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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Continuum Advisory
Eagle,
Idaho
| $4.45億 | +$7138万 | +19% | 6.5% | 84.2% | 319 | 13.17% | 1.5 |
|
| 3227 |
3227
Financial Advisors Network
Tustin,
California
| $4.45億 | +$1039万 | +2% | 5.96% | – | 154 | 9.74% | 2.3 |
|
| 3228 |
3228
Rosenblum Silverman Sutton
San Francisco,
California
| $4.44億 | +$728万 | +2% | 7.46% | 107% | 72 | 5.56% | 4 |
|
| 3229 |
MCG
3229
McCollum Christoferson Group
Amherst,
New York
| $4.44億 | +$2419万 | +6% | 9.46% | 59.4% | 77 | 6.49% | 2.8 |
|
| 3230 |
3230
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $4.44億 | +$6110万 | +16% | 7.39% | 172% | 62 | 9.68% | 1.4 |
|
| 3231 |
3231
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $4.44億 | -$6223万 | -12% | 6.42% | 55.2% | 59 | 38.98% | 0.6 |
|
| 3232 |
3232
Sanford Advisory Services
Portage,
Michigan
| $4.44億 | +$4504万 | +11% | 9.76% | – | 116 | 8.62% | 0.9 |
|
| 3233 |
3233
Strategic Point Investment Advisors
Providence,
Rhode Island
| $4.43億 | +$3504万 | +9% | 8.41% | 58.2% | 27 | 11.11% | 3.7 |
|
| 3234 |
3234
Sharkey, Howes & Javer
Denver,
Colorado
| $4.43億 | +$5590万 | +14% | 5.42% | 60.2% | 83 | 9.64% | 2.5 |
|
| 3235 |
3235
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $4.43億 | +$3284万 | +8% | 3.32% | 39.5% | 95 | 23.16% | 0.8 |
|
| 3236 |
3236
Qtron Investments
Boston,
Massachusetts
| $4.43億 | +$7097万 | +19% | 9.77% | 151% | 367 | 30.52% | 1.1 |
|
| 3237 |
3237
Cambridge Advisors
Omaha,
Nebraska
| $4.43億 | +$3221万 | +8% | 7.27% | 58.6% | 185 | 4.32% | 4.2 |
|
| 3238 |
3238
HNP Capital
Rochester,
New York
| $4.42億 | +$4288万 | +11% | 6.4% | 52.4% | 169 | 9.47% | 1.6 |
|
| 3239 |
3239
Websterrogers Financial Advisors
Florence,
South Carolina
| $4.42億 | +$1063万 | +2% | 5.2% | 46% | 69 | 20.29% | 0.8 |
|
| 3240 |
3240
Haverford Financial Services
Radnor,
Pennsylvania
| $4.42億 | +$3070万 | +7% | 13.2% | 75.9% | 70 | 2.86% | 3.7 |
|
| 3241 |
3241
Security National Bank
Omaha,
Nebraska
| $4.42億 | +$4300万 | +11% | 13.6% | 125% | 114 | 17.54% | 2.4 |
|
| 3242 |
3242
Elk River Wealth Management
Denver,
Colorado
| $4.42億 | +$4627万 | +12% | 12.1% | 81.8% | 132 | 10.61% | 0.9 |
|
| 3243 |
3243
Cubic Asset Management
Boston,
Massachusetts
| $4.42億 | +$3762万 | +9% | 8.58% | 40.5% | 206 | 10.68% | 4.3 |
|
| 3244 |
3244
Marotta Asset Management
Charlottesville,
Virginia
| $4.41億 | +$2749万 | +7% | 4.17% | 51% | 116 | 14.66% | 1.4 |
|
| 3245 |
3245
Wilsey Asset Management
San Diego,
California
| $4.41億 | +$3158万 | +8% | 6.63% | 66.9% | 30 | 23.33% | 2.8 |
|
| 3246 |
PGCM
3246
Prescott Group Capital Management
Tulsa,
Oklahoma
| $4.41億 | +$7669万 | +21% | 1.4% | 135% | 217 | 45.16% | 1.6 |
|
| 3247 |
3247
Bright Rock Capital Management
Hanover,
Massachusetts
| $4.41億 | +$4102万 | +10% | 11.1% | 53.1% | 84 | 22.62% | 4.1 |
|
| 3248 |
3248
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $4.41億 | +$5784万 | +15% | 2.71% | 129% | 187 | 40.64% | 0.6 |
|
| 3249 |
3249
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $4.4億 | +$3915万 | +10% | 10.6% | 81.8% | 70 | 4.29% | 6 |
|
| 3250 |
OPPTF
3250
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| $4.4億 | +$4455万 | +11% | 11% | 13.4% | 287 | 5.57% | 1.4 |
|