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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
P. Schoenfeld Asset Management (PSAM)
New York
| $2.83億 | -$2.51億 | -47% | 11.3% | 367% | 56 | 51.79% | 0.5 |
|
| 5177 |
5177
Stelac Advisory Services
New York
| $2.83億 | -$649万 | -2% | 6.12% | 97.5% | 123 | 18.7% | 4.1 |
|
| 5178 |
SC
5178
Sawyer & Company
Boston,
Massachusetts
| $2.83億 | +$1782万 | +7% | 3.91% | 111% | 207 | 10.14% | 4.1 |
|
| 5179 |
5179
Sittner & Nelson
Eugene,
Oregon
| $2.83億 | +$743万 | +3% | 3.97% | 88.1% | 545 | 13.76% | 3.3 |
|
| 5180 |
5180
RJA Asset Management
Stamford,
Connecticut
| $2.83億 | +$1987万 | +8% | 7.87% | 80.2% | 3 | 0% | 2.6 |
|
| 5181 |
SIM
5181
Synergy Investment Management
Altamonte Springs,
Florida
| $2.83億 | +$2069万 | +8% | 2.08% | – | 138 | 13.04% | 0.7 |
|
| 5182 |
5182
Elevation Wealth Partners
Santa Rosa,
California
| $2.82億 | +$470万 | +2% | 2.7% | 69.9% | 1,042 | 24.66% | 1.1 |
|
| 5183 |
5183
Curio Wealth
Annapolis,
Maryland
| $2.82億 | +$3853万 | +16% | 1.35% | – | 495 | 48.08% | 0.5 |
|
| 5184 |
5184
Denver Wealth Management
Denver,
Colorado
| $2.82億 | +$1077万 | +4% | 2.08% | 64.4% | 96 | 9.38% | 2.7 |
|
| 5185 |
5185
Brick & Kyle Associates
Newtown,
Pennsylvania
| $2.82億 | +$1118万 | +4% | 3.75% | 116% | 62 | 8.06% | 5.2 |
|
| 5186 |
5186
Carlson Capital
Dallas,
Texas
| $2.82億 | +$1114万 | +4% | 16.6% | 57.7% | 100 | 67% | 0.3 |
|
| 5187 |
GDS
5187
Gimbel Daniel Scott
| $2.82億 | -$5267万 | -16% | 15.7% | 57.1% | 2 | 0% | 5 |
|
| 5188 |
5188
Samalin Investment Counsel
Chappaqua,
New York
| $2.82億 | -$866万 | -3% | 1.42% | 68.3% | 344 | 13.95% | 3 |
|
| 5189 |
TIM
5189
Timelo Investment Management
Aurora,
Ontario, Canada
| $2.82億 | +$1513万 | +6% | 5.87% | 104% | 59 | 54.24% | 0.3 |
|
| 5190 |
LAM
5190
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $2.82億 | -$2473万 | -8% | 1.79% | 124% | 53 | 1.89% | 3.6 |
|
| 5191 |
5191
Sagewood Asset Management
New York
| $2.82億 | – | – | 3.15% | – | 264 | – | 0 |
|
| 5192 |
5192
Northstar Advisory Group
Northfield,
New Jersey
| $2.82億 | +$3651万 | +15% | 3.74% | 141% | 131 | 30.53% | 1.8 |
|
| 5193 |
5193
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $2.82億 | +$344万 | +1% | 3.78% | 82% | 99 | 16.16% | 3.2 |
|
| 5194 |
CIA
5194
Corigliano Investment Advisers
Raleigh,
North Carolina
| $2.81億 | -$2862万 | -9% | 0.89% | – | 63 | 65.08% | 0.3 |
|
| 5195 |
5195
Advisor Resource Council
Dallas,
Texas
| $2.81億 | +$2.07億 | +280% | 3.78% | 84.8% | 234 | 83.33% | 0.3 |
|
| 5196 |
5196
David Kennon
Sarasota,
Florida
| $2.81億 | +$352万 | +1% | 1.73% | 52.4% | 38 | 5.26% | 2.5 |
|
| 5197 |
5197
B&I Capital
Zurich,
Switzerland
| $2.81億 | -$768万 | -3% | 0.84% | 30.5% | 32 | 31.25% | 2.4 |
|
| 5198 |
5198
Acasta Partners UK
London,
| $2.81億 | – | – | 1.2% | – | 19 | – | 0 |
|
| 5199 |
5199
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $2.81億 | -$6,702 | -0% | 1.12% | 60.2% | 71 | 16.9% | 3.2 |
|
| 5200 |
5200
Geneva Partners
Lake Geneva,
Wisconsin
| $2.81億 | +$719万 | +3% | 10.3% | 417% | 83 | 34.94% | 2.4 |
|