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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
Beverly Hills Private Wealth
Beverly Hills,
California
| $4.95億 | +$3468万 | +8% | 7.39% | 91.6% | 370 | 14.59% | 1.3 |
|
| 3227 |
3227
Chemung Canal Trust
Elmira,
New York
| $4.94億 | -$2216万 | -4% | 5.16% | 93.4% | 125 | 8.8% | 7.1 |
|
| 3228 |
3228
Laffer Tengler Investments
Nashville,
Tennessee
| $4.94億 | +$2983万 | +6% | 6.54% | 96.5% | 400 | 58.75% | 2.6 |
|
| 3229 |
3229
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $4.94億 | +$4763万 | +11% | 7.95% | 25.1% | 305 | 26.23% | 0.8 |
|
| 3230 |
III
3230
Independent Investors Inc
Nesconset,
New York
| $4.93億 | +$3779万 | +8% | 9.03% | 94.5% | 69 | 2.9% | 8.2 |
|
| 3231 |
3231
TLWM Financial
San Antonio,
Texas
| $4.93億 | +$2845万 | +6% | 5.01% | 53.9% | 75 | 10.67% | 3.1 |
|
| 3232 |
3232
Hunter Perkins Capital Management
Lombard,
Illinois
| $4.93億 | +$1698万 | +4% | 8.11% | 58% | 110 | 6.36% | 1.9 |
|
| 3233 |
3233
Fermata Advisors
Sonoma,
California
| $4.93億 | +$5717万 | +13% | 5.41% | 58.3% | 259 | 16.22% | 1.1 |
|
| 3234 |
3234
Lebenthal Global Advisors
Hauppauge,
New York
| $4.93億 | +$3631万 | +8% | 5.19% | 57.2% | 199 | 18.59% | 1.6 |
|
| 3235 |
3235
Schoolcraft Capital
Boulder,
Colorado
| $4.93億 | +$2655万 | +6% | 5.95% | 58.7% | 69 | 5.8% | 3.7 |
|
| 3236 |
3236
Savvy Advisors Inc
New York
| $4.92億 | +$1.86億 | +61% | 5.67% | – | 374 | 25.94% | 0.4 |
|
| 3237 |
3237
Montag & Caldwell
Atlanta,
Georgia
| $4.92億 | -$273万 | -0.6% | 4.49% | 91.3% | 89 | 8.99% | 4 |
|
| 3238 |
3238
Rowlandmiller & Partners
Atlanta,
Georgia
| $4.92億 | +$3367万 | +7% | 7.89% | 84% | 186 | 5.91% | 5.8 |
|
| 3239 |
3239
Permanens Capital
New York
| $4.92億 | -$4.87億 | -50% | 5.62% | 76.9% | 55 | 54.55% | 1.9 |
|
| 3240 |
3240
Raub Brock Capital Management
Larkspur,
California
| $4.92億 | +$3429万 | +7% | 11% | 54.7% | 40 | 5% | 3.6 |
|
| 3241 |
3241
LM Advisors
San Diego,
California
| $4.92億 | -$7537万 | -13% | 4.57% | – | 186 | 15.59% | 0.7 |
|
| 3242 |
3242
HughesLittle Investment Management
Vancouver,
| $4.92億 | +$3593万 | +8% | 8.73% | 106% | 17 | 0% | 5.3 |
|
| 3243 |
3243
Gibson Capital
Wexford,
Pennsylvania
| $4.91億 | +$3828万 | +8% | 8.86% | 67.2% | 79 | 15.19% | 3.8 |
|
| 3244 |
SFS
3244
Security Financial Services
Fort Wayne,
Indiana
| $4.91億 | +$3085万 | +7% | 5.63% | 67.7% | 176 | 15.34% | 1.7 |
|
| 3245 |
3245
East Coast Asset Management
Essex,
Massachusetts
| $4.91億 | +$4968万 | +11% | 16.3% | 167% | 75 | 2.67% | 8 |
|
| 3246 |
3246
Delta Investment Management
San Francisco,
California
| $4.91億 | +$3747万 | +8% | 4.04% | 65.8% | 260 | 24.23% | 2.1 |
|
| 3247 |
3247
Goehring & Rozencwajg Associates
New York
| $4.91億 | -$1308万 | -3% | 2% | 148% | 48 | 8.33% | 1.6 |
|
| 3248 |
3248
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $4.9億 | +$2667万 | +6% | 6.31% | 62.6% | 276 | 11.59% | 2.2 |
|
| 3249 |
3249
Brickley Wealth Management
San Mateo,
California
| $4.9億 | +$3350万 | +7% | 7.58% | 75.9% | 48 | 4.17% | 3.7 |
|
| 3250 |
3250
MAK Capital One
New York
| $4.89億 | +$7155万 | +17% | 24.9% | 200% | 10 | 10% | 3.4 |
|