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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
NERM
4901
New England Research & Management
Chicago,
Illinois
| $1.93億 | -$1402万 | -7% | 2.57% | 65% | 208 | 39.9% | 3 |
|
| 4902 |
4902
Snow Phipps Group
New York
| $1.93億 | -$3580万 | -16% | 15% | 58% | 2 | 0% | 2 |
|
| 4903 |
4903
TriaGen Wealth Management
Calabasas,
California
| $1.93億 | -$979万 | -5% | 3.36% | 132% | 215 | 40% | 0.8 |
|
| 4904 |
4904
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $1.93億 | -$470万 | -2% | 3.3% | 13.1% | 91 | 8.79% | 2.5 |
|
| 4905 |
SVG
4905
Sun Valley Gold
Sun Valley,
Idaho
| $1.93億 | -$2040万 | -10% | 9.6% | 160% | 13 | 30.77% | 2.7 |
|
| 4906 |
4906
Zullo Investment Group
Scranton,
Pennsylvania
| $1.93億 | -$178万 | -0.9% | 3.24% | 143% | 856 | 9.46% | 0.2 |
|
| 4907 |
4907
Wealth Management Solutions
Exton,
Pennsylvania
| $1.92億 | -$199万 | -1% | 4.68% | – | 131 | 21.37% | 0.2 |
|
| 4908 |
4908
Firsthand Capital Management
San Jose,
California
| $1.92億 | -$7024万 | -27% | 10.9% | 265% | 54 | 18.52% | 3 |
|
| 4909 |
4909
X-Square Capital
Guaynabo,
Puerto Rico
| $1.92億 | -$659万 | -3% | 7.44% | 158% | 166 | 15.06% | 1.7 |
|
| 4910 |
4910
Compass Advisory Group
Melville,
New York
| $1.92億 | +$749万 | +4% | 3.89% | 49.2% | 66 | 12.12% | 0.9 |
|
| 4911 |
4911
Heron Financial Group
New York
| $1.92億 | +$654万 | +4% | 3.53% | 47.5% | 159 | 10.69% | 1.8 |
|
| 4912 |
4912
Carmel Capital Management
Carmel,
California
| $1.92億 | -$1163万 | -6% | 8% | 247% | 39 | 7.69% | 0.2 |
|
| 4913 |
4913
Stagwell Group
Miami Beach,
Florida
| $1.92億 | -$3790万 | -16% | 16.5% | 8.47% | 1 | 0% | 0.3 |
|
| 4914 |
4914
Genesee Capital Advisors
Auburn,
New York
| $1.92億 | -$1772万 | -8% | 2.64% | 107% | 134 | 36.57% | 0.4 |
|
| 4915 |
4915
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $1.92億 | -$1627万 | -8% | 4.24% | 82% | 81 | 27.16% | 2.2 |
|
| 4916 |
4916
Octahedron Capital Management
Burlingame,
California
| $1.92億 | -$7170万 | -27% | 21.4% | 234% | 38 | 28.95% | 0.2 |
|
| 4917 |
FNWM
4917
Financial Network Wealth Management
Draper,
Utah
| $1.92億 | -$575万 | -3% | 5.33% | – | 120 | 10.83% | 1.1 |
|
| 4918 |
LWMM
4918
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $1.92億 | -$380万 | -2% | 3.29% | 105% | 109 | 19.27% | 1.8 |
|
| 4919 |
4919
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $1.91億 | -$1090万 | -5% | 3.91% | 98.6% | 150 | 8% | 3.4 |
|
| 4920 |
HIS
4920
Horizon Investment Services
Hammond,
Indiana
| $1.91億 | -$2760万 | -13% | 3.99% | 250% | 140 | 35% | 2.5 |
|
| 4921 |
BM
4921
Bislett Management
Palo Alto,
California
| $1.91億 | -$1695万 | -8% | 4.51% | 19.8% | 15 | 6.67% | 6 |
|
| 4922 |
4922
New World Advisors
Hingham,
Massachusetts
| $1.91億 | -$2656万 | -12% | 16.9% | 84.1% | 78 | 29.49% | 0.9 |
|
| 4923 |
4923
Aspen Investment Management
Grand Rapids,
Michigan
| $1.91億 | -$1238万 | -6% | 2.53% | 92.6% | 153 | 15.03% | 5.2 |
|
| 4924 |
4924
Fusion Capital
Mt. Pleasant,
South Carolina
| $1.91億 | -$609万 | -3% | 3.79% | 108% | 88 | 10.23% | 1.6 |
|
| 4925 |
4925
Apexium Financial
Dallas,
Texas
| $1.91億 | -$320万 | -2% | 5.47% | 89.6% | 98 | 3.06% | 1.7 |
|