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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Meridian Wealth Advisors
Austin,
Texas
| $5.61億 | +$2829万 | +5% | 1.59% | 79.9% | 181 | 6.08% | 4.1 |
|
| 2902 |
2902
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $5.61億 | +$2007万 | +4% | 1.48% | 70.3% | 393 | 15.78% | 0.8 |
|
| 2903 |
2903
RBO & Co
Saint Helena,
California
| $5.6億 | -$3866万 | -6% | 4.17% | 27.9% | 55 | 3.64% | 6.9 |
|
| 2904 |
2904
Ironwood Investment Counsel
Scottsdale,
Arizona
| $5.6億 | -$1343万 | -2% | 1.73% | 64% | 267 | 7.49% | 4.5 |
|
| 2905 |
TCM
2905
Trybe Capital Management
Greenwich,
Connecticut
| $5.59億 | -$4329万 | -7% | 17.6% | 681% | 17 | 29.41% | 2.1 |
|
| 2906 |
2906
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $5.59億 | +$3825万 | +7% | 1.13% | 78.9% | 164 | 10.37% | 1.9 |
|
| 2907 |
2907
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $5.59億 | +$1233万 | +2% | 2.51% | 95.4% | 41 | 17.07% | 5.9 |
|
| 2908 |
2908
Viking Fund Management
Minot,
North Dakota
| $5.58億 | +$591万 | +1% | 1.66% | 105% | 130 | 8.46% | 4 |
|
| 2909 |
2909
Strategic Point Investment Advisors
Providence,
Rhode Island
| $5.58億 | +$740万 | +1% | 1.98% | 51.9% | 34 | 2.94% | 4 |
|
| 2910 |
2910
Principal Street Partners
Memphis,
Tennessee
| $5.58億 | +$2930万 | +6% | 1.74% | 91% | 266 | 8.27% | 2.2 |
|
| 2911 |
2911
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $5.58億 | +$4141万 | +8% | 3.9% | 110% | 24 | 12.5% | 1.2 |
|
| 2912 |
2912
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $5.57億 | +$1622万 | +3% | 3.87% | 99.9% | 79 | 3.8% | 5.5 |
|
| 2913 |
2913
Destiny Wealth Partners
Tavares,
Florida
| $5.56億 | -$150万 | -0.3% | 2.12% | 63.7% | 175 | 22.29% | 2.3 |
|
| 2914 |
ECM
2914
EagleClaw Capital Management
Boston,
Massachusetts
| $5.56億 | +$372万 | +0.7% | 3.39% | 104% | 137 | 3.65% | 6.3 |
|
| 2915 |
2915
CVA Family Office
Denver,
Colorado
| $5.56億 | -$411万 | -0.7% | 1.65% | 71.6% | 1,310 | 21.98% | 0.9 |
|
| 2916 |
2916
Groupe Bruxelles Lambert
Brussels,
Belgium
| $5.55億 | -$2579万 | -4% | 4.44% | – | 1 | 0% | 0.5 |
|
| 2917 |
2917
Main Management Fund Advisors
San Francisco,
California
| $5.55億 | +$6326万 | +13% | 4.48% | 80% | 7 | 28.57% | 1.3 |
|
| 2918 |
2918
Kavar Capital Partners Group
Leawood,
Kansas
| $5.55億 | +$1280万 | +2% | 2.53% | 77.2% | 170 | 11.18% | 4.8 |
|
| 2919 |
2919
MidWestOne Financial Group
Iowa City,
Iowa
| $5.55億 | -$202万 | -0.4% | 0.91% | 62.7% | 303 | 9.57% | 2.8 |
|
| 2920 |
2920
Quadcap Wealth Management
Frisco,
Texas
| $5.54億 | +$1.15億 | +26% | 2.56% | – | 408 | 26.96% | 0.4 |
|
| 2921 |
2921
Academy Capital Management
Waco,
Texas
| $5.54億 | +$2572万 | +5% | 6.02% | 71.2% | 35 | 11.43% | 3.5 |
|
| 2922 |
2922
Insight Advisors
Newtown,
Pennsylvania
| $5.54億 | +$3259万 | +6% | 3.52% | 74% | 310 | 10.65% | 2.4 |
|
| 2923 |
2923
Faithward Advisors
Lancaster,
Pennsylvania
| $5.53億 | +$216万 | +0.4% | 0.12% | 119% | 273 | 15.75% | 1.7 |
|
| 2924 |
2924
Eagle Rock Investment Company
Atlanta,
Georgia
| $5.53億 | +$1394万 | +3% | 2.61% | 121% | 148 | 7.43% | 1.9 |
|
| 2925 |
2925
Gilman Hill Asset Management
New Canaan,
Connecticut
| $5.53億 | -$526万 | -0.9% | 1.22% | 54.2% | 231 | 15.58% | 4.5 |
|