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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Peak Asset Management
Louisville,
Colorado
| $2.67億 | -$3002万 | -10% | 11.4% | 70.1% | 141 | 16.31% | 2.8 |
|
| 2827 |
2827
Needham Investment Management
New York
| $2.66億 | -$6542万 | -20% | 15.8% | 424% | 94 | 21.28% | 3.4 |
|
| 2828 |
2828
Crestone Asset Management
Boulder,
Colorado
| $2.66億 | +$3799万 | +17% | 15.3% | 6.65% | 49 | 28.57% | 1.7 |
|
| 2829 |
2829
First Wilshire Securities Management
Pasadena,
California
| $2.66億 | -$7410万 | -22% | 16.8% | 135% | 121 | 9.09% | 3.5 |
|
| 2830 |
2830
Bright Rock Capital Management
Hanover,
Massachusetts
| $2.66億 | -$4043万 | -13% | 9.74% | 53.1% | 82 | 17.07% | 3.4 |
|
| 2831 |
2831
Permanens Capital
New York
| $2.66億 | -$2851万 | -10% | 13.8% | 76.9% | 25 | 68% | 1.2 |
|
| 2832 |
2832
Gifford Fong Associates
Lafayette,
California
| $2.65億 | -$4941万 | -16% | 16.7% | 180% | 121 | 5.79% | 0.6 |
|
| 2833 |
2833
Bessemer Securities
New York
| $2.65億 | +$2.53億 | +2,232% | 11.3% | 45% | 100 | 99% | 0 |
|
| 2834 |
2834
BSW Wealth Partners
Boulder,
Colorado
| $2.65億 | +$225万 | +0.9% | 10.9% | 75.4% | 152 | 45.39% | 2.8 |
|
| 2835 |
2835
Parker Investment Management
Menlo Park,
California
| $2.65億 | -$6287万 | -19% | 13.4% | 208% | 39 | 46.15% | 1.2 |
|
| 2836 |
2836
McGuire Investment Group
Wakefield,
Rhode Island
| $2.64億 | -$3819万 | -13% | 11.6% | 202% | 90 | 7.78% | 0.2 |
|
| 2837 |
2837
Valley Forge Capital Management
Miami,
Florida
| $2.64億 | -$3618万 | -12% | 15.4% | 49% | 11 | 9.09% | 1.5 |
|
| 2838 |
2838
Tuttle Capital Management
Riverside,
Connecticut
| $2.64億 | -$2.62億 | -50% | 0.17% | 115% | 175 | 82.86% | 0.2 |
|
| 2839 |
2839
Teza Capital Management
Chicago,
Illinois
| $2.64億 | -$1.7億 | -39% | 15% | 133% | 516 | 71.32% | 0.2 |
|
| 2840 |
2840
Solus Alternative Asset Management
Summit,
New Jersey
| $2.64億 | -$2.83億 | -52% | 28.7% | 79.3% | 15 | 40% | 1.3 |
|
| 2841 |
CFSG
2841
Community Financial Services Group
Newport,
Vermont
| $2.64億 | -$2930万 | -10% | 10.7% | – | 100 | 16% | 2.8 |
|
| 2842 |
2842
Capital Advantage
Walnut Creek,
California
| $2.64億 | -$1.71億 | -39% | 8.54% | 49.2% | 89 | 26.97% | 3.2 |
|
| 2843 |
RTS
2843
Round Table Services
Westfield,
New Jersey
| $2.64億 | -$2896万 | -10% | 13.1% | 16.1% | 159 | 31.45% | 1.9 |
|
| 2844 |
2844
CAS Investment Partners
Westport,
Connecticut
| $2.64億 | -$6547万 | -20% | 16.4% | 527% | 5 | 0% | 1 |
|
| 2845 |
2845
MA Private Wealth
San Carlos,
California
| $2.64億 | – | – | 9.75% | 57.5% | 96 | – | 0 |
|
| 2846 |
CIA
2846
Covington Investment Advisors
Ligonier,
Pennsylvania
| $2.63億 | -$4394万 | -14% | 9.62% | 100% | 96 | 14.58% | 3.7 |
|
| 2847 |
2847
Cutter & Co Brokerage
Ballwin,
Missouri
| $2.63億 | -$3002万 | -10% | 11.9% | 40.4% | 308 | 21.43% | 2.3 |
|
| 2848 |
2848
Tortoise Index Solutions
Overland Park,
Kansas
| $2.63億 | +$1.11億 | +72% | 13.2% | 52.2% | 91 | 8.79% | 2.5 |
|
| 2849 |
2849
Dillon & Associates
Jackson,
Michigan
| $2.63億 | -$3952万 | -13% | 11% | 117% | 73 | 12.33% | 4.3 |
|
| 2850 |
2850
Strategic Wealth Partners Group
Deerfield,
Illinois
| $2.63億 | – | – | 13.4% | – | 28 | – | 1.8 |
|