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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
Napa Wealth Management
Napa,
California
| $2.11億 | +$6316万 | +43% | 5.9% | – | 182 | 51.1% | 0.3 |
|
| 5302 |
HPFG
5302
Hart & Patterson Financial Group
Amherst,
Massachusetts
| $2.11億 | +$928万 | +5% | 5.37% | – | 73 | 8.22% | 0.7 |
|
| 5303 |
5303
Eads & Heald Wealth Management
Atlanta,
Georgia
| $2.11億 | +$409万 | +2% | 8.34% | 93.3% | 148 | 5.41% | 7.5 |
|
| 5304 |
5304
Towerpoint Wealth
Sacramento,
California
| $2.11億 | +$1068万 | +5% | 6.02% | 67.7% | 87 | 9.2% | 3.7 |
|
| 5305 |
5305
Greenfield Savings Bank
Greenfield,
Massachusetts
| $2.11億 | +$1643万 | +8% | 8.15% | 108% | 155 | 9.68% | 1.8 |
|
| 5306 |
5306
Strategic Equity Management
Tucson,
Arizona
| $2.11億 | +$5742万 | +37% | 5.74% | 74.9% | 55 | 20% | 1.1 |
|
| 5307 |
5307
Eaton-Cambridge
Phoenix,
Arizona
| $2.11億 | +$1540万 | +8% | 5.12% | – | 31 | 6.45% | 0.7 |
|
| 5308 |
5308
Ted Buchan & Co
San Diego,
California
| $2.11億 | +$2440万 | +13% | 5.56% | 65.2% | 90 | 11.11% | 1.2 |
|
| 5309 |
5309
Worldly Partners Management
Needham,
Massachusetts
| $2.1億 | +$2412万 | +13% | 15.5% | 19.2% | 3 | 0% | 1.8 |
|
| 5310 |
5310
Unison Asset Management
North Miami Beach,
Florida
| $2.1億 | +$1283万 | +6% | 6.55% | 81.4% | 35 | 8.57% | 2.6 |
|
| 5311 |
5311
Wolf Group Capital Advisors
Fairfax,
Virginia
| $2.1億 | -$4347万 | -17% | 7.2% | 28.2% | 142 | 38.03% | 3.7 |
|
| 5312 |
5312
Squire Investment Management Company
Orem,
Utah
| $2.1億 | +$3395万 | +19% | 6.61% | 62.4% | 62 | 11.29% | 0.6 |
|
| 5313 |
5313
Mill Road Capital Management
Greenwich,
Connecticut
| $2.1億 | +$2254万 | +12% | 6.76% | 85.1% | 24 | 12.5% | 3 |
|
| 5314 |
5314
Ayrshire Capital Management
Westport,
Connecticut
| $2.1億 | +$1397万 | +7% | 5.72% | 84.8% | 49 | 4.08% | 3.2 |
|
| 5315 |
5315
Bridge Advisory
Pasadena,
California
| $2.1億 | +$723万 | +4% | 5.51% | 6.7% | 101 | 5.94% | 2 |
|
| 5316 |
CL
5316
COWA LLC
Tulsa,
Oklahoma
| $2.1億 | +$2260万 | +12% | 7.35% | 67.7% | 139 | 17.27% | 2.3 |
|
| 5317 |
BAM
5317
Bosun Asset Management
Chicago,
Illinois
| $2.1億 | +$4068万 | +24% | 22% | 278% | 210 | 37.62% | 0.9 |
|
| 5318 |
5318
Winthrop Capital Management
Carmel,
Indiana
| $2.1億 | +$1008万 | +5% | 6.32% | 68.1% | 183 | 27.32% | 0.6 |
|
| 5319 |
5319
Stonebridge Financial Planning Group
Orlando,
Florida
| $2.1億 | +$1092万 | +5% | 5.06% | 72.4% | 160 | 5.63% | 2.7 |
|
| 5320 |
5320
Tejara Capital
London,
United Kingdom
| $2.1億 | -$6521万 | -24% | 4.3% | 7.93% | 78 | 41.03% | 0.9 |
|
| 5321 |
5321
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $2.1億 | +$1643万 | +8% | 6.16% | 83.9% | 108 | 6.48% | 2.1 |
|
| 5322 |
5322
Fir Tree Capital Management
New York
| $2.1億 | +$1962万 | +10% | 1.8% | 17.3% | 119 | 59.66% | 0.5 |
|
| 5323 |
5323
Pioneer Wealth Management Group
Austin,
Texas
| $2.1億 | +$2144万 | +11% | 6.31% | – | 42 | 4.76% | 1.4 |
|
| 5324 |
5324
BCK Partners
Corning,
New York
| $2.1億 | +$1614万 | +8% | 6.03% | 46% | 30 | 3.33% | 3 |
|
| 5325 |
5325
First Financial Corp
Terre Haute,
Indiana
| $2.1億 | +$1323万 | +7% | 8.36% | 95.3% | 471 | 7.64% | 5.5 |
|