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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
AlphaSimPlex Group
Boston,
Massachusetts
| $2.97億 | +$1.86億 | +168% | 12.3% | 35.5% | 223 | 68.16% | 0.3 |
|
| 2852 |
2852
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $2.97億 | +$1659万 | +6% | 13.3% | 85.4% | 1,737 | 16.93% | 2.3 |
|
| 2853 |
2853
Orgel Wealth Management
Altoona,
Wisconsin
| $2.96億 | -$3502万 | -11% | 6.38% | 39.6% | 42 | 19.05% | 1.6 |
|
| 2854 |
CIA
2854
Covington Investment Advisors
Ligonier,
Pennsylvania
| $2.96億 | +$3280万 | +12% | 12.7% | 100% | 96 | 3.13% | 3.9 |
|
| 2855 |
2855
Meristem Family Wealth
Minnetonka,
Minnesota
| $2.96億 | +$2247万 | +8% | 12.8% | 67.7% | 154 | 19.48% | 2.5 |
|
| 2856 |
2856
Tiger Pacific Capital
New York
| $2.95億 | +$8439万 | +40% | 24.1% | 84.5% | 14 | 28.57% | 0.8 |
|
| 2857 |
2857
Legacy Financial Advisors
Covington,
Kentucky
| $2.95億 | +$3684万 | +14% | 11.2% | 86.3% | 1,208 | 27.24% | 0.9 |
|
| 2858 |
2858
FundX Investment Group
San Francisco,
California
| $2.95億 | +$2602万 | +10% | 9.26% | 94.6% | 59 | 35.59% | 1.2 |
|
| 2859 |
2859
Bessemer Securities
New York
| $2.94億 | +$2952万 | +11% | 12.9% | 45% | 106 | 9.43% | 0.3 |
|
| 2860 |
2860
Needham Investment Management
New York
| $2.94億 | +$2772万 | +10% | 18.1% | 424% | 87 | 14.94% | 3.6 |
|
| 2861 |
SAS
2861
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| $2.94億 | -$7841万 | -21% | 13% | 29.3% | 11 | 36.36% | 1.7 |
|
| 2862 |
2862
Canal Insurance Company
Greenville,
South Carolina
| $2.94億 | +$2404万 | +9% | 9.02% | 114% | 79 | 26.58% | 3.3 |
|
| 2863 |
2863
Cypress Asset Management
Houston,
Texas
| $2.94億 | +$2626万 | +10% | 14.9% | 141% | 159 | 12.58% | 3.9 |
|
| 2864 |
2864
Waterton Global Resource Management
Toronto,
Ontario, Canada
| $2.94億 | +$1.03億 | +54% | 44.6% | 21% | 4 | 0% | 0.3 |
|
| 2865 |
2865
Welch Capital Partners
Harrison,
New York
| $2.94億 | +$3254万 | +12% | 14.2% | 79.2% | 33 | 18.18% | 2.1 |
|
| 2866 |
2866
Peak Asset Management
Louisville,
Colorado
| $2.94億 | +$2728万 | +10% | 12.2% | 70.1% | 135 | 8.15% | 3 |
|
| 2867 |
CFSG
2867
Community Financial Services Group
Newport,
Vermont
| $2.94億 | +$2987万 | +11% | 12.4% | – | 93 | 11.83% | 2.9 |
|
| 2868 |
2868
Cambridge Advisors
Omaha,
Nebraska
| $2.94億 | +$2489万 | +9% | 10.6% | 58.6% | 139 | 5.76% | 3.5 |
|
| 2869 |
2869
First Wilshire Securities Management
Pasadena,
California
| $2.93億 | +$2738万 | +10% | 13.5% | 135% | 117 | 4.27% | 3.6 |
|
| 2870 |
CCPM
2870
Cooper Creek Partners Management
New York
| $2.93億 | +$4030万 | +16% | 19.3% | 86.4% | 100 | 75% | 0.2 |
|
| 2871 |
2871
Madison International Realty Holdings
New York
| $2.93億 | +$4356万 | +17% | 15.7% | – | 8 | 12.5% | 1.6 |
|
| 2872 |
2872
Siris Capital Group
New York
| $2.93億 | +$3793万 | +15% | 39.3% | – | 2 | 50% | 0.5 |
|
| 2873 |
CIM
2873
Castleton Investment Management
Stamford,
Connecticut
| $2.93億 | +$8053万 | +38% | 12.7% | 15.1% | 71 | 60.56% | 0.6 |
|
| 2874 |
2874
Old Dominion Capital Management
Charlottesville,
Virginia
| $2.93億 | +$1613万 | +6% | 12.8% | 45.9% | 150 | 16% | 1.4 |
|
| 2875 |
2875
Dock Street Asset Management
Palm Beach,
Florida
| $2.93億 | +$3079万 | +12% | 19.1% | 175% | 56 | 17.86% | 2.9 |
|