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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Harvey Investment Company
Louisville,
Kentucky
| $8.63億 | +$9433万 | +12% | 13.4% | 56.4% | 95 | 1.05% | 5.9 |
|
| 2177 |
2177
GFI Investment Counsel
Toronto,
Ontario, Canada
| $8.63億 | +$8566万 | +11% | 10.4% | 48.7% | 18 | 5.56% | 2.7 |
|
| 2178 |
2178
Naples Global Advisors
Naples,
Florida
| $8.63億 | +$1.02億 | +13% | 9.74% | 111% | 401 | 6.98% | 4.1 |
|
| 2179 |
2179
Clean Energy Transition
London,
United Kingdom
| $8.62億 | – | – | 7.29% | 129% | 15 | – | 0 |
|
| 2180 |
2180
Mizuho Bank
Tokyo,
Japan
| $8.62億 | -$1.36億 | -14% | 6.52% | 99.8% | 11 | 72.73% | 1.7 |
|
| 2181 |
2181
Sonora Investment Management Group
Tucson,
Arizona
| $8.61億 | – | – | 11.7% | 78.3% | 213 | – | 0 |
|
| 2182 |
2182
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $8.6億 | +$6165万 | +8% | 4.71% | 39.2% | 970 | 13.51% | 0.8 |
|
| 2183 |
2183
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $8.58億 | +$5422万 | +7% | 5.51% | 101% | 26 | 3.85% | 0.6 |
|
| 2184 |
2184
Kora Management
Brooklyn,
New York
| $8.58億 | -$2.9億 | -25% | 31.8% | 307% | 2 | 0% | 2 |
|
| 2185 |
2185
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $8.58億 | +$1.16億 | +16% | 11% | 80.2% | 200 | 8% | 4.9 |
|
| 2186 |
2186
F3Logic
Burnsville,
Minnesota
| $8.56億 | +$9210万 | +12% | 5.11% | 11.8% | 255 | 16.86% | 1.7 |
|
| 2187 |
2187
Petrus Trust Company
Dallas,
Texas
| $8.56億 | -$4744万 | -5% | 8.29% | 36.9% | 172 | 73.84% | 0.7 |
|
| 2188 |
SCM
2188
Somerset Capital Management
London,
United Kingdom
| $8.56億 | -$1.24億 | -13% | 11.3% | 7.5% | 16 | 43.75% | 2.1 |
|
| 2189 |
2189
Private Ocean
San Rafael,
California
| $8.54億 | +$3312万 | +4% | 3.9% | 2.82% | 658 | 19.6% | 2.4 |
|
| 2190 |
2190
Leuthold Group
Minneapolis,
Minnesota
| $8.54億 | +$3858万 | +5% | 8.4% | 138% | 229 | 27.07% | 1.7 |
|
| 2191 |
2191
Howe & Rusling
Rochester,
New York
| $8.53億 | +$5543万 | +7% | 9.24% | 82% | 1,099 | 16.56% | 3.1 |
|
| 2192 |
2192
BBR Partners
New York
| $8.51億 | -$3.58億 | -30% | 9.41% | 63.4% | 249 | 29.72% | 1.9 |
|
| 2193 |
2193
Sound Income Strategies
Ft Lauderdale,
Florida
| $8.5億 | +$7602万 | +10% | 3.29% | 31.4% | 919 | 9.14% | 2.4 |
|
| 2194 |
2194
Stanley-Laman Group
Berwyn,
Pennsylvania
| $8.5億 | +$8112万 | +11% | 4.57% | 114% | 316 | 38.29% | 1.4 |
|
| 2195 |
2195
Verdence Capital Advisors
Hunt Valley,
Maryland
| $8.5億 | +$8908万 | +12% | 9.32% | 104% | 557 | 20.65% | 1.9 |
|
| 2196 |
2196
Gemmer Asset Management
Walnut Creek,
California
| $8.48億 | +$1.24億 | +17% | 5.48% | 96.8% | 1,362 | 12.11% | 4.8 |
|
| 2197 |
2197
Empirical Finance
Havertown,
Pennsylvania
| $8.47億 | +$1.83億 | +28% | 10.2% | 124% | 469 | 12.15% | 1.4 |
|
| 2198 |
2198
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $8.47億 | +$9046万 | +12% | 8.63% | 73.7% | 184 | 17.93% | 2.7 |
|
| 2199 |
2199
Traynor Capital Management
Malvern,
Pennsylvania
| $8.45億 | +$1.15億 | +16% | 13.8% | 244% | 236 | 20.76% | 2.5 |
|
| 2200 |
2200
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $8.45億 | +$6212万 | +8% | 7.89% | 102% | 96 | 4.17% | 2.3 |
|