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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
HA
3276
Hamel Associates
Chatham,
New Jersey
| $2.01億 | -$3013万 | -13% | 8.42% | 59.4% | 97 | 8.25% | 3.3 |
|
| 3277 |
FNBOMD
3277
First National Bank of Mount Dora
Mount Dora,
Florida
| $2.01億 | -$3220万 | -14% | 11.9% | 96.2% | 104 | 14.42% | 3.3 |
|
| 3278 |
3278
Birinyi Associates
Westport,
Connecticut
| $2億 | -$8074万 | -29% | 16.3% | 134% | 97 | 23.71% | 3.9 |
|
| 3279 |
3279
Bogart Wealth LLC
Mclean,
Virginia
| $2億 | +$2766万 | +16% | 11.5% | 60.5% | 388 | 19.33% | 1.1 |
|
| 3280 |
3280
Inspirion Wealth Advisors
Libertyville,
Illinois
| $2億 | -$3552万 | -15% | 12.1% | 52.5% | 77 | 7.79% | 2.8 |
|
| 3281 |
3281
Aveo Capital Partners
Englewood,
Colorado
| $2億 | -$2357万 | -11% | 7.47% | 19.1% | 158 | 29.75% | 1.4 |
|
| 3282 |
3282
Valicenti Advisory Services
Elmira,
New York
| $2億 | -$3028万 | -13% | 14.3% | 134% | 74 | 27.03% | 3 |
|
| 3283 |
3283
Viridian RIA
Bothell,
Washington
| $2億 | -$2655万 | -12% | 13% | 63.1% | 61 | 31.15% | 0.5 |
|
| 3284 |
3284
Northwest Quadrant Wealth Management
Bend,
Oregon
| $2億 | +$3737万 | +23% | 10.2% | 45.6% | 62 | 17.74% | 1.5 |
|
| 3285 |
BCA
3285
Bray Capital Advisors
Naples,
Florida
| $2億 | -$2668万 | -12% | 12% | 36.6% | 393 | 15.78% | 1.3 |
|
| 3286 |
3286
Cahill Financial Advisors
Edina,
Minnesota
| $2億 | -$2684万 | -12% | 12.5% | 55.9% | 159 | 13.84% | 3 |
|
| 3287 |
3287
Farmers & Merchants Trust Company
Long Beach,
California
| $1.99億 | – | – | 8.21% | 79.8% | 136 | – | 0 |
|
| 3288 |
3288
Silicon Valley Capital Partners
San Jose,
California
| $1.99億 | -$4073万 | -17% | 14.9% | 103% | 33 | 39.39% | 1.7 |
|
| 3289 |
3289
Alpha Omega Wealth Management
Richmond,
Virginia
| $1.99億 | -$2422万 | -11% | 10.7% | 65.9% | 518 | 10.04% | 1.9 |
|
| 3290 |
3290
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $1.99億 | -$806万 | -4% | 9.9% | 151% | 98 | 41.84% | 0.7 |
|
| 3291 |
3291
Kestrel Investment Management
San Mateo,
California
| $1.99億 | -$4814万 | -20% | 16.8% | 99.8% | 52 | 25% | 1.1 |
|
| 3292 |
3292
HMS Capital Management
Nashville,
Tennessee
| $1.99億 | -$319万 | -2% | 15% | 140% | 232 | 32.76% | 1 |
|
| 3293 |
3293
Covenant Asset Management
Chester,
New Jersey
| $1.98億 | -$7,000 | -0% | 18% | 177% | 137 | 0% | 1.6 |
|
| 3294 |
3294
Southport Capital Management
Chattanooga,
Tennessee
| $1.98億 | -$3731万 | -16% | 13.6% | 80% | 651 | 74.65% | 3.4 |
|
| 3295 |
3295
Bank OZK
Little Rock,
Arkansas
| $1.98億 | -$5292万 | -21% | 17% | 112% | 136 | 8.82% | 3.8 |
|
| 3296 |
3296
Point View Wealth Management
Summit,
New Jersey
| $1.98億 | -$2664万 | -12% | 12.4% | 27% | 280 | 12.14% | 3.4 |
|
| 3297 |
3297
Strategic Wealth Partners
Independence,
Ohio
| $1.98億 | +$1063万 | +6% | 8.15% | – | 747 | 15.53% | 0.8 |
|
| 3298 |
3298
Iowa State Bank
Urbandale,
Iowa
| $1.98億 | -$2639万 | -12% | 9.18% | 85.7% | 103 | 3.88% | 3.5 |
|
| 3299 |
3299
Artemis Wealth Advisors
New York
| $1.98億 | +$1403万 | +8% | 17% | 180% | 42 | 30.95% | 1.1 |
|
| 3300 |
AWW
3300
Alan W. Weber
| $1.98億 | -$6541万 | -25% | 17.7% | 191% | 80 | 13.75% | 2.4 |
|