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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Oxford Asset Management
Oxford,
United Kingdom
| $2.48億 | -$3520万 | -12% | 2.39% | – | 785 | 80% | 0.1 |
|
| 5477 |
5477
Intrepid Financial Planning Group
Carmel,
Indiana
| $2.48億 | -$1534万 | -6% | 3.29% | 100% | 131 | 11.45% | 2.5 |
|
| 5478 |
5478
American Capital Advisory
Ketchum,
Idaho
| $2.48億 | +$1685万 | +7% | 0.5% | 69% | 1,221 | 18.18% | 1.1 |
|
| 5479 |
5479
AXS Investments
Port Chester,
New York
| $2.48億 | -$4276万 | -15% | 4.84% | 107% | 205 | 12.2% | 1.9 |
|
| 5480 |
5480
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $2.48億 | +$91.6万 | +0.4% | 2.3% | 84.1% | 96 | 10.42% | 2.6 |
|
| 5481 |
5481
Capital Impact Advisors
Boston,
Massachusetts
| $2.47億 | -$10.3億 | -81% | 15% | – | 35 | 28.57% | 0.6 |
|
| 5482 |
5482
Evergreen Private Wealth
Greenwood Village,
Colorado
| $2.47億 | -$629万 | -2% | 0.54% | 80.2% | 95 | 13.68% | 2.1 |
|
| 5483 |
5483
NavPoint Financial
Prior Lake,
Minnesota
| $2.47億 | +$1333万 | +6% | 0.26% | 58.5% | 75 | 9.33% | 1.6 |
|
| 5484 |
5484
ANB Bank
Denver,
Colorado
| $2.47億 | -$480万 | -2% | 0.18% | – | 137 | 14.6% | 0.9 |
|
| 5485 |
5485
Peloton Wealth Strategists
Indianapolis,
Indiana
| $2.47億 | -$1081万 | -4% | 2.32% | 58.1% | 100 | 24% | 3.5 |
|
| 5486 |
BFM
5486
Blacksheep Fund Management
Co. Dublin,
Ireland
| $2.47億 | +$124万 | +0.5% | 15.7% | 78.7% | 8 | 0% | 1.3 |
|
| 5487 |
5487
Vivid Wealth Management
West Des Moines,
Iowa
| $2.47億 | -$1017万 | -4% | 0.14% | 107% | 73 | 21.92% | 1.4 |
|
| 5488 |
RC
5488
Resolute Capital
Greenville,
South Carolina
| $2.47億 | +$761万 | +3% | 1.1% | – | 62 | 14.52% | 0.2 |
|
| 5489 |
5489
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $2.47億 | +$1459万 | +6% | 1.57% | 58.7% | 55 | 12.73% | 5.2 |
|
| 5490 |
FA
5490
FF Advisors
Manhattan Beach,
California
| $2.47億 | +$2231万 | +10% | 1.67% | 59.7% | 122 | 19.67% | 1.6 |
|
| 5491 |
5491
Valued Wealth Advisors
Holladay,
Utah
| $2.47億 | +$1935万 | +9% | 2.46% | 62% | 771 | 19.2% | 1.6 |
|
| 5492 |
5492
Iridian Asset Management
Westport,
Connecticut
| $2.47億 | -$2492万 | -9% | 5.75% | 88.4% | 48 | 22.92% | 4.2 |
|
| 5493 |
5493
Matthews International Capital Management
San Francisco,
California
| $2.46億 | -$8293万 | -25% | 0.05% | 186% | 47 | 36.17% | 2.5 |
|
| 5494 |
5494
Unique Wealth Strategies
Burr Ridge,
Illinois
| $2.46億 | -$1029万 | -4% | 1.92% | 96.9% | 266 | 39.85% | 1 |
|
| 5495 |
5495
Verisail Partners
Chamblee,
Georgia
| $2.46億 | +$302万 | +1% | 0.11% | – | 26 | 15.38% | 1 |
|
| 5496 |
5496
Zeno Equity Partners
London,
United Kingdom
| $2.46億 | +$528万 | +2% | 4.28% | 28.3% | 16 | 50% | 1.1 |
|
| 5497 |
5497
Cordant Inc
Portland,
Oregon
| $2.46億 | +$786万 | +3% | 1.57% | 47% | 77 | 11.69% | 4 |
|
| 5498 |
5498
Flagship Private Wealth
Woburn,
Massachusetts
| $2.46億 | -$803万 | -3% | 2.87% | 70.2% | 118 | 12.71% | 3.2 |
|
| 5499 |
5499
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $2.46億 | +$537万 | +2% | 5.45% | 82.3% | 146 | 2.74% | 4.6 |
|
| 5500 |
5500
Pilgrim Partners Asia
Singapore
| $2.46億 | +$3703万 | +18% | 7.83% | – | 158 | 48.1% | 0.4 |
|