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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
Peloton Wealth Strategists
Indianapolis,
Indiana
| $2.54億 | +$501万 | +2% | 4.63% | 58.1% | 96 | 10.42% | 3.8 |
|
| 5302 |
5302
Register Financial Advisors
Atlanta,
Georgia
| $2.54億 | +$2522万 | +11% | 12% | 130% | 359 | 12.53% | 1.9 |
|
| 5303 |
5303
Owen LaRue
Elizabethtown,
Kentucky
| $2.54億 | +$1900万 | +8% | 10.6% | 126% | 130 | 30% | 1.2 |
|
| 5304 |
5304
AYAL Capital Advisors
Toronto,
Ontario, Canada
| $2.54億 | -$1.65億 | -39% | 14.6% | – | 69 | 63.77% | 0.5 |
|
| 5305 |
5305
Texas Capital Bancshares
Dallas,
Texas
| $2.54億 | -$2237万 | -8% | 9.11% | 175% | 420 | 81.43% | 0.8 |
|
| 5306 |
5306
Iridian Asset Management
Westport,
Connecticut
| $2.54億 | -$3465万 | -12% | 8.69% | 88.4% | 46 | 15.22% | 4.1 |
|
| 5307 |
5307
HealthInvest Partners
Stockholm,
Sweden
| $2.54億 | +$2038万 | +9% | 13.5% | – | 39 | 7.69% | 1.8 |
|
| 5308 |
5308
Intrepid Capital Management
Jacksonville Beach,
Florida
| $2.54億 | +$774万 | +3% | 7.48% | 70.2% | 118 | 13.56% | 2.3 |
|
| 5309 |
5309
Stone Run Capital
New York
| $2.54億 | +$374万 | +1% | 7.09% | 77.8% | 73 | 9.59% | 6.9 |
|
| 5310 |
5310
Firethorn Wealth Partners
Augusta,
Georgia
| $2.54億 | +$2318万 | +10% | 7.8% | 75.1% | 194 | 13.92% | 2.2 |
|
| 5311 |
5311
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $2.54億 | +$3572万 | +16% | 6.29% | 83% | 187 | 22.46% | 1.8 |
|
| 5312 |
HCM
5312
Hall Capital Management
Barrington,
Rhode Island
| $2.54億 | +$1689万 | +7% | 6.45% | – | 98 | 4.08% | 6.4 |
|
| 5313 |
WA
5313
Wealthstar Advisors
Plano,
Texas
| $2.54億 | -$1211万 | -5% | 9.79% | – | 152 | 17.11% | 0.9 |
|
| 5314 |
5314
Eos Management LP
New York
| $2.54億 | +$2255万 | +10% | 13.1% | 149% | 45 | 20% | 3 |
|
| 5315 |
5315
Findell Capital Management
New York
| $2.53億 | +$4802万 | +23% | 50.7% | – | 20 | 65% | 0.6 |
|
| 5316 |
5316
Beta Wealth Group
San Diego,
California
| $2.53億 | -$1970万 | -7% | 5.73% | 45.4% | 132 | 32.58% | 1.9 |
|
| 5317 |
5317
Waypoint Wealth Counsel
Atlanta,
Georgia
| $2.53億 | +$5146万 | +26% | 9.36% | 111% | 297 | 45.12% | 0.9 |
|
| 5318 |
5318
GKV Capital Management
Walnut Creek,
California
| $2.53億 | +$2711万 | +12% | 13.3% | – | 90 | 8.89% | 0.7 |
|
| 5319 |
5319
Gallacher Capital Management
Lone Tree,
Colorado
| $2.53億 | +$3681万 | +17% | 5.03% | 82.8% | 359 | 39.28% | 1.3 |
|
| 5320 |
5320
Burns Matteson Capital Management
Corning,
New York
| $2.53億 | +$4589万 | +22% | 14% | 137% | 244 | 43.03% | 1.5 |
|
| 5321 |
5321
Everpar Advisors
Tulsa,
Oklahoma
| $2.53億 | +$3283万 | +15% | 8.56% | – | 290 | 13.1% | 1.3 |
|
| 5322 |
KHCM
5322
Kirtland Hills Capital Management
Bratenahl,
Ohio
| $2.53億 | +$3581万 | +17% | 8.2% | – | 159 | 10.06% | 1.1 |
|
| 5323 |
5323
Azarias Capital Management
Berwyn,
Pennsylvania
| $2.52億 | +$3249万 | +15% | 22.6% | 58.2% | 25 | 8% | 2.3 |
|
| 5324 |
5324
TAGStone Capital
Charlotte,
North Carolina
| $2.52億 | +$1003万 | +4% | 6.12% | 62% | 120 | 8.33% | 2.3 |
|
| 5325 |
5325
Crux Wealth Advisors
Long Beach,
California
| $2.52億 | +$1747万 | +7% | 6.18% | – | 172 | 6.4% | 0.7 |
|