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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
BWIA
5201
Bryant Woods Investment Advisors
Getzville,
New York
| $2.72億 | +$1376万 | +5% | 1.65% | 74.4% | 60 | 21.67% | 2.6 |
|
| 5202 |
5202
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $2.72億 | -$982万 | -3% | 2.72% | 82% | 112 | 29.46% | 3 |
|
| 5203 |
5203
TritonPoint Partners
Chevy Chase,
Maryland
| $2.72億 | +$8434万 | +45% | 1.69% | – | 211 | 33.18% | 0.2 |
|
| 5204 |
5204
Siemens
Munich,
Germany
| $2.72億 | -$1.19億 | -30% | 30.4% | 33.1% | 1 | 0% | 3.5 |
|
| 5205 |
5205
Vertrix Wealth Management
Troy,
Michigan
| $2.72億 | – | – | 0.46% | – | 95 | – | 0 |
|
| 5206 |
CNBT
5206
Cornerstone National Bank & Trust
Palatine,
Illinois
| $2.71億 | +$2072万 | +8% | 0.08% | 38.5% | 238 | 28.57% | 2.1 |
|
| 5207 |
5207
Sonata Capital Group
Seattle,
Washington
| $2.71億 | -$577万 | -2% | 2.42% | 66.5% | 126 | 6.35% | 5.8 |
|
| 5208 |
5208
Foresite Capital Management V
Larkspur,
California
| $2.71億 | +$1.07億 | +65% | 69.2% | 401% | 10 | 40% | 1.8 |
|
| 5209 |
5209
Mullooly Asset Management
Wall Township,
New Jersey
| $2.71億 | -$240万 | -0.9% | 0.05% | – | 54 | 11.11% | 0.9 |
|
| 5210 |
5210
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $2.71億 | -$1277万 | -5% | 3.26% | 80.3% | 118 | 3.39% | 4 |
|
| 5211 |
5211
Mount Lucas Management
Newtown,
Pennsylvania
| $2.71億 | +$2077万 | +8% | 1.79% | 110% | 210 | 40% | 1.2 |
|
| 5212 |
5212
Prosperity Financial Group
San Ramon,
California
| $2.71億 | -$710万 | -3% | 1.69% | 121% | 205 | 19.51% | 1.7 |
|
| 5213 |
5213
Moerus Capital Management
New York
| $2.71億 | +$3885万 | +17% | 22.1% | 220% | 17 | 17.65% | 4.3 |
|
| 5214 |
5214
Ravenswood Partners
Mclean,
Virginia
| $2.71億 | -$2927万 | -10% | 10.1% | – | 37 | 13.51% | 0.5 |
|
| 5215 |
5215
Punch Card Management
Winter Park,
Florida
| $2.71億 | -$3024万 | -10% | 6.27% | 41% | 5 | 0% | 3.3 |
|
| 5216 |
5216
Register Financial Advisors
Atlanta,
Georgia
| $2.71億 | +$1372万 | +5% | 1.84% | 130% | 396 | 13.64% | 2 |
|
| 5217 |
5217
Axis Capital Holdings
Pembroke,
| $2.7億 | -$1449万 | -5% | 4.75% | 76% | 3 | 0% | 5.2 |
|
| 5218 |
5218
Veridan Wealth
West Linn,
Oregon
| $2.7億 | -$2724万 | -9% | 9.87% | – | 81 | 2.47% | 1.6 |
|
| 5219 |
5219
First Dallas Securities
Dallas,
Texas
| $2.7億 | +$156万 | +0.6% | 7.89% | 163% | 123 | 17.07% | 3.2 |
|
| 5220 |
5220
Hendley & Co
Zanesville,
Ohio
| $2.7億 | -$950万 | -3% | 3.04% | 64.9% | 50 | 20% | 5.9 |
|
| 5221 |
5221
Inlight Wealth Management
Atlanta,
Georgia
| $2.7億 | -$302万 | -1% | 3.67% | – | 235 | 78.72% | 1.1 |
|
| 5222 |
5222
American Financial Group
Cincinnati,
Ohio
| $2.7億 | -$611万 | -2% | 3.71% | 32.5% | 72 | 13.89% | 5.6 |
|
| 5223 |
5223
Searcy Financial Services
Overland Park,
Kansas
| $2.7億 | -$17.1万 | -0.1% | 1.56% | 60.2% | 29 | 20.69% | 3.1 |
|
| 5224 |
5224
Asset Allocation & Management Company
Chicago,
Illinois
| $2.7億 | +$1849万 | +7% | 1.32% | 58.5% | 100 | 12% | 2.5 |
|
| 5225 |
5225
AJ Advisors
Nashville,
Tennessee
| $2.7億 | -$130万 | -0.5% | 1.73% | 64.6% | 36 | 11.11% | 2.4 |
|