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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
NFC Investments
Memphis,
Tennessee
| $3.54億 | +$867万 | +3% | 3.19% | – | 45 | 8.89% | 4.7 |
|
| 4527 |
4527
PCG Wealth Advisors
Overland Park,
Kansas
| $3.53億 | +$1018万 | +3% | 3.46% | 87% | 157 | 9.55% | 1.6 |
|
| 4528 |
DI
4528
DKRT Investments
Toronto,
| $3.53億 | -$6308万 | -15% | 1.05% | – | 49 | 16.33% | 0.4 |
|
| 4529 |
4529
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $3.53億 | +$3585万 | +11% | 5.47% | 110% | 42 | 40.48% | 1.1 |
|
| 4530 |
4530
Oldfield Partners
London,
United Kingdom
| $3.53億 | +$3247万 | +10% | 10.8% | 98% | 20 | 5% | 4.9 |
|
| 4531 |
4531
Taconic Capital Advisors
New York
| $3.52億 | -$8056万 | -19% | 21.6% | 273% | 49 | 71.43% | 0.7 |
|
| 4532 |
4532
Thrive Capital Management (New York)
New York
| $3.52億 | -$1.28億 | -27% | 16.1% | 205% | 6 | 33.33% | 2.1 |
|
| 4533 |
4533
Starr Indemnity & Liability Company
New York
| $3.52億 | +$4586万 | +15% | 7.95% | – | 4 | 0% | 0.6 |
|
| 4534 |
4534
Tidemark
San Diego,
California
| $3.52億 | +$868万 | +3% | 1.83% | – | 716 | 14.25% | 1.6 |
|
| 4535 |
4535
Seascape Capital Management
Portsmouth,
New Hampshire
| $3.52億 | +$314万 | +0.9% | 2.77% | 111% | 100 | 13% | 3.4 |
|
| 4536 |
4536
Capital Innovations
Pewaukee,
Wisconsin
| $3.51億 | – | – | 1.55% | – | 51 | – | 0.1 |
|
| 4537 |
4537
S.E.E.D. Planning Group
Binghamton,
New York
| $3.51億 | +$775万 | +2% | 2.51% | 57.3% | 92 | 14.13% | 3.2 |
|
| 4538 |
4538
Tensor Edge Capital
Weston,
Massachusetts
| $3.51億 | – | – | 19.2% | – | 14 | – | 0 |
|
| 4539 |
4539
Redwood Grove Capital
Palo Alto,
California
| $3.51億 | +$137万 | +0.4% | 5.2% | 79.8% | 22 | 4.55% | 2.6 |
|
| 4540 |
4540
Snow Phipps Group
New York
| $3.51億 | +$3970万 | +13% | 12.8% | 58% | 2 | 0% | 5.8 |
|
| 4541 |
4541
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| $3.51億 | +$2664万 | +8% | 2.12% | – | 151 | 7.28% | 0.9 |
|
| 4542 |
4542
Sterling Wealth Management
Champaign,
Illinois
| $3.51億 | +$2064万 | +6% | 2.11% | – | 114 | 10.53% | 1.7 |
|
| 4543 |
4543
Seaside Wealth Management
Carlsbad,
California
| $3.5億 | +$1350万 | +4% | 2.46% | 53.4% | 65 | 6.15% | 2.6 |
|
| 4544 |
4544
Wealth Management Partners
Tucson,
Arizona
| $3.5億 | +$3549万 | +11% | 2.81% | 194% | 151 | 11.26% | 2.7 |
|
| 4545 |
4545
Seven Springs Wealth Group
Brentwood,
Tennessee
| $3.5億 | -$6338万 | -15% | 1.21% | 59.2% | 88 | 11.36% | 3.5 |
|
| 4546 |
4546
Warren Street Wealth Advisors
Newport Beach,
California
| $3.5億 | +$1443万 | +4% | 2.44% | 84.6% | 157 | 22.29% | 2.1 |
|
| 4547 |
4547
Global Assets Advisory
Orlando,
Florida
| $3.5億 | +$1339万 | +4% | 2.71% | 95.9% | 304 | 15.46% | 0.9 |
|
| 4548 |
AIA
4548
AIMZ Investment Advisors
Los Altos,
California
| $3.5億 | +$3096万 | +10% | 6.98% | 81.3% | 144 | 13.89% | 6.8 |
|
| 4549 |
MWM
4549
MGB Wealth Management
Addison,
Texas
| $3.5億 | -$439万 | -1% | 0.92% | – | 337 | 15.73% | 1.5 |
|
| 4550 |
MEPT
4550
Missouri Education Pension Trust
Jefferson City,
Missouri
| $3.49億 | – | – | 1.99% | – | 2 | – | 0 |
|