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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Trust Company of Kansas
Wichita,
Kansas
| $1.71億 | – | – | 7.2% | 100% | 41 | – | 0 |
|
| 4077 |
4077
Voce Capital Management
San Francisco,
California
| $1.71億 | -$1611万 | -9% | 0.13% | 69.2% | 14 | 35.71% | 1.7 |
|
| 4078 |
4078
Nishkama Capital LLC
Dorado,
Puerto Rico
| $1.7億 | +$7767万 | +84% | 18% | 723% | 50 | 86% | 0.1 |
|
| 4079 |
4079
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $1.7億 | +$1925万 | +13% | 9.31% | 13.1% | 79 | 15.19% | 1.6 |
|
| 4080 |
4080
X-Square Capital
Guaynabo,
Puerto Rico
| $1.7億 | +$1118万 | +7% | 18.6% | 158% | 83 | 14.46% | 1.3 |
|
| 4081 |
4081
Marvin & Palmer Associates
Wilmington,
Delaware
| $1.7億 | +$1761万 | +12% | 12.5% | 415% | 33 | 42.42% | 1 |
|
| 4082 |
4082
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $1.7億 | +$1571万 | +10% | 9.38% | 80% | 74 | 8.11% | 2 |
|
| 4083 |
VAM
4083
Velanne Asset Management
London,
United Kingdom
| $1.7億 | +$1321万 | +8% | 10.5% | 29.6% | 23 | 4.35% | 0.9 |
|
| 4084 |
4084
Disciplina Capital Management
Nashville,
Tennessee
| $1.69億 | +$279万 | +2% | 3.58% | 33% | 17 | 0% | 0.9 |
|
| 4085 |
LBC
4085
Lawrence B. Cohen
| $1.69億 | +$1667万 | +11% | 8.97% | 41.8% | 79 | 10.13% | 4.2 |
|
| 4086 |
4086
Long Road Investment Counsel
Kalamazoo,
Michigan
| $1.69億 | -$268万 | -2% | 5.8% | 64.4% | 73 | 13.7% | 4.3 |
|
| 4087 |
4087
Allied Investment Advisors
Billings,
Montana
| $1.69億 | +$1401万 | +9% | 9.64% | 68.4% | 46 | 2.17% | 1.9 |
|
| 4088 |
4088
Martin Capital Partners
Eugene,
Oregon
| $1.69億 | +$2062万 | +14% | 5.55% | 42.3% | 63 | 17.46% | 1.3 |
|
| 4089 |
4089
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $1.69億 | +$1282万 | +8% | 6.26% | 143% | 61 | 27.87% | 0.3 |
|
| 4090 |
CWM
4090
Cedar Wealth Management
Walnut Creek,
California
| $1.69億 | +$1973万 | +13% | 10.1% | 68.1% | 197 | 36.55% | 1.7 |
|
| 4091 |
4091
WealthStone
Columbus,
Ohio
| $1.69億 | -$1911万 | -10% | 4.75% | – | 50 | 34% | 0.5 |
|
| 4092 |
4092
Wela Strategies
Atlanta,
Georgia
| $1.69億 | +$718万 | +4% | 3.92% | 51.3% | 36 | 5.56% | 1.8 |
|
| 4093 |
GFWEX
4093
G.F.W. Energy XI
Dallas,
Texas
| $1.69億 | -$2.72億 | -62% | 6.29% | – | 2 | 50% | 1.8 |
|
| 4094 |
4094
Lantz Financial
Naperville,
Illinois
| $1.69億 | +$2072万 | +14% | 6.96% | 74.3% | 133 | 7.52% | 0.7 |
|
| 4095 |
4095
Jefferies Financial Group
New York
| $1.69億 | -$3.87億 | -70% | 4.85% | 146% | 24 | 70.83% | 0.6 |
|
| 4096 |
4096
Horan Capital Advisors
Cincinnati,
Ohio
| $1.68億 | +$482万 | +3% | 7.59% | 26.6% | 290 | 4.48% | 1.1 |
|
| 4097 |
4097
Shaker Investments
Cleveland,
Ohio
| $1.68億 | +$1527万 | +10% | 13.1% | 216% | 93 | 18.28% | 1.8 |
|
| 4098 |
SCM
4098
SCW Capital Management
Dallas,
Texas
| $1.68億 | +$5197万 | +45% | 29.2% | 179% | 11 | 45.45% | 0.6 |
|
| 4099 |
4099
Quaker Wealth Management
Moorestown,
New Jersey
| $1.68億 | – | – | 5.2% | – | 51 | – | 0 |
|
| 4100 |
4100
C-J Advisory
San Jose,
California
| $1.68億 | +$900万 | +6% | 6.9% | 39.2% | 167 | 76.05% | 3 |
|