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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Forum Private Client Group
Fishers,
Indiana
| $2.3億 | +$578万 | +3% | 0.27% | 47.9% | 78 | 6.41% | 1.1 |
|
| 5127 |
5127
Cambridge Financial Group
Columbus,
Ohio
| $2.3億 | -$1185万 | -5% | 0.62% | – | 36 | 16.67% | 4.7 |
|
| 5128 |
5128
Jacobsen Capital Management
Salt Lake City,
Utah
| $2.3億 | -$472万 | -2% | 1.6% | 97.3% | 104 | 12.5% | 2.4 |
|
| 5129 |
5129
Selective Wealth Management
Forest,
Virginia
| $2.3億 | -$1646万 | -7% | 2.89% | 74.4% | 109 | 8.26% | 3.1 |
|
| 5130 |
BIMC
5130
Benson Investment Management Company
Roanoke,
Virginia
| $2.3億 | -$1103万 | -5% | 3.2% | 99.8% | 60 | 43.33% | 1.7 |
|
| 5131 |
5131
Sonata Capital Group
Seattle,
Washington
| $2.3億 | -$1180万 | -5% | 3.53% | 66.5% | 114 | 4.39% | 5.6 |
|
| 5132 |
5132
Forge First Asset Management
Toronto, Ontario,
Canada
| $2.3億 | -$4876万 | -18% | 4.75% | 112% | 52 | 65.38% | 0.7 |
|
| 5133 |
5133
McCarthy & Cox
Marysville,
Ohio
| $2.3億 | -$5850万 | -20% | 2.01% | – | 68 | 17.65% | 0.8 |
|
| 5134 |
CCM
5134
Cutter Capital Management
New York
| $2.3億 | -$1439万 | -6% | 2.37% | – | 31 | 64.52% | 0.3 |
|
| 5135 |
5135
Dover Advisors
Richmond,
Virginia
| $2.3億 | +$5516万 | +32% | 0.21% | 65% | 167 | 25.75% | 1.2 |
|
| 5136 |
BC
5136
Bayforest Capital
London,
United Kingdom
| $2.3億 | +$1.5億 | +188% | 3.75% | – | 926 | 50.54% | 0.2 |
|
| 5137 |
5137
Dean Capital Management
Overland Park,
Kansas
| $2.3億 | -$534万 | -2% | 1.38% | 89.7% | 138 | 5.8% | 1.3 |
|
| 5138 |
5138
Fluent Financial
Dallas,
Texas
| $2.3億 | +$350万 | +2% | 1.23% | 46.9% | 77 | 42.86% | 1.6 |
|
| 5139 |
5139
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $2.29億 | -$107万 | -0.5% | 0.34% | 68.8% | 125 | 4.8% | 2.6 |
|
| 5140 |
5140
Elevation Capital Advisory
Bend,
Oregon
| $2.29億 | -$409万 | -2% | 1.09% | – | 80 | 63.75% | 0.4 |
|
| 5141 |
SLA
5141
Silver Lake Advisory
Cottonwood Heights,
Utah
| $2.29億 | +$181万 | +0.8% | 2.26% | 76.7% | 101 | 6.93% | 4.2 |
|
| 5142 |
5142
Left Brain Wealth Management
Naperville,
Illinois
| $2.29億 | -$3562万 | -13% | 4.61% | 376% | 106 | 28.3% | 1.2 |
|
| 5143 |
5143
HF Advisory Group
Annapolis,
Maryland
| $2.29億 | +$1129万 | +5% | 1.77% | 73.2% | 162 | 3.09% | 1.9 |
|
| 5144 |
LA
5144
LFL Advisers
Evanston,
Illinois
| $2.29億 | -$2816万 | -11% | 3.61% | 73.9% | 9 | 11.11% | 7 |
|
| 5145 |
5145
Sweeney & Michel
Chico,
California
| $2.29億 | – | – | 0.61% | – | 119 | – | 1.7 |
|
| 5146 |
5146
Monte Financial Group
Guilford,
Connecticut
| $2.28億 | -$511万 | -2% | 0.16% | 66.7% | 90 | 15.56% | 3.7 |
|
| 5147 |
5147
Ruggaard & Associates
Hudson,
Ohio
| $2.28億 | +$26.7万 | +0.1% | 1.76% | 47.6% | 117 | 7.69% | 1.6 |
|
| 5148 |
5148
Wayfinding Financial
Lynnwood,
Washington
| $2.28億 | +$4118万 | +22% | 1.53% | 81.9% | 742 | 81.67% | 0.1 |
|
| 5149 |
5149
Tanglewood Legacy Advisors
Houston,
Texas
| $2.28億 | -$574万 | -2% | 2.92% | 69.1% | 312 | 10.26% | 1.8 |
|
| 5150 |
5150
GPM Growth Investors
Bloomfield Hills,
Michigan
| $2.28億 | -$853万 | -4% | 3.79% | – | 46 | 10.87% | 3.1 |
|