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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
7201
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| $1.14億 | +$32.8万 | +0.3% | 0.78% | – | 71 | 21.13% | 0.2 |
|
| 7202 |
7202
Elm3 Financial Group
Alpharetta,
Georgia
| $1.14億 | -$347万 | -3% | 3.95% | – | 105 | 18.1% | 0.2 |
|
| 7203 |
PCC
7203
Park Circle Company
Baltimore,
Maryland
| $1.14億 | +$157万 | +1% | 5.17% | 75.7% | 115 | 9.57% | 4 |
|
| 7204 |
7204
Hickory Point Bank & Trust
Decatur,
Illinois
| $1.14億 | +$102万 | +0.9% | 0.31% | – | 131 | 15.27% | 0.2 |
|
| 7205 |
7205
Schrum Private Wealth Management
St. Augustine,
Florida
| $1.14億 | -$430万 | -4% | 2.08% | 76.2% | 132 | 12.12% | 2.3 |
|
| 7206 |
7206
Twin City Private Wealth
Winston-Salem,
North Carolina
| $1.14億 | +$55.3万 | +0.5% | 2.69% | – | 98 | 7.14% | 0.9 |
|
| 7207 |
CAM
7207
Crown Advisors Management
Larkspur,
California
| $1.14億 | -$4220万 | -27% | 7.7% | 251% | 40 | 15% | 2.8 |
|
| 7208 |
7208
Rik Saylor Financial
Fairfield,
Ohio
| $1.14億 | +$539万 | +5% | 1.73% | – | 82 | 8.54% | 0.2 |
|
| 7209 |
7209
Canandaigua National Trust of Florida
Canandaigua,
New York
| $1.13億 | -$1470万 | -11% | 0.34% | – | 125 | 28.8% | 0.4 |
|
| 7210 |
7210
13D Management
New York
| $1.13億 | -$2157万 | -16% | 6.2% | 157% | 25 | 32% | 1.5 |
|
| 7211 |
7211
Shotwell Rutter Baer
Lansing,
Michigan
| $1.13億 | -$533万 | -4% | 0.57% | 45.5% | 34 | 2.94% | 1 |
|
| 7212 |
TP
7212
Thunderbird Partners
London,
United Kingdom
| $1.13億 | +$5144万 | +83% | 1.31% | 38% | 9 | 77.78% | 0.1 |
|
| 7213 |
7213
Forge Financial Services
Edmond,
Oklahoma
| $1.13億 | -$576万 | -5% | 2.73% | – | 21 | 4.76% | 0.2 |
|
| 7214 |
7214
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $1.13億 | -$321万 | -3% | 0.94% | 96.8% | 348 | 4.02% | 3.5 |
|
| 7215 |
7215
QVIDTVM Management
The Woodlands,
Texas
| $1.13億 | -$1105万 | -9% | 8.51% | 27.1% | 9 | 22.22% | 1.4 |
|
| 7216 |
7216
Cathy Pareto & Associates
Coral Gables,
Florida
| $1.13億 | +$425万 | +4% | 1.72% | – | 88 | 19.32% | 0.2 |
|
| 7217 |
7217
Opinicus Capital
Tampa,
Florida
| $1.13億 | -$586万 | -5% | 4.6% | 129% | 102 | 12.75% | 1 |
|
| 7218 |
7218
Monetta Financial Services
Wheaton,
Illinois
| $1.13億 | -$1130万 | -9% | 4.28% | 305% | 61 | 32.79% | 2.4 |
|
| 7219 |
7219
Adams Street Partners
Chicago,
Illinois
| $1.13億 | +$14.2万 | +0.1% | 32.7% | 399% | 8 | 37.5% | 2.9 |
|
| 7220 |
7220
IDG China Venture Capital Fund V Associates
Hong Kong
| $1.13億 | -$1682万 | -13% | 13% | 12.6% | 1 | 0% | 3.3 |
|
| 7221 |
7221
Axim Planning & Wealth
Springboro,
Ohio
| $1.13億 | +$1891万 | +20% | 26.1% | 32.3% | 57 | 49.12% | 1 |
|
| 7222 |
7222
SageOak Financial
Tulsa,
Oklahoma
| $1.13億 | +$335万 | +3% | 0.36% | – | 46 | 32.61% | 0.2 |
|
| 7223 |
7223
CPR Investments
Rochester,
Michigan
| $1.13億 | +$192万 | +2% | 1.25% | 84% | 45 | 40% | 1 |
|
| 7224 |
7224
Aspire Growth Partners
Miromar Lakes,
Florida
| $1.13億 | +$1053万 | +10% | 2.53% | – | 116 | 17.24% | 0.2 |
|
| 7225 |
7225
bLong Financial
Memphis,
Tennessee
| $1.13億 | -$875万 | -7% | 2.38% | – | 84 | 15.48% | 0.2 |
|