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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
SH
2951
Sandia Holdings
Greenwich,
Connecticut
| $2.33億 | +$1853万 | +9% | 4.29% | – | 28 | 21.43% | 0.5 |
|
| 2952 |
2952
Matthew Goff Investment Advisor
Houston,
Texas
| $2.33億 | +$1.21億 | +109% | 3.33% | 89.6% | 70 | 47.14% | 0.3 |
|
| 2953 |
2953
American Financial Network Advisory Services
Calabasas,
California
| $2.33億 | – | – | 4.33% | – | 782 | – | 0 |
|
| 2954 |
2954
Wittenberg Investment Management
Carlisle,
Massachusetts
| $2.33億 | +$1256万 | +6% | 3.89% | 89.9% | 83 | 8.43% | 0.7 |
|
| 2955 |
2955
McRae Capital Management
Morristown,
New Jersey
| $2.32億 | -$1395万 | -6% | 2.08% | 78.2% | 95 | 10.53% | 3.1 |
|
| 2956 |
2956
Rothschild Capital Partners
New York
| $2.32億 | -$3116万 | -12% | 4.98% | 90.8% | 56 | 28.57% | 1.7 |
|
| 2957 |
KAS
2957
Kemnay Advisory Services
New York
| $2.32億 | +$5955万 | +34% | 4.06% | 167% | 129 | 36.43% | 1.3 |
|
| 2958 |
2958
Domani Wealth
Lancaster,
Pennsylvania
| $2.32億 | -$1079万 | -4% | 2.29% | 48.6% | 99 | 8.08% | 1.9 |
|
| 2959 |
2959
Fieldpoint Private Securities
Greenwich,
Connecticut
| $2.32億 | +$8505万 | +58% | 4.31% | 47.2% | 624 | 77.56% | 0.1 |
|
| 2960 |
2960
BlueSky Wealth Advisors
New Bern,
North Carolina
| $2.32億 | +$1549万 | +7% | 2.53% | 42.9% | 54 | 7.41% | 0.7 |
|
| 2961 |
2961
BP Capital Fund Advisors
Dallas,
Texas
| $2.32億 | +$2293万 | +11% | 2.34% | 17.9% | 59 | 25.42% | 1 |
|
| 2962 |
2962
Lyell Wealth Management
Menlo Park,
California
| $2.32億 | +$2608万 | +13% | 6.81% | 128% | 110 | 14.55% | 0.6 |
|
| 2963 |
2963
Tiptree Advisors
New York
| $2.31億 | -$4770万 | -17% | 1.34% | – | 48 | 22.92% | 0.7 |
|
| 2964 |
NIC
2964
Northwest Investment Counselors
Lake Oswego,
Oregon
| $2.31億 | +$1029万 | +5% | 4.31% | 32.4% | 363 | 19.28% | 1.4 |
|
| 2965 |
2965
Rikoon Group
Santa Fe,
New Mexico
| $2.31億 | +$550万 | +2% | 4.44% | 63.3% | 172 | 10.47% | 0.9 |
|
| 2966 |
2966
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $2.31億 | +$561万 | +2% | 5.17% | 174% | 159 | 11.32% | 3 |
|
| 2967 |
2967
Dorsey Asset Management
Chicago,
Illinois
| $2.31億 | +$1749万 | +8% | 12.2% | 122% | 11 | 18.18% | 0.6 |
|
| 2968 |
SA
2968
Strategic Advisors
New York
| $2.31億 | +$1171万 | +5% | 4.41% | 105% | 151 | 9.93% | 2.3 |
|
| 2969 |
2969
Watermark Asset Management
San Ramon,
California
| $2.3億 | +$822万 | +4% | 3.35% | – | 260 | 6.54% | 0.5 |
|
| 2970 |
2970
Evermay Wealth Management
Arlington,
Virginia
| $2.3億 | +$482万 | +2% | 3.59% | 56.2% | 106 | 12.26% | 2.3 |
|
| 2971 |
2971
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $2.3億 | +$856万 | +4% | 3.96% | 70.2% | 663 | 14.48% | 1.2 |
|
| 2972 |
2972
Parker Investment Management
Menlo Park,
California
| $2.3億 | +$3068万 | +15% | 7.27% | 208% | 23 | 26.09% | 1.1 |
|
| 2973 |
2973
Keating Investment Counselors
Delray Beach,
Florida
| $2.3億 | +$168万 | +0.7% | 2.43% | 50% | 64 | 0% | 3.4 |
|
| 2974 |
2974
Shikiar Asset Management
New York
| $2.3億 | -$189万 | -0.8% | 5.99% | 117% | 120 | 18.33% | 1.9 |
|
| 2975 |
2975
ThornTree Capital Partners
Boston,
Massachusetts
| $2.3億 | +$1699万 | +8% | 6.8% | 217% | 18 | 11.11% | 0.5 |
|