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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Money Concepts Capital
Palm Beach Gardens,
Florida
| $15億 | +$1.6億 | +12% | 9.6% | 84.1% | 461 | 13.88% | 2.7 |
|
| 1702 |
1702
Trek Financial
Scottsdale,
Arizona
| $14.9億 | +$1.1億 | +8% | 12.2% | 152% | 463 | 27.65% | 1.9 |
|
| 1703 |
1703
Nichols & Pratt Advisers
Boston,
Massachusetts
| $14.9億 | +$2663万 | +2% | 2.42% | 71.2% | 105 | 9.52% | 7.7 |
|
| 1704 |
1704
Frank Rimerman Advisors
Palo Alto,
California
| $14.9億 | +$2.26億 | +18% | 16% | 149% | 614 | 25.24% | 1.4 |
|
| 1705 |
1705
Strategy Capital
Los Altos,
California
| $14.9億 | +$4.19億 | +39% | 40.7% | 316% | 10 | 0% | 3.5 |
|
| 1706 |
1706
Regeneron Pharmaceuticals
Tarrytown,
New York
| $14.9億 | +$2.51億 | +20% | 21% | – | 6 | 33.33% | 0.5 |
|
| 1707 |
1707
Cambria Investment Management
Manhattan Beach,
California
| $14.8億 | +$4984万 | +3% | 5.2% | 72% | 486 | 33.95% | 1.5 |
|
| 1708 |
1708
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $14.8億 | +$1.36億 | +10% | 8.82% | 73.7% | 283 | 9.54% | 3.9 |
|
| 1709 |
1709
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $14.8億 | +$9473万 | +7% | 8.03% | 76% | 200 | 10% | 4.4 |
|
| 1710 |
1710
First Trust Capital Management
Chicago,
Illinois
| $14.8億 | +$9559万 | +7% | 5.37% | 215% | 149 | 57.72% | 0.5 |
|
| 1711 |
1711
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $14.8億 | +$2.31億 | +19% | 7.5% | 78.2% | 214 | 14.02% | 3.2 |
|
| 1712 |
1712
Sumitomo Life Insurance
Tokyo,
Japan
| $14.7億 | -$13.2億 | -47% | 12.8% | 69.6% | 284 | 10.92% | 7.9 |
|
| 1713 |
1713
Baldwin Wealth Partners
Marion,
Massachusetts
| $14.7億 | +$4699万 | +3% | 7.5% | 94.5% | 238 | 12.61% | 7.2 |
|
| 1714 |
1714
Willis Johnson & Associates
Houston,
Texas
| $14.7億 | +$1.51億 | +11% | 7.7% | 55.9% | 182 | 14.84% | 2.4 |
|
| 1715 |
1715
Rebalance
Palo Alto,
California
| $14.7億 | +$1.14億 | +8% | 7.4% | 47.6% | 98 | 8.16% | 1.8 |
|
| 1716 |
1716
Ribbit Management Company
Palo Alto,
California
| $14.7億 | +$4.94億 | +51% | 58.8% | – | 11 | 0% | 1.3 |
|
| 1717 |
1717
Trans-Canada Capital
Montreal,
Quebec, Canada
| $14.7億 | +$2.19億 | +17% | 11.7% | – | 18 | 33.33% | 0.4 |
|
| 1718 |
1718
Thomasville National Bank
Thomasville,
Georgia
| $14.7億 | +$1.01億 | +7% | 9.8% | – | 238 | 8.4% | 6.6 |
|
| 1719 |
1719
Verdence Capital Advisors
Hunt Valley,
Maryland
| $14.6億 | +$1.54億 | +12% | 9.78% | 104% | 704 | 12.22% | 3.2 |
|
| 1720 |
1720
Avestar Capital
New York
| $14.6億 | +$3.12億 | +27% | 16.8% | 112% | 532 | 16.35% | 2.2 |
|
| 1721 |
1721
Applied Finance Capital Management
San Juan,
Puerto Rico
| $14.6億 | +$1.04億 | +8% | 10.5% | 106% | 370 | 37.57% | 1 |
|
| 1722 |
1722
Invictus Private Wealth
Denver,
Colorado
| $14.6億 | +$1.99億 | +16% | 14.3% | 84.2% | 88 | 17.05% | 2 |
|
| 1723 |
1723
Maple Capital Management
Montpelier,
Vermont
| $14.6億 | +$1.66億 | +13% | 12.8% | 114% | 129 | 17.05% | 6 |
|
| 1724 |
1724
TCI Wealth Advisors
Tucson,
Arizona
| $14.6億 | +$2.1億 | +17% | 7.8% | 68.2% | 265 | 18.11% | 6.6 |
|
| 1725 |
1725
First American Bank
Dundee,
Illinois
| $14.6億 | +$1.07億 | +8% | 12.7% | 114% | 174 | 6.9% | 6 |
|