 99.9% | 77 | 0% | 5.8 |
|