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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
LBC
4501
Lawrence B. Cohen
| $1.8億 | +$1557万 | +9% | 11.3% | 41.8% | 79 | 13.92% | 4.5 |
|
| 4502 |
4502
Makena Capital Management
Menlo Park,
California
| $1.8億 | +$960万 | +6% | 16.9% | 85.5% | 75 | 50.67% | 0.5 |
|
| 4503 |
4503
Concorde Asset Management
Ann Arbor,
Michigan
| $1.8億 | +$474万 | +3% | 20.8% | – | 206 | 40.29% | 1.4 |
|
| 4504 |
4504
Riverstone Advisors
New Braunfels,
Texas
| $1.8億 | +$2958万 | +20% | 16.1% | 116% | 41 | 12.2% | 1.3 |
|
| 4505 |
4505
Collective Family Office
York,
Pennsylvania
| $1.8億 | – | – | 11.7% | 52.5% | 151 | – | 0 |
|
| 4506 |
VST
4506
Van Strum & Towne
San Francisco,
California
| $1.8億 | +$2581万 | +17% | 16.3% | 72.3% | 103 | 28.16% | 3.7 |
|
| 4507 |
4507
Wells Trecaso Financial Group
Akron,
Ohio
| $1.8億 | +$2300万 | +15% | 14.3% | 108% | 84 | 19.05% | 2 |
|
| 4508 |
4508
Financial Strategies Group
Okemos,
Michigan
| $1.79億 | +$3090万 | +21% | 11.2% | 49.2% | 68 | 14.71% | 0.6 |
|
| 4509 |
4509
Harbour Investment Management
Edmonds,
Washington
| $1.79億 | +$1766万 | +11% | 10.1% | 58.8% | 75 | 6.67% | 5.1 |
|
| 4510 |
4510
Madrona Financial Services
Everett,
Washington
| $1.79億 | +$1978万 | +12% | 11.8% | 85.1% | 57 | 19.3% | 2.3 |
|
| 4511 |
HCM
4511
Highlander Capital Management
Short Hills,
New Jersey
| $1.79億 | +$1395万 | +8% | 12.9% | 34.4% | 658 | 7.29% | 4.3 |
|
| 4512 |
AMC
4512
Asset Management Corp
Northbrook,
Illinois
| $1.79億 | +$1416万 | +9% | 14.5% | 57.1% | 193 | 31.61% | 0.6 |
|
| 4513 |
4513
Phoenician Capital
New York
| $1.79億 | +$6048万 | +51% | 13.1% | 41.1% | 18 | 22.22% | 1 |
|
| 4514 |
BE
4514
Bonness Enterprises
Washington,
District of Columbia
| $1.79億 | +$864万 | +5% | 9.13% | 98.6% | 42 | 7.14% | 6.9 |
|
| 4515 |
4515
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $1.79億 | – | – | 8.41% | 72.4% | 257 | – | 0 |
|
| 4516 |
RA
4516
Resolute Advisors
San Francisco,
California
| $1.79億 | – | – | 23% | 36.7% | 144 | – | 0 |
|
| 4517 |
4517
Shoker Investment Counsel
Oxford,
Ohio
| $1.78億 | +$2591万 | +17% | 15.5% | 88.9% | 93 | 9.68% | 4 |
|
| 4518 |
4518
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $1.78億 | +$391万 | +2% | 5.93% | 3.28% | 105 | 39.05% | 1.1 |
|
| 4519 |
4519
TMD Wealth Management
Scottsdale,
Arizona
| $1.78億 | – | – | 8.55% | 2.41% | 37 | – | 0 |
|
| 4520 |
4520
Founders Fund VII Management
San Francisco,
California
| $1.78億 | – | – | 21.5% | 64.7% | 2 | – | 0 |
|
| 4521 |
4521
Falcon Wealth Planning
Ontario,
California
| $1.78億 | – | – | 15.9% | 56.4% | 51 | – | 0 |
|
| 4522 |
BM
4522
Bislett Management
Palo Alto,
California
| $1.78億 | +$1734万 | +11% | 24.5% | 19.8% | 17 | 5.88% | 5.1 |
|
| 4523 |
4523
Round Hill Asset Management
Pasadena,
California
| $1.78億 | +$1319万 | +8% | 6.89% | 51.6% | 61 | 6.56% | 3.1 |
|
| 4524 |
4524
Stolper & Co
Tulsa,
Oklahoma
| $1.78億 | +$2359万 | +15% | 15% | 77.1% | 91 | 8.79% | 0.7 |
|
| 4525 |
4525
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $1.78億 | +$2714万 | +18% | 14.1% | 103% | 88 | 23.86% | 1.4 |
|