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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $7億 | +$7861万 | +13% | 2.9% | 90.7% | 301 | 11.3% | 6.1 |
|
| 3002 |
CFGSD
3002
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $7億 | +$3497万 | +5% | 1.3% | 72% | 104 | 1.92% | 2.5 |
|
| 3003 |
3003
Kelman-Lazarov Inc
Memphis,
Tennessee
| $7億 | +$2578万 | +4% | 2.11% | 51.6% | 137 | 5.84% | 4.5 |
|
| 3004 |
3004
Dean Investment Associates
Beavercreek,
Ohio
| $7億 | -$1320万 | -2% | 3.05% | 63.5% | 209 | 8.13% | 4.7 |
|
| 3005 |
3005
Intelligence Driven Advisers
Carlsbad,
California
| $7億 | -$2171万 | -3% | 2.62% | 65.6% | 146 | 20.55% | 2 |
|
| 3006 |
3006
Crews Bank & Trust
Wauchula,
Florida
| $6.99億 | +$1552万 | +2% | 2.12% | – | 659 | 8.95% | 0.9 |
|
| 3007 |
3007
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $6.99億 | +$5330万 | +8% | 1.81% | 71.4% | 207 | 18.84% | 3.9 |
|
| 3008 |
3008
Torray Investment Partners
Bethesda,
Maryland
| $6.98億 | -$3864万 | -5% | 2.1% | 97.2% | 106 | 16.98% | 4.6 |
|
| 3009 |
TCM
3009
Trybe Capital Management
Greenwich,
Connecticut
| $6.98億 | -$5069万 | -7% | 8.67% | 681% | 14 | 42.86% | 2.1 |
|
| 3010 |
3010
Titan Global Capital Management USA
New York
| $6.98億 | +$1898万 | +3% | 6.19% | 191% | 60 | 6.67% | 2.7 |
|
| 3011 |
3011
Arlington Financial Advisors
Santa Barbara,
California
| $6.98億 | +$1831万 | +3% | 3.4% | 67.6% | 124 | 25.81% | 3.2 |
|
| 3012 |
3012
Security National Bank
Omaha,
Nebraska
| $6.98億 | +$4464万 | +7% | 6.09% | 125% | 402 | 13.18% | 2.3 |
|
| 3013 |
3013
Cat Rock Capital Management
Greenwich,
Connecticut
| $6.97億 | -$1.13億 | -14% | 5.08% | 66.7% | 17 | 11.76% | 2.3 |
|
| 3014 |
BBES
3014
Buffalo Business & Estate Services
Orchard Park,
New York
| $6.96億 | – | – | 2.58% | – | 101 | – | 0 |
|
| 3015 |
3015
MainStreet Investment Advisors
Chicago,
Illinois
| $6.96億 | -$4813万 | -6% | 1.9% | 61% | 168 | 9.52% | 4.3 |
|
| 3016 |
3016
Artemis Wealth Advisors
New York
| $6.95億 | -$2.24億 | -24% | 5.04% | 180% | 47 | 34.04% | 2.4 |
|
| 3017 |
3017
Integrity Advisory Solutions
Dallas,
Texas
| $6.94億 | +$6783万 | +11% | 1.59% | – | 281 | 17.79% | 0.2 |
|
| 3018 |
3018
Arkansas Financial Group
Little Rock,
Arkansas
| $6.94億 | +$1413万 | +2% | 1.41% | 41.4% | 99 | 13.13% | 4.3 |
|
| 3019 |
3019
Mirova
Paris,
France
| $6.94億 | -$1391万 | -2% | 1.63% | 64.6% | 115 | 23.48% | 3.6 |
|
| 3020 |
3020
Cigna Investments
Bloomfield,
Connecticut
| $6.93億 | -$1644万 | -2% | 1.57% | 154% | 485 | 7.84% | 6.3 |
|
| 3021 |
3021
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $6.93億 | +$974万 | +1% | 1.7% | 58.1% | 152 | 17.11% | 2.8 |
|
| 3022 |
3022
CFM Wealth Partners
Austin,
Texas
| $6.93億 | +$398万 | +0.6% | 3.4% | 175% | 148 | 3.38% | 4.2 |
|
| 3023 |
JC
3023
JBF Capital
Aspen,
Colorado
| $6.93億 | -$1280万 | -2% | 2.55% | 93.6% | 97 | 39.18% | 2.3 |
|
| 3024 |
3024
Tolleson Wealth Management
Dallas,
Texas
| $6.93億 | +$4623万 | +7% | 1.48% | 56.2% | 97 | 12.37% | 4 |
|
| 3025 |
3025
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $6.93億 | +$4169万 | +6% | 2.49% | 69.8% | 152 | 28.95% | 1.7 |
|