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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Prudent Man Advisors
Naperville,
Illinois
| $4.38億 | +$1.04億 | +31% | 22.1% | 92.5% | 149 | 15.44% | 3.7 |
|
| 4252 |
4252
Fairway Wealth
Independence,
Ohio
| $4.37億 | +$5844万 | +15% | 12.8% | 51.5% | 258 | 33.72% | 1.2 |
|
| 4253 |
4253
Strategic Investment Solutions
Orland Park,
Illinois
| $4.37億 | +$2326万 | +6% | 15.3% | – | 759 | 16.21% | 1.9 |
|
| 4254 |
4254
Westend Capital Management
Sausalito,
California
| $4.37億 | +$1.04億 | +31% | 21.9% | – | 309 | 40.13% | 1.6 |
|
| 4255 |
4255
IDG-Accel China Capital II Associates
Palo Alto,
California
| $4.37億 | -$2.31億 | -35% | 34.4% | – | 1 | 0% | 0.5 |
|
| 4256 |
4256
City State Bank
Norwalk,
Iowa
| $4.36億 | +$5112万 | +13% | 19.8% | 79.1% | 821 | 5.97% | 3.3 |
|
| 4257 |
4257
Boltwood Capital Management
Walnut Creek,
California
| $4.36億 | +$4434万 | +11% | 13.4% | 63% | 195 | 7.18% | 6.5 |
|
| 4258 |
AWA
4258
Aquire Wealth Advisors
South Jordan,
Utah
| $4.36億 | +$5578万 | +15% | 11.9% | 60.2% | 55 | 12.73% | 2.9 |
|
| 4259 |
4259
Prosperity Planning
Kansas City,
Missouri
| $4.36億 | +$4165万 | +11% | 7.89% | 43.5% | 120 | 8.33% | 3.2 |
|
| 4260 |
4260
Monarch Capital Management
Fort Wayne,
Indiana
| $4.36億 | +$2758万 | +7% | 12.9% | 77% | 132 | 5.3% | 8.4 |
|
| 4261 |
4261
Bare Financial Services
Gap,
Pennsylvania
| $4.36億 | +$5751万 | +15% | 11.3% | 53.6% | 1,946 | 19.42% | 0.8 |
|
| 4262 |
4262
Able Wealth Management
Toms River,
New Jersey
| $4.36億 | +$6180万 | +17% | 13.2% | 58.1% | 206 | 44.66% | 1 |
|
| 4263 |
4263
Peak Financial Management
Wellesley,
Massachusetts
| $4.36億 | +$4162万 | +11% | 10.3% | 58.2% | 120 | 21.67% | 4.2 |
|
| 4264 |
4264
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| $4.35億 | +$400万 | +0.9% | 10.2% | – | 2 | 0% | 1.3 |
|
| 4265 |
4265
Goodman Advisory Group
Needham,
Massachusetts
| $4.35億 | +$4959万 | +13% | 20.4% | 101% | 185 | 63.78% | 1.6 |
|
| 4266 |
LCM
4266
Lionstone Capital Management
New York
| $4.35億 | +$2198万 | +5% | 5.77% | 74.1% | 12 | 8.33% | 4.8 |
|
| 4267 |
4267
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $4.35億 | +$5598万 | +15% | 14.6% | 80% | 98 | 16.33% | 5.1 |
|
| 4268 |
4268
One Charles Private Wealth Services
Hingham,
Massachusetts
| $4.34億 | +$3479万 | +9% | 11.8% | 99.7% | 180 | 13.89% | 2.9 |
|
| 4269 |
4269
Cape Ann Asset Management
London,
United Kingdom
| $4.34億 | -$590万 | -1% | 2.09% | 199% | 12 | 8.33% | 2.5 |
|
| 4270 |
4270
Carr Financial Group
Worcester,
Massachusetts
| $4.34億 | +$5534万 | +15% | 15.1% | 71.6% | 190 | 12.63% | 2.4 |
|
| 4271 |
4271
New Republic Capital
Charlotte,
North Carolina
| $4.34億 | +$1.37億 | +46% | 18.2% | 91.4% | 372 | 21.51% | 1.8 |
|
| 4272 |
NICM
4272
Neo Ivy Capital Management
New York
| $4.34億 | +$5496万 | +14% | 22% | – | 520 | 73.08% | 0.3 |
|
| 4273 |
4273
Hussman Strategic Advisors
Ellicott City,
Maryland
| $4.34億 | -$2852万 | -6% | 8.02% | 43.1% | 334 | 50.6% | 2 |
|
| 4274 |
DCM
4274
Divisar Capital Management
San Francisco,
California
| $4.34億 | +$4158万 | +11% | 48.4% | 194% | 28 | 7.14% | 3.5 |
|
| 4275 |
4275
Seafarer Capital Partners
Larkspur,
California
| $4.34億 | -$186万 | -0.4% | 5.28% | 61.3% | 9 | 0% | 3.6 |
|