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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
Beddow Capital Management
Jackson,
Wyoming
| $2.43億 | -$72.7万 | -0.3% | 2.85% | 50.7% | 60 | 5% | 5.4 |
|
| 5077 |
HRC
5077
Hoertkorn Richard Charles
| $2.43億 | +$1139万 | +5% | 11.3% | 182% | 82 | 1.22% | 7.7 |
|
| 5078 |
PWM
5078
Prosperity Wealth Management
San Ramon,
California
| $2.43億 | -$708万 | -3% | 9.01% | 175% | 254 | 40.55% | 0.8 |
|
| 5079 |
IP
5079
Investment Partners
New Philadelphia,
Ohio
| $2.43億 | +$267万 | +1% | 0.43% | 83.2% | 155 | 10.97% | 5.6 |
|
| 5080 |
5080
Commonwealth Retirement Investments
Richmond,
Virginia
| $2.43億 | +$434万 | +2% | 1.56% | 96.7% | 102 | 13.73% | 1.3 |
|
| 5081 |
5081
Nordwand Advisors
Radnor,
Pennsylvania
| $2.43億 | -$1.31億 | -35% | 0.95% | 103% | 147 | 22.45% | 1.3 |
|
| 5082 |
5082
Texas Bank & Trust
Longview,
Texas
| $2.43億 | – | – | 0.79% | – | 176 | – | 0 |
|
| 5083 |
5083
SoundView Advisors
Olympia,
Washington
| $2.43億 | – | – | 0.54% | – | 33 | – | 0 |
|
| 5084 |
5084
INCA Investments
Miami,
Florida
| $2.43億 | +$825万 | +4% | 10.8% | 120% | 11 | 18.18% | 4.8 |
|
| 5085 |
5085
OneAscent Wealth Management
Birmingham,
Alabama
| $2.43億 | -$2091万 | -8% | 1.07% | 54.1% | 196 | 28.06% | 0.9 |
|
| 5086 |
5086
California First Leasing Corp
Newport Beach,
California
| $2.43億 | +$1263万 | +5% | 10.5% | 352% | 46 | 8.7% | 2 |
|
| 5087 |
GBI
5087
GP Brinson Investments
Chicago,
Illinois
| $2.42億 | -$199万 | -0.8% | 0.38% | 51.2% | 16 | 0% | 3.2 |
|
| 5088 |
5088
G&S Capital
Denver,
Colorado
| $2.42億 | +$378万 | +2% | 0.67% | 85.6% | 135 | 23.7% | 2.7 |
|
| 5089 |
MP
5089
Mediatel Partners
Fort Worth,
Texas
| $2.42億 | -$2344万 | -9% | 8.57% | 11.6% | 3 | 0% | 8.5 |
|
| 5090 |
5090
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $2.42億 | +$947万 | +4% | 0.83% | 58.8% | 247 | 12.96% | 3.1 |
|
| 5091 |
5091
Cambridge Financial Group
Columbus,
Ohio
| $2.42億 | – | – | 2.94% | – | 33 | – | 4.8 |
|
| 5092 |
5092
Paradoxiom Capital
Stamford,
Connecticut
| $2.42億 | – | – | 9.52% | – | 33 | – | 0 |
|
| 5093 |
5093
Farringdon Capital
London,
United Kingdom
| $2.42億 | – | – | 3.22% | – | 417 | – | 0 |
|
| 5094 |
5094
Omnia Family Wealth
Aventura,
Florida
| $2.42億 | +$861万 | +4% | 1.37% | 87.5% | 85 | 14.12% | 4.3 |
|
| 5095 |
5095
Tealwood Asset Management
Minneapolis,
Minnesota
| $2.42億 | +$1329万 | +6% | 1.04% | 128% | 144 | 15.28% | 2.8 |
|
| 5096 |
5096
Sonata Capital Group
Seattle,
Washington
| $2.42億 | +$489万 | +2% | 1.44% | 66.5% | 115 | 5.22% | 5.4 |
|
| 5097 |
5097
Triata Capital
Hong Kong
| $2.41億 | – | – | 5.41% | – | 12 | – | 0 |
|
| 5098 |
5098
Spider Management Company
Richmond,
Virginia
| $2.41億 | +$3632万 | +18% | 1.76% | 70.7% | 5 | 20% | 0.9 |
|
| 5099 |
BOC
5099
Barbara Oil Co
Chicago,
Illinois
| $2.41億 | -$352万 | -1% | 0.44% | 84.2% | 77 | 3.9% | 8.2 |
|
| 5100 |
5100
Bank OZK
Little Rock,
Arkansas
| $2.41億 | -$94.1万 | -0.4% | 0.83% | 112% | 153 | 6.54% | 5.9 |
|