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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Motive Wealth Advisors
Birmingham,
Michigan
| $1.46億 | -$2014万 | -12% | 6.31% | 73.4% | 88 | 22.73% | 0.6 |
|
| 5602 |
5602
Goodwin Investment Advisory
Woodstock,
Georgia
| $1.46億 | +$1221万 | +9% | 5.54% | 60.8% | 239 | 37.24% | 0.6 |
|
| 5603 |
SFMG
5603
Sage Financial Management Group
Mclean,
Virginia
| $1.46億 | -$419万 | -3% | 5.67% | 51.6% | 31 | 6.45% | 0.4 |
|
| 5604 |
EGVF
5604
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| $1.46億 | -$822万 | -5% | 5% | – | 5 | 20% | 1.3 |
|
| 5605 |
5605
Costello Asset Management
Feasterville,
Pennsylvania
| $1.46億 | -$1795万 | -11% | 1.64% | 81.5% | 269 | 20.07% | 1.5 |
|
| 5606 |
5606
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $1.46億 | -$1503万 | -9% | 9.87% | 7.8% | 291 | 25.43% | 0.5 |
|
| 5607 |
5607
Anabranch Capital Management
Stamford,
Connecticut
| $1.46億 | -$3082万 | -17% | 16.3% | 139% | 7 | 0% | 1 |
|
| 5608 |
FP
5608
Factorial Partners
Mt. Kisco,
New York
| $1.46億 | -$558万 | -4% | 5.14% | 88.7% | 100 | 17% | 2.2 |
|
| 5609 |
5609
Financial Guidance Group
Palm Harbor,
Florida
| $1.45億 | – | – | 4.01% | 58.7% | 41 | – | 0 |
|
| 5610 |
5610
Strategic Value Bank Partners
Cleveland,
Ohio
| $1.45億 | +$3490万 | +32% | 1.16% | 80.8% | 22 | 36.36% | 0.2 |
|
| 5611 |
5611
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $1.45億 | -$1232万 | -8% | 3.42% | 58.8% | 184 | 8.15% | 2.4 |
|
| 5612 |
5612
Rizvi Traverse Management
West Palm Beach,
Florida
| $1.45億 | -$2.43億 | -63% | 49.6% | – | 2 | 0% | 0.5 |
|
| 5613 |
CCP
5613
Cunning Capital Partners
Morrisville,
North Carolina
| $1.45億 | -$3849万 | -21% | 5.44% | 268% | 49 | 71.43% | 0.5 |
|
| 5614 |
5614
Altus Wealth Management
Ft Mitchell,
Kentucky
| $1.45億 | -$2267万 | -13% | 6.12% | 73% | 39 | 10.26% | 1.6 |
|
| 5615 |
ORC
5615
O'Rourke & Company
Boston,
Massachusetts
| $1.45億 | -$483万 | -3% | 4.36% | 71.9% | 127 | 10.24% | 0.2 |
|
| 5616 |
5616
Freedman Financial Associates
Peabody,
Massachusetts
| $1.45億 | -$129万 | -0.9% | 5.42% | – | 517 | 12.96% | 1.1 |
|
| 5617 |
5617
Bluegrass Capital Partners
Palm Beach,
Florida
| $1.45億 | +$951万 | +7% | 10.4% | 60.1% | 15 | 26.67% | 0.9 |
|
| 5618 |
5618
Roubaix Capital
Denver,
Colorado
| $1.45億 | -$1893万 | -12% | 11.3% | 159% | 61 | 62.3% | 0.5 |
|
| 5619 |
5619
Helen Stephens Group
Fort Worth,
Texas
| $1.45億 | +$2030万 | +16% | 3.5% | 53.4% | 65 | 20% | 0.2 |
|
| 5620 |
5620
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $1.45億 | -$492万 | -3% | 4.78% | 56.7% | 268 | 18.28% | 0.9 |
|
| 5621 |
5621
swisspartners Advisors
Zurich,
Switzerland
| $1.45億 | +$497万 | +4% | 6.05% | 75.9% | 33 | 24.24% | 1.5 |
|
| 5622 |
5622
Boothe Investment Group
Dover,
Delaware
| $1.45億 | -$4217万 | -23% | 7.65% | 75.6% | 38 | 23.68% | 1.8 |
|
| 5623 |
5623
Wealth Management Resources
Smithfield,
Rhode Island
| $1.45億 | -$1058万 | -7% | 3.78% | 37.7% | 50 | 18% | 0.2 |
|
| 5624 |
5624
DRH Investments
Thousand Oaks,
California
| $1.45億 | +$707万 | +5% | 5.72% | 81.2% | 18 | 50% | 0.9 |
|
| 5625 |
5625
Operose Advisors
Milwaukee,
Wisconsin
| $1.45億 | +$2180万 | +18% | 4.05% | 68.8% | 344 | 18.9% | 0.2 |
|