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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Sage Rhino Capital
Menlo Park,
California
| $3.89億 | +$3331万 | +9% | 10.9% | 93.9% | 248 | 16.94% | 2.9 |
|
| 3427 |
3427
True North Advisors
Dallas,
Texas
| $3.89億 | +$6477万 | +20% | 10.9% | 82.9% | 218 | 25.69% | 1.9 |
|
| 3428 |
3428
Cubic Asset Management
Boston,
Massachusetts
| $3.89億 | +$2574万 | +7% | 11.8% | 40.5% | 210 | 8.1% | 5.6 |
|
| 3429 |
3429
Mission Creek Capital Partners
San Francisco,
California
| $3.89億 | +$9137万 | +31% | 30.2% | 138% | 228 | 6.58% | 3 |
|
| 3430 |
3430
Mattern Wealth Management
Lawrence,
Kansas
| $3.89億 | +$4788万 | +14% | 9% | 62.2% | 178 | 9.55% | 2.6 |
|
| 3431 |
3431
49 Wealth Management
Austin,
Texas
| $3.89億 | – | – | 6.7% | – | 121 | – | 0 |
|
| 3432 |
3432
Bull Oak Capital
San Diego,
California
| $3.89億 | +$2.97億 | +325% | 10.3% | 62.1% | 86 | 58.14% | 0.2 |
|
| 3433 |
3433
Versant Venture Management
San Francisco,
California
| $3.89億 | +$2.01億 | +107% | 150% | 409% | 8 | 12.5% | 2.9 |
|
| 3434 |
3434
Clifford Capital Partners
Alpine,
Utah
| $3.88億 | +$4446万 | +13% | 11.6% | 77.3% | 53 | 11.32% | 2.9 |
|
| 3435 |
3435
The Family Firm
Bethesda,
Maryland
| $3.88億 | +$3150万 | +9% | 8.99% | 40.2% | 190 | 9.47% | 5.1 |
|
| 3436 |
3436
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $3.88億 | +$3903万 | +11% | 11.8% | 96.4% | 73 | 1.37% | 5.4 |
|
| 3437 |
3437
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $3.87億 | +$4982万 | +15% | 8.96% | 54.9% | 171 | 17.54% | 0.6 |
|
| 3438 |
3438
Bluescape Energy Partners
Dallas,
Texas
| $3.87億 | -$1.31億 | -25% | 2.77% | 57.9% | 6 | 16.67% | 2.5 |
|
| 3439 |
3439
Gould Asset Management
Claremont,
California
| $3.87億 | +$3273万 | +9% | 9.09% | 48.3% | 162 | 10.49% | 5.1 |
|
| 3440 |
3440
Fulcrum Capital
Seattle,
Washington
| $3.87億 | +$4222万 | +12% | 13.2% | 102% | 123 | 14.63% | 2.3 |
|
| 3441 |
3441
Quadcap Wealth Management
Frisco,
Texas
| $3.87億 | – | – | 11.8% | 94.2% | 330 | – | 0 |
|
| 3442 |
3442
Marino Stram & Associates
Braintree,
Massachusetts
| $3.87億 | +$4525万 | +13% | 10.2% | 72.2% | 174 | 12.64% | 2.9 |
|
| 3443 |
3443
Northwest Quadrant Wealth Management
Bend,
Oregon
| $3.87億 | +$3024万 | +8% | 9.11% | 45.6% | 63 | 7.94% | 4.6 |
|
| 3444 |
3444
LJI Wealth Management
Indianapolis,
Indiana
| $3.86億 | +$3859万 | +11% | 10.4% | 68.8% | 180 | 15.56% | 0.8 |
|
| 3445 |
3445
Lineweaver Wealth Advisors
Valley View,
Ohio
| $3.86億 | +$4204万 | +12% | 9.81% | 68.4% | 147 | 20.41% | 2.2 |
|
| 3446 |
3446
Galibier Capital Management
Toronto,
Ontario, Canada
| $3.86億 | -$6421万 | -14% | 7.95% | 66.8% | 41 | 19.51% | 2.7 |
|
| 3447 |
VM
3447
VPR Management
Houston,
Texas
| $3.85億 | +$836万 | +2% | 9.37% | 54.5% | 53 | 0% | 3.1 |
|
| 3448 |
3448
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $3.85億 | +$2886万 | +8% | 8.87% | 12.8% | 143 | 13.29% | 4.3 |
|
| 3449 |
3449
Abundance Wealth Counselors
State College,
Pennsylvania
| $3.85億 | +$3465万 | +10% | 9.07% | 107% | 143 | 11.89% | 1.1 |
|
| 3450 |
3450
Great Point Wealth Advisors
Boston,
Massachusetts
| $3.85億 | +$5117万 | +15% | 9.23% | – | 66 | 13.64% | 3 |
|