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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Sowa Financial Group
Lincoln,
Rhode Island
| $1.42億 | -$660万 | -4% | 2.46% | 100% | 242 | 71.9% | 1.2 |
|
| 5177 |
5177
Lederer & Associates Investment Counsel
Long Beach,
California
| $1.42億 | +$1155万 | +9% | 3.95% | 92.7% | 157 | 46.5% | 1.9 |
|
| 5178 |
SAM
5178
Stenahm Asset Management
Guernsey
| $1.42億 | +$2296万 | +19% | 20.5% | – | 29 | 31.03% | 0.2 |
|
| 5179 |
5179
Disruptive Technology Advisers
Austin,
Texas
| $1.42億 | -$8.24億 | -85% | 8.21% | – | 2 | 50% | 0.1 |
|
| 5180 |
5180
Seneca House Advisors
Richmond,
Virginia
| $1.42億 | +$390万 | +3% | 5.44% | 58.2% | 82 | 10.98% | 2.4 |
|
| 5181 |
5181
Eastover Investment Advisors
Charlotte,
North Carolina
| $1.42億 | -$282万 | -2% | 5.5% | 105% | 55 | 18.18% | 0.9 |
|
| 5182 |
5182
Brown Miller Wealth Management
Mclean,
Virginia
| $1.41億 | +$828万 | +6% | 4.52% | 121% | 122 | 18.85% | 0.2 |
|
| 5183 |
5183
Garrett Wealth Advisory Group
Weatherford,
Texas
| $1.41億 | +$838万 | +6% | 5.06% | 74.6% | 52 | 13.46% | 1.5 |
|
| 5184 |
5184
Cooper/Haims Advisors
Victor,
New York
| $1.41億 | +$1090万 | +8% | 5.38% | 58.8% | 83 | 22.89% | 1.7 |
|
| 5185 |
SM
5185
Saya Management
New York
| $1.41億 | -$3014万 | -18% | 8.67% | 34.8% | 18 | 55.56% | 0.5 |
|
| 5186 |
5186
HPS Investment Partners
New York
| $1.41億 | +$3338万 | +31% | 40.3% | 55.9% | 8 | 62.5% | 0.6 |
|
| 5187 |
5187
Oakwell Private Wealth Management
Austin,
Texas
| $1.41億 | +$1399万 | +11% | 6.08% | 68.2% | 65 | 12.31% | 0.2 |
|
| 5188 |
5188
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $1.41億 | +$2388万 | +20% | 7.46% | 62.6% | 152 | 12.5% | 2.9 |
|
| 5189 |
5189
Annandale Capital
Dallas,
Texas
| $1.41億 | +$2142万 | +18% | 9.24% | 57.2% | 74 | 29.73% | 0.2 |
|
| 5190 |
5190
Altus Wealth Management
Ft Mitchell,
Kentucky
| $1.41億 | +$1204万 | +9% | 5.02% | 73% | 37 | 18.92% | 0.9 |
|
| 5191 |
5191
Guardian Investment Management
Tiburon,
California
| $1.41億 | +$898万 | +7% | 9.94% | 103% | 59 | 11.86% | 4.3 |
|
| 5192 |
5192
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $1.41億 | +$234万 | +2% | 7.8% | 82% | 92 | 6.52% | 4.3 |
|
| 5193 |
5193
Vigilare Wealth Management
Scottsdale,
Arizona
| $1.41億 | +$3524万 | +33% | 5.75% | 59.5% | 216 | 40.28% | 0.6 |
|
| 5194 |
5194
Prosperity Planning
Kansas City,
Missouri
| $1.41億 | +$2276万 | +19% | 8.33% | 43.5% | 89 | 3.37% | 0.2 |
|
| 5195 |
5195
BNC Wealth Management
Beaverton,
Oregon
| $1.41億 | -$1754万 | -11% | 3.14% | 204% | 107 | 38.32% | 0.4 |
|
| 5196 |
GCM
5196
Granby Capital Management
Miami Beach,
Florida
| $1.41億 | +$2762万 | +24% | 6.42% | 50% | 30 | 40% | 0.2 |
|
| 5197 |
5197
Fortis Advisors
Wayne,
Pennsylvania
| $1.41億 | +$2730万 | +24% | 5.69% | 74.4% | 270 | 41.48% | 1.6 |
|
| 5198 |
5198
Abacus Wealth Partners
Santa Monica,
California
| $1.41億 | +$2588万 | +23% | 9.06% | 49.5% | 117 | 26.5% | 0.2 |
|
| 5199 |
5199
Founders Capital Management (Texas)
Houston,
Texas
| $1.4億 | -$91.3万 | -0.6% | 5.43% | 131% | 308 | 12.99% | 3.2 |
|
| 5200 |
ECM
5200
EMC Capital Management
Houston,
Texas
| $1.4億 | +$925万 | +7% | 7.81% | – | 123 | 27.64% | 0.2 |
|