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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $3.69億 | -$3600万 | -9% | 2.2% | 73.9% | 206 | 13.11% | 3.7 |
|
| 4352 |
CWM
4352
CCG Wealth Management
San Diego,
California
| $3.69億 | +$1.36億 | +58% | 2.87% | 82.6% | 139 | 30.94% | 2.3 |
|
| 4353 |
4353
AYAL Capital Advisors
Toronto,
Ontario, Canada
| $3.69億 | +$8188万 | +29% | 6.62% | – | 69 | 57.97% | 0.4 |
|
| 4354 |
4354
EPG Wealth Management
Atlanta,
Georgia
| $3.69億 | -$281万 | -0.8% | 0.62% | 108% | 334 | 8.68% | 1.3 |
|
| 4355 |
4355
Newton One Investments
Newark,
Delaware
| $3.68億 | +$2948万 | +9% | 1.29% | 42% | 121 | 0.83% | 2.5 |
|
| 4356 |
4356
Merk Investments
Menlo Park,
California
| $3.68億 | +$719万 | +2% | 5.68% | 303% | 11 | 9.09% | 3.6 |
|
| 4357 |
WCM
4357
Westerly Capital Management
San Francisco,
California
| $3.68億 | -$8755万 | -19% | 0.78% | 116% | 45 | 26.67% | 1.9 |
|
| 4358 |
4358
White Pine Capital
Bloomington,
Minnesota
| $3.68億 | +$430万 | +1% | 5.72% | 155% | 231 | 5.63% | 6.6 |
|
| 4359 |
4359
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $3.67億 | +$1023万 | +3% | 0.9% | 65.5% | 346 | 6.94% | 5.8 |
|
| 4360 |
4360
Prasad Wealth Partners
Independence,
Ohio
| $3.67億 | -$743万 | -2% | 2.45% | – | 158 | 15.82% | 0.9 |
|
| 4361 |
4361
Birinyi Associates
Westport,
Connecticut
| $3.67億 | -$3270万 | -8% | 6.89% | 134% | 63 | 12.7% | 6.8 |
|
| 4362 |
4362
ValueWorks
New York
| $3.67億 | -$1301万 | -3% | 12.6% | 161% | 37 | 10.81% | 5.2 |
|
| 4363 |
4363
Northcape Wealth Management
Williamsville,
New York
| $3.67億 | +$1239万 | +3% | 3.68% | 74% | 149 | 12.75% | 2.9 |
|
| 4364 |
4364
Capco Asset Management
Tampa,
Florida
| $3.67億 | -$4223万 | -10% | 10.6% | 47.9% | 31 | 22.58% | 4.7 |
|
| 4365 |
4365
Princeton Capital Management
Red Bank,
New Jersey
| $3.67億 | -$2100万 | -5% | 3.15% | 206% | 150 | 13.33% | 4.1 |
|
| 4366 |
CVA
4366
Central Valley Advisors
Sacramento,
California
| $3.66億 | +$3177万 | +9% | 0.6% | 77.8% | 190 | 22.63% | 1.2 |
|
| 4367 |
4367
CV Advisors
Aventura,
Florida
| $3.66億 | -$2559万 | -7% | 5.92% | 112% | 54 | 25.93% | 1.4 |
|
| 4368 |
4368
Lexington Partners
New York
| $3.66億 | +$2693万 | +8% | 8.6% | 24.5% | 5 | 40% | 1.8 |
|
| 4369 |
4369
Redmond Asset Management
Henrico,
Virginia
| $3.66億 | -$2592万 | -7% | 1.29% | 68.2% | 205 | 7.8% | 4.6 |
|
| 4370 |
4370
Argent Advisors
Monroe,
Louisiana
| $3.66億 | +$803万 | +2% | 2.91% | 63.1% | 181 | 10.5% | 3.6 |
|
| 4371 |
4371
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $3.66億 | -$1193万 | -3% | 1.19% | 89.4% | 786 | 14.63% | 1.2 |
|
| 4372 |
4372
TriaGen Wealth Management
Calabasas,
California
| $3.66億 | -$2053万 | -5% | 4.46% | 132% | 200 | 26.5% | 2.6 |
|
| 4373 |
4373
Terril Brothers
St. Louis,
Missouri
| $3.66億 | -$1564万 | -4% | 1.53% | 112% | 80 | 15% | 3.4 |
|
| 4374 |
4374
Continental Grain Company
New York
| $3.66億 | +$3002万 | +9% | 1.67% | 5.73% | 4 | 0% | 2.9 |
|
| 4375 |
4375
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $3.66億 | +$3150万 | +9% | 0.62% | 70.3% | 151 | 10.6% | 4.8 |
|