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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Beech Hill Advisors
New York
| $2.09億 | -$518万 | -2% | 4.72% | 117% | 98 | 5.1% | 5.2 |
|
| 6102 |
6102
Soviero Asset Management
New York
| $2.09億 | +$1606万 | +8% | 15.4% | 676% | 91 | 59.34% | 0.3 |
|
| 6103 |
RFG
6103
RFP Financial Group
Atlanta,
Georgia
| $2.09億 | -$3669万 | -15% | 2.89% | 63.4% | 119 | 45.38% | 1.8 |
|
| 6104 |
6104
HRC Wealth Management
Moscow,
Idaho
| $2.09億 | +$371万 | +2% | 1.83% | 82.2% | 57 | 5.26% | 1.5 |
|
| 6105 |
6105
Midwest Capital Advisors
Grand Rapids,
Michigan
| $2.09億 | +$131万 | +0.6% | 1.72% | – | 228 | 23.25% | 0.9 |
|
| 6106 |
6106
Sound Stewardship
Overland Park,
Kansas
| $2.09億 | +$25.3万 | +0.1% | 2.81% | 45.9% | 69 | 13.04% | 2.2 |
|
| 6107 |
6107
Private Wealth Group
Tampa,
Florida
| $2.08億 | +$747万 | +4% | 1.35% | 52.9% | 71 | 11.27% | 3.2 |
|
| 6108 |
6108
Flatrock Wealth Partners
Newport Beach,
California
| $2.08億 | – | – | 4.08% | – | 167 | – | 0 |
|
| 6109 |
6109
Strategic Value Partners
Greenwich,
Connecticut
| $2.08億 | – | – | 7.91% | – | 1 | – | 0 |
|
| 6110 |
6110
Union Square Park Capital Management
New York
| $2.08億 | -$7309万 | -26% | 6.77% | 75.8% | 68 | 45.59% | 0.9 |
|
| 6111 |
ASBI
6111
American State Bank (Iowa)
Sioux Center,
Iowa
| $2.08億 | +$1172万 | +6% | 3.4% | 149% | 138 | 5.8% | 4.1 |
|
| 6112 |
IFS
6112
Intelligent Financial Strategies
Excelsior,
Minnesota
| $2.08億 | +$250万 | +1% | 1.78% | 63.5% | 75 | 6.67% | 3.3 |
|
| 6113 |
6113
Meritas Wealth Management
Larkspur,
California
| $2.08億 | +$600万 | +3% | 2.62% | 69.4% | 60 | 5% | 2.2 |
|
| 6114 |
6114
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $2.08億 | +$2105万 | +11% | 3.49% | 99.4% | 138 | 15.94% | 2.7 |
|
| 6115 |
6115
Pacific Sun Financial
Los Angeles,
California
| $2.08億 | +$70.5万 | +0.3% | 1.24% | 79.1% | 207 | 7.73% | 5 |
|
| 6116 |
6116
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| $2.08億 | -$4905万 | -19% | 1.41% | 144% | 25 | 52% | 0.8 |
|
| 6117 |
C
6117
Croban
Fremont,
Ohio
| $2.07億 | +$5743万 | +38% | 1.47% | – | 85 | 10.59% | 1.6 |
|
| 6118 |
BAM
6118
Bosun Asset Management
Chicago,
Illinois
| $2.07億 | +$1276万 | +7% | 5.04% | 309% | 82 | 17.07% | 2.5 |
|
| 6119 |
6119
Beacon Financial Planning
Hyannis,
Massachusetts
| $2.07億 | +$1422万 | +7% | 1.8% | 74.3% | 57 | 17.54% | 2 |
|
| 6120 |
6120
Cadence Wealth Management
Westborough,
Massachusetts
| $2.07億 | +$1622万 | +8% | 7.21% | 77.7% | 61 | 11.48% | 2.4 |
|
| 6121 |
6121
CWC Advisors
Lake Oswego,
Oregon
| $2.07億 | +$289万 | +1% | 3.21% | – | 154 | 7.79% | 1 |
|
| 6122 |
6122
Resolute Capital Asset Partners
Denver,
Colorado
| $2.07億 | +$1581万 | +8% | 20.3% | 657% | 71 | 69.01% | 0.4 |
|
| 6123 |
6123
LCM Capital Management
Chicago,
Illinois
| $2.07億 | -$156万 | -0.7% | 2.1% | 128% | 116 | 7.76% | 3.3 |
|
| 6124 |
6124
University of Chicago
Chicago,
Illinois
| $2.07億 | +$214万 | +1% | 2.3% | 73.4% | 12 | 8.33% | 1.5 |
|
| 6125 |
6125
Eads & Heald Wealth Management
Atlanta,
Georgia
| $2.07億 | -$275万 | -1% | 3.08% | 93.3% | 144 | 5.56% | 8.3 |
|