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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
FPTW
3026
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $2.19億 | +$346万 | +2% | 2.53% | 41.6% | 129 | 65.12% | 3.3 |
|
| 3027 |
SA
3027
Strategic Advisors
New York
| $2.19億 | +$702万 | +3% | 2.4% | 105% | 153 | 18.3% | 2.2 |
|
| 3028 |
3028
Oarsman Capital
Milwaukee,
Wisconsin
| $2.19億 | +$387万 | +2% | 1.9% | 70.6% | 189 | 3.7% | 2.7 |
|
| 3029 |
MIM
3029
Montgomery Investment Management
Rockville,
Maryland
| $2.19億 | -$1391万 | -6% | 0.19% | 98.4% | 105 | 16.19% | 2.8 |
|
| 3030 |
DCM
3030
Divisar Capital Management
San Francisco,
California
| $2.18億 | +$3448万 | +19% | 2.18% | 194% | 30 | 16.67% | 0.4 |
|
| 3031 |
FCMI
3031
Foresite Capital Management II
Larkspur,
California
| $2.18億 | -$1485万 | -6% | 0.11% | 66.2% | 16 | 37.5% | 1.3 |
|
| 3032 |
MPEM
3032
Marathon Partners Equity Management
New York
| $2.18億 | +$651万 | +3% | 4.95% | – | 36 | 19.44% | 2 |
|
| 3033 |
3033
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $2.18億 | +$586万 | +3% | 2.91% | 52% | 552 | 11.59% | 3 |
|
| 3034 |
PCMC
3034
Paragon Capital Management (Colorado)
Denver,
Colorado
| $2.18億 | -$646万 | -3% | 2.77% | 109% | 202 | 42.57% | 1.2 |
|
| 3035 |
3035
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $2.18億 | -$2879万 | -12% | 7.27% | 106% | 17 | 5.88% | 1.6 |
|
| 3036 |
MG
3036
Magnolia Group
Omaha,
Nebraska
| $2.18億 | +$1.23億 | +129% | 0.85% | 9.52% | 9 | 33.33% | 0.9 |
|
| 3037 |
HEC
3037
Hudson Executive Capital
New York
| $2.18億 | -$1.47億 | -40% | 11% | 127% | 11 | 54.55% | 0.6 |
|
| 3038 |
GMA
3038
Goldstein Munger & Associates
San Ramon,
California
| $2.17億 | -$1015万 | -4% | 2.78% | 11.9% | 40 | 15% | 2.8 |
|
| 3039 |
3039
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $2.17億 | +$2687万 | +14% | 2.87% | 80.4% | 38 | 7.89% | 1.8 |
|
| 3040 |
3040
St Louis Trust
Saint Louis,
Missouri
| $2.17億 | -$1655万 | -7% | 2.16% | 71.4% | 57 | 7.02% | 1.3 |
|
| 3041 |
CPA
3041
Cowen Prime Advisors
New York
| $2.17億 | +$2276万 | +12% | 10.5% | 116% | 199 | 9.05% | 2.6 |
|
| 3042 |
CAM
3042
Crestone Asset Management
Boulder,
Colorado
| $2.17億 | -$507万 | -2% | 2.15% | 6.65% | 49 | 26.53% | 0.8 |
|
| 3043 |
TCMG
3043
TSP Capital Management Group
Summit,
New Jersey
| $2.17億 | +$647万 | +3% | 8.26% | 186% | 59 | 0% | 2.3 |
|
| 3044 |
3044
Trust Company
Manhattan,
Kansas
| $2.16億 | -$377万 | -2% | 1.79% | 40.6% | 352 | 9.94% | 1.8 |
|
| 3045 |
3045
BlueSky Wealth Advisors
New Bern,
North Carolina
| $2.16億 | +$682万 | +3% | 1.58% | 42.9% | 51 | 1.96% | 0.5 |
|
| 3046 |
TAA
3046
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $2.15億 | +$7608万 | +55% | 14.5% | 312% | 26 | 57.69% | 0.2 |
|
| 3047 |
3047
Schnieders Capital Management
Pasadena,
California
| $2.15億 | +$665万 | +3% | 1.88% | 103% | 162 | 11.11% | 2.4 |
|
| 3048 |
SC
3048
Spitfire Capital
Mill Valley,
California
| $2.15億 | +$1084万 | +5% | 6.71% | 25.9% | 21 | 9.52% | 2.6 |
|
| 3049 |
3049
River Wealth Advisors
Camp Hill,
Pennsylvania
| $2.15億 | +$877万 | +4% | 2.7% | 80.3% | 161 | 6.21% | 1.9 |
|
| 3050 |
LA
3050
Lexington Advisors
New York
| $2.14億 | -$6170万 | -22% | 5.44% | 27% | 6 | 16.67% | 1.3 |
|