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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
UIM
3576
Underhill Investment Management
Greenbrae,
California
| $1.89億 | +$3242万 | +21% | 14.3% | 59.8% | 21 | 19.05% | 2.5 |
|
| 3577 |
CWAG
3577
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $1.89億 | -$557万 | -3% | 14.6% | 76.1% | 72 | 9.72% | 0.2 |
|
| 3578 |
3578
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $1.89億 | +$7423万 | +65% | 28.9% | 167% | 68 | 54.41% | 0.6 |
|
| 3579 |
3579
Alliance Wealth Management Group
Flemington,
New Jersey
| $1.89億 | +$2109万 | +13% | 8.09% | 43.4% | 60 | 16.67% | 1.8 |
|
| 3580 |
3580
ORIX Corporation USA
Dallas,
Texas
| $1.88億 | +$1.66億 | +740% | 24.6% | – | 1 | 0% | 1.3 |
|
| 3581 |
3581
Artemis Wealth Advisors
New York
| $1.88億 | -$956万 | -5% | 15.8% | 180% | 42 | 28.57% | 1.9 |
|
| 3582 |
3582
Twin Securities
New York
| $1.88億 | -$875万 | -4% | 19.7% | 506% | 23 | 78.26% | 0.2 |
|
| 3583 |
3583
Zebra Capital Management
Stamford,
Connecticut
| $1.88億 | +$2649万 | +16% | 14.5% | 142% | 499 | 38.68% | 1.1 |
|
| 3584 |
3584
Teza Capital Management
Chicago,
Illinois
| $1.88億 | -$7556万 | -29% | 15.5% | 133% | 479 | 76.62% | 0.2 |
|
| 3585 |
3585
Spring Creek Capital
Wichita,
Kansas
| $1.88億 | +$4379万 | +30% | 48.3% | 312% | 39 | 94.87% | 0 |
|
| 3586 |
PWP
3586
Personal Wealth Partners
Bloomington,
Minnesota
| $1.88億 | +$2866万 | +18% | 10.3% | 37.2% | 69 | 56.52% | 0.1 |
|
| 3587 |
3587
Stadium Capital Management
New Canaan,
Connecticut
| $1.88億 | -$5339万 | -22% | 3.76% | 10.9% | 19 | 47.37% | 1.7 |
|
| 3588 |
3588
Financial Synergies Wealth Advisors
Houston,
Texas
| $1.88億 | – | – | 14.5% | 79% | 28 | – | 0 |
|
| 3589 |
DC
3589
DPM Capital
Coral Gables,
Florida
| $1.88億 | +$1663万 | +10% | 15.8% | 110% | 13 | 38.46% | 0.3 |
|
| 3590 |
NAH
3590
Neumann Advisory (HK)
Central,
Hong Kong
| $1.88億 | +$4391万 | +30% | 28.2% | 77.3% | 12 | 8.33% | 1.2 |
|
| 3591 |
3591
Axel Capital Management
New York
| $1.88億 | +$3658万 | +24% | 12.4% | 194% | 12 | 25% | 1.8 |
|
| 3592 |
3592
Peter Svennilson
| $1.88億 | +$7427万 | +65% | 153% | – | 4 | 0% | 0.3 |
|
| 3593 |
3593
Verger Capital Management
Winston-Salem,
North Carolina
| $1.88億 | +$505万 | +3% | 9.77% | 58.3% | 13 | 0% | 2.8 |
|
| 3594 |
3594
Biltmore Wealth Management
Tempe,
Arizona
| $1.88億 | +$9703万 | +107% | 9.05% | 59.8% | 72 | 79.17% | 0.9 |
|
| 3595 |
LFG
3595
LifePlan Financial Group
Dayton,
Ohio
| $1.88億 | +$2734万 | +17% | 11.1% | 20.2% | 578 | 8.3% | 1.5 |
|
| 3596 |
3596
Investors Research Corp
Atlanta,
Georgia
| $1.88億 | +$4433万 | +31% | 12.5% | 62.1% | 1,052 | 70.15% | 0.4 |
|
| 3597 |
3597
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $1.88億 | +$78.8万 | +0.4% | 13.8% | 70.2% | 179 | 26.82% | 2.5 |
|
| 3598 |
WA
3598
Winfield Associates
Cleveland,
Ohio
| $1.87億 | +$2412万 | +15% | 13.6% | 77.8% | 130 | 13.85% | 3.6 |
|
| 3599 |
3599
Fernwood Investment Management
Quincy,
Massachusetts
| $1.87億 | +$3224万 | +21% | 21.2% | 83.4% | 159 | 11.32% | 2.7 |
|
| 3600 |
3600
Avalon Global Asset Management
San Francisco,
California
| $1.87億 | +$2266万 | +14% | 24.1% | 278% | 40 | 50% | 2.3 |
|