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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $7.31億 | +$5173万 | +8% | 7.55% | 80.2% | 189 | 4.76% | 4.5 |
|
| 2202 |
2202
Lenox Wealth Advisors
New York
| $7.29億 | +$2622万 | +4% | 6.44% | 35.7% | 794 | 26.07% | 1.8 |
|
| 2203 |
2203
Efficient Advisors
Mason,
Ohio
| $7.29億 | +$7396万 | +11% | 4.92% | 30.6% | 60 | 1.67% | 5 |
|
| 2204 |
2204
Campbell Wealth Management
Alexandria,
Virginia
| $7.29億 | +$4347万 | +6% | 2.52% | 11.2% | 69 | 5.8% | 1.6 |
|
| 2205 |
2205
United Bank (Virginia)
Vienna,
Virginia
| $7.28億 | +$5950万 | +9% | 9.65% | 76.1% | 186 | 17.74% | 2.4 |
|
| 2206 |
2206
First Midwest Bank Trust Division
Joliet,
Illinois
| $7.27億 | +$3717万 | +5% | 9.6% | 107% | 394 | 14.72% | 4.2 |
|
| 2207 |
CCMD
2207
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $7.27億 | -$703万 | -1% | 9.98% | 25.6% | 176 | 6.25% | 3.3 |
|
| 2208 |
RPGK
2208
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $7.26億 | +$3590万 | +5% | 4.12% | 54.7% | 65 | 10.77% | 4.2 |
|
| 2209 |
2209
Technology Crossover Management IX
Menlo Park,
California
| $7.25億 | -$1162万 | -2% | 7.66% | 6.24% | 4 | 0% | 2.3 |
|
| 2210 |
2210
American Assets Investment Management
San Diego,
California
| $7.25億 | +$1.1億 | +18% | 12.6% | 520% | 149 | 17.45% | 3.8 |
|
| 2211 |
2211
Hodges Capital Management
Dallas,
Texas
| $7.23億 | +$8828万 | +14% | 23.3% | 200% | 238 | 26.47% | 2.7 |
|
| 2212 |
NTCM
2212
Nine Ten Capital Management
Chicago,
Illinois
| $7.22億 | +$5736万 | +9% | 7.63% | 166% | 10 | 10% | 2.4 |
|
| 2213 |
2213
Hengehold Capital Management
Cincinnati,
Ohio
| $7.22億 | +$4967万 | +7% | 4.75% | 54.5% | 159 | 18.24% | 3.2 |
|
| 2214 |
2214
Oxford Financial Group
Carmel,
Indiana
| $7.21億 | +$3096万 | +4% | 6.34% | 77.2% | 242 | 19.83% | 1.3 |
|
| 2215 |
2215
Weatherly Asset Management
Del Mar,
California
| $7.21億 | +$2476万 | +4% | 2.9% | 116% | 200 | 10% | 4.9 |
|
| 2216 |
2216
Freshford Capital Management
Rye Brook,
New York
| $7.18億 | +$2992万 | +4% | 11.9% | 97.3% | 23 | 39.13% | 1 |
|
| 2217 |
2217
Bogart Wealth LLC
Mclean,
Virginia
| $7.18億 | +$1.79億 | +33% | 8.05% | 60.5% | 678 | 32.01% | 1.7 |
|
| 2218 |
2218
Nalanda India Equity Fund
Mauritius
| $7.18億 | +$2002万 | +3% | 2.89% | 13.6% | 2 | 0% | 1.6 |
|
| 2219 |
2219
J.M. Forbes & Co
Boston,
Massachusetts
| $7.17億 | +$3742万 | +6% | 2.62% | 112% | 110 | 5.45% | 4.8 |
|
| 2220 |
2220
Caldwell Trust
Venice,
Florida
| $7.17億 | +$5610万 | +8% | 5.67% | 97.5% | 735 | 6.12% | 1.2 |
|
| 2221 |
KAS
2221
Kemnay Advisory Services
New York
| $7.16億 | -$7257万 | -9% | 3.5% | 167% | 116 | 48.28% | 2.4 |
|
| 2222 |
2222
Emerson Point Capital
Larchmont,
New York
| $7.16億 | +$1.09億 | +18% | 6.21% | 94.8% | 44 | 22.73% | 1.2 |
|
| 2223 |
AP
2223
Archon Partners
Princeton Junction,
New Jersey
| $7.16億 | -$2902万 | -4% | 3.05% | 99.5% | 61 | 26.23% | 3.4 |
|
| 2224 |
2224
Olstein Capital Management
Purchase,
New York
| $7.15億 | +$8887万 | +14% | 17.5% | 16.6% | 104 | 11.54% | 3.9 |
|
| 2225 |
2225
SpiderRock Advisors
Wilimington,
Delaware
| $7.15億 | +$2.7億 | +61% | – | – | 205 | 0% | 1.2 |
|