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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
Yoder Wealth Management
Walnut Creek,
California
| $1.78億 | -$336万 | -2% | 3.25% | 69.3% | 112 | 5.36% | 1.6 |
|
| 5927 |
5927
Resolute Capital Asset Partners
Denver,
Colorado
| $1.78億 | -$823万 | -4% | 4.46% | 657% | 56 | 69.64% | 0.5 |
|
| 5928 |
5928
MSD Capital
New York
| $1.78億 | -$556万 | -3% | 2.76% | 11.5% | 3 | 0% | 4.3 |
|
| 5929 |
5929
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $1.78億 | +$650万 | +4% | 1.98% | 45.1% | 38 | 10.53% | 6.4 |
|
| 5930 |
II
5930
Ironclad Investments
Maitland,
Florida
| $1.78億 | +$665万 | +4% | 4.58% | 78.4% | 3 | 0% | 1.3 |
|
| 5931 |
5931
BOCHK Asset Management
Hong Kong
| $1.78億 | -$1.49億 | -46% | 2.38% | 503% | 77 | 53.25% | 0.6 |
|
| 5932 |
5932
Brooks Moore & Associates
Chattanooga,
Tennessee
| $1.77億 | +$818万 | +5% | 1.83% | 72.3% | 105 | 11.43% | 4.1 |
|
| 5933 |
5933
Strategic Planning Inc
Columbus,
Ohio
| $1.77億 | – | – | 2.4% | – | 57 | – | 0 |
|
| 5934 |
5934
Brookmont Capital Management
Dallas,
Texas
| $1.77億 | -$986万 | -5% | 0.9% | 32.2% | 54 | 1.85% | 7.3 |
|
| 5935 |
5935
Carl Stuart Investment Advisor
Austin,
Texas
| $1.77億 | -$1022万 | -5% | 1.23% | 94.5% | 20 | 25% | 2.1 |
|
| 5936 |
5936
Summit Place Financial Advisors
Summit,
New Jersey
| $1.77億 | +$132万 | +0.8% | 0.25% | 111% | 94 | 6.38% | 3.1 |
|
| 5937 |
5937
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $1.77億 | -$2069万 | -10% | 3.92% | 68.6% | 56 | 17.86% | 2.6 |
|
| 5938 |
5938
Banyan Capital Management
Atlanta,
Georgia
| $1.77億 | +$1035万 | +6% | 3.13% | 44.4% | 16 | 0% | 4.5 |
|
| 5939 |
5939
Cairn Investment Group
Vancouver,
Washington
| $1.77億 | +$684万 | +4% | 3.28% | 67.4% | 73 | 16.44% | 3.5 |
|
| 5940 |
5940
Horizon Bancorp
Michigan City,
Indiana
| $1.77億 | -$3515万 | -17% | 1.06% | 35.3% | 198 | 10.1% | 3 |
|
| 5941 |
5941
Kapstone Financial Advisors
Lebanon,
Ohio
| $1.77億 | -$1065万 | -6% | 1.12% | 156% | 118 | 8.47% | 1.8 |
|
| 5942 |
5942
Haven Private
Orlando,
Florida
| $1.77億 | -$228万 | -1% | 2.31% | – | 153 | 24.84% | 0.2 |
|
| 5943 |
FCFC
5943
First Citizens Financial Corp
Mason City,
Iowa
| $1.77億 | -$742万 | -4% | 0.98% | 72.9% | 126 | 7.94% | 3.4 |
|
| 5944 |
5944
Security National Bank of So Dak
Sioux City,
Iowa
| $1.77億 | -$252万 | -1% | 1.51% | 67.7% | 117 | 11.97% | 5.5 |
|
| 5945 |
5945
International City Management Association Retirement Corp
Washington,
District of Columbia
| $1.77億 | +$1412万 | +9% | 2.22% | 48.1% | 6 | 16.67% | 1.4 |
|
| 5946 |
5946
Horizon Advisory Services
West Henrietta,
New York
| $1.77億 | +$201万 | +1% | 1.07% | – | 47 | 4.26% | 0.6 |
|
| 5947 |
5947
Worldly Partners Management
Needham,
Massachusetts
| $1.77億 | -$1447万 | -8% | 8.65% | 19.2% | 3 | 0% | 2.3 |
|
| 5948 |
5948
JW Asset Management
Miami Beach,
Florida
| $1.77億 | -$3375万 | -16% | 7.04% | 251% | 20 | 25% | 1.2 |
|
| 5949 |
5949
Brown Shipley & Co
London,
United Kingdom
| $1.77億 | -$2484万 | -12% | 6.97% | 125% | 65 | 3.08% | 1.8 |
|
| 5950 |
5950
Longaeva Partners
Chicago,
Illinois
| $1.77億 | – | – | 2.81% | – | 21 | – | 0 |
|