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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
Libra Wealth
Los Gatos,
California
| $1.55億 | +$1570万 | +11% | 5.09% | 58.2% | 50 | 28% | 0.4 |
|
| 4802 |
4802
Riverstone Advisors
New Braunfels,
Texas
| $1.55億 | -$396万 | -2% | 0.62% | 104% | 50 | 12% | 2.4 |
|
| 4803 |
4803
Portland Investment Counsel
Burlington,
Ontario, Canada
| $1.55億 | -$4332万 | -22% | 11.8% | 108% | 39 | 15.38% | 3.2 |
|
| 4804 |
4804
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $1.55億 | -$1636万 | -10% | 3.53% | – | 780 | 17.95% | 0.4 |
|
| 4805 |
CPA
4805
Capital Performance Advisors
Walnut Creek,
California
| $1.55億 | -$774万 | -5% | 5.02% | 77.1% | 50 | 10% | 0.7 |
|
| 4806 |
4806
Zullo Investment Group
Scranton,
Pennsylvania
| $1.55億 | -$511万 | -3% | 4.28% | 143% | 804 | 4.98% | 0.7 |
|
| 4807 |
PCMK
4807
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $1.55億 | -$1452万 | -9% | 4.11% | 87.5% | 62 | 11.29% | 5.4 |
|
| 4808 |
DA
4808
DCF Advisers
Greenwich,
Connecticut
| $1.55億 | -$1315万 | -8% | 1.9% | 379% | 97 | 46.39% | 1.3 |
|
| 4809 |
4809
Wick Capital Partners
Wayne,
Pennsylvania
| $1.55億 | +$1148万 | +8% | 5.73% | 60% | 56 | 23.21% | 0.5 |
|
| 4810 |
4810
Half Sky Capital (UK)
London,
United Kingdom
| $1.55億 | -$818万 | -5% | 5.1% | 13% | 10 | 30% | 1 |
|
| 4811 |
4811
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $1.55億 | -$1392万 | -8% | 6.06% | 13.1% | 91 | 10.99% | 2.9 |
|
| 4812 |
4812
MQS Management
New York
| $1.54億 | +$850万 | +6% | 8.82% | 4.55% | 629 | 78.86% | 0.1 |
|
| 4813 |
4813
Access Financial Services
Minneapolis,
Minnesota
| $1.54億 | -$2033万 | -12% | 5.91% | 51.1% | 100 | 14% | 3 |
|
| 4814 |
GA
4814
Gagnon Advisors
New York
| $1.54億 | -$1068万 | -6% | 2.06% | 214% | 34 | 8.82% | 4 |
|
| 4815 |
4815
Tiemann Investment Advisors
Menlo Park,
California
| $1.54億 | -$3307万 | -18% | 4.62% | 77% | 203 | 13.3% | 5.8 |
|
| 4816 |
4816
Boothe Investment Group
Dover,
Delaware
| $1.54億 | +$3579万 | +30% | 5.46% | 75.6% | 43 | 23.26% | 1.4 |
|
| 4817 |
4817
Voce Capital Management
San Francisco,
California
| $1.54億 | -$4601万 | -23% | 7.14% | 69.2% | 11 | 9.09% | 3 |
|
| 4818 |
OGF
4818
Orin Green Financial
San Diego,
California
| $1.54億 | -$613万 | -4% | 6.04% | 59.1% | 66 | 4.55% | 1.5 |
|
| 4819 |
4819
AMJ Financial Wealth Management
Leesburg,
Virginia
| $1.54億 | +$3541万 | +30% | 2.39% | 167% | 64 | 39.06% | 1.2 |
|
| 4820 |
4820
360 Financial
Wayzata,
Minnesota
| $1.54億 | -$1245万 | -8% | 4.43% | 86.1% | 95 | 26.32% | 1.7 |
|
| 4821 |
SC
4821
Siena Capital
Cincinnati,
Ohio
| $1.53億 | -$1162万 | -7% | 7.2% | – | 279 | 22.22% | 0.6 |
|
| 4822 |
4822
Fusion Capital
Mt. Pleasant,
South Carolina
| $1.53億 | -$864万 | -5% | 4.89% | 108% | 76 | 15.79% | 2 |
|
| 4823 |
4823
SWMG LLC
Fort Worth,
Texas
| $1.53億 | – | – | 5.73% | 68.7% | 71 | – | 1.1 |
|
| 4824 |
4824
Stone Asset Management
Austin,
Texas
| $1.53億 | -$574万 | -4% | 5.84% | – | 48 | 14.58% | 0.7 |
|
| 4825 |
4825
William Marsh Rice University
Houston,
Texas
| $1.53億 | +$2024万 | +15% | 20.3% | 1.81% | 8 | 12.5% | 1.5 |
|