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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
SAM
4001
Sandell Asset Management
New York
| $1.79億 | -$7124万 | -29% | 14% | 322% | 53 | 45.28% | 1.2 |
|
| 4002 |
4002
First United Bank & Trust
Oakland,
Maryland
| $1.79億 | +$946万 | +6% | 9.13% | 78% | 130 | 7.69% | 4.1 |
|
| 4003 |
4003
Hamilton Wealth
Encino,
California
| $1.79億 | +$1076万 | +6% | 6.49% | 108% | 54 | 22.22% | 0.9 |
|
| 4004 |
4004
Palouse Capital Management
Spokane,
Washington
| $1.79億 | -$1083万 | -6% | 1.98% | 67.8% | 86 | 25.58% | 2.4 |
|
| 4005 |
4005
Peloton Wealth Strategists
Indianapolis,
Indiana
| $1.78億 | +$1967万 | +12% | 10.2% | 58.1% | 80 | 11.25% | 2.8 |
|
| 4006 |
4006
Solus Alternative Asset Management
Summit,
New Jersey
| $1.78億 | +$2326万 | +15% | 44.8% | 79.3% | 11 | 54.55% | 2.4 |
|
| 4007 |
4007
Black Diamond Financial
Towson,
Maryland
| $1.78億 | +$2520万 | +16% | 7.57% | 68.3% | 78 | 15.38% | 1.3 |
|
| 4008 |
ACM
4008
Aljian Capital Management
Carson City,
Nevada
| $1.78億 | +$2240万 | +14% | 15.4% | 162% | 52 | 23.08% | 1.3 |
|
| 4009 |
4009
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $1.78億 | +$1941万 | +12% | 8.8% | 83.8% | 83 | 13.25% | 1.2 |
|
| 4010 |
RG
4010
Retirement Group
San Diego,
California
| $1.78億 | +$1700万 | +11% | 8.25% | 33.7% | 748 | 16.58% | 0.6 |
|
| 4011 |
4011
Veracity Capital
Atlanta,
Georgia
| $1.78億 | +$487万 | +3% | 8.55% | 149% | 248 | 33.87% | 0.5 |
|
| 4012 |
4012
D. Scott Neal
Lexington,
Kentucky
| $1.78億 | +$1847万 | +12% | 5.06% | 105% | 40 | 12.5% | 3 |
|
| 4013 |
4013
Chartist Inc
Seal Beach,
California
| $1.78億 | – | – | 13.5% | – | 27 | – | 3.8 |
|
| 4014 |
4014
Fiducient Advisors
Chicago,
Illinois
| $1.78億 | +$1246万 | +8% | 4.63% | 52.3% | 22 | 18.18% | 1.9 |
|
| 4015 |
4015
BHK Investment Advisors
Birmingham,
Alabama
| $1.78億 | +$836万 | +5% | 6.28% | 54.6% | 61 | 4.92% | 2 |
|
| 4016 |
4016
WealthOne
Albany,
New York
| $1.78億 | +$1459万 | +9% | 7.21% | 23.4% | 110 | 19.09% | 1.1 |
|
| 4017 |
4017
Long Road Investment Counsel
Kalamazoo,
Michigan
| $1.77億 | +$780万 | +5% | 9.77% | 64.4% | 68 | 7.35% | 5 |
|
| 4018 |
4018
FC Advisory
West Chester,
Pennsylvania
| $1.77億 | +$919万 | +5% | 5.5% | 46.6% | 61 | 11.48% | 3.4 |
|
| 4019 |
4019
Blue Zone Wealth Advisors
Los Angeles,
California
| $1.77億 | -$192万 | -1% | 8.89% | 91.1% | 72 | 16.67% | 0.5 |
|
| 4020 |
ARI
4020
Applied Research Investments
Wilmington,
Delaware
| $1.77億 | +$6280万 | +55% | 18.5% | – | 43 | 13.95% | 0.2 |
|
| 4021 |
4021
BCS Wealth Management
Johnson City,
Tennessee
| $1.77億 | +$996万 | +6% | 5.09% | 51% | 135 | 12.59% | 0.6 |
|
| 4022 |
4022
Steginsky Capital
Port Washington,
New York
| $1.77億 | +$1726万 | +11% | 9.66% | 99.4% | 8 | 0% | 3.7 |
|
| 4023 |
4023
Beck Capital Management
Austin,
Texas
| $1.77億 | -$2055万 | -10% | 16.2% | 291% | 92 | 30.43% | 1 |
|
| 4024 |
4024
Family Legacy Inc
Greenville,
South Carolina
| $1.77億 | +$1107万 | +7% | 8.1% | 89% | 116 | 10.34% | 2.6 |
|
| 4025 |
4025
Mirsky Financial Management
Rochester,
New York
| $1.77億 | +$1038万 | +6% | 3.42% | 39.3% | 34 | 2.94% | 1.4 |
|