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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| $8058万 | -$2474万 | -23% | 19.9% | 82.2% | 50 | 24% | 0.3 |
|
| 5077 |
5077
MU Investments Company
Tokyo,
Japan
| $8043万 | -$1411万 | -15% | 20.1% | 40.4% | 24 | 8.33% | 4.2 |
|
| 5078 |
5078
Newfound Research
Wellesley Hills,
Massachusetts
| $8037万 | -$962万 | -11% | 18.8% | 54.6% | 223 | 87% | 1.4 |
|
| 5079 |
5079
Almitas Capital
Santa Monica,
California
| $8016万 | +$3498万 | +77% | 20.8% | 86.1% | 65 | 58.46% | 0.6 |
|
| 5080 |
5080
Tieton Capital Management
Yakima,
Washington
| $7996万 | +$1778万 | +29% | 31.5% | 155% | 29 | 6.9% | 3.6 |
|
| 5081 |
5081
Menard Financial Group
Houston,
Texas
| $7995万 | +$4963万 | +164% | 13.4% | 141% | 120 | 90.83% | 0 |
|
| 5082 |
5082
Acuitas Investments
Seattle,
Washington
| $7976万 | – | – | 45.9% | 120% | 38 | – | 0 |
|
| 5083 |
5083
Indie Asset Partners
Carmel,
Indiana
| $7971万 | -$46.5万 | -0.6% | 20.7% | 119% | 105 | 36.19% | 0.3 |
|
| 5084 |
PIG
5084
Pantheon Investment Group
Sierra Madre,
California
| $7968万 | +$1295万 | +19% | 20.9% | – | 67 | 28.36% | 0.4 |
|
| 5085 |
5085
JNE Partners
London,
United Kingdom
| $7960万 | -$1659万 | -17% | 9.25% | 100% | 6 | 50% | 0.3 |
|
| 5086 |
AIS
5086
AlphaOne Investment Services
West Chester,
Pennsylvania
| $7954万 | +$2026万 | +34% | 49.1% | 77.1% | 85 | 35.29% | 1.2 |
|
| 5087 |
CCA
5087
Covey Capital Advisors
Atlanta,
Georgia
| $7952万 | +$2055万 | +35% | 42.3% | 118% | 30 | 16.67% | 2.6 |
|
| 5088 |
5088
swisspartners Advisors
Zurich,
Switzerland
| $7928万 | +$820万 | +12% | 22.3% | 75.9% | 18 | 5.56% | 0.4 |
|
| 5089 |
5089
Moulton Wealth Management
Spokane,
Washington
| $7921万 | +$1810万 | +30% | 2.81% | 47.8% | 14 | 14.29% | 0.4 |
|
| 5090 |
5090
MKD Wealth Coaches
Troy,
Michigan
| $7920万 | +$467万 | +6% | 15.7% | – | 39 | 28.21% | 1.1 |
|
| 5091 |
5091
Affinity Wealth Management
Wilmington,
Delaware
| $7916万 | -$8772万 | -53% | 47% | 116% | 69 | 56.52% | 1.7 |
|
| 5092 |
GIM
5092
Greenwich Investment Management
Norwalk,
Connecticut
| $7914万 | -$169万 | -2% | 19% | – | 62 | 11.29% | 2.7 |
|
| 5093 |
5093
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $7905万 | +$7716万 | +4,078% | 30% | 31% | 276 | 96.38% | 0 |
|
| 5094 |
5094
Savior LLC
Wellesley Hills,
Massachusetts
| $7904万 | -$623万 | -7% | 25.2% | 82.8% | 896 | 10.94% | 0.5 |
|
| 5095 |
RCA
5095
Reitz Capital Advisors
Freeland,
Michigan
| $7875万 | +$189万 | +2% | 16.4% | 11% | 126 | 72.22% | 0.3 |
|
| 5096 |
5096
Trustco Bank (New York)
Albany,
New York
| $7870万 | +$806万 | +11% | 15.8% | 131% | 65 | 9.23% | 4.1 |
|
| 5097 |
MCM
5097
Magnolia Capital Management
Cold Spring,
New York
| $7857万 | +$1157万 | +17% | 21.1% | 85.9% | 47 | 8.51% | 0.5 |
|
| 5098 |
5098
SWS Partners
Columbus,
Ohio
| $7853万 | -$6136万 | -44% | 31.2% | 127% | 120 | 45.83% | 1.4 |
|
| 5099 |
PCC
5099
Park Circle Company
Baltimore,
Maryland
| $7848万 | -$400万 | -5% | 12.9% | 70.5% | 88 | 26.14% | 2.3 |
|
| 5100 |
HFAS
5100
Hummer Financial Advisory Services
Chicago,
Illinois
| $7828万 | +$1200万 | +18% | 22.6% | 71.8% | 96 | 22.92% | 0.4 |
|