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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6226 |
6226
Symphony Financial Services
Akron,
Ohio
| $2.23億 | +$2783万 | +14% | 13.2% | – | 110 | 14.55% | 1.4 |
|
| 6227 |
6227
Tudor Financial
Dayton,
Ohio
| $2.22億 | +$2689万 | +14% | 13.4% | – | 156 | 13.46% | 1.3 |
|
| 6228 |
6228
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $2.22億 | +$2373万 | +12% | 10.2% | 72.3% | 106 | 14.15% | 2.5 |
|
| 6229 |
6229
Ategra Capital Management
Vienna,
Virginia
| $2.22億 | +$2106万 | +10% | 13.2% | 114% | 28 | 17.86% | 2.3 |
|
| 6230 |
6230
Mirabaud Asset Management (France)
Paris,
France
| $2.22億 | +$2649万 | +14% | 0% | – | 28 | 0% | 0.1 |
|
| 6231 |
6231
Whalen Wealth Management
Las Vegas,
Nevada
| $2.22億 | +$3558万 | +19% | 22% | 90.2% | 225 | 36% | 0.7 |
|
| 6232 |
6232
BankPlus Wealth Management
Jackson,
Mississippi
| $2.22億 | +$2867万 | +15% | 12.4% | – | 129 | 11.63% | 1.1 |
|
| 6233 |
6233
Mendel Capital Management
Little Rock,
Arkansas
| $2.22億 | +$2334万 | +12% | 15.1% | – | 102 | 7.84% | 3.3 |
|
| 6234 |
6234
Coign Capital Advisors
Draper,
Utah
| $2.22億 | +$3185万 | +17% | 11.1% | – | 97 | 26.8% | 1.1 |
|
| 6235 |
CE
6235
Cornerstone Enterprises
Appleton,
Wisconsin
| $2.22億 | +$2105万 | +10% | 18.2% | 85.7% | 43 | 20.93% | 1.3 |
|
| 6236 |
6236
PTM Wealth Management
North Wales,
United States
| $2.22億 | +$3339万 | +18% | 16.2% | – | 63 | 11.11% | 1 |
|
| 6237 |
6237
17 Capital Partners
Pheonix,
Arizona
| $2.22億 | +$2776万 | +14% | 17.5% | – | 184 | 10.87% | 2.2 |
|
| 6238 |
6238
Sylvest Advisors
Dallas,
Texas
| $2.22億 | +$3378万 | +18% | 12.2% | – | 83 | 21.69% | 1.1 |
|
| 6239 |
LCM
6239
Lionhunter Capital Management
New York
| $2.22億 | – | – | 13.5% | – | 109 | – | 0 |
|
| 6240 |
HCA
6240
Hyperion Capital Advisors
New York
| $2.22億 | +$1406万 | +7% | 22.8% | 86.1% | 73 | 15.07% | 3.3 |
|
| 6241 |
6241
Ampersand Capital Group
Burlingame,
California
| $2.22億 | +$3893万 | +21% | 8.01% | – | 7 | 0% | 1.5 |
|
| 6242 |
6242
First Community Trust
Dubuque,
Iowa
| $2.21億 | +$8590万 | +63% | 28.3% | 128% | 370 | 12.97% | 3.2 |
|
| 6243 |
6243
Monolith Management
Hong Kong
| $2.21億 | -$1.11億 | -33% | 68.7% | 1,364% | 41 | 73.17% | 0.3 |
|
| 6244 |
6244
American Financial & Tax Strategies
New York
| $2.21億 | +$1559万 | +8% | 8.8% | 46.9% | 102 | 4.9% | 2.2 |
|
| 6245 |
6245
MWA Asset Management
Lexington,
Massachusetts
| $2.21億 | +$3868万 | +21% | 37.1% | 183% | 135 | 11.11% | 2.1 |
|
| 6246 |
WA1
6246
Wimmer Associates 1
Pasadena,
California
| $2.21億 | +$1656万 | +8% | 13.8% | 78.9% | 116 | 7.76% | 7.3 |
|
| 6247 |
6247
Estate Planners Group
Yardley,
Pennsylvania
| $2.21億 | +$1302万 | +6% | 11.1% | – | 86 | 33.72% | 0.4 |
|
| 6248 |
6248
Ausbil Investment Management
Sydney,
Australia
| $2.21億 | +$2002万 | +10% | 8.53% | 115% | 77 | 33.77% | 1.3 |
|
| 6249 |
6249
Ryan Investment Management
Basalt,
Colorado
| $2.21億 | +$4308万 | +24% | 12% | – | 33 | 48.48% | 0.5 |
|
| 6250 |
6250
Ameraudi Asset Management
New York
| $2.21億 | +$3684万 | +20% | 8.88% | 51.5% | 49 | 22.45% | 3.3 |
|