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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7601 |
7601
Providence Financial Advisors
Overland Park,
Kansas
| $1.05億 | – | – | 7.07% | – | 49 | – | 0 |
|
| 7602 |
BG
7602
BRX Global
New York
| $1.05億 | -$1367万 | -12% | 6.99% | 65.8% | 3 | 0% | 3.8 |
|
| 7603 |
7603
Peck Wealth Management
White Plains,
New York
| $1.05億 | – | – | 8.94% | – | 134 | – | 0 |
|
| 7604 |
7604
Lattice Capital Management
Kirkland,
Washington
| $1.04億 | +$1348万 | +15% | 17% | 242% | 24 | 12.5% | 1.8 |
|
| 7605 |
7605
13D Management
New York
| $1.04億 | -$531万 | -5% | 18.4% | 157% | 24 | 41.67% | 1.8 |
|
| 7606 |
7606
Brandywine Managers
Hockessin,
Delaware
| $1.04億 | +$362万 | +4% | 4.86% | 96.3% | 39 | 12.82% | 4.2 |
|
| 7607 |
7607
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $1.04億 | +$486万 | +5% | 6.53% | 80.2% | 41 | 14.63% | 4 |
|
| 7608 |
7608
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $1.04億 | -$35.6万 | -0.3% | 6.43% | 61.6% | 63 | 3.17% | 6 |
|
| 7609 |
7609
Forefront Analytics
West Conshohocken,
Pennsylvania
| $1.04億 | +$1430万 | +16% | 6.65% | 59.7% | 45 | 8.89% | 4.2 |
|
| 7610 |
7610
Kassira Wealth Management
Knoxville,
Tennessee
| $1.04億 | – | – | 11.4% | – | 53 | – | 0 |
|
| 7611 |
7611
Smart Portfolios LLC
Seattle,
Washington
| $1.04億 | +$443万 | +4% | 6.88% | 41.3% | 102 | 3.92% | 2.1 |
|
| 7612 |
7612
MSD Capital
New York
| $1.04億 | -$5122万 | -33% | 0.25% | 11.5% | 3 | 0% | 4.8 |
|
| 7613 |
7613
Dai-ichi Life Holdings
Tokyo,
Japan
| $1.04億 | +$1813万 | +21% | 2.64% | – | 26 | 42.31% | 0.8 |
|
| 7614 |
7614
Green Alpha Advisors
Niwot,
Colorado
| $1.04億 | -$109万 | -1% | 18.1% | 316% | 111 | 9.91% | 3.4 |
|
| 7615 |
7615
Retireful LLC
Haslett,
Michigan
| $1.03億 | -$4163万 | -29% | 14.5% | 437% | 194 | 77.84% | 0.4 |
|
| 7616 |
7616
Grange Capital
Beaverton,
Oregon
| $1.03億 | +$784万 | +8% | 7.77% | – | 50 | 14% | 0.7 |
|
| 7617 |
7617
Infinity Wealth Counsel
Loveland,
Ohio
| $1.03億 | +$407万 | +4% | 4.88% | – | 65 | 9.23% | 0.7 |
|
| 7618 |
7618
Emeth Value Capital
New Orleans,
Louisiana
| $1.03億 | -$930万 | -8% | 10.4% | – | 5 | 0% | 0.8 |
|
| 7619 |
7619
WJ Financial Advisors
Killingworth,
Connecticut
| $1.03億 | – | – | 8.54% | – | 108 | – | 0 |
|
| 7620 |
7620
Jordan Park Trust
Portsmouth,
New Hampshire
| $1.03億 | -$519万 | -5% | 4.72% | – | 15 | 13.33% | 0.6 |
|
| 7621 |
7621
Stenham Asset Management UK
London,
| $1.03億 | – | – | 3.82% | – | 17 | – | 0 |
|
| 7622 |
7622
Applied Fundamental Research
Cambridge,
Massachusetts
| $1.03億 | -$991万 | -9% | 3.14% | 49.7% | 11 | 9.09% | 3.4 |
|
| 7623 |
7623
CVS Health
Woonsocket,
Rhode Island
| $1.03億 | -$8775万 | -46% | 7.76% | 50% | 3 | 0% | 3.3 |
|
| 7624 |
7624
Canaan Partners XI
Menlo Park,
California
| $1.03億 | -$6890万 | -40% | 8.48% | 798% | 4 | 25% | 3.8 |
|
| 7625 |
7625
City Center Advisors LLC
Troy,
Michigan
| $1.03億 | +$956万 | +10% | 8% | – | 199 | 35.68% | 0.8 |
|