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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Siena Capital Partners
Chicago,
Illinois
| $3.37億 | +$860万 | +3% | 1.04% | 44.2% | 136 | 14.71% | 0.6 |
|
| 2702 |
2702
Kora Management
Brooklyn,
New York
| $3.37億 | +$1.1億 | +49% | 25.5% | 307% | 8 | 25% | 2 |
|
| 2703 |
MAA
2703
Mraz Amerine & Associates
Modesto,
California
| $3.36億 | +$1451万 | +5% | 5.71% | 69.8% | 173 | 11.56% | 3.7 |
|
| 2704 |
2704
South Street Advisors
New York
| $3.36億 | +$611万 | +2% | 4.7% | 169% | 69 | 10.14% | 3.1 |
|
| 2705 |
2705
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $3.35億 | +$1054万 | +3% | 3.02% | 99.4% | 103 | 13.59% | 3.1 |
|
| 2706 |
2706
Greatmark Investment Partners
Columbus,
Georgia
| $3.35億 | +$1788万 | +6% | 3.84% | 62% | 132 | 10.61% | 3.8 |
|
| 2707 |
2707
McAdam LLC
Philadelphia,
Pennsylvania
| $3.35億 | +$3333万 | +11% | 2.67% | 65.4% | 79 | 15.19% | 1.6 |
|
| 2708 |
HA
2708
Harbor Advisors
West Palm Beach,
Florida
| $3.35億 | +$2432万 | +8% | 7.97% | 125% | 170 | 8.24% | 1.9 |
|
| 2709 |
2709
Lenox Wealth Management
Cincinnati,
Ohio
| $3.35億 | +$1376万 | +4% | 4.41% | 24.7% | 764 | 15.05% | 1.8 |
|
| 2710 |
KWMG
2710
King Wealth Management Group
Naples,
Florida
| $3.34億 | +$1488万 | +5% | 4.15% | 86% | 142 | 9.15% | 3.3 |
|
| 2711 |
2711
Martin & Co
Knoxville,
Tennessee
| $3.34億 | +$275万 | +0.8% | 4.73% | 67.8% | 117 | 1.71% | 4.7 |
|
| 2712 |
ARMC
2712
American Research & Management Company
Marion,
Massachusetts
| $3.34億 | -$1628万 | -5% | 1.63% | 35.1% | 385 | 12.47% | 4 |
|
| 2713 |
2713
Index Venture Growth Associates II
St. Helier, Channel Islands,
Jersey
| $3.34億 | +$2.54億 | +317% | 1.09% | – | 3 | 33.33% | 0.3 |
|
| 2714 |
2714
Opus Capital Group
Cincinnati,
Ohio
| $3.34億 | -$4117万 | -11% | 2.75% | 49.7% | 235 | 37.87% | 2.7 |
|
| 2715 |
2715
Wilkins Investment Counsel
Boston,
Massachusetts
| $3.33億 | +$221万 | +0.7% | 1.2% | 56.2% | 75 | 4% | 5.1 |
|
| 2716 |
2716
Cubic Asset Management
Boston,
Massachusetts
| $3.33億 | -$486万 | -1% | 3.58% | 40.5% | 180 | 9.44% | 3.7 |
|
| 2717 |
2717
Vestar Capital Partners
New York
| $3.33億 | +$14.4万 | +0% | 5.34% | – | 1 | 0% | 2.8 |
|
| 2718 |
2718
Buckhead Capital Management
Atlanta,
Georgia
| $3.33億 | +$1202万 | +4% | 4.98% | 67.6% | 92 | 11.96% | 4.7 |
|
| 2719 |
2719
Wealth Architects
Mountain View,
California
| $3.32億 | +$1124万 | +4% | 3.4% | 80.1% | 143 | 13.29% | 3.2 |
|
| 2720 |
2720
13D Management
New York
| $3.32億 | -$583万 | -2% | 0.8% | 157% | 31 | 22.58% | 1.4 |
|
| 2721 |
2721
Lyell Wealth Management
Menlo Park,
California
| $3.32億 | +$3217万 | +11% | 5.07% | 128% | 126 | 7.94% | 1.7 |
|
| 2722 |
2722
American Economic Planning Group
Warren,
New Jersey
| $3.32億 | +$1132万 | +4% | 2.55% | 25.9% | 90 | 5.56% | 2.3 |
|
| 2723 |
2723
G.F.W. Energy X
Dallas,
Texas
| $3.31億 | -$1.39億 | -29% | 27.6% | 71.3% | 4 | 0% | 1.3 |
|
| 2724 |
2724
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $3.31億 | +$837万 | +3% | 4.64% | 52.3% | 31 | 12.9% | 1.7 |
|
| 2725 |
2725
Pegasus Partners
Mequon,
Wisconsin
| $3.31億 | -$1176万 | -3% | 3.36% | 32.6% | 184 | 33.7% | 1.6 |
|