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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
TM
3626
Tikvah Management
Charlotte,
North Carolina
| $3.59億 | -$1125万 | -3% | 8.7% | 176% | 25 | 32% | 2.5 |
|
| 3627 |
3627
Atlantic Investment Management
New York
| $3.58億 | +$6031万 | +20% | 11.9% | 28.8% | 12 | 25% | 2.2 |
|
| 3628 |
LA
3628
Latitude Advisors
Vero Beach,
Florida
| $3.58億 | +$4214万 | +13% | 8.48% | 79.6% | 317 | 15.77% | 0.6 |
|
| 3629 |
3629
Redmond Asset Management
Henrico,
Virginia
| $3.58億 | +$3863万 | +12% | 8.45% | 68.2% | 206 | 13.11% | 3.2 |
|
| 3630 |
3630
Aaron Wealth Advisors
Chicago,
Illinois
| $3.58億 | +$314万 | +0.9% | 7.16% | 108% | 185 | 17.84% | 0.7 |
|
| 3631 |
3631
Founders Circle Capital
Campbell,
California
| $3.58億 | +$2919万 | +9% | 23% | 28% | 15 | 33.33% | 0.4 |
|
| 3632 |
FCT
3632
Family Capital Trust
Peabody,
Massachusetts
| $3.58億 | +$697万 | +2% | 2.45% | 39.1% | 52 | 0% | 6.2 |
|
| 3633 |
DI
3633
Diligent Investors
Redlands,
California
| $3.58億 | +$6360万 | +22% | 8.59% | 82.2% | 285 | 20.35% | 3.2 |
|
| 3634 |
3634
Clare Market Investments
Dallas,
Texas
| $3.58億 | +$2366万 | +7% | 10.1% | – | 173 | 31.79% | 1.3 |
|
| 3635 |
3635
Princeton Global Asset Management
Princeton,
New Jersey
| $3.57億 | +$2905万 | +9% | 10.4% | 110% | 560 | 10.18% | 1.9 |
|
| 3636 |
3636
EverSource Wealth Advisors
Birmingham,
Alabama
| $3.57億 | – | – | 6.36% | 98.1% | 1,783 | – | 0 |
|
| 3637 |
3637
Olympus Peak Asset Management
Greenwich,
Connecticut
| $3.57億 | +$1.25億 | +54% | 9.97% | – | 11 | 63.64% | 0.1 |
|
| 3638 |
3638
Sage Rhino Capital
Menlo Park,
California
| $3.57億 | +$2806万 | +9% | 3.66% | 93.9% | 232 | 15.52% | 1.7 |
|
| 3639 |
3639
Washington University
St Louis,
Missouri
| $3.57億 | +$1272万 | +4% | 8.03% | 30.4% | 6 | 0% | 0.5 |
|
| 3640 |
3640
Gould Asset Management
Claremont,
California
| $3.57億 | +$3273万 | +10% | 6.66% | 48.3% | 144 | 7.64% | 4.5 |
|
| 3641 |
AFT
3641
Alpha Family Trust
Los Angeles,
California
| $3.57億 | +$4776万 | +15% | 7.82% | 215% | 25 | 28% | 0.6 |
|
| 3642 |
3642
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $3.56億 | – | – | 6.77% | 71.2% | 81 | – | 0 |
|
| 3643 |
3643
Capricorn Fund Managers
London,
United Kingdom
| $3.55億 | – | – | 2.34% | 173% | 74 | – | 0 |
|
| 3644 |
3644
Hudock Inc
Williamsport,
Pennsylvania
| $3.55億 | +$2319万 | +7% | 6.5% | 69.7% | 924 | 17.75% | 4.3 |
|
| 3645 |
3645
Rock Point Advisors
Burlington,
Vermont
| $3.55億 | +$1373万 | +4% | 5.91% | 94.1% | 107 | 14.02% | 3.6 |
|
| 3646 |
3646
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $3.55億 | +$1887万 | +6% | 7.31% | 111% | 640 | 14.69% | 2.5 |
|
| 3647 |
3647
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $3.55億 | +$5770万 | +19% | 5.8% | 51.1% | 427 | 14.52% | 2.7 |
|
| 3648 |
3648
Riverwood Capital Management
Menlo Park,
California
| $3.55億 | – | – | 23.3% | 46.5% | 4 | – | 0 |
|
| 3649 |
3649
Concentric Wealth Management
Lafayette,
California
| $3.55億 | +$2759万 | +8% | 8.39% | 33.4% | 131 | 4.58% | 3.5 |
|
| 3650 |
3650
Spectrum Asset Management (California)
Newport Beach,
California
| $3.55億 | +$2916万 | +9% | 6.32% | 68.3% | 132 | 18.94% | 2.1 |
|