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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
JSF Financial
Los Angeles,
California
| $2.58億 | -$2447万 | -9% | 4.42% | 91% | 119 | 26.89% | 2.3 |
|
| 4052 |
4052
Old Mission Investment Co
Traverse City,
Michigan
| $2.57億 | -$1244万 | -5% | 4.17% | 82% | 117 | 8.55% | 2.9 |
|
| 4053 |
4053
Verde Capital Management
Clarkston,
Michigan
| $2.57億 | -$636万 | -2% | 4.18% | 80.3% | 44 | 6.82% | 2.5 |
|
| 4054 |
4054
Hook Mill Capital Partners
New York
| $2.57億 | +$8939万 | +53% | 2.2% | 149% | 49 | 34.69% | 0.4 |
|
| 4055 |
4055
Lifeworks Advisors
Grand Rapids,
Michigan
| $2.57億 | +$2220万 | +9% | 3.22% | 90.3% | 193 | 24.87% | 1 |
|
| 4056 |
4056
Holderness Investments Company
Greensboro,
North Carolina
| $2.57億 | -$1370万 | -5% | 2.18% | 152% | 201 | 5.47% | 5.4 |
|
| 4057 |
4057
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $2.57億 | -$1.44億 | -36% | 2.15% | 130% | 35 | 42.86% | 0.6 |
|
| 4058 |
4058
Northern Right Capital Management
Darien,
Connecticut
| $2.57億 | +$867万 | +3% | 0.14% | 187% | 32 | 34.38% | 1.6 |
|
| 4059 |
4059
Collective Family Office
York,
Pennsylvania
| $2.57億 | +$79.9万 | +0.3% | 2.33% | 52.5% | 185 | 15.14% | 1.8 |
|
| 4060 |
4060
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $2.57億 | -$1560万 | -6% | 1.88% | 92% | 147 | 7.48% | 4.2 |
|
| 4061 |
4061
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $2.57億 | -$783万 | -3% | 3.83% | 63% | 175 | 8% | 3.6 |
|
| 4062 |
4062
Stewardship Advisors
Mount Joy,
Pennsylvania
| $2.56億 | -$986万 | -4% | 3.33% | 46.1% | 46 | 13.04% | 2 |
|
| 4063 |
4063
Rothschild Capital Partners
New York
| $2.56億 | -$1582万 | -6% | 3.42% | 90.8% | 29 | 10.34% | 5.6 |
|
| 4064 |
4064
Cavalier Investments
Alpharetta,
Georgia
| $2.56億 | -$1914万 | -7% | 2.57% | 171% | 101 | 14.85% | 0.9 |
|
| 4065 |
4065
Aries Wealth Management
Portland,
Maine
| $2.55億 | -$242万 | -0.9% | 3.01% | 87.7% | 210 | 8.57% | 1.4 |
|
| 4066 |
4066
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $2.55億 | -$1068万 | -4% | 5.07% | 80% | 79 | 5.06% | 4.4 |
|
| 4067 |
4067
Arista Wealth Management
Las Vegas,
Nevada
| $2.55億 | +$1476万 | +6% | 3.48% | 67% | 63 | 20.63% | 0.7 |
|
| 4068 |
4068
Avalon Global Asset Management
San Francisco,
California
| $2.55億 | -$1540万 | -6% | 0.92% | 278% | 36 | 36.11% | 3.5 |
|
| 4069 |
4069
Clare Market Investments
Dallas,
Texas
| $2.55億 | -$1299万 | -5% | 1.23% | – | 149 | 24.16% | 2.1 |
|
| 4070 |
4070
EdenTree Asset Management
London,
United Kingdom
| $2.55億 | -$3616万 | -12% | 7.36% | 50.2% | 78 | 14.1% | 0.2 |
|
| 4071 |
4071
Sovereign Investment Advisors
Phoenix,
Arizona
| $2.55億 | -$964万 | -4% | 0.95% | 46.6% | 44 | 27.27% | 2.6 |
|
| 4072 |
4072
Sicart Associates
New York
| $2.55億 | -$248万 | -1% | 1.7% | 113% | 70 | 5.71% | 3.7 |
|
| 4073 |
4073
MSH Capital Advisors
Scottsdale,
Arizona
| $2.55億 | -$1795万 | -7% | 3.35% | 77.4% | 223 | 8.07% | 1.4 |
|
| 4074 |
T
4074
TRUADVICE
Sarasota,
Florida
| $2.55億 | -$1713万 | -6% | 2.71% | 21.6% | 296 | 34.46% | 1.3 |
|
| 4075 |
4075
Builder Investment Group
Atlanta,
Georgia
| $2.55億 | -$126万 | -0.5% | 0.43% | 169% | 99 | 10.1% | 0.7 |
|