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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Mount Yale Investment Advisors
Denver,
Colorado
| $7.66億 | +$5369万 | +8% | 6.17% | 92.1% | 462 | 26.19% | 1.4 |
|
| 2127 |
2127
RVW Wealth
Los Angeles,
California
| $7.66億 | +$8400万 | +12% | 6.13% | 65.8% | 105 | 11.43% | 1.2 |
|
| 2128 |
2128
Clear Harbor Asset Management
Stamford,
Connecticut
| $7.65億 | +$6860万 | +10% | 7.44% | 106% | 386 | 32.38% | 2.8 |
|
| 2129 |
2129
NewSquare Capital
Newtown Square,
Pennsylvania
| $7.63億 | +$4882万 | +7% | 6.17% | 82.5% | 380 | 20% | 2.7 |
|
| 2130 |
WCM
2130
Wallace Capital Management
Dallas,
Texas
| $7.63億 | +$1.04億 | +16% | 10.3% | 62.3% | 70 | 7.14% | 3.8 |
|
| 2131 |
2131
Maltese Capital Management
New York
| $7.63億 | +$1.15億 | +18% | 23.5% | 114% | 181 | 33.7% | 2 |
|
| 2132 |
2132
Tensile Capital Management
Larkspur,
California
| $7.62億 | -$9015万 | -11% | 6.28% | 47.7% | 19 | 15.79% | 2.6 |
|
| 2133 |
2133
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $7.62億 | -$672万 | -0.9% | 5.23% | 112% | 365 | 26.3% | 2 |
|
| 2134 |
2134
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $7.62億 | +$3314万 | +5% | 6.57% | 67% | 71 | 7.04% | 3.8 |
|
| 2135 |
2135
Colonial Trust Advisors
Spartanburg,
South Carolina
| $7.61億 | +$4022万 | +6% | 5.43% | 80% | 181 | 9.39% | 4 |
|
| 2136 |
2136
Summit Financial
Parsippany,
New Jersey
| $7.58億 | +$4707万 | +7% | 6.15% | 81.8% | 57 | 10.53% | 1.1 |
|
| 2137 |
2137
Phocas Financial Corp
Alameda,
California
| $7.58億 | +$1.04億 | +16% | 21.9% | – | 220 | 45.45% | 2 |
|
| 2138 |
PS
2138
Presima Securities
Montreal,
Quebec, Canada
| $7.58億 | +$8016万 | +12% | 8.47% | 10.3% | 56 | 26.79% | 2.1 |
|
| 2139 |
2139
SPC Financial Inc
Rockville,
Maryland
| $7.58億 | +$4718万 | +7% | 9.1% | 65.1% | 175 | 15.43% | 3 |
|
| 2140 |
2140
Blue Whale Capital
London,
United Kingdom
| $7.58億 | +$5536万 | +8% | 0.3% | 409% | 20 | 20% | 1 |
|
| 2141 |
2141
J.L. Bainbridge & Co
Sarasota,
Florida
| $7.58億 | +$4763万 | +7% | 6.68% | 118% | 93 | 16.13% | 1.6 |
|
| 2142 |
2142
E-L Financial Corp
Toronto,
Ontario, Canada
| $7.57億 | +$3177万 | +4% | 6% | 78.5% | 1 | 0% | 4.3 |
|
| 2143 |
2143
Third Avenue Management
New York
| $7.56億 | +$4342万 | +6% | 22% | 113% | 65 | 7.69% | 3.7 |
|
| 2144 |
2144
CDAM (UK)
London,
United Kingdom
| $7.56億 | +$1億 | +15% | 10.3% | 7.89% | 14 | 21.43% | 1.9 |
|
| 2145 |
2145
Parker Investment Management
Menlo Park,
California
| $7.56億 | +$1.74億 | +30% | 8.93% | 208% | 52 | 30.77% | 1.5 |
|
| 2146 |
2146
Stonebridge Capital Advisors
St Paul,
Minnesota
| $7.56億 | +$9512万 | +14% | 7.44% | 80.1% | 987 | 80.75% | 0.9 |
|
| 2147 |
2147
St. James Investment Company
Southlake,
Texas
| $7.55億 | -$2033万 | -3% | 4.14% | 43.8% | 38 | 5.26% | 1.8 |
|
| 2148 |
2148
SeaCrest Wealth Management
Purchase,
New York
| $7.55億 | +$4402万 | +6% | 6.41% | 153% | 696 | 16.09% | 1.9 |
|
| 2149 |
AIM
2149
Aigen Investment Management
New York
| $7.55億 | -$1139万 | -1% | 5.73% | 55.5% | 1,003 | 66.9% | 0.3 |
|
| 2150 |
2150
TD Capital Management
Memphis,
Tennessee
| $7.55億 | +$3005万 | +4% | 3.32% | 40.5% | 339 | 18.29% | 3.2 |
|