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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 |
HA
2851
Harbor Advisors
West Palm Beach,
Florida
| $4.67億 | -$370万 | -0.8% | 1.9% | 125% | 168 | 10.12% | 4.3 |
|
| 2852 |
2852
ORIX Corp
Tokyo,
Japan
| $4.67億 | -$7037万 | -13% | 13.1% | 11.7% | 1 | 0% | 5.8 |
|
| 2853 |
2853
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $4.67億 | -$3650万 | -7% | 3.46% | 65.9% | 173 | 5.2% | 5.2 |
|
| 2854 |
2854
Capital Advantage
Walnut Creek,
California
| $4.67億 | -$1297万 | -3% | 2.63% | 49.2% | 47 | 19.15% | 4.6 |
|
| 2855 |
2855
Sendero Wealth Management
San Antonio,
Texas
| $4.66億 | +$827万 | +2% | 1.12% | 99.2% | 159 | 10.06% | 0.8 |
|
| 2856 |
AA
2856
Ancient Art
Austin,
Texas
| $4.66億 | -$608万 | -1% | 0.45% | 168% | 20 | 25% | 2.1 |
|
| 2857 |
2857
Hunter Perkins Capital Management
Lombard,
Illinois
| $4.66億 | -$312万 | -0.7% | 3.84% | 58% | 141 | 21.99% | 1.4 |
|
| 2858 |
MA
2858
Madrone Advisors
Menlo Park,
California
| $4.65億 | -$1.08億 | -19% | 20.5% | 10.4% | 8 | 12.5% | 0.7 |
|
| 2859 |
2859
Ramirez Asset Management
New York
| $4.65億 | – | – | 0.2% | 86.8% | 381 | – | 0 |
|
| 2860 |
2860
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $4.65億 | -$560万 | -1% | 3.55% | 78.2% | 253 | 13.04% | 0.6 |
|
| 2861 |
2861
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $4.64億 | -$1471万 | -3% | 0.87% | 183% | 70 | 1.43% | 5.9 |
|
| 2862 |
2862
State of Wyoming
Cheyenne,
Wyoming
| $4.64億 | +$1.22億 | +36% | 1.76% | 135% | 1,879 | 33.42% | 1.1 |
|
| 2863 |
2863
Soundwatch Capital
Rowayton,
Connecticut
| $4.64億 | +$7105万 | +18% | 3.78% | 68.6% | 38 | 34.21% | 0.9 |
|
| 2864 |
2864
Lathrop Investment Management
Little Rock,
Arkansas
| $4.64億 | -$2804万 | -6% | 3.04% | 72.2% | 83 | 4.82% | 6 |
|
| 2865 |
2865
High Probability Advisors
Pittsford,
New York
| $4.64億 | -$210万 | -0.5% | 3.29% | 52.6% | 51 | 7.84% | 2 |
|
| 2866 |
2866
Parker Investment Management
Menlo Park,
California
| $4.63億 | -$1.57億 | -25% | 1.5% | 208% | 31 | 16.13% | 3.3 |
|
| 2867 |
2867
Center for Financial Planning
Southfied,
Michigan
| $4.63億 | -$1353万 | -3% | 3.78% | 64.4% | 581 | 12.39% | 2.9 |
|
| 2868 |
2868
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $4.62億 | -$2918万 | -6% | 3.87% | 81.8% | 81 | 4.94% | 6.2 |
|
| 2869 |
2869
Falcon Wealth Planning
Ontario,
California
| $4.61億 | +$1218万 | +3% | 3.78% | 52.7% | 114 | 10.53% | 1.8 |
|
| 2870 |
EFL
2870
ERn Financial LLC
Middleton,
Wisconsin
| $4.61億 | -$1683万 | -4% | 3.96% | 61.2% | 176 | 10.8% | 2.5 |
|
| 2871 |
2871
Kavar Capital Partners Group
Leawood,
Kansas
| $4.61億 | -$838万 | -2% | 2.42% | 77.2% | 162 | 14.2% | 4.6 |
|
| 2872 |
2872
HeadInvest LLC
Portland,
Maine
| $4.6億 | -$363万 | -0.8% | 2.76% | 59.1% | 750 | 69.73% | 1.6 |
|
| 2873 |
2873
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $4.6億 | -$4599万 | -9% | 3.45% | 82.9% | 163 | 32.52% | 2.3 |
|
| 2874 |
2874
Glynn Capital Management
Menlo Park,
California
| $4.6億 | +$955万 | +2% | 1.46% | 252% | 44 | 6.82% | 5.8 |
|
| 2875 |
2875
Silver Oak Securities
Jackson,
Tennessee
| $4.6億 | -$1.62億 | -26% | 2.97% | 73.4% | 512 | 30.66% | 0.8 |
|