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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Callodine Capital Management
Boston,
Massachusetts
| $4.84億 | +$465万 | +1% | 2.74% | 48.1% | 49 | 28.57% | 1.6 |
|
| 3352 |
3352
SC&H Financial Advisors
Sparks,
Maryland
| $4.84億 | +$2635万 | +6% | 1.2% | 66.2% | 154 | 4.55% | 2.4 |
|
| 3353 |
3353
Steadview Capital Management
London,
United Kingdom
| $4.83億 | +$1.59億 | +49% | 48.9% | 839% | 10 | 50% | 1.6 |
|
| 3354 |
3354
Gemsstock Ltd
London,
United Kingdom
| $4.83億 | +$2.76億 | +134% | 2.53% | 162% | 17 | 52.94% | 0.4 |
|
| 3355 |
3355
Mountain Capital Investment Advisors
Westminster,
Colorado
| $4.83億 | +$2705万 | +6% | 2.15% | 70.1% | 68 | 17.65% | 1.5 |
|
| 3356 |
TLP
3356
Tri Locum Partners
New York
| $4.83億 | +$6532万 | +16% | 5.92% | 357% | 32 | 50% | 0.7 |
|
| 3357 |
3357
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $4.82億 | -$2404万 | -5% | 2.46% | 24.5% | 53 | 45.28% | 6.2 |
|
| 3358 |
3358
Clifford Capital Partners
Alpine,
Utah
| $4.82億 | -$1976万 | -4% | 0.66% | 77.3% | 59 | 27.12% | 2.9 |
|
| 3359 |
3359
Austin Wealth Management
Austin,
Texas
| $4.82億 | +$2681万 | +6% | 1.88% | 52.4% | 123 | 5.69% | 1.1 |
|
| 3360 |
3360
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $4.82億 | +$1509万 | +3% | 0.56% | 130% | 130 | 18.46% | 1.9 |
|
| 3361 |
3361
Buck Wealth Strategies
Denver,
Colorado
| $4.81億 | +$1.63億 | +51% | 0.6% | 48.4% | 81 | 18.52% | 0.9 |
|
| 3362 |
3362
Financial Management Network
Mission Viejo,
California
| $4.81億 | +$298万 | +0.6% | 0.29% | 62.5% | 182 | 17.58% | 2.4 |
|
| 3363 |
3363
Prestige Wealth Management Group
Flemington,
New Jersey
| $4.81億 | -$260万 | -0.5% | 0.31% | 55.8% | 1,077 | 7.06% | 4 |
|
| 3364 |
3364
Iowa State Bank
Urbandale,
Iowa
| $4.81億 | -$571万 | -1% | 0.98% | 85.7% | 112 | 7.14% | 6.1 |
|
| 3365 |
AWAM
3365
Appian Way Asset Management
New York
| $4.8億 | +$3561万 | +8% | 1.06% | 49.4% | 50 | 72% | 0.3 |
|
| 3366 |
3366
Harfst & Associates
Sheridan,
Wyoming
| $4.8億 | +$3481万 | +8% | 10.9% | 88.1% | 98 | 8.16% | 5.1 |
|
| 3367 |
3367
Unique Wealth
Clearwater,
Florida
| $4.8億 | +$4298万 | +10% | 1.03% | 68.5% | 148 | 22.97% | 1 |
|
| 3368 |
3368
Bearing Point Capital
Bloomington,
Minnesota
| $4.8億 | – | – | 2.14% | – | 162 | – | 0 |
|
| 3369 |
3369
Simplicity Wealth
Summit,
New Jersey
| $4.8億 | -$6億 | -56% | 1.78% | 82.2% | 535 | 47.29% | 0.9 |
|
| 3370 |
3370
Chemung Canal Trust
Elmira,
New York
| $4.8億 | -$1483万 | -3% | 1.17% | 93.4% | 125 | 4% | 7.1 |
|
| 3371 |
3371
Schoolcraft Capital
Boulder,
Colorado
| $4.79億 | -$1333万 | -3% | 2.42% | 58.7% | 69 | 2.9% | 3.9 |
|
| 3372 |
3372
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $4.79億 | -$4287万 | -8% | 0.84% | 64.8% | 140 | 6.43% | 8.7 |
|
| 3373 |
3373
Bricktown Capital
Detroit,
Michigan
| $4.79億 | -$5804万 | -11% | 1.94% | 46.2% | 28 | 14.29% | 1.3 |
|
| 3374 |
3374
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $4.79億 | +$322万 | +0.7% | 6.76% | 80.3% | 130 | 32.31% | 1.6 |
|
| 3375 |
3375
Talon Private Wealth
The Villages,
Florida
| $4.79億 | +$329万 | +0.7% | 1.21% | – | 354 | 32.77% | 0.2 |
|