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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $6.45億 | +$8778万 | +16% | 6.63% | 71.4% | 182 | 8.79% | 4.1 |
|
| 3052 |
3052
Noesis Capital Mangement
Boca Raton,
Florida
| $6.44億 | +$6838万 | +12% | 11.3% | 139% | 136 | 10.29% | 4.7 |
|
| 3053 |
3053
Montecito Bank & Trust
Santa Barbara,
California
| $6.44億 | – | – | 6.61% | – | 274 | – | 6.1 |
|
| 3054 |
3054
Great Hill Capital
New York
| $6.43億 | – | – | 20.7% | – | 54 | – | 0 |
|
| 3055 |
3055
Maridea Wealth Management
Brooklyn,
New York
| $6.43億 | +$2.59億 | +67% | 15.9% | – | 457 | 49.45% | 0.3 |
|
| 3056 |
MAA
3056
Mraz Amerine & Associates
Modesto,
California
| $6.42億 | +$1853万 | +3% | 5.91% | 63.2% | 196 | 6.63% | 5.1 |
|
| 3057 |
3057
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $6.42億 | +$3290万 | +5% | 6.55% | 78.9% | 161 | 7.45% | 2.8 |
|
| 3058 |
CCM
3058
Cohen Capital Management
Corte Madera,
California
| $6.42億 | +$2713万 | +4% | 6.16% | 91.5% | 156 | 5.77% | 6.7 |
|
| 3059 |
FRM
3059
Fox Run Management
Greenwich,
Connecticut
| $6.41億 | +$4119万 | +7% | 6.18% | 71.7% | 1,292 | 69.58% | 0.2 |
|
| 3060 |
3060
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $6.41億 | +$3313万 | +5% | 6.38% | 86.8% | 169 | 8.88% | 4.3 |
|
| 3061 |
3061
Pier Capital
Stamford,
Connecticut
| $6.4億 | -$1575万 | -2% | 15.7% | 236% | 141 | 21.28% | 1.9 |
|
| 3062 |
3062
RBO & Co
Saint Helena,
California
| $6.39億 | +$1556万 | +2% | 3.44% | 33.5% | 54 | 0% | 7.7 |
|
| 3063 |
3063
RedJay Asset Management
Toronto,
Ontario, Canada
| $6.39億 | +$2.13億 | +50% | 7.82% | – | 34 | 94.12% | 0.3 |
|
| 3064 |
3064
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $6.39億 | +$5211万 | +9% | 11.7% | 99.9% | 80 | 3.75% | 6.1 |
|
| 3065 |
3065
Mountain Pacific Investment Advisers
Boise,
Idaho
| $6.39億 | -$7.39億 | -54% | 3.82% | 82.7% | 144 | 3.47% | 7.6 |
|
| 3066 |
SM
3066
Scoggin Management
New York
| $6.39億 | +$1.58億 | +33% | 106% | 889% | 92 | 58.7% | 0.6 |
|
| 3067 |
3067
UG Investment Advisers
Taipei,
Taiwan
| $6.39億 | +$1.15億 | +22% | 32.5% | 183% | 13 | 7.69% | 1.4 |
|
| 3068 |
MTC
3068
Matrix Trust Company
Denver,
Colorado
| $6.39億 | +$1053万 | +2% | 6.19% | 51.4% | 284 | 22.54% | 1.3 |
|
| 3069 |
3069
Gilman Hill Asset Management
New Canaan,
Connecticut
| $6.39億 | +$2680万 | +4% | 3.38% | 54.2% | 245 | 11.02% | 4.8 |
|
| 3070 |
3070
Noked Israel
Ramat Hasharon,
Israel
| $6.39億 | +$9666万 | +18% | 13.2% | 265% | 17 | 47.06% | 1.5 |
|
| 3071 |
3071
Oslo Pensjonsforsikring
Oslo,
| $6.38億 | +$1245万 | +2% | 6.93% | 79% | 483 | 12.42% | 1.2 |
|
| 3072 |
3072
Austin Wealth Management
Austin,
Texas
| $6.37億 | +$7522万 | +13% | 6% | 52.4% | 164 | 17.68% | 1.3 |
|
| 3073 |
3073
St. James Investment Company
Southlake,
Texas
| $6.37億 | +$1716万 | +3% | 6.92% | 48.4% | 33 | 15.15% | 3.6 |
|
| 3074 |
3074
Drexel Morgan & Co
Radnor,
Pennsylvania
| $6.37億 | +$7352万 | +13% | 7.8% | 62.4% | 56 | 0% | 7.9 |
|
| 3075 |
CM
3075
Capital Management
Glen Allen,
Virginia
| $6.36億 | +$4920万 | +8% | 9.1% | 63.6% | 83 | 8.43% | 4.6 |
|