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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $6.54億 | +$8845万 | +16% | 15.7% | 106% | 19 | 15.79% | 3.1 |
|
| 2752 |
2752
Pilgrim Global Advisors
Reno,
Nevada
| $6.53億 | +$1.45億 | +28% | 29.5% | – | 7 | 42.86% | 0.5 |
|
| 2753 |
2753
Slow Capital
Greenbrae,
California
| $6.53億 | +$3501万 | +6% | 6.74% | 156% | 130 | 13.85% | 4.7 |
|
| 2754 |
2754
Maltese Capital Management
New York
| $6.52億 | +$1.11億 | +20% | 14.6% | 114% | 112 | 25.89% | 2.8 |
|
| 2755 |
2755
One Wealth Advisors
San Francisco,
California
| $6.52億 | +$1.85億 | +40% | 5.72% | 66% | 274 | 18.25% | 1.5 |
|
| 2756 |
NM
2756
Newtyn Management
New York
| $6.51億 | +$1.19億 | +22% | 13.9% | 52% | 44 | 18.18% | 1.8 |
|
| 2757 |
2757
Biglari Capital Corp
San Antonio,
Texas
| $6.51億 | -$556万 | -0.8% | 1.34% | 72.7% | 13 | 7.69% | 4.8 |
|
| 2758 |
2758
Adventist Health System West
Roseville,
California
| $6.5億 | +$3436万 | +6% | 5.8% | 60.2% | 7 | 0% | 2.2 |
|
| 2759 |
2759
Ophir Asset Management
Sydney,
Australia
| $6.5億 | +$8556万 | +15% | 14.6% | 282% | 41 | 43.9% | 0.6 |
|
| 2760 |
2760
McMorgan & Co
San Francisco,
California
| $6.49億 | +$1904万 | +3% | 3.73% | 30.1% | 59 | 6.78% | 2.1 |
|
| 2761 |
2761
Colonial Trust
Spartanburg,
South Carolina
| $6.48億 | +$8060万 | +14% | 6.71% | 75.5% | 1,150 | 18.61% | 1.3 |
|
| 2762 |
2762
Iron Gate Global Advisors
Nsl,
Utah
| $6.47億 | +$4067万 | +7% | 6.3% | 106% | 106 | 21.7% | 3.5 |
|
| 2763 |
2763
Foundation Resource Management
Little Rock,
Arkansas
| $6.47億 | +$2096万 | +3% | 5.32% | 84.5% | 54 | 7.41% | 7.5 |
|
| 2764 |
2764
Zevin Asset Management
Boston,
Massachusetts
| $6.47億 | +$2901万 | +5% | 6.05% | 71.7% | 82 | 3.66% | 5.3 |
|
| 2765 |
2765
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $6.46億 | +$5088万 | +9% | 7.29% | 81.7% | 264 | 7.2% | 4.4 |
|
| 2766 |
2766
BlueSky Wealth Advisors
New Bern,
North Carolina
| $6.44億 | +$4959万 | +8% | 5.83% | 45.9% | 77 | 3.9% | 2.4 |
|
| 2767 |
2767
Stockman Wealth Management
Billings,
Montana
| $6.43億 | +$7287万 | +13% | 6.66% | 77.5% | 185 | 6.49% | 5 |
|
| 2768 |
2768
USA Financial Formulas
Ada,
Michigan
| $6.43億 | +$2635万 | +4% | 5.62% | 104% | 377 | 53.32% | 1.2 |
|
| 2769 |
2769
Meridian Wealth Partners
Exton,
Pennsylvania
| $6.43億 | +$7658万 | +14% | 5.58% | 54.2% | 116 | 14.66% | 2.9 |
|
| 2770 |
2770
Octagon Capital Advisors
New York
| $6.43億 | +$663万 | +1% | 13.8% | 2,969% | 52 | 30.77% | 0.9 |
|
| 2771 |
2771
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $6.43億 | +$4904万 | +8% | 7.91% | 86.4% | 136 | 5.88% | 8 |
|
| 2772 |
2772
New England Asset Management
Farmington,
Connecticut
| $6.42億 | +$4025万 | +7% | 8.5% | 55.6% | 121 | 4.13% | 5.3 |
|
| 2773 |
2773
Blue Edge Capital
Richmond,
Virginia
| $6.42億 | +$3767万 | +6% | 5.87% | 67.4% | 118 | 12.71% | 5.4 |
|
| 2774 |
KWMG
2774
King Wealth Management Group
Naples,
Florida
| $6.42億 | +$4190万 | +7% | 5.77% | 86% | 157 | 12.1% | 5.5 |
|
| 2775 |
2775
Total Wealth Planning
Cincinnati,
Ohio
| $6.41億 | +$3132万 | +5% | 6.48% | 37.2% | 92 | 5.43% | 3.1 |
|