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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Newbrook Capital Advisors
New York
| $7.93億 | +$1.6億 | +25% | 24.9% | 299% | 23 | 26.09% | 0.9 |
|
| 2577 |
2577
Rodgers Brothers
Harmony,
Pennsylvania
| $7.92億 | +$4136万 | +6% | 5.79% | 108% | 247 | 9.31% | 6.2 |
|
| 2578 |
2578
ShawSpring Partners
Boston,
Massachusetts
| $7.92億 | +$6464万 | +9% | 7.53% | 3.53% | 11 | 18.18% | 1.2 |
|
| 2579 |
2579
Red Cedar Investment Management
Grand Rapids,
Michigan
| $7.92億 | +$6929万 | +10% | 9.92% | 81.4% | 84 | 8.33% | 2.8 |
|
| 2580 |
2580
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $7.92億 | +$6227万 | +9% | 9.24% | – | 78 | 15.38% | 2.4 |
|
| 2581 |
2581
Insight Wealth Strategies
San Ramon,
California
| $7.92億 | +$4893万 | +7% | 8.84% | 83.5% | 180 | 17.22% | 2.6 |
|
| 2582 |
2582
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $7.91億 | +$3160万 | +4% | 3.14% | 40.2% | 101 | 13.86% | 4.3 |
|
| 2583 |
2583
Total Wealth Planning
Cincinnati,
Ohio
| $7.91億 | +$1.38億 | +21% | 6.54% | 37.2% | 106 | 15.09% | 3.2 |
|
| 2584 |
2584
Disciplina Capital Management
Nashville,
Tennessee
| $7.91億 | +$1.04億 | +15% | 4.65% | 30% | 63 | 3.17% | 3 |
|
| 2585 |
2585
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $7.91億 | -$7898万 | -9% | 4.51% | 131% | 105 | 24.76% | 3.2 |
|
| 2586 |
2586
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $7.91億 | +$6791万 | +9% | 6.32% | 51.1% | 599 | 4.17% | 4 |
|
| 2587 |
2587
1834 Investment Advisors
Milwaukee,
Wisconsin
| $7.9億 | +$1332万 | +2% | 5.94% | 68.7% | 215 | 3.26% | 5.6 |
|
| 2588 |
2588
Volterra Technologies
New York
| $7.88億 | – | – | 9.1% | – | 415 | – | 0 |
|
| 2589 |
2589
Quadcap Wealth Management
Frisco,
Texas
| $7.88億 | +$9749万 | +14% | 10.3% | – | 418 | 14.35% | 1.1 |
|
| 2590 |
2590
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $7.87億 | +$7267万 | +10% | 8.34% | 80.3% | 175 | 23.43% | 3.4 |
|
| 2591 |
2591
Stillwater Capital Advisors
Devon,
Pennsylvania
| $7.86億 | +$6973万 | +10% | 17.6% | 121% | 71 | 4.23% | 5.4 |
|
| 2592 |
2592
Northcape Capital
Sydney,
Australia
| $7.86億 | – | – | 23.8% | – | 8 | – | 8.2 |
|
| 2593 |
2593
Souders Financial Advisors
Cincinnati,
Ohio
| $7.86億 | +$6933万 | +10% | 7.98% | 54.9% | 208 | 15.38% | 2.5 |
|
| 2594 |
2594
Genus Capital Management
Vancouver,
British Columbia, Canada
| $7.85億 | +$9569万 | +14% | 20% | – | 211 | 26.54% | 0.2 |
|
| 2595 |
2595
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $7.85億 | +$8121万 | +12% | 8.15% | 67.5% | 234 | 10.26% | 1.9 |
|
| 2596 |
2596
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $7.85億 | +$6181万 | +9% | 12.5% | – | 878 | 9.11% | 1 |
|
| 2597 |
2597
Philip James Wealth Mangement
Milton,
Georgia
| $7.84億 | -$3795万 | -5% | 3.46% | – | 175 | 8% | 0.9 |
|
| 2598 |
2598
Qtron Investments
Boston,
Massachusetts
| $7.83億 | +$1.15億 | +17% | 14.5% | 140% | 419 | 13.6% | 2.7 |
|
| 2599 |
2599
McGuire Investment Group
Wakefield,
Rhode Island
| $7.83億 | +$1.1億 | +16% | 18.3% | 202% | 119 | 12.61% | 4.1 |
|
| 2600 |
2600
Stone Point Capital
Greenwich,
Connecticut
| $7.82億 | +$1182万 | +2% | 1.58% | 15.7% | 3 | 0% | 8.1 |
|