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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
7501
10Elms LLP
Tulsa,
Oklahoma
| $9948万 | +$268万 | +3% | 0.39% | – | 531 | 3.58% | 0.2 |
|
| 7502 |
WSA
7502
Warm Springs Advisors
Larkspur,
California
| $9946万 | -$834万 | -8% | 7.25% | – | 54 | 14.81% | 0.2 |
|
| 7503 |
HCVG
7503
H Capital V GP
Grand Cayman,
Cayman Islands
| $9941万 | +$826万 | +9% | 9.07% | – | 1 | 0% | 3.3 |
|
| 7504 |
7504
Ascent Capital Management
Bend,
Oregon
| $9930万 | +$146万 | +1% | 2.74% | – | 63 | 12.7% | 0.2 |
|
| 7505 |
7505
Novus Advisors
Greenville,
South Carolina
| $9917万 | -$120万 | -1% | 1.68% | – | 123 | 14.63% | 0.2 |
|
| 7506 |
7506
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $9916万 | -$882万 | -8% | 3.8% | 80.2% | 43 | 11.63% | 3.8 |
|
| 7507 |
7507
Alpha Wealth Funds
Park City,
Utah
| $9904万 | -$481万 | -5% | 1.3% | – | 64 | 57.81% | 0.2 |
|
| 7508 |
7508
Compass Planning Associates
Greenfield,
Massachusetts
| $9894万 | +$45.7万 | +0.5% | 0.13% | – | 138 | 7.25% | 0.2 |
|
| 7509 |
7509
Defined Financial Planning
San Rafael,
California
| $9869万 | +$502万 | +5% | 1.94% | – | 92 | 31.52% | 0.2 |
|
| 7510 |
7510
Eagle Harbor Asset Management
Seattle,
Washington
| $9863万 | -$125万 | -1% | 2.28% | 76.2% | 127 | 7.87% | 2.2 |
|
| 7511 |
7511
Fjell Capital
Fargo,
North Dakota
| $9863万 | +$181万 | +2% | 2.95% | – | 58 | 18.97% | 0.2 |
|
| 7512 |
7512
Stegent Equity Advisors
Houston,
Texas
| $9859万 | +$4.86万 | +0% | 2.06% | 96.4% | 103 | 18.45% | 1.5 |
|
| 7513 |
7513
Cooksen Wealth
The Woodlands,
Texas
| $9855万 | -$1017万 | -9% | 1.44% | 70.7% | 95 | 54.74% | 0.6 |
|
| 7514 |
7514
Farnam Financial
Phoenix,
Arizona
| $9851万 | +$285万 | +3% | 2.18% | – | 48 | 8.33% | 0.4 |
|
| 7515 |
7515
Kids Capital Management
Los Angeles,
California
| $9849万 | – | – | 5.79% | – | 12 | – | 1.3 |
|
| 7516 |
7516
Bosman Wealth Management
Redlands,
California
| $9846万 | -$552万 | -5% | 7.84% | – | 50 | 42% | 0.2 |
|
| 7517 |
7517
Kraematon Investment Advisors
Braintree,
Massachusetts
| $9830万 | -$285万 | -3% | 0.4% | 89.8% | 96 | 13.54% | 2.2 |
|
| 7518 |
RPGNY
7518
Retirement Planning Group (New York)
Malta,
New York
| $9827万 | +$742万 | +8% | 0.31% | – | 73 | 15.07% | 0.2 |
|
| 7519 |
CC
7519
CF Capital
Cohasset,
Massachusetts
| $9826万 | +$541万 | +6% | 1.83% | – | 54 | 37.04% | 0.2 |
|
| 7520 |
7520
Delphi Management
Brookline,
Massachusetts
| $9813万 | -$534万 | -5% | 1.2% | 107% | 85 | 15.29% | 3.3 |
|
| 7521 |
7521
Graver Capital Management
Columbus,
Ohio
| $9810万 | +$240万 | +3% | 1.85% | – | 27 | 11.11% | 0.2 |
|
| 7522 |
RIP
7522
Reliant Investment Partners
Pinehurst,
North Carolina
| $9809万 | -$1473万 | -13% | 1.77% | – | 114 | 20.18% | 0.2 |
|
| 7523 |
7523
SkyKnight Capital
San Francisco,
California
| $9804万 | +$716万 | +8% | 12.7% | 11% | 4 | 25% | 3.3 |
|
| 7524 |
7524
NDVR Inc
Boston,
Massachusetts
| $9802万 | -$647万 | -6% | 1.29% | – | 118 | 27.12% | 0.9 |
|
| 7525 |
7525
OneFund LLC
Saint Petersburg,
Florida
| $9801万 | -$622万 | -6% | 3.25% | – | 134 | 10.45% | 1.1 |
|