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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8226 |
8226
Baer Investment Advisory
Corte Madera,
California
| $1億 | -$497万 | -5% | 0.13% | – | 40 | 15% | 0.8 |
|
| 8227 |
8227
John Boyer Inc
Tampa,
Florida
| $1億 | +$187万 | +2% | 0.18% | – | 44 | 9.09% | 0.5 |
|
| 8228 |
8228
Entelevest
Coral Gables,
Florida
| $9999万 | +$19.5万 | +0.2% | 0.93% | – | 172 | 37.21% | 0.2 |
|
| 8229 |
RBDF
8229
Robert B. Daugherty Foundation
Omaha,
Nebraska
| $9998万 | -$59.8万 | -0.6% | 0.68% | – | 1 | 0% | 0.3 |
|
| 8230 |
8230
Hicks Capital Management
Columbus,
Ohio
| $9997万 | +$69.9万 | +0.7% | 1.81% | – | 38 | 15.79% | 0.6 |
|
| 8231 |
8231
Arrow Capital
Sydney,
Australia
| $9996万 | -$437万 | -4% | 12.1% | – | 28 | 78.57% | 0.2 |
|
| 8232 |
8232
OneAscent Investment Solutions
Birmingham,
Alabama
| $9996万 | +$556万 | +6% | 1.26% | – | 133 | 12.78% | 0.8 |
|
| 8233 |
WPA
8233
Winning Points Advisors
Boca Raton,
Florida
| $9987万 | +$634万 | +7% | 11.4% | – | 45 | 11.11% | 5 |
|
| 8234 |
8234
Peck Wealth Management
White Plains,
New York
| $9970万 | -$604万 | -6% | 2.5% | – | 132 | 9.85% | 0.5 |
|
| 8235 |
8235
Asset Value Investors
London,
United Kingdom
| $9960万 | -$1752万 | -15% | 4.54% | – | 3 | 33.33% | 1.3 |
|
| 8236 |
8236
Michael Brady & Co
Westlake,
Ohio
| $9954万 | -$66.1万 | -0.7% | 2.89% | – | 55 | 5.45% | 0.2 |
|
| 8237 |
8237
Banta Asset Management
Newport Beach,
California
| $9947万 | -$1020万 | -9% | 6.84% | – | 20 | 15% | 4 |
|
| 8238 |
8238
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $9946万 | +$61万 | +0.6% | 3.11% | 65.5% | 64 | 20.31% | 2 |
|
| 8239 |
8239
Sapphire Ventures
Austin,
Texas
| $9945万 | +$2516万 | +34% | 40.5% | 7.75% | 5 | 40% | 3.3 |
|
| 8240 |
PBK
8240
Peoples Bank (Kansas)
Pratt,
Kansas
| $9938万 | -$7.96万 | -0.1% | 1.1% | 74.5% | 103 | 8.74% | 2.1 |
|
| 8241 |
CCM
8241
Capstone Capital Management
Hong Kong,
| $9927万 | -$485万 | -5% | 8.57% | – | 136 | 83.09% | 0.1 |
|
| 8242 |
8242
Putney Financial Group
San Rafael,
California
| $9927万 | -$771万 | -7% | 4.11% | – | 88 | 14.77% | 1 |
|
| 8243 |
TY
8243
Titiun Yejiel
| $9924万 | +$1586万 | +19% | 1.48% | – | 68 | 30.88% | 0.2 |
|
| 8244 |
8244
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| $9924万 | -$1623万 | -14% | 14.1% | 40.8% | 1 | 0% | 4.3 |
|
| 8245 |
8245
Alpine Peaks Capital
New York
| $9918万 | -$585万 | -6% | 4.99% | 24.3% | 21 | 0% | 3.3 |
|
| 8246 |
8246
Objective Capital Management
Pepper Pike,
Ohio
| $9916万 | +$92万 | +0.9% | 2.05% | – | 101 | 21.78% | 2.5 |
|
| 8247 |
8247
Invested Advisors
State College,
Pennsylvania
| $9903万 | +$247万 | +3% | 1.82% | – | 145 | 12.41% | 0.4 |
|
| 8248 |
8248
Cedarwood Wealth
Highlands Ranch,
Colorado
| $9900万 | +$925万 | +10% | 2.83% | – | 81 | 6.17% | 0.2 |
|
| 8249 |
8249
Vennlight Capital Management
Weston,
Connecticut
| $9896万 | +$444万 | +5% | 2.42% | – | 39 | 82.05% | 0.1 |
|
| 8250 |
8250
Willow Financial
Rogers,
Arkansas
| $9870万 | +$34.9万 | +0.4% | 1.55% | – | 47 | 36.17% | 0.2 |
|