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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Marathon Capital Management
Hunt Valley,
Maryland
| $2.24億 | +$2244万 | +11% | 13.4% | 74% | 119 | 15.13% | 2.3 |
|
| 3302 |
3302
Advisors Management Group
La Crosse,
Wisconsin
| $2.24億 | +$3360万 | +18% | 9.91% | 132% | 88 | 13.64% | 2.4 |
|
| 3303 |
3303
Patriot Financial Partners
Radnor,
Pennsylvania
| $2.23億 | +$5926万 | +36% | 3.63% | 16.6% | 12 | 16.67% | 1.6 |
|
| 3304 |
BCM
3304
Birmingham Capital Management
Birmingham,
Alabama
| $2.23億 | +$1798万 | +9% | 10.2% | 103% | 99 | 9.09% | 4.7 |
|
| 3305 |
3305
Moller Wealth Partners
| $2.23億 | +$6985万 | +46% | 10.3% | 44.1% | 67 | 29.85% | 3.6 |
|
| 3306 |
3306
Alpha Omega Wealth Management
Richmond,
Virginia
| $2.23億 | +$2413万 | +12% | 12.5% | 65.9% | 594 | 19.19% | 1.8 |
|
| 3307 |
HA
3307
Hamel Associates
Chatham,
New Jersey
| $2.23億 | +$2213万 | +11% | 11.9% | 59.4% | 98 | 23.47% | 3.6 |
|
| 3308 |
3308
BCWM LLC
Overland Park,
Kansas
| $2.23億 | +$1250万 | +6% | 9.54% | – | 79 | 21.52% | 2.5 |
|
| 3309 |
3309
Strategic Point Investment Advisors
Providence,
Rhode Island
| $2.23億 | +$1146万 | +5% | 13.4% | 58.2% | 17 | 0% | 3.2 |
|
| 3310 |
3310
Ashmore Group
London,
United Kingdom
| $2.23億 | +$2189万 | +11% | 15.6% | 103% | 27 | 18.52% | 1.3 |
|
| 3311 |
3311
Hamilton Capital
Columbus,
Ohio
| $2.22億 | +$229万 | +1% | 8.81% | – | 43 | 34.88% | 0.8 |
|
| 3312 |
3312
SFE Investment Counsel
Los Angeles,
California
| $2.22億 | +$2649万 | +14% | 13.6% | 114% | 129 | 17.83% | 3.4 |
|
| 3313 |
3313
Precept Management
Dallas,
Texas
| $2.22億 | -$3442万 | -13% | 27.3% | 110% | 63 | 58.73% | 0.5 |
|
| 3314 |
3314
Burt Wealth Advisors
North Bethesda,
Maryland
| $2.22億 | +$1017万 | +5% | 8.84% | 57.3% | 391 | 13.81% | 2.9 |
|
| 3315 |
SCP
3315
Syntal Capital Partners
Midland,
Texas
| $2.22億 | +$5934万 | +37% | 11.8% | 102% | 128 | 34.38% | 1.6 |
|
| 3316 |
PWMAG
3316
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $2.22億 | +$3703万 | +20% | 11.2% | 90.7% | 186 | 14.52% | 2.2 |
|
| 3317 |
3317
Foresite Capital Management II
Larkspur,
California
| $2.21億 | +$3280万 | +17% | 36.9% | 66.2% | 10 | 20% | 2.5 |
|
| 3318 |
UAM
3318
UAS Asset Management
New York
| $2.21億 | +$7416万 | +50% | 11.3% | 98% | 29 | 37.93% | 1.6 |
|
| 3319 |
3319
Keating Investment Counselors
Delray Beach,
Florida
| $2.21億 | +$2358万 | +12% | 11.3% | 50% | 66 | 4.55% | 4.3 |
|
| 3320 |
3320
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $2.21億 | +$1462万 | +7% | 5.6% | 24.5% | 32 | 6.25% | 3.2 |
|
| 3321 |
FCA
3321
FLC Capital Advisors
Palm Desert,
California
| $2.21億 | +$7257万 | +49% | 7.98% | 59.3% | 120 | 32.5% | 0.2 |
|
| 3322 |
3322
GenWealth Group
Maplewood,
New Jersey
| $2.21億 | +$2000万 | +10% | 11.2% | 73.9% | 66 | 18.18% | 1.4 |
|
| 3323 |
3323
Henry James International Management
New York
| $2.2億 | +$6597万 | +43% | 14% | 125% | 146 | 6.16% | 0.4 |
|
| 3324 |
3324
180 Wealth Advisors
Federal Way,
Washington
| $2.2億 | +$619万 | +3% | 13.2% | 165% | 289 | 26.64% | 0.9 |
|
| 3325 |
3325
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $2.2億 | +$3166万 | +17% | 15.4% | 101% | 129 | 6.98% | 3.5 |
|