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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
American Assets Capital Advisers
San Diego,
California
| $6.2億 | +$1億 | +19% | 10.2% | 73.5% | 36 | 8.33% | 2.5 |
|
| 2052 |
2052
Transform Wealth
Greenwood Village,
Colorado
| $6.2億 | +$3644万 | +6% | 9.32% | 48.4% | 237 | 14.77% | 1.9 |
|
| 2053 |
2053
Narwhal Capital Management
Marietta,
Georgia
| $6.2億 | +$4288万 | +7% | 9.8% | 109% | 160 | 23.13% | 3.7 |
|
| 2054 |
2054
Weatherly Asset Management
Del Mar,
California
| $6.2億 | +$5405万 | +10% | 9.26% | 116% | 183 | 6.56% | 4.7 |
|
| 2055 |
2055
Oxford Financial Group
Carmel,
Indiana
| $6.2億 | +$3006万 | +5% | 9.48% | 77.2% | 204 | 17.65% | 1 |
|
| 2056 |
2056
Hengehold Capital Management
Cincinnati,
Ohio
| $6.19億 | +$5590万 | +10% | 5.41% | 54.5% | 141 | 9.22% | 3.3 |
|
| 2057 |
2057
Woodstock Corp
Boston,
Massachusetts
| $6.19億 | +$3261万 | +6% | 9.3% | 115% | 162 | 2.47% | 5.3 |
|
| 2058 |
C
2058
Chescapmanager
Baltimore,
Maryland
| $6.19億 | +$2452万 | +4% | 23.7% | 202% | 66 | 50% | 0.8 |
|
| 2059 |
2059
IFG Advisory
Atlanta,
Georgia
| $6.18億 | +$6300万 | +11% | 7.33% | 76.3% | 423 | 12.53% | 1.6 |
|
| 2060 |
2060
Maple Capital Management
Montpelier,
Vermont
| $6.17億 | +$1.07億 | +21% | 10.2% | 114% | 105 | 7.62% | 3.8 |
|
| 2061 |
2061
Oakworth Capital
Birmingham,
Alabama
| $6.17億 | +$6002万 | +11% | 8.01% | 70% | 635 | 13.23% | 4.3 |
|
| 2062 |
2062
Segment Wealth Management
Houston,
Texas
| $6.16億 | +$7495万 | +14% | 10.7% | 108% | 210 | 12.38% | 3.3 |
|
| 2063 |
2063
CCM Investment Advisers
Columbia,
South Carolina
| $6.16億 | +$2885万 | +5% | 6.55% | 170% | 69 | 11.59% | 3.4 |
|
| 2064 |
2064
American Financial Advisors
Marietta,
Georgia
| $6.15億 | -$920万 | -1% | 5.36% | 52.7% | 112 | 6.25% | 1.3 |
|
| 2065 |
2065
BDO Wealth Advisors
Jacksonville,
Florida
| $6.14億 | +$4506万 | +8% | 7.14% | 38.3% | 993 | 36.96% | 1.3 |
|
| 2066 |
2066
Steamboat Capital Partners
Rye,
New York
| $6.14億 | +$7690万 | +14% | 10.8% | 280% | 60 | 20% | 1 |
|
| 2067 |
2067
Resource Management
Metairie,
Louisiana
| $6.13億 | +$3531万 | +6% | 6.47% | 82.7% | 164 | 17.07% | 1.9 |
|
| 2068 |
RPGK
2068
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $6.13億 | +$6871万 | +13% | 6.88% | 54.7% | 60 | 11.67% | 4.3 |
|
| 2069 |
2069
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $6.13億 | +$1.66億 | +37% | 10% | 94.9% | 165 | 39.39% | 0.4 |
|
| 2070 |
2070
Cowen and Company
New York
| $6.13億 | +$1111万 | +2% | 5.03% | 120% | 630 | 70.16% | 0.2 |
|
| 2071 |
JC
2071
JBF Capital
Aspen,
Colorado
| $6.12億 | -$1495万 | -2% | 9.03% | 93.6% | 180 | 62.78% | 0.7 |
|
| 2072 |
2072
Western Wealth Management
Golden,
Colorado
| $6.12億 | +$6071万 | +11% | 10% | 92.1% | 481 | 17.67% | 1.2 |
|
| 2073 |
DGHMC
2073
Dalton, Greiner, Hartman, Maher & Co
New York
| $6.12億 | -$4.05億 | -40% | 5.16% | 63% | 180 | 14.44% | 2.5 |
|
| 2074 |
LCM
2074
Lomas Capital Management
New York
| $6.12億 | +$1.41億 | +30% | 7.9% | 66.3% | 28 | 42.86% | 0.8 |
|
| 2075 |
2075
Keeley-Teton Advisors
Chicago,
Illinois
| $6.12億 | -$2339万 | -4% | 3.53% | 28.6% | 262 | 9.92% | 2.6 |
|