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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 |
GII
3576
Gryphon International Investment
Toronto,
Ontario, Canada
| $2.24億 | +$7146万 | +47% | 0% | 5.67% | 21 | 4.76% | 3.2 |
|
| 3577 |
3577
Creative Financial Designs
Kokomo,
Indiana
| $2.24億 | +$3795万 | +20% | 5.43% | 58.8% | 679 | 24.01% | 1.9 |
|
| 3578 |
3578
Parkside Advisors
Berkeley,
California
| $2.24億 | +$3369万 | +18% | 5.36% | 36.7% | 71 | 12.68% | 2.8 |
|
| 3579 |
3579
Princeton Capital Management
Red Bank,
New Jersey
| $2.24億 | +$1772万 | +9% | 10.9% | 206% | 251 | 60.96% | 2.8 |
|
| 3580 |
3580
Westover Capital Advisors
Wilmington,
Delaware
| $2.24億 | +$1183万 | +6% | 7.6% | 144% | 152 | 17.11% | 1.9 |
|
| 3581 |
3581
Monaco Asset Management
Monaco
| $2.23億 | – | – | 9.98% | 136% | 69 | – | 0 |
|
| 3582 |
3582
U.S. Global Investors (USGI)
San Antonio,
Texas
| $2.23億 | +$3892万 | +21% | 14.2% | 151% | 193 | 34.72% | 1.1 |
|
| 3583 |
3583
Enterprise Bank & Trust
Lowell,
Massachusetts
| $2.23億 | +$1713万 | +8% | 6.37% | 65.9% | 97 | 12.37% | 0.6 |
|
| 3584 |
SFSIG
3584
San Francisco Sentry Investment Group
San Francisco,
California
| $2.23億 | +$459万 | +2% | 11.1% | 436% | 966 | 11.59% | 2.2 |
|
| 3585 |
3585
Financial Synergies Wealth Advisors
Houston,
Texas
| $2.22億 | +$1745万 | +9% | 6.05% | 79% | 36 | 25% | 0.6 |
|
| 3586 |
3586
Janiczek Wealth Management
Denver,
Colorado
| $2.22億 | +$236万 | +1% | 5.9% | 16.4% | 171 | 8.77% | 1.4 |
|
| 3587 |
3587
Kelman-Lazarov Inc
Memphis,
Tennessee
| $2.22億 | +$1940万 | +10% | 7.59% | 51.6% | 99 | 5.05% | 2.9 |
|
| 3588 |
3588
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $2.22億 | +$2994万 | +16% | 6.94% | 164% | 76 | 34.21% | 2.3 |
|
| 3589 |
EWA
3589
ERTS Wealth Advisors
Marquette,
Michigan
| $2.22億 | +$2436万 | +12% | 5.69% | 39.3% | 87 | 9.2% | 0.9 |
|
| 3590 |
3590
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $2.22億 | +$1544万 | +7% | 7.86% | 76.5% | 90 | 3.33% | 3.1 |
|
| 3591 |
3591
Interactive Financial Advisors
New Lenox,
Illinois
| $2.22億 | +$446万 | +2% | 4.82% | 47.6% | 144 | 15.97% | 3.3 |
|
| 3592 |
3592
JHL Capital Group
Chicago,
Illinois
| $2.22億 | -$1.63億 | -42% | 0% | – | 3 | 66.67% | 1.8 |
|
| 3593 |
3593
Bender Robert & Associates
Pasadena,
California
| $2.22億 | +$2174万 | +11% | 14.3% | 146% | 50 | 2% | 5 |
|
| 3594 |
3594
Weik Capital Management
Wyomissing,
Pennsylvania
| $2.21億 | +$1293万 | +6% | 7.38% | 66.9% | 121 | 7.44% | 4.3 |
|
| 3595 |
3595
Johanson Financial Advisors
Campbell,
California
| $2.21億 | +$2902万 | +15% | 9.58% | 101% | 269 | 63.94% | 0.8 |
|
| 3596 |
DI
3596
Diligent Investors
Redlands,
California
| $2.21億 | +$1646万 | +8% | 7.84% | 82.2% | 227 | 8.81% | 2.9 |
|
| 3597 |
3597
Quadrant Capital Management
Fairfield,
New Jersey
| $2.21億 | +$1764万 | +9% | 7.03% | 50.3% | 89 | 7.87% | 3.2 |
|
| 3598 |
MPEM
3598
Marathon Partners Equity Management
New York
| $2.21億 | -$4299万 | -16% | 3.01% | – | 15 | 26.67% | 3.7 |
|
| 3599 |
3599
Capco Asset Management
Tampa,
Florida
| $2.21億 | +$2007万 | +10% | 10.8% | 46.1% | 22 | 4.55% | 2.5 |
|
| 3600 |
OCM
3600
Ogborne Capital Management
San Francisco,
California
| $2.21億 | +$7090万 | +47% | 22.4% | 251% | 12 | 58.33% | 0.5 |
|