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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Hemington Wealth Management
Falls Church,
Virginia
| $6.91億 | +$4605万 | +7% | 7.02% | 76.1% | 1,766 | 5.66% | 0.9 |
|
| 2802 |
2802
Sirios Capital Management
Boston,
Massachusetts
| $6.9億 | +$1.3億 | +23% | 27% | 177% | 66 | 16.67% | 1.9 |
|
| 2803 |
2803
Meridian Wealth Partners
Exton,
Pennsylvania
| $6.9億 | +$6318万 | +10% | 7.88% | 54.2% | 116 | 15.52% | 3.2 |
|
| 2804 |
2804
Skylands Capital
Milwaukee,
Wisconsin
| $6.9億 | -$317万 | -0.5% | 5.64% | 61% | 168 | 18.45% | 5.2 |
|
| 2805 |
2805
Fountainhead AM
Warren,
New Jersey
| $6.89億 | +$7360万 | +12% | 9.55% | 65.6% | 219 | 15.53% | 1.7 |
|
| 2806 |
2806
Torray Investment Partners
Bethesda,
Maryland
| $6.89億 | +$1756万 | +3% | 8.76% | 82.4% | 108 | 14.81% | 5 |
|
| 2807 |
2807
BlueSky Wealth Advisors
New Bern,
North Carolina
| $6.88億 | +$4321万 | +7% | 6.83% | 42.9% | 76 | 11.84% | 3.1 |
|
| 2808 |
2808
Pamplona Capital Management
New York
| $6.88億 | +$5381万 | +8% | 9.79% | – | 6 | 0% | 0.5 |
|
| 2809 |
2809
Roble Belko & Company
Sewickley,
Pennsylvania
| $6.87億 | +$6040万 | +10% | 8.97% | 53.3% | 489 | 15.75% | 4.2 |
|
| 2810 |
2810
Toews Corporation
Northfield,
New Jersey
| $6.87億 | +$4.61億 | +204% | 5.44% | 22% | 16 | 56.25% | 1.1 |
|
| 2811 |
2811
Colonial Trust
Spartanburg,
South Carolina
| $6.87億 | +$4292万 | +7% | 8.3% | 75.5% | 1,154 | 10.66% | 1.9 |
|
| 2812 |
2812
Nalanda India Equity Fund
Mauritius
| $6.87億 | -$7726万 | -10% | 9.75% | 30.2% | 2 | 0% | 5.9 |
|
| 2813 |
2813
Concord Wealth Partners
Abingdon,
Virginia
| $6.86億 | +$7696万 | +13% | 8.99% | 66% | 908 | 15.53% | 2.1 |
|
| 2814 |
CCP
2814
Camelot Capital Partners
Laguna Beach,
California
| $6.86億 | +$2.57億 | +60% | 61.1% | – | 1 | 0% | 1.5 |
|
| 2815 |
2815
Alibaba Group
Causeway Bay,
Hong Kong
| $6.85億 | -$1.24億 | -15% | 11.9% | 2.06% | 3 | 33.33% | 7.1 |
|
| 2816 |
2816
Correct Capital Wealth Management
Clayton,
Missouri
| $6.85億 | +$6447万 | +10% | 10.2% | – | 118 | 7.63% | 1.3 |
|
| 2817 |
2817
Brio Consultants
San Francisco,
California
| $6.85億 | +$4768万 | +7% | 7.34% | 42.7% | 138 | 16.67% | 2.7 |
|
| 2818 |
2818
LS Investment Advisors
Bloomfield Hills,
Michigan
| $6.84億 | +$3450万 | +5% | 8.46% | 98.7% | 134 | 5.22% | 8.7 |
|
| 2819 |
2819
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $6.84億 | +$3708万 | +6% | 7.82% | 55.8% | 167 | 14.37% | 4.3 |
|
| 2820 |
2820
Pathway Financial Advisors
South Burlington,
Vermont
| $6.83億 | +$1.28億 | +23% | 6.43% | 52.7% | 178 | 30.34% | 4.2 |
|
| 2821 |
2821
Evolution Wealth Advisors
Aventura,
Florida
| $6.83億 | +$8405万 | +14% | 12% | 84.5% | 177 | 19.77% | 2.3 |
|
| 2822 |
2822
First National Advisers
Omaha,
Nebraska
| $6.83億 | +$5823万 | +9% | 10% | 87.9% | 226 | 8.41% | 1.7 |
|
| 2823 |
2823
Paloma Partners
Greenwich,
Connecticut
| $6.82億 | -$1.26億 | -16% | 10.7% | 314% | 164 | 68.9% | 0.4 |
|
| 2824 |
2824
Hoey Investments
Coatesville,
Pennsylvania
| $6.82億 | +$1.7億 | +33% | 31.8% | 200% | 427 | 15.22% | 2.3 |
|
| 2825 |
2825
Capital Planning Advisors
Roseville,
California
| $6.82億 | +$3404万 | +5% | 10.1% | 64.2% | 144 | 11.11% | 4.6 |
|