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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Davidson Capital Management
Corpus Christi,
Texas
| $1.46億 | -$5829万 | -29% | 8.94% | 79.4% | 160 | 51.25% | 0.9 |
|
| 5302 |
5302
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $1.46億 | +$1666万 | +13% | 12.7% | 65.5% | 369 | 13.01% | 3.6 |
|
| 5303 |
5303
Continental General Insurance Company
Austin,
Texas
| $1.46億 | – | – | 22.7% | 188% | 8 | – | 0 |
|
| 5304 |
5304
Accretive Wealth Partners
Parsippany,
New Jersey
| $1.46億 | +$1422万 | +11% | 8.8% | 64.4% | 113 | 11.5% | 1.6 |
|
| 5305 |
5305
Alaethes Wealth
Glenbrook,
Nevada
| $1.46億 | +$947万 | +7% | 9.44% | 96.4% | 110 | 16.36% | 1.3 |
|
| 5306 |
5306
Saiph Capital
Wyckoff,
New Jersey
| $1.45億 | +$1725万 | +13% | 3.76% | 52.4% | 43 | 23.26% | 0.8 |
|
| 5307 |
5307
Cora Capital Advisors
Marlton,
New Jersey
| $1.45億 | – | – | 8.91% | 80.3% | 77 | – | 0 |
|
| 5308 |
5308
Birch Capital Management
Dallas,
Texas
| $1.45億 | +$1281万 | +10% | 9.65% | 62% | 110 | 6.36% | 2.2 |
|
| 5309 |
5309
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $1.45億 | -$611万 | -4% | 9.42% | 83.9% | 126 | 9.52% | 0.9 |
|
| 5310 |
5310
Shira Ridge Wealth Management
Larkspur,
California
| $1.45億 | – | – | 7.26% | 72.8% | 58 | – | 0 |
|
| 5311 |
5311
Highland Peak Capital
Old Greenwich,
Connecticut
| $1.45億 | – | – | 12.3% | 260% | 21 | – | 0 |
|
| 5312 |
5312
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| $1.45億 | -$1154万 | -7% | 3.58% | 281% | 47 | 27.66% | 0.9 |
|
| 5313 |
5313
Yorktown Energy Partners XI
New York
| $1.45億 | +$1699万 | +13% | 17.7% | 105% | 4 | 25% | 2.2 |
|
| 5314 |
5314
Treynor Bancshares
Treynor,
Iowa
| $1.45億 | +$1161万 | +9% | 6.24% | 3.35% | 74 | 4.05% | 1 |
|
| 5315 |
5315
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $1.45億 | +$1337万 | +10% | 10.1% | 63.8% | 103 | 9.71% | 2.4 |
|
| 5316 |
5316
Kercheville Advisors
San Antonio,
Texas
| $1.45億 | +$4707万 | +48% | 9.74% | 261% | 99 | 31.31% | 1.4 |
|
| 5317 |
5317
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $1.45億 | +$1066万 | +8% | 12.1% | 112% | 157 | 11.46% | 7.2 |
|
| 5318 |
5318
Leeward Financial Partners
Bellevue,
Washington
| $1.45億 | +$528万 | +4% | 6.58% | 97.9% | 72 | 20.83% | 0.8 |
|
| 5319 |
5319
Aurora Investment Counsel
Atlanta,
Georgia
| $1.45億 | +$1299万 | +10% | 13% | 31.7% | 126 | 21.43% | 1.2 |
|
| 5320 |
5320
Forum Private Client Group
Fishers,
Indiana
| $1.45億 | +$1099万 | +8% | 6.54% | 47.9% | 68 | 7.35% | 0.7 |
|
| 5321 |
5321
Van Leeuwen & Company
Princeton,
New Jersey
| $1.45億 | +$1911万 | +15% | 11.3% | 75.4% | 68 | 23.53% | 1.9 |
|
| 5322 |
5322
Quaero Capital
Geneve,
Switzerland
| $1.45億 | +$1689万 | +13% | 5.85% | 62.4% | 98 | 27.55% | 0.8 |
|
| 5323 |
5323
FOCUS Wealth Advisors
Houston,
Texas
| $1.45億 | +$344万 | +2% | 4.81% | 68.7% | 49 | 6.12% | 1.2 |
|
| 5324 |
5324
Carmel Capital Partners
San Diego,
California
| $1.45億 | +$4109万 | +40% | 8.66% | 65.9% | 135 | 17.78% | 0.7 |
|
| 5325 |
5325
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $1.45億 | +$470万 | +3% | 7.41% | 75.2% | 18 | 27.78% | 1.5 |
|