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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
OneAscent Wealth Management
Birmingham,
Alabama
| $2.61億 | +$999万 | +4% | 5.15% | 54.1% | 199 | 27.14% | 0.7 |
|
| 4527 |
4527
Seven Springs Wealth Group
Brentwood,
Tennessee
| $2.6億 | +$3855万 | +17% | 8.89% | 62.6% | 63 | 6.35% | 2.8 |
|
| 4528 |
4528
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $2.6億 | -$376万 | -1% | 1.42% | 13.4% | 3 | 0% | 9.3 |
|
| 4529 |
SSCM
4529
Summit Street Capital Management
New York
| $2.6億 | +$2416万 | +10% | 9.17% | 217% | 31 | 0% | 5.4 |
|
| 4530 |
4530
Hiddenite Capital Partners
New York
| $2.6億 | +$9280万 | +55% | 25.9% | 466% | 46 | 56.52% | 0.6 |
|
| 4531 |
4531
BHK Investment Advisors
Birmingham,
Alabama
| $2.6億 | +$8596万 | +49% | 6.04% | 58.8% | 61 | 16.39% | 4 |
|
| 4532 |
4532
Oak Family Advisors
Chicago,
Illinois
| $2.6億 | +$2243万 | +9% | 11.4% | 81.9% | 128 | 13.28% | 2.1 |
|
| 4533 |
4533
Phraction Management
Colchester,
Connecticut
| $2.6億 | +$1785万 | +7% | 7.77% | 106% | 64 | 20.31% | 1.4 |
|
| 4534 |
4534
Truvestments Capital
Sarasota,
Florida
| $2.6億 | +$3841万 | +17% | 11% | 131% | 903 | 31.01% | 1.9 |
|
| 4535 |
4535
Strategic Advocates
Logan,
Utah
| $2.6億 | +$2436万 | +10% | 7.3% | 111% | 182 | 48.35% | 0.3 |
|
| 4536 |
4536
Nixon Capital
Austin,
Texas
| $2.6億 | +$3662万 | +16% | 12% | 118% | 30 | 20% | 1.3 |
|
| 4537 |
4537
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $2.6億 | +$2042万 | +9% | 17% | 207% | 40 | 35% | 3.3 |
|
| 4538 |
4538
Infusive Asset Management
New York
| $2.59億 | +$3876万 | +18% | 7.62% | 33.8% | 23 | 26.09% | 1.2 |
|
| 4539 |
4539
Millstreet Capital Management
Boston,
Massachusetts
| $2.59億 | +$1302万 | +5% | 13.5% | – | 4 | 0% | 0.3 |
|
| 4540 |
4540
Missouri Trust & Investment Company
Springfield,
Missouri
| $2.59億 | +$1178万 | +5% | 6.35% | 81.6% | 444 | 12.16% | 1.8 |
|
| 4541 |
KM
4541
KP Management
Edina,
Minnesota
| $2.59億 | +$2016万 | +8% | 18.5% | – | 94 | 38.3% | 0.2 |
|
| 4542 |
4542
Forager Capital Management
Birmingham,
Alabama
| $2.59億 | +$1429万 | +6% | 12.1% | 52.6% | 13 | 7.69% | 2 |
|
| 4543 |
TA
4543
TrueWealth Advisors
Birmingham,
Alabama
| $2.59億 | +$108万 | +0.4% | 6.34% | 60.9% | 218 | 14.22% | 1.8 |
|
| 4544 |
4544
Helen Stephens Group
Fort Worth,
Texas
| $2.59億 | +$3580万 | +16% | 6.14% | 53.4% | 75 | 4% | 1.7 |
|
| 4545 |
4545
Flagstone Financial Management
Lincoln,
Nebraska
| $2.59億 | +$1471万 | +6% | 4.76% | 46.2% | 46 | 10.87% | 1 |
|
| 4546 |
FAP
4546
Financial Advisory Partners
Winter Park,
Florida
| $2.59億 | -$1628万 | -6% | 5.88% | 52.9% | 73 | 21.92% | 1.7 |
|
| 4547 |
4547
Tranquility Partners
Brentwood,
Tennessee
| $2.59億 | +$2022万 | +8% | 8.98% | 77.3% | 212 | 7.55% | 2.9 |
|
| 4548 |
4548
Denver PWM
Denver,
Colorado
| $2.59億 | +$4293万 | +20% | 8.58% | 48.6% | 106 | 30.19% | 2.3 |
|
| 4549 |
4549
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $2.59億 | +$2554万 | +11% | 4.68% | 73.6% | 32 | 12.5% | 5.1 |
|
| 4550 |
4550
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| $2.58億 | +$3737万 | +17% | 8.57% | – | 97 | 17.53% | 0.9 |
|