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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 |
4976
Barometer Capital Management
Toronto,
Ontario, Canada
| $2.93億 | -$1.22億 | -29% | 14.9% | 339% | 185 | 67.57% | 0.6 |
|
| 4977 |
4977
Consilium Wealth Advisory
Richardson,
Texas
| $2.93億 | +$2215万 | +8% | 0.37% | 126% | 109 | 20.18% | 2.5 |
|
| 4978 |
4978
Montgomery Investment Management
Rockville,
Maryland
| $2.93億 | +$1516万 | +5% | 9.16% | 105% | 104 | 8.65% | 6.9 |
|
| 4979 |
4979
Firetrail Investments
Sydney, NSW,
Australia
| $2.93億 | -$1206万 | -4% | 0.04% | 139% | 29 | 3.45% | 1.3 |
|
| 4980 |
4980
Roth Financial Partners
Kingwood,
Texas
| $2.93億 | -$1025万 | -3% | 0.65% | 61% | 33 | 9.09% | 3.9 |
|
| 4981 |
4981
Family Wealth Partners
Matthews,
North Carolina
| $2.93億 | +$1542万 | +6% | 0.48% | 58.5% | 112 | 24.11% | 1.1 |
|
| 4982 |
4982
Nixon Capital
Austin,
Texas
| $2.93億 | -$8622万 | -23% | 9.02% | 118% | 31 | 35.48% | 1.2 |
|
| 4983 |
4983
Sharper & Granite
El Segundo,
California
| $2.93億 | +$880万 | +3% | 0.11% | 51.1% | 108 | 1.85% | 2.7 |
|
| 4984 |
4984
Curio Wealth
Annapolis,
Maryland
| $2.93億 | +$1034万 | +4% | 0.13% | – | 1,298 | 67.03% | 0.3 |
|
| 4985 |
4985
Walker Financial Services
Bowling Green,
Kentucky
| $2.92億 | +$1637万 | +6% | 0.51% | 20.8% | 44 | 9.09% | 2 |
|
| 4986 |
4986
Pennington Partners & Co
Bethesda,
Maryland
| $2.92億 | +$4238万 | +17% | 3.55% | – | 116 | 18.1% | 0.8 |
|
| 4987 |
4987
Nicollet Investment Management
Minneapolis,
Minnesota
| $2.92億 | -$2401万 | -8% | 3.51% | 104% | 77 | 5.19% | 5 |
|
| 4988 |
4988
Burkett Financial Services
Rock Hill,
South Carolina
| $2.92億 | -$122万 | -0.4% | 0.27% | 63.6% | 257 | 8.95% | 1.6 |
|
| 4989 |
4989
Kirkwood Financial Services
San Antonio,
Texas
| $2.92億 | +$613万 | +2% | 4.2% | – | 43 | 23.26% | 0.9 |
|
| 4990 |
4990
Francisco Partners Management
San Francisco,
California
| $2.92億 | -$1.69億 | -37% | 35.7% | 14.3% | 3 | 0% | 5.1 |
|
| 4991 |
LFC
4991
LCC Family Corp
Toronto,
| $2.92億 | -$1.88億 | -39% | 31.8% | – | 1 | 0% | 0.8 |
|
| 4992 |
4992
Warner Financial
Bethesda,
Maryland
| $2.92億 | +$353万 | +1% | 1.38% | 69.2% | 136 | 3.68% | 2.9 |
|
| 4993 |
4993
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $2.92億 | +$1.44億 | +97% | 12.1% | 34.1% | 7 | 28.57% | 3.5 |
|
| 4994 |
4994
Bishop & Co Investment Management
Erie,
Pennsylvania
| $2.92億 | -$1039万 | -3% | 1.59% | 53.7% | 29 | 13.79% | 6.7 |
|
| 4995 |
4995
Members Advisory Group
Williamsville,
New York
| $2.92億 | +$2625万 | +10% | 0.39% | 74.9% | 45 | 51.11% | 1.1 |
|
| 4996 |
4996
Canopy Partners
Cincinnati,
Ohio
| $2.91億 | -$1548万 | -5% | 1.37% | 108% | 265 | 12.08% | 1.7 |
|
| 4997 |
CIM
4997
Capital Investment Management
Lees Summit,
Missouri
| $2.91億 | +$523万 | +2% | 0.95% | – | 132 | 14.39% | 0.2 |
|
| 4998 |
4998
Wilkerson Advisory Group
Columbia,
Missouri
| $2.91億 | +$706万 | +2% | 0.64% | – | 654 | 17.13% | 0.2 |
|
| 4999 |
4999
Denver PWM
Denver,
Colorado
| $2.91億 | -$851万 | -3% | 0.06% | 48.6% | 92 | 22.83% | 2.8 |
|
| 5000 |
5000
Kings Path Partners
Sugar Land,
Texas
| $2.91億 | +$546万 | +2% | 1.5% | – | 306 | 8.5% | 1.4 |
|