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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
Yeomans Consulting Group
Marietta,
Georgia
| $3.41億 | +$5153万 | +18% | 3.85% | – | 137 | 45.26% | 0.9 |
|
| 4627 |
4627
Shoker Investment Counsel
Oxford,
Ohio
| $3.41億 | +$228万 | +0.7% | 2.46% | 88.9% | 115 | 6.96% | 6 |
|
| 4628 |
4628
Pinnacle Bancorp
Beatrice,
Nebraska
| $3.41億 | +$262万 | +0.8% | 2.91% | 72.9% | 933 | 8.9% | 4.9 |
|
| 4629 |
4629
True Wealth Design
Akron,
Ohio
| $3.41億 | +$1391万 | +4% | 2.8% | 57% | 2,879 | 16.99% | 1.3 |
|
| 4630 |
4630
Missouri Trust & Investment Company
Springfield,
Missouri
| $3.41億 | +$239万 | +0.7% | 0.32% | 81.6% | 420 | 6.19% | 3.2 |
|
| 4631 |
4631
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $3.41億 | -$197万 | -0.6% | 4.93% | 167% | 199 | 16.08% | 2 |
|
| 4632 |
4632
Focused Alpha LLC
Denver,
Colorado
| $3.4億 | – | – | 4.36% | – | 243 | – | 0 |
|
| 4633 |
4633
Bridge City Capital
Lake Oswego,
Oregon
| $3.4億 | -$3425万 | -9% | 5.51% | 120% | 115 | 12.17% | 4.3 |
|
| 4634 |
4634
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $3.4億 | +$4171万 | +14% | 1.17% | 34.2% | 48 | 16.67% | 5.7 |
|
| 4635 |
CAGAS
4635
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $3.4億 | +$1881万 | +6% | 2.66% | 54.8% | 186 | 11.29% | 2.9 |
|
| 4636 |
IP
4636
Indigo Partners
Phoenix,
Arizona
| $3.4億 | +$4561万 | +15% | 16.1% | 2.56% | 2 | 0% | 4.5 |
|
| 4637 |
4637
Parkwoods Wealth Partners
Syracuse,
New York
| $3.4億 | +$4682万 | +16% | 3.32% | – | 109 | 12.84% | 0.6 |
|
| 4638 |
4638
Veracity Capital
Atlanta,
Georgia
| $3.4億 | +$2621万 | +8% | 4.75% | 149% | 256 | 12.5% | 2.8 |
|
| 4639 |
4639
Stolper & Co
Tulsa,
Oklahoma
| $3.39億 | +$946万 | +3% | 2.99% | 77.1% | 89 | 0% | 4.2 |
|
| 4640 |
4640
Lexington Partners
New York
| $3.39億 | +$904万 | +3% | 1.19% | 24.5% | 6 | 50% | 1 |
|
| 4641 |
4641
Knuff & Co
Foster City,
California
| $3.39億 | -$590万 | -2% | 1.99% | 108% | 137 | 16.06% | 4.2 |
|
| 4642 |
ITIM
4642
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $3.39億 | +$1038万 | +3% | 4.22% | 114% | 491 | 8.76% | 3.4 |
|
| 4643 |
4643
Newton One Investments
Newark,
Delaware
| $3.39億 | +$133万 | +0.4% | 1.2% | 42% | 121 | 1.65% | 2.3 |
|
| 4644 |
4644
Graybill Wealth Management
Elmhurst,
Illinois
| $3.39億 | +$1362万 | +4% | 3.79% | – | 84 | 5.95% | 4.9 |
|
| 4645 |
4645
Elmind Capital
New York
| $3.39億 | – | – | 51.2% | – | 34 | – | 0 |
|
| 4646 |
4646
Sweeney & Michel
Chico,
California
| $3.39億 | +$4130万 | +14% | 4.01% | – | 146 | 9.59% | 2 |
|
| 4647 |
4647
Omnia Family Wealth
Aventura,
Florida
| $3.39億 | +$3066万 | +10% | 3.81% | 87.5% | 111 | 17.12% | 3.9 |
|
| 4648 |
LLWM
4648
Life Line Wealth Management
Beverly Hills,
California
| $3.39億 | +$1058万 | +3% | 3.9% | – | 38 | 2.63% | 1.3 |
|
| 4649 |
4649
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $3.38億 | -$707万 | -2% | 7.1% | 245% | 375 | 48.8% | 0.7 |
|
| 4650 |
4650
Manske Wealth Management
Houston,
Texas
| $3.38億 | +$1240万 | +4% | 3.09% | – | 217 | 7.83% | 0.8 |
|