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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Townsend & Associates
Westminster,
Colorado
| $1.19億 | +$2281万 | +24% | 17.9% | 58% | 79 | 21.52% | 1.9 |
|
| 4627 |
4627
Prince Street Capital Management
New York
| $1.19億 | +$2619万 | +28% | 73.9% | 302% | 21 | 52.38% | 0.7 |
|
| 4628 |
4628
MBE Wealth Management
Tomah,
Wisconsin
| $1.19億 | +$1401万 | +13% | 16.9% | 66.5% | 595 | 92.77% | 0.4 |
|
| 4629 |
4629
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $1.19億 | +$2033万 | +21% | 17.1% | 64.8% | 61 | 9.84% | 0.7 |
|
| 4630 |
HCM
4630
Hall Capital Management
Barrington,
Rhode Island
| $1.19億 | +$2102万 | +21% | 16% | – | 81 | 11.11% | 4.1 |
|
| 4631 |
4631
R.W. Roge & Company
Bohemia,
New York
| $1.19億 | +$2136万 | +22% | 15.8% | 76.3% | 37 | 24.32% | 0.4 |
|
| 4632 |
4632
ELCO Management
New York
| $1.19億 | +$2317万 | +24% | 27.4% | 98.3% | 126 | 11.9% | 2.3 |
|
| 4633 |
4633
Hanseatic Management Services
Albuquerque,
New Mexico
| $1.19億 | +$2477万 | +26% | 33.2% | – | 247 | 46.96% | 0.7 |
|
| 4634 |
4634
Clarus Wealth Advisors
Peoria,
Arizona
| $1.19億 | +$1866万 | +19% | 23.5% | 89.7% | 148 | 37.16% | 1.1 |
|
| 4635 |
4635
Clearstead Trust
Portland,
Maine
| $1.19億 | +$814万 | +7% | 21.8% | 124% | 184 | 14.13% | 2.4 |
|
| 4636 |
4636
Albert D. Mason Inc
Boston,
Massachusetts
| $1.19億 | +$1937万 | +20% | 17.3% | 83.4% | 149 | 8.05% | 4 |
|
| 4637 |
WMA
4637
Wealth Management Associates
Cherry Hill,
New Jersey
| $1.19億 | +$1964万 | +20% | 21.8% | 111% | 155 | 24.52% | 0.9 |
|
| 4638 |
AFC
4638
AFT Forsyth & Company
West Palm Beach,
Florida
| $1.19億 | +$1915万 | +19% | 25.1% | 135% | 128 | 9.38% | 4.8 |
|
| 4639 |
4639
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $1.19億 | +$2763万 | +30% | 21% | 80.3% | 108 | 14.81% | 0.4 |
|
| 4640 |
4640
Shayne & Jacobs LLC
Nashville,
Tennessee
| $1.18億 | -$702万 | -6% | 7.84% | 79.4% | 32 | 15.63% | 4 |
|
| 4641 |
WC
4641
Weil Company
San Diego,
California
| $1.18億 | +$1199万 | +11% | 21.5% | 71.7% | 105 | 15.24% | 1.6 |
|
| 4642 |
4642
Hutner Capital Management
Manchester,
Vermont
| $1.18億 | +$879万 | +8% | 9.28% | 52.2% | 41 | 4.88% | 3.3 |
|
| 4643 |
4643
Seneca House Advisors
Richmond,
Virginia
| $1.18億 | +$2368万 | +25% | 21.2% | 58.2% | 69 | 8.7% | 2 |
|
| 4644 |
4644
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $1.18億 | +$1671万 | +16% | 17% | 65.5% | 305 | 11.15% | 2.6 |
|
| 4645 |
4645
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $1.18億 | – | – | 18% | 82% | 86 | – | 3.8 |
|
| 4646 |
4646
Red Spruce Capital
Berwyn,
Pennsylvania
| $1.18億 | +$2165万 | +23% | 23.3% | 98.4% | 92 | 16.3% | 0.4 |
|
| 4647 |
4647
Siris Capital Group
New York
| $1.18億 | +$4639万 | +65% | 53.2% | – | 2 | 50% | 0.9 |
|
| 4648 |
4648
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $1.18億 | +$3535万 | +43% | 30.2% | 95.3% | 65 | 21.54% | 0.4 |
|
| 4649 |
4649
Raging Capital Management
Rocky Hill,
New Jersey
| $1.18億 | -$1451万 | -11% | 13.2% | 6.41% | 24 | 58.33% | 1.4 |
|
| 4650 |
4650
Altman Advisors
Chicago,
Illinois
| $1.18億 | +$995万 | +9% | 27.4% | 143% | 77 | 12.99% | 1.1 |
|