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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Oslo Pensjonsforsikring
Oslo,
| $6.25億 | -$1956万 | -3% | 9.01% | 79% | 496 | 13.31% | 1 |
|
| 2977 |
2977
Arcadia Investment Management
Kalamazoo,
Michigan
| $6.25億 | +$7266万 | +13% | 15.1% | 83.5% | 277 | 10.83% | 6 |
|
| 2978 |
2978
ASK Capital Management
San Francisco,
California
| $6.25億 | +$3.29億 | +111% | 63.3% | – | 5 | 20% | 0.4 |
|
| 2979 |
2979
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $6.24億 | +$5288万 | +9% | 7.33% | 52.1% | 147 | 17.69% | 2.2 |
|
| 2980 |
2980
Insight Advisors
Newtown,
Pennsylvania
| $6.24億 | +$4876万 | +8% | 8.27% | 74% | 310 | 15.81% | 3 |
|
| 2981 |
2981
RBO & Co
Saint Helena,
California
| $6.24億 | -$280万 | -0.4% | 1.24% | 27.9% | 54 | 1.85% | 7.5 |
|
| 2982 |
MAA
2982
Mraz Amerine & Associates
Modesto,
California
| $6.23億 | +$4149万 | +7% | 1.06% | 63.2% | 198 | 17.68% | 4.9 |
|
| 2983 |
2983
Primavera Capital Management
George Town,
Cayman Islands
| $6.22億 | -$9239万 | -13% | 12.4% | 1.21% | 3 | 0% | 4 |
|
| 2984 |
2984
KFG Wealth Management
Granger,
Indiana
| $6.22億 | +$7191万 | +13% | 7.2% | 55.9% | 208 | 12.98% | 1.5 |
|
| 2985 |
2985
Hudock Inc
Williamsport,
Pennsylvania
| $6.22億 | +$5018万 | +9% | 7.71% | 69.7% | 186 | 6.45% | 6.4 |
|
| 2986 |
2986
Conversant Capital
Summit,
New Jersey
| $6.22億 | +$1614万 | +3% | 4.11% | 228% | 26 | 65.38% | 0.6 |
|
| 2987 |
2987
WealthPLAN Partners
Omaha,
Nebraska
| $6.21億 | -$8801万 | -12% | 6.92% | 71.6% | 266 | 12.41% | 4.3 |
|
| 2988 |
2988
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $6.21億 | +$4302万 | +7% | 13.7% | 183% | 70 | 10% | 7.1 |
|
| 2989 |
2989
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $6.21億 | +$6368万 | +11% | 12.5% | – | 341 | 9.97% | 2.8 |
|
| 2990 |
2990
TFG Asset Management
Grand Cayman,
Cayman Islands
| $6.21億 | +$1.83億 | +42% | 10% | 72.1% | 40 | 25% | 1.3 |
|
| 2991 |
2991
Brookwood Investment Group
Phoenix,
Arizona
| $6.2億 | +$3832万 | +7% | 14.5% | – | 528 | 34.09% | 0.2 |
|
| 2992 |
2992
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $6.2億 | +$6873万 | +12% | 11.5% | 172% | 88 | 14.77% | 3.1 |
|
| 2993 |
2993
St. James Investment Company
Southlake,
Texas
| $6.2億 | +$1975万 | +3% | 1.48% | 43.8% | 36 | 33.33% | 3.3 |
|
| 2994 |
2994
Thrive Wealth Management
Audubon,
Pennsylvania
| $6.19億 | +$9605万 | +18% | 9.52% | 84.1% | 237 | 10.97% | 2.2 |
|
| 2995 |
2995
Unique Wealth
Clearwater,
Florida
| $6.19億 | +$9006万 | +17% | 9.81% | 68.5% | 179 | 17.88% | 1.1 |
|
| 2996 |
2996
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $6.19億 | +$6256万 | +11% | 8.3% | 56.3% | 122 | 10.66% | 4 |
|
| 2997 |
2997
Enclave Advisors
Austin,
Texas
| $6.19億 | +$3312万 | +6% | 10.4% | – | 123 | 14.63% | 0.7 |
|
| 2998 |
2998
Kelman-Lazarov Inc
Memphis,
Tennessee
| $6.17億 | +$6635万 | +12% | 7.05% | 46.6% | 126 | 11.11% | 4.5 |
|
| 2999 |
2999
Newbridge Financial Services Group
Boca Raton,
Florida
| $6.16億 | +$2.04億 | +50% | 20.8% | 189% | 1,379 | 28.64% | 1.4 |
|
| 3000 |
3000
Strategic Planning Group
Bountiful,
Utah
| $6.16億 | +$1.05億 | +21% | 21.2% | 162% | 83 | 12.05% | 1.3 |
|