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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Sterling Manor Financial
Saratoga Springs,
New York
| $1.33億 | +$1504万 | +13% | 7.21% | – | 29 | 34.48% | 1 |
|
| 6377 |
6377
Wallace Advisory Group
Lafayette,
California
| $1.33億 | +$544万 | +4% | 8.56% | 50.9% | 192 | 25.52% | 1 |
|
| 6378 |
6378
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $1.33億 | +$448万 | +3% | 5.23% | 63.8% | 111 | 13.51% | 0.9 |
|
| 6379 |
ASM
6379
AI-Squared Management
Hong Kong
| $1.33億 | +$5461万 | +70% | 4.41% | – | 24 | 58.33% | 0.1 |
|
| 6380 |
6380
Gunn & Company Investment Management
Jacksonville,
Florida
| $1.33億 | -$13.8億 | -91% | 6.89% | – | 143 | 58.74% | 0.4 |
|
| 6381 |
PS
6381
Pennant Select
Summit,
New Jersey
| $1.33億 | +$2759万 | +26% | 11.3% | – | 10 | 30% | 0.2 |
|
| 6382 |
6382
CRCM LP
San Francisco,
California
| $1.33億 | – | – | 40.1% | – | 6 | – | 0 |
|
| 6383 |
6383
Basepoint Wealth
Cedar Rapids,
Iowa
| $1.33億 | +$841万 | +7% | 9.41% | 113% | 121 | 20.66% | 1.6 |
|
| 6384 |
6384
XXEC Inc
Tulsa,
Oklahoma
| $1.33億 | +$582万 | +5% | 5.01% | 30.1% | 24 | 8.33% | 2.3 |
|
| 6385 |
6385
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $1.33億 | -$637万 | -5% | 7.37% | 81.5% | 131 | 14.5% | 7.7 |
|
| 6386 |
CI
6386
Carroll Investors
Mt Pleasant,
South Carolina
| $1.33億 | +$1228万 | +10% | 13% | 241% | 25 | 16% | 1.4 |
|
| 6387 |
6387
Spring Capital Management
Amarillo,
Texas
| $1.33億 | +$526万 | +4% | 9.84% | 73.6% | 33 | 18.18% | 1.7 |
|
| 6388 |
6388
Sheridan Capital Management
San Rafael,
California
| $1.33億 | +$874万 | +7% | 6.2% | – | 27 | 14.81% | 0.2 |
|
| 6389 |
PIP
6389
PB Investment Partners
Burlingame,
California
| $1.33億 | +$457万 | +4% | 18.4% | 81.1% | 8 | 0% | 2.1 |
|
| 6390 |
6390
Mork Capital Management
Healdsburg,
California
| $1.33億 | -$3000万 | -18% | 6.65% | 61.9% | 133 | 20.3% | 2.8 |
|
| 6391 |
6391
BluePath Capital Management
Atlanta,
Georgia
| $1.33億 | +$1512万 | +13% | 7.58% | 106% | 123 | 15.45% | 0.4 |
|
| 6392 |
6392
LifeSteps Financial
Claremont,
California
| $1.33億 | +$1976万 | +18% | 10.7% | 98.4% | 441 | 81.41% | 0.5 |
|
| 6393 |
WG
6393
Wealth Group
Raleigh,
North Carolina
| $1.32億 | – | – | 9.06% | – | 148 | – | 0 |
|
| 6394 |
6394
New Millennium Group
Sandy,
Utah
| $1.32億 | +$1945万 | +17% | 16.9% | 176% | 433 | 86.84% | 1.4 |
|
| 6395 |
6395
Pillar Wealth Advisors
West Chester,
Pennsylvania
| $1.32億 | +$263万 | +2% | 5.5% | 21.9% | 74 | 9.46% | 1.7 |
|
| 6396 |
HWMC
6396
Heritage Wealth Management (California)
San Diego,
California
| $1.32億 | +$740万 | +6% | 5.8% | 78.5% | 121 | 9.92% | 0.2 |
|
| 6397 |
6397
Core Wealth Partners
Santa Rosa,
California
| $1.32億 | +$1025万 | +8% | 4.84% | 75.7% | 139 | 15.11% | 0.9 |
|
| 6398 |
6398
Crossingbridge Advisors
Pleasantville,
New York
| $1.32億 | – | – | 0.05% | – | 54 | – | 0 |
|
| 6399 |
6399
First Bancorp
Damariscotta,
Maine
| $1.32億 | +$553万 | +4% | 5.95% | 80.3% | 120 | 5.83% | 2.4 |
|
| 6400 |
6400
Anchor IV
Singapore
| $1.32億 | -$483万 | -4% | 3.53% | – | 1 | 0% | 0.5 |
|