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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Smith Affiliated Capital
New York
| $1.57億 | -$2487万 | -14% | 13.7% | 6.89% | 113 | 10.62% | 0.4 |
|
| 3002 |
PCMI
3002
Princeton Capital Management Inc
Princeton,
New Jersey
| $1.57億 | +$1228万 | +8% | 1.13% | 57.9% | 73 | 8.22% | 1.1 |
|
| 3003 |
TSBJ
3003
Trevor, Stewart, Burton & Jacobsen
New York
| $1.56億 | -$3631万 | -19% | 1.26% | – | 57 | 7.02% | 1 |
|
| 3004 |
3004
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $1.56億 | +$528万 | +3% | 2.01% | 88.9% | 48 | 6.25% | 0.6 |
|
| 3005 |
3005
Vantage Wealth
Pasadena,
California
| $1.56億 | +$556万 | +4% | 1.37% | 56.1% | 26 | 0% | 1.2 |
|
| 3006 |
3006
Moon Capital Management
New York
| $1.56億 | -$1980万 | -11% | 12.4% | 76.3% | 30 | 63.33% | 0.5 |
|
| 3007 |
3007
Winch Advisory Services
Appleton,
Wisconsin
| $1.56億 | -$1448万 | -8% | 2.57% | 80.8% | 308 | 25.32% | 0.4 |
|
| 3008 |
3008
Hendley & Co
Zanesville,
Ohio
| $1.56億 | +$36.8万 | +0.2% | 1.28% | 54.8% | 66 | 7.58% | 1 |
|
| 3009 |
EGA
3009
E&G Advisors
Houston,
Texas
| $1.56億 | +$87.8万 | +0.6% | 0.12% | 97.7% | 98 | 11.22% | 0.6 |
|
| 3010 |
3010
Founders Financial Securities
Towson,
Maryland
| $1.55億 | +$617万 | +4% | 0.51% | 64.3% | 87 | 35.63% | 0.5 |
|
| 3011 |
3011
Altavista Wealth Management
Asheville,
North Carolina
| $1.55億 | -$524万 | -3% | 2.46% | 80.6% | 118 | 7.63% | 1.2 |
|
| 3012 |
3012
Technology Crossover Management VI
Menlo Park,
California
| $1.55億 | -$3799万 | -20% | 10.2% | 25.5% | 3 | 33.33% | 1.3 |
|
| 3013 |
3013
Advisors Preferred
Rockville,
Maryland
| $1.55億 | -$4255万 | -22% | 2.52% | 102% | 445 | 82.25% | 0.2 |
|
| 3014 |
ICP
3014
IBIS Capital Partners
London,
United Kingdom
| $1.55億 | +$268万 | +2% | 0.17% | 35.1% | 9 | 22.22% | 0.6 |
|
| 3015 |
SJ
3015
Stilwell Joseph
| $1.55億 | -$1094万 | -7% | 0.14% | – | 52 | 19.23% | 1 |
|
| 3016 |
3016
Delta Capital Management
Red Bank,
New Jersey
| $1.55億 | -$27.2万 | -0.2% | 0.97% | 129% | 70 | 11.43% | 1.1 |
|
| 3017 |
3017
Shaker Financial Services
Arlington,
Virginia
| $1.54億 | -$999万 | -6% | 4.78% | 12.9% | 176 | 38.07% | 0.7 |
|
| 3018 |
3018
Fieldpoint Private Advisors
New York
| $1.54億 | -$1095万 | -7% | 1.9% | 34% | 71 | 9.86% | 1 |
|
| 3019 |
3019
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
| $1.54億 | +$83.6万 | +0.5% | 0.5% | 19.2% | 177 | 12.43% | 0.6 |
|
| 3020 |
BSWMG
3020
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $1.54億 | -$289万 | -2% | 0.95% | 17.9% | 106 | 7.55% | 1.1 |
|
| 3021 |
3021
Mountain Lake Investment Management
Boca Raton,
Florida
| $1.54億 | -$488万 | -3% | 5.7% | 64% | 53 | 28.3% | 0.6 |
|
| 3022 |
BCM
3022
Breithorn Capital Management
New York
| $1.54億 | -$706万 | -4% | 4.94% | 43.9% | 58 | 37.93% | 0.7 |
|
| 3023 |
AMAL
3023
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $1.53億 | +$152万 | +1% | 1.9% | 124% | 29 | 6.9% | 0.7 |
|
| 3024 |
3024
MAK Capital One
New York
| $1.53億 | -$1.04億 | -40% | 10.5% | 200% | 16 | 87.5% | 0.3 |
|
| 3025 |
VST
3025
Van Strum & Towne
San Francisco,
California
| $1.53億 | +$18万 | +0.1% | 0.4% | 62.2% | 65 | 9.23% | 1 |
|