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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $1.77億 | +$2346万 | +15% | 15% | 82.6% | 107 | 11.21% | 1.2 |
|
| 4027 |
4027
Affinity Capital Advisors
Berkeley,
California
| $1.77億 | +$2376万 | +16% | 8.56% | 72.7% | 108 | 12.96% | 0.6 |
|
| 4028 |
4028
Horan Capital Advisors
Cincinnati,
Ohio
| $1.77億 | +$2772万 | +19% | 10% | 26.6% | 305 | 74.43% | 0.9 |
|
| 4029 |
4029
Cobalt Capital Management
Short Hills,
New Jersey
| $1.76億 | +$152万 | +0.9% | 6.64% | 235% | 40 | 75% | 0.4 |
|
| 4030 |
4030
Aries Wealth Management
Portland,
Maine
| $1.76億 | +$1236万 | +8% | 7.26% | 87.7% | 154 | 8.44% | 2 |
|
| 4031 |
4031
Rutabaga Capital Management
Boston,
Massachusetts
| $1.76億 | -$700万 | -4% | 7.71% | 57% | 49 | 6.12% | 2.9 |
|
| 4032 |
IBOK
4032
Independence Bank of Kentucky
Owensboro,
Kentucky
| $1.76億 | +$2164万 | +14% | 7.87% | 94.3% | 380 | 12.63% | 2 |
|
| 4033 |
4033
Verde Capital Management
Clarkston,
Michigan
| $1.76億 | +$2306万 | +15% | 6.68% | 80.3% | 49 | 30.61% | 0.5 |
|
| 4034 |
PCMK
4034
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $1.76億 | +$1615万 | +10% | 12.3% | 87.5% | 56 | 14.29% | 4.4 |
|
| 4035 |
4035
Voss Capital
Houston,
Texas
| $1.75億 | +$2572万 | +17% | 18.2% | 78.4% | 60 | 43.33% | 0.3 |
|
| 4036 |
4036
Concorde Asset Management
Ann Arbor,
Michigan
| $1.75億 | +$5576万 | +47% | 8.7% | – | 191 | 43.46% | 1.3 |
|
| 4037 |
4037
Silver Rock Financial
Los Angeles,
California
| $1.75億 | +$8570万 | +96% | 14.2% | 2.58% | 20 | 35% | 1.3 |
|
| 4038 |
4038
Morgens Waterfall Vintiadis & Co
New York
| $1.75億 | +$1940万 | +12% | 20.2% | 594% | 35 | 28.57% | 1.7 |
|
| 4039 |
4039
QVR
San Francisco,
California
| $1.75億 | -$1.18億 | -40% | 3.17% | – | 16 | 50% | 0.8 |
|
| 4040 |
4040
Ballast Inc
Lexington,
Kentucky
| $1.75億 | +$1597万 | +10% | 8.02% | 71.3% | 96 | 11.46% | 2.1 |
|
| 4041 |
4041
Mokosak Advisory Group
Urbandale,
Iowa
| $1.75億 | +$1113万 | +7% | 6.01% | 59.2% | 22 | 4.55% | 1.2 |
|
| 4042 |
4042
Radnor Financial Advisors
Wayne,
Pennsylvania
| $1.75億 | +$763万 | +5% | 9.24% | 3.04% | 18 | 0% | 0.7 |
|
| 4043 |
4043
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $1.75億 | -$1.02億 | -37% | 1.76% | 7.8% | 104 | 37.5% | 1.5 |
|
| 4044 |
4044
Campbell Capital Management
Miami,
Florida
| $1.75億 | +$3116万 | +22% | 6% | – | 49 | 18.37% | 0.9 |
|
| 4045 |
4045
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $1.74億 | +$569万 | +3% | 9.33% | 282% | 249 | 32.13% | 0.6 |
|
| 4046 |
4046
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $1.74億 | +$1203万 | +7% | 8.39% | 68% | 72 | 15.28% | 2.2 |
|
| 4047 |
4047
Cornell Pochily Investment Advisors
Ithaca,
New York
| $1.74億 | +$1318万 | +8% | 9.56% | 97% | 148 | 11.49% | 2.1 |
|
| 4048 |
4048
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $1.74億 | +$1794万 | +11% | 11.5% | 96.7% | 1 | 0% | 0.8 |
|
| 4049 |
4049
Modus Advisors
Excelsior,
Minnesota
| $1.74億 | +$2074万 | +14% | 8.6% | 89.5% | 230 | 65.65% | 0.6 |
|
| 4050 |
4050
Neumann Capital Management
Foster City,
California
| $1.74億 | +$1061万 | +6% | 7.18% | 89.9% | 74 | 5.41% | 4.8 |
|