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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
SMI Advisory Services
Columbus,
Indiana
| $5.8億 | +$5170万 | +10% | 2.25% | 80.7% | 68 | 30.88% | 1.2 |
|
| 3352 |
3352
Altiora Financial Group
Lebanon,
Ohio
| $5.8億 | +$3357万 | +6% | 1.54% | 41.1% | 100 | 9% | 2.1 |
|
| 3353 |
3353
PAX Financial Group
San Antonio,
Texas
| $5.8億 | +$2488万 | +4% | 1.62% | 61.5% | 228 | 14.47% | 3.2 |
|
| 3354 |
CNBTD
3354
Citizens National Bank Trust Department
Meridian,
Mississippi
| $5.8億 | +$1927万 | +3% | 4.57% | 124% | 389 | 7.46% | 3.7 |
|
| 3355 |
3355
Overbrook Management Corp
New York
| $5.79億 | +$2335万 | +4% | 4.44% | 157% | 52 | 25% | 3.7 |
|
| 3356 |
3356
Elgethun Capital Management
Sioux Falls,
South Dakota
| $5.79億 | +$2826万 | +5% | 1.78% | 60.7% | 166 | 7.23% | 4.7 |
|
| 3357 |
RIS
3357
Richmond Investment Services
Mequon,
Wisconsin
| $5.79億 | +$4117万 | +8% | 2.75% | – | 242 | 10.33% | 0.6 |
|
| 3358 |
3358
Oakmont Corp
Los Angeles,
California
| $5.78億 | +$1863万 | +3% | 2.37% | 96% | 33 | 15.15% | 4 |
|
| 3359 |
3359
Monaco Asset Management
Monaco
| $5.78億 | -$10.7億 | -65% | 6.93% | 136% | 115 | 57.39% | 0.9 |
|
| 3360 |
3360
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $5.77億 | +$2679万 | +5% | 2.39% | 69% | 122 | 2.46% | 2.3 |
|
| 3361 |
3361
Aspen Grove Capital
Avon,
Colorado
| $5.77億 | -$1764万 | -3% | 3.99% | 90% | 222 | 15.77% | 2 |
|
| 3362 |
3362
Delta Investment Management
San Francisco,
California
| $5.76億 | +$1828万 | +3% | 4.63% | 69.9% | 308 | 22.08% | 2.4 |
|
| 3363 |
3363
Apis Capital Advisors
New York
| $5.74億 | +$1.21億 | +27% | 30.8% | 1,493% | 57 | 38.6% | 0.6 |
|
| 3364 |
3364
XY Planning Network
Bozeman,
Montana
| $5.74億 | +$2.8億 | +95% | 1.64% | – | 258 | 36.82% | 0.5 |
|
| 3365 |
3365
Ellis Investment Partners
Berwyn,
Pennsylvania
| $5.73億 | +$1972万 | +4% | 2.18% | 70.8% | 267 | 17.6% | 4.4 |
|
| 3366 |
3366
Freemont Management
Vaud,
Switzerland
| $5.73億 | +$3.73億 | +186% | 4.28% | 102% | 135 | 31.85% | 1.6 |
|
| 3367 |
3367
Nordwand Advisors
Radnor,
Pennsylvania
| $5.72億 | -$5822万 | -9% | 2.27% | 103% | 159 | 10.69% | 1 |
|
| 3368 |
3368
Tufton Capital Management
Hunt Valley,
Maryland
| $5.72億 | +$1108万 | +2% | 4.43% | 96.1% | 124 | 6.45% | 8.3 |
|
| 3369 |
3369
Atlas Legacy Advisors
Los Angeles,
California
| $5.71億 | +$5252万 | +10% | 2.59% | – | 217 | 17.51% | 0.8 |
|
| 3370 |
3370
Manitou Investment Management
Toronto,
Ontario, Canada
| $5.71億 | -$251万 | -0.4% | 5% | 69.3% | 57 | 1.75% | 3.5 |
|
| 3371 |
IIA
3371
IPG Investment Advisors
San Diego,
California
| $5.7億 | +$970万 | +2% | 2.56% | 126% | 253 | 28.46% | 2 |
|
| 3372 |
3372
Brandywine Trust
Hockessin,
Delaware
| $5.7億 | -$8701万 | -13% | 0.81% | 32.7% | 33 | 3.03% | 8.1 |
|
| 3373 |
3373
Bregal Sagemount IV
St. Helier,
| $5.7億 | – | – | 17.6% | – | 1 | – | 0 |
|
| 3374 |
3374
Amarillo National Bank
Amarillo,
Texas
| $5.69億 | +$49.4万 | +0.1% | 2.11% | 63.5% | 85 | 12.94% | 6.8 |
|
| 3375 |
3375
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| $5.69億 | +$706万 | +1% | 2.34% | – | 284 | 18.31% | 0.9 |
|