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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Precision Wealth Strategies
Saint Louis,
Missouri
| $6375万 | -$3217万 | -34% | 1.1% | 105% | 123 | 54.47% | 1.2 |
|
| 6702 |
LR
6702
Library Research
Hong Kong
| $6360万 | -$1202万 | -16% | 3.04% | 22.4% | 4 | 0% | 1.9 |
|
| 6703 |
6703
FSC Wealth Advisors
Fishkill,
New York
| $6328万 | +$481万 | +8% | 2.38% | 66.4% | 188 | 25.53% | 0.9 |
|
| 6704 |
6704
Offit Capital Advisors
New York
| $6322万 | -$1661万 | -21% | 20.8% | – | 1 | 0% | 1.3 |
|
| 6705 |
6705
Mangham Associates
Charlottesville,
Virginia
| $6316万 | -$566万 | -8% | 5.31% | 24.4% | 19 | 0% | 1.5 |
|
| 6706 |
6706
Norwood Financial
Honesdale,
Pennsylvania
| $6310万 | -$39.8万 | -0.6% | 1.16% | – | 283 | 1.77% | 1.2 |
|
| 6707 |
JCG
6707
John C. Goff
| $6284万 | -$448万 | -7% | 5.93% | – | 6 | 16.67% | 0.9 |
|
| 6708 |
6708
West Rim Capital Associates II
Lehi,
Utah
| $6279万 | +$316万 | +5% | 5.31% | – | 2 | 0% | 1.3 |
|
| 6709 |
CCA
6709
Covey Capital Advisors
Atlanta,
Georgia
| $6274万 | +$137万 | +2% | 11.2% | 118% | 31 | 6.45% | 3.8 |
|
| 6710 |
6710
Stone Asset Management
Austin,
Texas
| $6259万 | -$9847万 | -61% | 6.55% | – | 43 | 18.6% | 1.1 |
|
| 6711 |
6711
Commons Capital
Needham,
Massachusetts
| $6242万 | +$167万 | +3% | 21.5% | 148% | 85 | 16.47% | 1.1 |
|
| 6712 |
6712
Macroview Investment Management
Bethesda,
Maryland
| $6242万 | +$413万 | +7% | 6.44% | 76.6% | 526 | 27% | 2.5 |
|
| 6713 |
DLDF
6713
Dan L. Duncan Foundation
Houston,
Texas
| $6216万 | +$310万 | +5% | 6.45% | 11.8% | 2 | 0% | 2.3 |
|
| 6714 |
JC
6714
JCSD Capital
Walnut Creek,
California
| $6190万 | -$1280万 | -17% | 8.57% | – | 72 | 31.94% | 1.5 |
|
| 6715 |
AC
6715
Anson Capital
Tyrone,
Georgia
| $6175万 | -$1393万 | -18% | 3.92% | 50.5% | 84 | 42.86% | 0.7 |
|
| 6716 |
6716
USA Financial Formulas
Ada,
Michigan
| $6173万 | – | – | 5.26% | 104% | 424 | – | 1.5 |
|
| 6717 |
6717
Resonate Capital
San Francisco,
California
| $6171万 | +$44.1万 | +0.7% | 17.4% | – | 23 | 26.09% | 1.1 |
|
| 6718 |
SPAS
6718
Spectrum Planning & Advisory Services
San Diego,
California
| $6159万 | -$1168万 | -16% | 6.61% | – | 48 | 37.5% | 1.3 |
|
| 6719 |
6719
Syncona Portfolio
St Peter Port,
Guernsey
| $6151万 | -$149万 | -2% | 2.22% | 24% | 4 | 0% | 1.3 |
|
| 6720 |
6720
Prime Movers Lab
Jackson,
Wyoming
| $6150万 | -$2289万 | -27% | 0% | – | 5 | 0% | 0.3 |
|
| 6721 |
6721
Synergy Financial Group
San Ramon,
California
| $6148万 | +$1085万 | +21% | 26.9% | 133% | 83 | 18.07% | 1 |
|
| 6722 |
6722
Wealthspring Capital
West Harrison,
New York
| $6127万 | -$555万 | -8% | 2.27% | 22.6% | 224 | 57.14% | 0.7 |
|
| 6723 |
6723
QP Wealth Management
Eatontown,
New Jersey
| $6106万 | -$313万 | -5% | 9.73% | – | 76 | 26.32% | 1.8 |
|
| 6724 |
GC
6724
Gratia Capital
Los Angeles,
California
| $6060万 | +$986万 | +19% | 15.3% | 29.5% | 26 | 38.46% | 0.7 |
|
| 6725 |
6725
Baymount Management
Miami,
Florida
| $6044万 | -$5773万 | -49% | 4.05% | – | 17 | 94.12% | 0 |
|