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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Horst & Graben Wealth Management
Portland,
Oregon
| $6.55億 | +$5069万 | +8% | 7.3% | 62.2% | 183 | 7.65% | 2.9 |
|
| 3027 |
3027
Insight Advisors
Newtown,
Pennsylvania
| $6.55億 | +$3082万 | +5% | 6.29% | 74% | 302 | 8.61% | 3.2 |
|
| 3028 |
3028
Essex Investment Management
Boston,
Massachusetts
| $6.53億 | +$1.03億 | +19% | 26.7% | 370% | 327 | 17.43% | 3.9 |
|
| 3029 |
3029
Marquette Asset Management
Minneapolis,
Minnesota
| $6.53億 | +$5680万 | +10% | 7% | 69.6% | 701 | 81.17% | 0.9 |
|
| 3030 |
3030
ThornTree Capital Partners
Boston,
Massachusetts
| $6.53億 | +$5271万 | +9% | 10.8% | 217% | 20 | 25% | 1.6 |
|
| 3031 |
3031
Security National Bank
Omaha,
Nebraska
| $6.53億 | +$7516万 | +13% | 9% | 125% | 393 | 23.66% | 2.1 |
|
| 3032 |
3032
von Borstel & Associates
The Dalles,
Oregon
| $6.52億 | +$2.73億 | +72% | 6.28% | – | 171 | 76.61% | 0.2 |
|
| 3033 |
3033
Acorn Financial Advisory Services
Reston,
Virginia
| $6.52億 | +$4184万 | +7% | 5.97% | 108% | 214 | 10.28% | 3.5 |
|
| 3034 |
3034
Affinity Capital Advisors
Berkeley,
California
| $6.51億 | +$6950万 | +12% | 8.15% | 72.7% | 166 | 12.05% | 3.5 |
|
| 3035 |
3035
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $6.51億 | +$7625万 | +13% | 6.79% | 69.8% | 147 | 33.33% | 1.3 |
|
| 3036 |
3036
Summit Asset Management
Memphis,
Tennessee
| $6.5億 | +$3654万 | +6% | 5.34% | 53.4% | 179 | 9.5% | 6.3 |
|
| 3037 |
3037
MAK Capital One
New York
| $6.5億 | -$4790万 | -7% | 6.87% | 200% | 19 | 42.11% | 2.3 |
|
| 3038 |
3038
Globeflex Capital
San Diego,
California
| $6.5億 | -$5.58億 | -46% | 16% | 186% | 477 | 27.25% | 2.1 |
|
| 3039 |
3039
McMorgan & Co
San Francisco,
California
| $6.49億 | -$2892万 | -4% | 3.95% | 30.1% | 60 | 6.67% | 2.6 |
|
| 3040 |
3040
Arcadia Investment Management
Kalamazoo,
Michigan
| $6.49億 | +$2334万 | +4% | 7.69% | 83.5% | 267 | 8.99% | 6 |
|
| 3041 |
HA
3041
Harbor Advisors
West Palm Beach,
Florida
| $6.48億 | +$3733万 | +6% | 8.06% | 125% | 200 | 10% | 4.9 |
|
| 3042 |
3042
Front Street Capital Management
Missoula,
Montana
| $6.48億 | +$1.26億 | +24% | 17.5% | 316% | 78 | 17.95% | 5.1 |
|
| 3043 |
3043
Almanack Investment Partners
Wayne,
Pennsylvania
| $6.47億 | +$1823万 | +3% | 8.61% | 82.2% | 247 | 36.84% | 2.3 |
|
| 3044 |
3044
Tolleson Wealth Management
Dallas,
Texas
| $6.46億 | +$6129万 | +10% | 6.58% | 56.2% | 90 | 6.67% | 3.9 |
|
| 3045 |
AIM
3045
Aigen Investment Management
New York
| $6.46億 | -$8343万 | -11% | 6.16% | 55.5% | 1,138 | 66.96% | 0.3 |
|
| 3046 |
3046
Point72 Asia (Singapore)
Singapore
| $6.46億 | +$8276万 | +15% | 16.2% | – | 1,302 | 68.13% | 0.2 |
|
| 3047 |
3047
Valley National Advisers
Bethlehem,
Pennsylvania
| $6.46億 | +$3304万 | +5% | 8% | 87.2% | 913 | 19.17% | 5.2 |
|
| 3048 |
3048
Greystone Financial Group
Bloomfield Hills,
Michigan
| $6.45億 | +$3824万 | +6% | 5.61% | 79.3% | 107 | 18.69% | 1.7 |
|
| 3049 |
3049
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $6.45億 | +$8778万 | +16% | 6.63% | 71.4% | 182 | 8.79% | 4.1 |
|
| 3050 |
3050
Noesis Capital Mangement
Boca Raton,
Florida
| $6.44億 | +$6838万 | +12% | 11.3% | 139% | 136 | 10.29% | 4.7 |
|