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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Center for Financial Planning
Southfied,
Michigan
| $4.88億 | -$54.1万 | -0.1% | 3.9% | 64.4% | 585 | 11.45% | 1.6 |
|
| 2952 |
HA
2952
Harbor Advisors
West Palm Beach,
Florida
| $4.88億 | -$4996万 | -9% | 6.32% | 125% | 194 | 10.82% | 3.2 |
|
| 2953 |
2953
Fagan Associates
Troy,
New York
| $4.87億 | -$3976万 | -8% | 5.01% | 127% | 135 | 11.11% | 3.4 |
|
| 2954 |
2954
Evolution Wealth Advisors
Aventura,
Florida
| $4.87億 | -$1.75億 | -27% | 4.84% | 96% | 150 | 26% | 1.6 |
|
| 2955 |
2955
Makaira Partners
La Jolla,
California
| $4.86億 | -$6207万 | -11% | 8.79% | 22% | 11 | 18.18% | 3.4 |
|
| 2956 |
2956
Vanderbilt University
Nashville,
Tennessee
| $4.86億 | +$1052万 | +2% | 10% | 76.4% | 51 | 62.75% | 0.5 |
|
| 2957 |
2957
Procyon Advisors
Shelton,
Connecticut
| $4.85億 | +$1641万 | +3% | 4.25% | 92.3% | 361 | 17.17% | 1.4 |
|
| 2958 |
2958
Fieldpoint Private Securities
Greenwich,
Connecticut
| $4.85億 | -$2471万 | -5% | 3.66% | 47.2% | 1,788 | 10.91% | 1.4 |
|
| 2959 |
2959
Probity Advisors
Dallas,
Texas
| $4.85億 | -$2091万 | -4% | 3.85% | 61.7% | 199 | 8.04% | 4 |
|
| 2960 |
2960
Paradigm Operations
San Francisco,
California
| $4.83億 | -$1.59億 | -25% | 24.8% | 230% | 1 | 0% | 0.3 |
|
| 2961 |
2961
Arkansas Financial Group
Little Rock,
Arkansas
| $4.83億 | -$1519万 | -3% | 4.6% | 41.4% | 48 | 4.17% | 3.8 |
|
| 2962 |
VHMC
2962
Value Holdings Management Company
Hampton Bays,
New York
| $4.82億 | +$1330万 | +3% | 3.11% | 125% | 50 | 2% | 4.1 |
|
| 2963 |
2963
Divergent Wealth Advisors
South Jordan,
Utah
| $4.82億 | -$1145万 | -2% | 4.51% | 14.7% | 23 | 21.74% | 2.9 |
|
| 2964 |
2964
Stockman Wealth Management
Billings,
Montana
| $4.82億 | -$800万 | -2% | 0.05% | 77.5% | 214 | 12.62% | 3.7 |
|
| 2965 |
2965
World Investment Advisors
Santa Barbara,
California
| $4.82億 | +$364万 | +0.8% | 2.9% | 65.4% | 288 | 13.54% | 1.6 |
|
| 2966 |
HI
2966
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| $4.81億 | +$2107万 | +5% | 4.58% | 74.8% | 1 | 0% | 0.3 |
|
| 2967 |
2967
Rush Island Management
New York
| $4.81億 | -$6406万 | -12% | 1.44% | 15.5% | 21 | 38.1% | 0.7 |
|
| 2968 |
2968
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $4.81億 | – | – | 1.48% | 60.5% | 147 | – | 1.3 |
|
| 2969 |
2969
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $4.81億 | -$5397万 | -10% | 3.04% | 174% | 225 | 24.89% | 4.1 |
|
| 2970 |
JC
2970
JBF Capital
Aspen,
Colorado
| $4.8億 | -$5046万 | -10% | 2.85% | 93.6% | 123 | 52.85% | 1.4 |
|
| 2971 |
2971
Hengistbury Investment Partners
London,
United Kingdom
| $4.8億 | -$2373万 | -5% | 7.43% | 108% | 7 | 42.86% | 2.4 |
|
| 2972 |
2972
SailingStone Capital Partners
Houston,
Texas
| $4.8億 | +$1.37億 | +40% | 61.5% | 152% | 13 | 30.77% | 3 |
|
| 2973 |
2973
Winthrop Advisory Group
Boston,
Massachusetts
| $4.8億 | -$1815万 | -4% | 4.93% | 78.3% | 152 | 17.11% | 2.4 |
|
| 2974 |
2974
Kinnevik AB
Stockholm,
Sweden
| $4.79億 | -$2.99億 | -38% | 26.7% | 51.4% | 2 | 0% | 0.3 |
|
| 2975 |
2975
Granite Point Capital Management
Boston,
Massachusetts
| $4.79億 | -$1.11億 | -19% | 7.48% | 125% | 168 | 49.4% | 0.9 |
|