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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
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $1.96億 | +$4299万 | +28% | 9.87% | 65.5% | 456 | 22.37% | 3.7 |
|
| 5077 |
5077
Carmel Capital Partners
San Diego,
California
| $1.96億 | -$2700万 | -12% | 11.6% | 65.9% | 762 | 80.71% | 1.2 |
|
| 5078 |
5078
Rye Brook Capital
Greenwich,
Connecticut
| $1.96億 | +$5519万 | +39% | 10.4% | 77.2% | 32 | 18.75% | 1.3 |
|
| 5079 |
5079
Palumbo Wealth Management
Great Neck,
New York
| $1.96億 | +$1386万 | +8% | 9.68% | 115% | 135 | 22.96% | 1.8 |
|
| 5080 |
5080
One Degree Advisors
San Diego,
California
| $1.96億 | – | – | 8.83% | 54.1% | 54 | – | 0 |
|
| 5081 |
5081
St. Johns Investment Management
Jacksonville,
Florida
| $1.96億 | +$2030万 | +12% | 11.5% | 91.9% | 201 | 6.47% | 5.5 |
|
| 5082 |
5082
Guinness Atkinson Asset Management
Pasadena,
California
| $1.95億 | +$1571万 | +9% | 12.7% | 148% | 105 | 0.95% | 5.3 |
|
| 5083 |
BIMC
5083
Benson Investment Management Company
Roanoke,
Virginia
| $1.95億 | +$1735万 | +10% | 12.3% | 99.8% | 55 | 38.18% | 1.9 |
|
| 5084 |
5084
Centennial Wealth Advisory
Traverse City,
Michigan
| $1.95億 | +$942万 | +5% | 8.71% | 63% | 155 | 25.81% | 1.4 |
|
| 5085 |
5085
Unio Capital
Princeton,
New Jersey
| $1.95億 | +$1076万 | +6% | 14.3% | 97.8% | 41 | 7.32% | 3.9 |
|
| 5086 |
SCA
5086
Sander Capital Advisors
Seattle,
Washington
| $1.95億 | +$2297万 | +13% | 16.3% | 113% | 17 | 11.76% | 3.2 |
|
| 5087 |
5087
Davis Rea
Toronto,
Ontario, Canada
| $1.95億 | +$1095万 | +6% | 14.4% | 66.9% | 41 | 14.63% | 6.2 |
|
| 5088 |
5088
MBE Wealth Management
Tomah,
Wisconsin
| $1.95億 | +$2117万 | +12% | 10.5% | 66.5% | 98 | 18.37% | 2 |
|
| 5089 |
5089
Fusion Capital
Mt. Pleasant,
South Carolina
| $1.95億 | +$1773万 | +10% | 10.8% | 108% | 76 | 10.53% | 2.9 |
|
| 5090 |
5090
Roth Financial Partners
Kingwood,
Texas
| $1.95億 | +$3547万 | +22% | 10.2% | 61% | 28 | 10.71% | 2.2 |
|
| 5091 |
5091
Pinnacle Financial Group
Western Springs,
Illinois
| $1.95億 | +$2721万 | +16% | 10.1% | 59.1% | 63 | 9.52% | 1.7 |
|
| 5092 |
5092
Sandy Cove Advisors
Hingham,
Massachusetts
| $1.95億 | +$2257万 | +13% | 10.6% | 78% | 129 | 17.05% | 1.3 |
|
| 5093 |
5093
TFB Advisors
Overland Park,
Kansas
| $1.95億 | +$1.13億 | +137% | 9.78% | 85% | 203 | 65.02% | 0.3 |
|
| 5094 |
5094
Bennett Selby Investments
Falmouth,
Maine
| $1.95億 | +$2381万 | +14% | 12.8% | 82.1% | 62 | 11.29% | 2.2 |
|
| 5095 |
5095
Zullo Investment Group
Scranton,
Pennsylvania
| $1.95億 | +$2450万 | +14% | 12.8% | 143% | 153 | 11.11% | 1.7 |
|
| 5096 |
5096
Omnia Family Wealth
Aventura,
Florida
| $1.95億 | +$3378万 | +21% | 10.4% | 80.6% | 72 | 20.83% | 4.5 |
|
| 5097 |
5097
Dodds Wealth
Greenwood Village,
Colorado
| $1.95億 | – | – | 8.5% | 35.4% | 55 | – | 0 |
|
| 5098 |
5098
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $1.95億 | +$2775万 | +17% | 10.6% | 70.3% | 131 | 9.16% | 3.9 |
|
| 5099 |
5099
NewGen Asset Management
Toronto,
Ontario, Canada
| $1.95億 | +$5434万 | +39% | 5.96% | 402% | 35 | 65.71% | 0.4 |
|
| 5100 |
5100
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $1.95億 | +$8718万 | +81% | 19.6% | 61.4% | 5 | 40% | 1.4 |
|