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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Beck Capital Management
Austin,
Texas
| $3.48億 | +$5634万 | +19% | 24.5% | 291% | 115 | 17.39% | 1.6 |
|
| 3852 |
3852
NFC Investments
Memphis,
Tennessee
| $3.48億 | +$2444万 | +8% | 10.1% | – | 32 | 3.13% | 6 |
|
| 3853 |
3853
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $3.48億 | +$3756万 | +12% | 7.57% | 63.5% | 182 | 8.79% | 2 |
|
| 3854 |
3854
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $3.48億 | +$511万 | +1% | 4.84% | 58.6% | 162 | 11.73% | 3.2 |
|
| 3855 |
3855
Morton Community Bank
East Peoria,
Illinois
| $3.48億 | +$4157万 | +14% | 8.46% | – | 115 | 10.43% | 0.2 |
|
| 3856 |
3856
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $3.47億 | +$2416万 | +7% | 8.16% | 86.1% | 212 | 11.32% | 6.3 |
|
| 3857 |
3857
Haverford Financial Services
Radnor,
Pennsylvania
| $3.47億 | +$1355万 | +4% | 6.26% | 57.9% | 42 | 7.14% | 6.2 |
|
| 3858 |
3858
Hedeker Wealth
Lincolnshire,
Illinois
| $3.47億 | +$3049万 | +10% | 10.8% | 161% | 94 | 11.7% | 2.9 |
|
| 3859 |
3859
Monument Capital Management
Alexandria,
Virginia
| $3.47億 | +$3626万 | +12% | 16.7% | 170% | 201 | 18.91% | 1.8 |
|
| 3860 |
3860
Genworth Financial
Glen Allen,
Virginia
| $3.46億 | +$3020万 | +10% | 9.64% | 73.6% | 4 | 50% | 2.9 |
|
| 3861 |
GDS
3861
Gimbel Daniel Scott
| $3.46億 | +$252万 | +0.7% | 0.74% | 57.1% | 2 | 0% | 3.3 |
|
| 3862 |
MHR
3862
Matthew Hamilton Rosenberg
| $3.46億 | +$2099万 | +6% | 5.96% | 52% | 939 | 11.5% | 2.8 |
|
| 3863 |
MCG
3863
McCollum Christoferson Group
Amherst,
New York
| $3.46億 | +$1519万 | +5% | 7.74% | 59.4% | 68 | 10.29% | 4 |
|
| 3864 |
3864
Rezny Wealth Management
Fort Myers,
Florida
| $3.46億 | +$3166万 | +10% | 9.75% | 99.6% | 25 | 32% | 2.4 |
|
| 3865 |
3865
Apeiron RIA
Dallas,
Texas
| $3.45億 | +$2468万 | +8% | 7.04% | 68.5% | 218 | 13.76% | 1.4 |
|
| 3866 |
3866
WESCAP Management Group
Glendale,
California
| $3.45億 | +$3475万 | +11% | 5.91% | 45.7% | 94 | 5.32% | 4.6 |
|
| 3867 |
3867
Sage Capital Advisors
Sioux Falls,
South Dakota
| $3.45億 | +$3550万 | +11% | 9.33% | 105% | 141 | 15.6% | 3.3 |
|
| 3868 |
3868
Werba Rubin Papier Wealth Management
San Jose,
California
| $3.45億 | +$5026万 | +17% | 6.69% | 73.5% | 157 | 25.48% | 0.8 |
|
| 3869 |
3869
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $3.45億 | +$2154万 | +7% | 5.62% | 55.5% | 89 | 8.99% | 3.6 |
|
| 3870 |
3870
Essex Woodlands Management
The Woodlands,
Texas
| $3.45億 | -$5930万 | -15% | 10.3% | 119% | 7 | 0% | 5.5 |
|
| 3871 |
3871
King Street Capital Management
New York
| $3.45億 | +$2.74億 | +386% | 1.41% | 140% | 10 | 40% | 0.7 |
|
| 3872 |
HF
3872
Halpern Financial
Ashburn,
Virginia
| $3.44億 | +$2242万 | +7% | 7.58% | 26.3% | 251 | 16.73% | 2.7 |
|
| 3873 |
3873
Muhlenkamp & Co
Wexford,
Pennsylvania
| $3.44億 | +$3857万 | +13% | 8.73% | 107% | 29 | 0% | 4.4 |
|
| 3874 |
3874
Childress Capital Advisors
Houston,
Texas
| $3.44億 | +$898万 | +3% | 11.9% | 107% | 219 | 14.16% | 1 |
|
| 3875 |
3875
Rothschild Capital Partners
New York
| $3.44億 | +$2678万 | +8% | 8.53% | 90.8% | 45 | 17.78% | 3.5 |
|