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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
VIA
4601
Vantis Investment Advisers
Miami,
Florida
| $1.21億 | +$9681万 | +408% | 21.5% | 39.6% | 19 | 94.74% | 0 |
|
| 4602 |
4602
360 Financial
Wayzata,
Minnesota
| $1.21億 | +$2518万 | +26% | 21.2% | 82.5% | 70 | 25.71% | 0.4 |
|
| 4603 |
4603
Demars Financial Group
Spokane Valley,
Washington
| $1.21億 | +$2481万 | +26% | 14.6% | 69.1% | 69 | 36.23% | 0.3 |
|
| 4604 |
4604
Auxano Advisors
Bellevue,
Washington
| $1.2億 | +$1079万 | +10% | 25.8% | 103% | 42 | 11.9% | 0.2 |
|
| 4605 |
4605
Moseley Investment Management
Bradenton,
Florida
| $1.2億 | +$3531万 | +41% | 30.9% | 96.6% | 136 | 22.06% | 0.9 |
|
| 4606 |
4606
Watchman Group
Plano,
Texas
| $1.2億 | +$2336万 | +24% | 24.9% | 54% | 84 | 20.24% | 0.4 |
|
| 4607 |
GTP
4607
Global Thematic Partners
New York
| $1.2億 | -$11.2億 | -90% | 40.6% | 47.4% | 62 | 75.81% | 3.3 |
|
| 4608 |
4608
venBio Partners
San Francisco,
California
| $1.2億 | +$293万 | +2% | 22.1% | 564% | 6 | 33.33% | 1.6 |
|
| 4609 |
4609
Exeter Financial
Scottsdale,
Arizona
| $1.2億 | +$1386万 | +13% | 16.5% | 59.1% | 68 | 2.94% | 2.3 |
|
| 4610 |
4610
Cougar Global Investments
Toronto,
Ontario, Canada
| $1.2億 | -$42.3万 | -0.4% | 9.56% | 17.4% | 24 | 50% | 1.7 |
|
| 4611 |
4611
Searcy Financial Services
Overland Park,
Kansas
| $1.2億 | +$4953万 | +70% | 18.3% | 60.2% | 15 | 26.67% | 1 |
|
| 4612 |
4612
Lagoda Investment Management
New York
| $1.2億 | +$3556万 | +42% | 43.1% | 250% | 30 | 10% | 3.8 |
|
| 4613 |
4613
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $1.2億 | +$3067万 | +34% | 17% | 86.2% | 69 | 10.14% | 1.7 |
|
| 4614 |
4614
Benjamin Edwards Inc
Clayton,
Missouri
| $1.2億 | +$2353万 | +24% | 15.7% | 66.5% | 402 | 18.66% | 0.8 |
|
| 4615 |
4615
Kiley Juergens Wealth Management
Olympia,
Washington
| $1.2億 | +$2282万 | +24% | 21.1% | 106% | 49 | 16.33% | 1.7 |
|
| 4616 |
HIC
4616
Harbor Island Capital
Topsfield,
Massachusetts
| $1.2億 | +$1603万 | +15% | 22.4% | 218% | 17 | 11.76% | 2.1 |
|
| 4617 |
4617
Ayrshire Capital Management
Westport,
Connecticut
| $1.2億 | +$2038万 | +21% | 22.9% | 84.8% | 66 | 13.64% | 0.5 |
|
| 4618 |
4618
Harvest Group Wealth Management
Waltham,
Massachusetts
| $1.2億 | +$2036万 | +21% | 17% | 28.1% | 967 | 26.06% | 0.8 |
|
| 4619 |
4619
Concorde Asset Management
Ann Arbor,
Michigan
| $1.2億 | +$2234万 | +23% | 14.5% | – | 136 | 36.76% | 1.7 |
|
| 4620 |
4620
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $1.19億 | +$1008万 | +9% | 15.8% | 62.6% | 386 | 15.28% | 0.4 |
|
| 4621 |
4621
J. Arnold Wealth Management
Youngstown,
Ohio
| $1.19億 | +$8518万 | +249% | 31.1% | 46.2% | 69 | 56.52% | 0.2 |
|
| 4622 |
4622
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $1.19億 | +$3607万 | +43% | 13.8% | 47.5% | 19 | 21.05% | 2.3 |
|
| 4623 |
4623
Fourthstone LLC
St Louis,
Missouri
| $1.19億 | +$935万 | +9% | 2.97% | 104% | 71 | 57.75% | 0.2 |
|
| 4624 |
SSCM
4624
Summit Street Capital Management
New York
| $1.19億 | +$2692万 | +29% | 28% | 217% | 36 | 11.11% | 2 |
|
| 4625 |
4625
Yaupon Capital Management
New York
| $1.19億 | +$5647万 | +90% | 34.3% | 122% | 37 | 48.65% | 0.6 |
|