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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
IMS Capital Management
Portland,
Oregon
| $1.45億 | +$1416万 | +11% | 11.7% | 119% | 135 | 6.67% | 3.2 |
|
| 4402 |
4402
First City Capital Management
Savannah,
Georgia
| $1.45億 | +$858万 | +6% | 7.26% | 86.4% | 143 | 9.79% | 4.5 |
|
| 4403 |
ILM
4403
Indigo Latam Management
Phoenix,
Arizona
| $1.45億 | +$571万 | +4% | 4.1% | 39.3% | 1 | 0% | 6 |
|
| 4404 |
4404
Selway Asset Management
| $1.45億 | +$899万 | +7% | 9.78% | 36.5% | 73 | 8.22% | 3.5 |
|
| 4405 |
4405
JLP Asset Management
New York
| $1.45億 | -$487万 | -3% | 2.45% | 16.1% | 34 | 20.59% | 0.8 |
|
| 4406 |
4406
Financial Gravity Asset Management
Lakeway,
Texas
| $1.45億 | +$2900万 | +25% | 6.98% | – | 1,894 | 38.23% | 1.2 |
|
| 4407 |
4407
Hutner Capital Management
Manchester,
Vermont
| $1.45億 | +$380万 | +3% | 4.72% | 52.2% | 43 | 2.33% | 2.7 |
|
| 4408 |
4408
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $1.45億 | +$687万 | +5% | 8.09% | 152% | 88 | 6.82% | 2.9 |
|
| 4409 |
4409
Beacon Wealthcare Inc
Raleigh,
North Carolina
| $1.45億 | +$619万 | +4% | 4.15% | 31.6% | 10 | 0% | 1.7 |
|
| 4410 |
4410
Geneva Partners
Lake Geneva,
Wisconsin
| $1.45億 | +$1646万 | +13% | 7.16% | 417% | 80 | 30% | 1.7 |
|
| 4411 |
4411
Peachtree Investment Partners
Indian River Shores,,
Florida
| $1.45億 | +$1931万 | +15% | 8.92% | 111% | 87 | 33.33% | 0.6 |
|
| 4412 |
4412
Thrive Capital Management (New York)
New York
| $1.45億 | +$1885万 | +15% | 20.4% | 150% | 5 | 20% | 0.6 |
|
| 4413 |
4413
Ironwood Investment Management
Boston,
Massachusetts
| $1.45億 | +$1136万 | +9% | 18.1% | 163% | 159 | 9.43% | 4.3 |
|
| 4414 |
4414
Acima Private Wealth
Richmond,
Virginia
| $1.45億 | +$1389万 | +11% | 6.72% | 51.1% | 310 | 14.52% | 0.8 |
|
| 4415 |
4415
Corrigan Financial
Middletown,
Rhode Island
| $1.45億 | +$1007万 | +7% | 7.46% | 9.54% | 70 | 4.29% | 2.6 |
|
| 4416 |
KMWM
4416
Keudell/Morrison Wealth Management
Salem,
Oregon
| $1.45億 | +$2342万 | +19% | 7.45% | – | 159 | 8.18% | 0.7 |
|
| 4417 |
LFWA
4417
LBJ Family Wealth Advisors
Austin,
Texas
| $1.45億 | +$1162万 | +9% | 17% | 64.9% | 19 | 5.26% | 4.7 |
|
| 4418 |
4418
Truvestments Capital
Sarasota,
Florida
| $1.44億 | -$915万 | -6% | 7.39% | 131% | 704 | 80.26% | 1.4 |
|
| 4419 |
4419
Concorde Asset Management
Ann Arbor,
Michigan
| $1.44億 | +$1447万 | +11% | 6.93% | – | 164 | 27.44% | 2 |
|
| 4420 |
GAMC
4420
Garner Asset Management Corp
Plano,
Texas
| $1.44億 | +$1008万 | +8% | 6.49% | 103% | 149 | 4.03% | 2.1 |
|
| 4421 |
4421
Pinnacle Bancorp
Beatrice,
Nebraska
| $1.44億 | -$3086万 | -18% | 7.2% | 72.9% | 725 | 12.69% | 2.2 |
|
| 4422 |
4422
Sensato Investors
San Francisco,
California
| $1.44億 | -$1.18億 | -45% | 12.9% | 75.8% | 60 | 51.67% | 1 |
|
| 4423 |
4423
St. Johns Investment Management
Jacksonville,
Florida
| $1.44億 | +$986万 | +7% | 8.67% | 91.9% | 170 | 9.41% | 4.3 |
|
| 4424 |
4424
Calixto Global Investors
Coral Gables,
Florida
| $1.44億 | +$1494万 | +12% | 20.4% | 180% | 15 | 33.33% | 0.6 |
|
| 4425 |
4425
Private Capital Management (Colorado)
Denver,
Colorado
| $1.44億 | -$66万 | -0.5% | 7.14% | 20% | 103 | 0.97% | 0.9 |
|