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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Vista Investment Partners
Oklahoma City,
Oklahoma
| $3.83億 | +$2433万 | +7% | 2.16% | 112% | 178 | 20.22% | 1.4 |
|
| 4302 |
4302
SimplyRich
Carlsbad,
California
| $3.82億 | +$1178万 | +3% | 6.12% | 105% | 210 | 10% | 4 |
|
| 4303 |
4303
Bain Capital Credit
Boston,
Massachusetts
| $3.82億 | +$6524万 | +21% | 1.01% | 14.4% | 6 | 0% | 2.7 |
|
| 4304 |
4304
Prosperity Planning
Kansas City,
Missouri
| $3.82億 | +$1165万 | +3% | 1.43% | 43.5% | 109 | 0.92% | 3 |
|
| 4305 |
4305
BankPlus Trust Department
Jackson,
Mississippi
| $3.82億 | +$874万 | +2% | 2.59% | – | 474 | 8.02% | 0.9 |
|
| 4306 |
4306
Stevens Capital Partners
Omaha,
Nebraska
| $3.82億 | +$4705万 | +14% | 1.82% | 76.3% | 105 | 13.33% | 1.6 |
|
| 4307 |
CIM
4307
CIM Investment Management
Pittsburgh,
Pennsylvania
| $3.82億 | +$1339万 | +4% | 5.28% | 123% | 254 | 4.72% | 5 |
|
| 4308 |
4308
Kercheville Advisors
San Antonio,
Texas
| $3.82億 | +$5074万 | +15% | 5.17% | 261% | 133 | 32.33% | 2.2 |
|
| 4309 |
4309
Ruedi Wealth Management
Champaign,
Illinois
| $3.82億 | +$2438万 | +7% | 1.89% | 44.9% | 58 | 8.62% | 2.5 |
|
| 4310 |
4310
Next Level Private
Harrison,
New York
| $3.82億 | +$3665万 | +11% | 3.59% | 95.9% | 170 | 13.53% | 2.1 |
|
| 4311 |
4311
Mindset Wealth Management
Indianapolis,
Indiana
| $3.81億 | +$1455万 | +4% | 4.36% | – | 195 | 15.38% | 0.9 |
|
| 4312 |
4312
Terril Brothers
St. Louis,
Missouri
| $3.81億 | +$5129万 | +16% | 8.17% | 112% | 83 | 19.28% | 3.6 |
|
| 4313 |
LFGO
4313
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $3.81億 | +$1665万 | +5% | 2.33% | 64.2% | 98 | 10.2% | 2 |
|
| 4314 |
4314
Roman Butler Fullerton & Co
St Louis,
Missouri
| $3.81億 | +$864万 | +2% | 3.44% | 134% | 284 | 17.25% | 3.3 |
|
| 4315 |
SCM
4315
Soros Capital Management
New York
| $3.81億 | -$2344万 | -6% | 8.92% | 732% | 73 | 39.73% | 1.1 |
|
| 4316 |
4316
Northern Right Capital Management
Darien,
Connecticut
| $3.81億 | +$5773万 | +18% | 11.4% | 187% | 30 | 30% | 1.9 |
|
| 4317 |
4317
Joseph Group Capital Management
Columbus,
Ohio
| $3.81億 | +$2608万 | +7% | 2.88% | 64.3% | 280 | 67.14% | 0.8 |
|
| 4318 |
4318
WorthPointe
La Jolla,
California
| $3.81億 | +$1.14億 | +43% | 2.37% | 59.7% | 140 | 30% | 1.4 |
|
| 4319 |
4319
Parus Finance (UK)
London,
United Kingdom
| $3.8億 | -$31.6万 | -0.1% | 2.73% | 199% | 34 | 11.76% | 3.7 |
|
| 4320 |
4320
Droms Strauss Advisors
St. Louis,
Missouri
| $3.8億 | +$3516万 | +10% | 1.8% | 74.5% | 80 | 13.75% | 3.5 |
|
| 4321 |
4321
DSC Meridian Capital
New York
| $3.8億 | -$1.13億 | -23% | 1.16% | – | 18 | 38.89% | 0.5 |
|
| 4322 |
BWM
4322
Brown Wealth Management
Naperville,
Illinois
| $3.8億 | +$2397万 | +7% | 1.85% | 51.2% | 117 | 21.37% | 1.4 |
|
| 4323 |
4323
ValueWorks
New York
| $3.8億 | +$3630万 | +11% | 6.82% | 190% | 38 | 18.42% | 5.2 |
|
| 4324 |
CCM
4324
Contrarian Capital Management
Greenwich,
Connecticut
| $3.8億 | -$1663万 | -4% | 5.86% | 29.4% | 39 | 46.15% | 2.6 |
|
| 4325 |
4325
55 North Private Wealth
Winter Park,
Florida
| $3.8億 | – | – | 2.05% | – | 195 | – | 0 |
|