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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Oakmont Corp
Los Angeles,
California
| $3.81億 | +$3103万 | +9% | 17.5% | 70.2% | 37 | 16.22% | 3.1 |
|
| 3477 |
3477
BCM Advisors
Lafayette,
Louisiana
| $3.81億 | +$4321万 | +13% | 9.15% | 66.3% | 66 | 1.52% | 3.5 |
|
| 3478 |
3478
Waller Financial Planning Group
Columbus,
Ohio
| $3.8億 | +$3659万 | +11% | 10.1% | 47.5% | 61 | 9.84% | 3.4 |
|
| 3479 |
3479
Regatta Capital Group
El Segundo,
California
| $3.8億 | +$6513万 | +21% | 11.5% | 78.1% | 177 | 11.86% | 1.6 |
|
| 3480 |
3480
Dechtman Wealth Management
Centennial,
Colorado
| $3.8億 | +$4259万 | +13% | 11.7% | – | 57 | 10.53% | 0.4 |
|
| 3481 |
3481
EPG Wealth Management
Atlanta,
Georgia
| $3.8億 | +$4862万 | +15% | 11.4% | 108% | 452 | 13.05% | 1.8 |
|
| 3482 |
AP
3482
Agilis Partners
Waltham,
Massachusetts
| $3.8億 | +$1.02億 | +37% | 10.9% | 8.47% | 29 | 34.48% | 3.5 |
|
| 3483 |
3483
Callodine Capital Management
Boston,
Massachusetts
| $3.8億 | +$2100万 | +6% | 7.94% | 53.8% | 48 | 31.25% | 1.5 |
|
| 3484 |
3484
Austin Asset Management
Austin,
Texas
| $3.8億 | +$3696万 | +11% | 10.3% | 93.4% | 64 | 14.06% | 1.5 |
|
| 3485 |
3485
Zeno Equity Partners
London,
United Kingdom
| $3.8億 | – | – | 13.3% | – | 16 | – | 0 |
|
| 3486 |
NAMP
3486
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $3.79億 | +$3215万 | +9% | 11.9% | 90.2% | 147 | 4.08% | 6 |
|
| 3487 |
3487
Hook Mill Capital Partners
New York
| $3.79億 | +$1.22億 | +48% | 24.1% | 149% | 48 | 43.75% | 0.6 |
|
| 3488 |
3488
Noked Israel
Ramat Hasharon,
Israel
| $3.79億 | +$4945万 | +15% | 18.2% | 265% | 38 | 44.74% | 0.9 |
|
| 3489 |
3489
Nordwand Advisors
Radnor,
Pennsylvania
| $3.79億 | -$1.26億 | -25% | 3.81% | 103% | 153 | 21.57% | 0.6 |
|
| 3490 |
3490
Boston Standard Wealth Management
Winchester,
Massachusetts
| $3.79億 | $0 | 0% | 8.22% | 47.1% | 43 | 0% | 4.8 |
|
| 3491 |
3491
Harfst & Associates
Sheridan,
Wyoming
| $3.79億 | +$2251万 | +6% | 11.4% | 88.1% | 92 | 5.43% | 5.1 |
|
| 3492 |
CFGSD
3492
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $3.79億 | +$4443万 | +13% | 10.2% | 72% | 96 | 7.29% | 1 |
|
| 3493 |
3493
Farmers & Merchants Trust Company
Long Beach,
California
| $3.79億 | +$3975万 | +12% | 9.36% | 79.8% | 186 | 8.6% | 3.4 |
|
| 3494 |
AMCI
3494
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| $3.78億 | – | – | 2.9% | – | 1 | – | 0 |
|
| 3495 |
3495
TRB Advisors
New York
| $3.78億 | +$2.28億 | +152% | 14.9% | 76.1% | 6 | 33.33% | 3.9 |
|
| 3496 |
3496
Trust Company of the South
Greensboro,
North Carolina
| $3.78億 | – | – | 13.5% | 70.2% | 115 | – | 0 |
|
| 3497 |
3497
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $3.78億 | +$3827万 | +11% | 11% | 90.7% | 266 | 10.15% | 5.4 |
|
| 3498 |
3498
Berkshire Bank
Pittsfield,
Massachusetts
| $3.78億 | +$3038万 | +9% | 9.63% | 76.2% | 140 | 5% | 2.5 |
|
| 3499 |
3499
Paradigm Asset Management
New York
| $3.78億 | +$2485万 | +7% | 7.84% | 79.2% | 567 | 10.05% | 2 |
|
| 3500 |
3500
WestHill Financial Advisors
San Rafael,
California
| $3.77億 | +$3460万 | +10% | 10.2% | 62.9% | 122 | 43.44% | 2.2 |
|