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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
RFMS
5401
RWQ Financial Management Services
Naples,
Florida
| $1.26億 | -$97.6万 | -0.8% | 9.32% | 446% | 41 | 31.71% | 0.2 |
|
| 5402 |
AWM
5402
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $1.26億 | -$673万 | -5% | 8.4% | 73.1% | 163 | 10.43% | 1 |
|
| 5403 |
5403
Round Rock Advisors
Wilton,
Connecticut
| $1.26億 | +$1661万 | +15% | 6.87% | 94.6% | 69 | 23.19% | 0.2 |
|
| 5404 |
5404
Chicago Wealth Management
Chicago,
Illinois
| $1.26億 | +$1775万 | +16% | 7.93% | 134% | 43 | 44.19% | 0.5 |
|
| 5405 |
5405
Greenspring Associates
Owings Mills,
Maryland
| $1.26億 | +$4870万 | +63% | 0.66% | – | 13 | 84.62% | 0.4 |
|
| 5406 |
KLC
5406
Knowledge Leaders Capital
Denver,
Colorado
| $1.26億 | +$1062万 | +9% | 9.31% | 51.6% | 141 | 41.84% | 0.6 |
|
| 5407 |
5407
HealthInvest Partners
Stockholm,
Sweden
| $1.26億 | -$2544万 | -17% | 3.77% | 146% | 20 | 40% | 1.1 |
|
| 5408 |
5408
Franklin Street Capital Partners
New York
| $1.26億 | +$2211万 | +21% | 7.4% | – | 56 | 71.43% | 0.3 |
|
| 5409 |
5409
SVB Investment Services
Salt Lake City,
Utah
| $1.26億 | -$326万 | -3% | 4.27% | – | 63 | 42.86% | 1.2 |
|
| 5410 |
5410
HighMark Wealth Management
St. Paul,
Minnesota
| $1.25億 | +$903万 | +8% | 6.81% | 110% | 526 | 21.86% | 0.9 |
|
| 5411 |
GWA
5411
GGM Wealth Advisors
Baltimore,
Maryland
| $1.25億 | +$2395万 | +24% | 4.96% | 25.9% | 87 | 20.69% | 0.2 |
|
| 5412 |
SA
5412
Sunesis Advisors
Overland Park,
Kansas
| $1.25億 | +$152万 | +1% | 2.38% | – | 32 | 3.13% | 2.3 |
|
| 5413 |
OFG
5413
OTA Financial Group
Purchase,
New York
| $1.25億 | -$2606万 | -17% | 29.8% | 320% | 98 | 79.59% | 0.1 |
|
| 5414 |
5414
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $1.25億 | +$988万 | +9% | 7.4% | 56.7% | 204 | 11.27% | 0.2 |
|
| 5415 |
5415
CNO Financial Group
Carmel,
Indiana
| $1.25億 | +$1352万 | +12% | 0.68% | – | 12 | 8.33% | 1.3 |
|
| 5416 |
5416
St. Clair Advisors
Mayfield Hts,
Ohio
| $1.25億 | +$1909万 | +18% | 7.66% | 77.5% | 46 | 17.39% | 0.2 |
|
| 5417 |
WEO
5417
William E. Oberndorf
| $1.25億 | -$9844万 | -44% | 10.6% | 57.6% | 8 | 12.5% | 1.4 |
|
| 5418 |
5418
Texas Capital Bancshares
Dallas,
Texas
| $1.24億 | +$4971万 | +67% | 7.74% | 175% | 76 | 40.79% | 1.6 |
|
| 5419 |
5419
Renasant Bank
Tupelo,
Mississippi
| $1.24億 | +$224万 | +2% | 6.44% | 72.3% | 204 | 20.59% | 0.2 |
|
| 5420 |
5420
Yorktown Energy Partners VIII
New York
| $1.24億 | +$4094万 | +49% | 71% | 15.2% | 2 | 0% | 4.5 |
|
| 5421 |
5421
Summit Place Financial Advisors
Summit,
New Jersey
| $1.24億 | +$890万 | +8% | 5.92% | 111% | 103 | 19.42% | 0.6 |
|
| 5422 |
5422
Rain Capital Management
Lake Oswego,
Oregon
| $1.24億 | -$392万 | -3% | 1.12% | 18.2% | 51 | 31.37% | 2.3 |
|
| 5423 |
OCP
5423
OCO Capital Partners
New York
| $1.24億 | +$1018万 | +9% | 12.2% | 679% | 6 | 50% | 0.9 |
|
| 5424 |
5424
Solitude Financial Services
Charlottesville,
Virginia
| $1.24億 | +$1024万 | +9% | 6.75% | 62.4% | 43 | 9.3% | 0.2 |
|
| 5425 |
5425
Alhambra Investment Management
Palmetto Bay,
Florida
| $1.24億 | +$3024万 | +32% | 4.41% | 67.7% | 150 | 23.33% | 0.8 |
|