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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
7076
Guided Capital Wealth Management
Houston,
Texas
| $1.2億 | +$1059万 | +10% | 4.26% | – | 38 | 28.95% | 0.2 |
|
| 7077 |
7077
Accredited Investor Services
St. Cloud,
Minnesota
| $1.2億 | -$530万 | -4% | 2.84% | – | 98 | 70.41% | 0.1 |
|
| 7078 |
7078
Ariston Services Group
San Diego,
California
| $1.2億 | +$427万 | +4% | 2.91% | 71.7% | 71 | 5.63% | 0.9 |
|
| 7079 |
7079
Barnett & Company
Chattanooga,
Tennessee
| $1.2億 | -$3309万 | -22% | 0.11% | 77% | 89 | 21.35% | 3.9 |
|
| 7080 |
7080
Ulland Investment Advisors
Minneapolis,
Minnesota
| $1.2億 | -$3723万 | -24% | 5.69% | 161% | 230 | 10% | 2.2 |
|
| 7081 |
7081
CNO Financial Group
Carmel,
Indiana
| $1.2億 | – | – | 0.98% | – | 9 | – | 1.4 |
|
| 7082 |
7082
David Wealth Management
Fairfax,
Virginia
| $1.2億 | -$153万 | -1% | 1.48% | – | 50 | 6% | 0.2 |
|
| 7083 |
7083
Michelson Medical Research Foundation
Los Angeles,
California
| $1.2億 | +$19万 | +0.2% | 1.55% | 52.2% | 30 | 23.33% | 1.5 |
|
| 7084 |
7084
Robinson Smith Wealth Advisors
South Portland,
Maine
| $1.19億 | +$152万 | +1% | 1.52% | 62.6% | 88 | 12.5% | 1.1 |
|
| 7085 |
7085
Accelerate Investment Advisors
Aliso Viejo,
California
| $1.19億 | +$605万 | +5% | 0.72% | – | 124 | 26.61% | 0.4 |
|
| 7086 |
7086
EDMP Inc
Lutz,
Florida
| $1.19億 | +$1411万 | +13% | 6.05% | 78% | 73 | 13.7% | 4 |
|
| 7087 |
7087
Courant Investment Management
Franklin,
Tennessee
| $1.19億 | +$121万 | +1% | 4.54% | 35.2% | 8 | 0% | 5 |
|
| 7088 |
7088
Objectivity Squared
Charleston,
South Carolina
| $1.19億 | -$2455万 | -17% | 2.28% | 75.6% | 51 | 17.65% | 1.1 |
|
| 7089 |
7089
Applied Fundamental Research
Cambridge,
Massachusetts
| $1.19億 | -$854万 | -7% | 2.68% | 44.6% | 13 | 15.38% | 2.6 |
|
| 7090 |
7090
Persistent Asset Partners
Hong Kong
| $1.19億 | -$136万 | -1% | 2.11% | – | 221 | 57.01% | 0.1 |
|
| 7091 |
TCM
7091
TAM Capital Management
Stamford,
Connecticut
| $1.19億 | -$1.57億 | -57% | 10.8% | 4.15% | 9 | 77.78% | 0.5 |
|
| 7092 |
7092
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $1.19億 | -$252万 | -2% | 0.2% | 86.3% | 115 | 8.7% | 2.6 |
|
| 7093 |
AAA
7093
American Alpha Advisors
New York
| $1.19億 | +$534万 | +5% | 2.36% | – | 116 | 68.1% | 0.2 |
|
| 7094 |
7094
Lansing Management
New York
| $1.19億 | +$561万 | +5% | 1.85% | 76.9% | 8 | 12.5% | 2.9 |
|
| 7095 |
BF
7095
Baring Financial
Bellingham,
Washington
| $1.19億 | +$692万 | +6% | 3.18% | – | 66 | 7.58% | 0.2 |
|
| 7096 |
DW
7096
Durante & Waters
Brewster,
New York
| $1.19億 | -$215万 | -2% | 1.84% | 59.1% | 30 | 3.33% | 1.2 |
|
| 7097 |
7097
Coastwise Capital Group
La Jolla,
California
| $1.19億 | -$633万 | -5% | 1.95% | 105% | 128 | 9.38% | 2.2 |
|
| 7098 |
7098
Guardian Investment Management
Tiburon,
California
| $1.19億 | -$2130万 | -15% | 2.82% | 103% | 59 | 6.78% | 6.4 |
|
| 7099 |
7099
TT Capital Management
Coto De Caza,
California
| $1.19億 | -$663万 | -5% | 1.52% | – | 82 | 23.17% | 0.2 |
|
| 7100 |
7100
Kuhn & Co Investment Counsel
Chicago,
Illinois
| $1.19億 | +$103万 | +0.9% | 0.44% | 88.7% | 135 | 11.11% | 1.1 |
|