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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
CWM
4976
Capital Wealth Management
W. Warwick,
Rhode Island
| $9924万 | +$536万 | +6% | 6.29% | 51.3% | 36 | 25% | 1.6 |
|
| 4977 |
JCA
4977
Jade Capital Advisors
Essex Fells,
New Jersey
| $9914万 | -$262万 | -3% | 12.3% | 28.9% | 88 | 59.09% | 0.3 |
|
| 4978 |
4978
Security National Bank of So Dak
Sioux City,
Iowa
| $9902万 | +$1138万 | +13% | 11.4% | 67.7% | 83 | 9.64% | 4.3 |
|
| 4979 |
NICM
4979
Neo Ivy Capital Management
New York
| $9883万 | +$1162万 | +13% | 4.59% | – | 672 | 68.01% | 0.2 |
|
| 4980 |
4980
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $9875万 | +$741万 | +8% | 5.17% | 68.6% | 30 | 3.33% | 0.6 |
|
| 4981 |
NED
4981
Nancy E. Dempze
| $9854万 | +$900万 | +10% | 8.6% | 94.5% | 66 | 6.06% | 3.6 |
|
| 4982 |
4982
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $9840万 | +$1027万 | +12% | 10.8% | 85.6% | 97 | 7.22% | 4.1 |
|
| 4983 |
4983
&Partners
Nashville,
Tennessee
| $9836万 | +$1558万 | +19% | 8.77% | 78.4% | 147 | 23.13% | 1 |
|
| 4984 |
4984
Wilshire Advisors
Santa Monica,
California
| $9834万 | +$321万 | +3% | 3.61% | 129% | 25 | 8% | 3.5 |
|
| 4985 |
4985
Daily Journal Corp
Los Angeles,
California
| $9826万 | -$263万 | -3% | 2.38% | 109% | 4 | 0% | 6.8 |
|
| 4986 |
4986
Matrix Private Capital Group
New York
| $9824万 | +$758万 | +8% | 6.99% | 62.5% | 174 | 9.77% | 0.7 |
|
| 4987 |
4987
Centerstone Investors
New York
| $9798万 | -$547万 | -5% | 3.84% | 73.7% | 25 | 12% | 1.5 |
|
| 4988 |
4988
Palmer Knight Company
Jacksonville,
Florida
| $9796万 | -$3062万 | -24% | 10.7% | 90.5% | 27 | 14.81% | 1.4 |
|
| 4989 |
4989
VERITY Wealth Advisors
Sausalito,
United States
| $9794万 | +$436万 | +5% | 6.03% | 68.4% | 51 | 7.84% | 1.5 |
|
| 4990 |
FP
4990
Factorial Partners
Mt. Kisco,
New York
| $9788万 | +$660万 | +7% | 7.67% | 88.7% | 104 | 16.35% | 1.6 |
|
| 4991 |
AMAL
4991
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $9779万 | +$2195万 | +29% | 14.3% | 125% | 20 | 20% | 4.1 |
|
| 4992 |
TMC
4992
Trellus Management Company
Delray Beach,
Florida
| $9761万 | +$526万 | +6% | 21.7% | 268% | 74 | 48.65% | 1.6 |
|
| 4993 |
4993
Key Financial Inc
West Chester,
Pennsylvania
| $9750万 | +$1028万 | +12% | 7.75% | 64.1% | 115 | 17.39% | 0.6 |
|
| 4994 |
4994
Washington Capital Management
Seattle,
Washington
| $9747万 | +$758万 | +8% | 8.24% | 81.8% | 105 | 22.86% | 2.3 |
|
| 4995 |
4995
Boardman Bay Capital Management
New York
| $9740万 | -$2505万 | -20% | 7.95% | 145% | 86 | 56.98% | 0.8 |
|
| 4996 |
4996
Bank of Marin
Novato,
California
| $9738万 | +$976万 | +11% | 11% | 94.6% | 118 | 10.17% | 0.6 |
|
| 4997 |
4997
Dean Capital Management
Overland Park,
Kansas
| $9708万 | +$1141万 | +13% | 2.96% | 89.7% | 147 | 25.85% | 0.8 |
|
| 4998 |
4998
Islay Capital Management
Lubbock,
Texas
| $9708万 | +$1110万 | +13% | 5.22% | 72% | 332 | 40.36% | 0.5 |
|
| 4999 |
4999
Heronetta Management
New York
| $9698万 | -$891万 | -8% | 6.36% | 55.4% | 25 | 4% | 4.6 |
|
| 5000 |
5000
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| $9692万 | +$1634万 | +20% | 10.7% | 82.2% | 55 | 25.45% | 0.5 |
|