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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Goldstein Munger & Associates
San Ramon,
California
| $2.32億 | -$128万 | -0.5% | 0.86% | 11.9% | 37 | 5.41% | 3.3 |
|
| 3102 |
AIP
3102
Ahrens Investment Partners
Lafayette,
Louisiana
| $2.32億 | -$1471万 | -6% | 2.86% | 82.3% | 176 | 14.77% | 1 |
|
| 3103 |
3103
Smith & Howard Wealth Management
Atlanta,
Georgia
| $2.32億 | +$1837万 | +9% | 0.1% | 43.8% | 46 | 15.22% | 2.8 |
|
| 3104 |
3104
Schnieders Capital Management
Pasadena,
California
| $2.32億 | -$988万 | -4% | 4.52% | 103% | 161 | 8.7% | 2.9 |
|
| 3105 |
3105
BP Capital Fund Advisors
Dallas,
Texas
| $2.32億 | -$4494万 | -16% | 10.6% | 17.9% | 58 | 25.86% | 1.2 |
|
| 3106 |
3106
L.J. Altfest & Co
New York
| $2.32億 | -$3155万 | -12% | 0.85% | 95.6% | 179 | 27.93% | 1.7 |
|
| 3107 |
KAS
3107
Kemnay Advisory Services
New York
| $2.32億 | +$847万 | +4% | 4.24% | 167% | 132 | 37.88% | 1.5 |
|
| 3108 |
BCM
3108
BlueMar Capital Management
Miami,
Florida
| $2.31億 | +$2171万 | +10% | 0.05% | 27.4% | 74 | 47.3% | 0.9 |
|
| 3109 |
3109
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $2.31億 | -$675万 | -3% | 1.91% | 92% | 189 | 11.64% | 2.5 |
|
| 3110 |
3110
Univest Financial
Souderton,
Pennsylvania
| $2.31億 | -$1725万 | -7% | 1.66% | 96.9% | 96 | 5.21% | 3.3 |
|
| 3111 |
3111
Cable Hill Partners
Portland,
Oregon
| $2.31億 | +$106万 | +0.5% | 1.03% | 20.3% | 1,024 | 18.07% | 1.7 |
|
| 3112 |
3112
Sheffield Asset Management
Chicago,
Illinois
| $2.31億 | -$2471万 | -10% | 1.71% | 24.5% | 24 | 54.17% | 0.4 |
|
| 3113 |
PC
3113
Premise Capital
Naperville,
Illinois
| $2.31億 | +$5346万 | +30% | 0.74% | 43% | 16 | 25% | 1.7 |
|
| 3114 |
3114
Moller Wealth Partners
| $2.31億 | -$3208万 | -12% | 1.46% | 44.1% | 47 | 12.77% | 3.8 |
|
| 3115 |
3115
Loeb Partners Corp
New York
| $2.31億 | -$1.08億 | -32% | 4.77% | 34.4% | 161 | 27.33% | 2.5 |
|
| 3116 |
KS
3116
Karpas Strategies
Litchfield,
Connecticut
| $2.3億 | -$290万 | -1% | 3.77% | 16.1% | 128 | 7.03% | 3.7 |
|
| 3117 |
3117
Chubb Ltd
Zurich,
Switzerland
| $2.3億 | +$20.8万 | +0.1% | 0.6% | 64.2% | 20 | 5% | 1.9 |
|
| 3118 |
3118
Steel Partners Holdings
New York
| $2.3億 | -$2114万 | -8% | 11.1% | – | 12 | 50% | 2 |
|
| 3119 |
3119
Doliver Advisors
Houston,
Texas
| $2.29億 | -$2027万 | -8% | 7.49% | 92.3% | 407 | 45.95% | 0.6 |
|
| 3120 |
PLFAM
3120
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $2.29億 | -$1069万 | -4% | 2.29% | 81.6% | 112 | 7.14% | 3 |
|
| 3121 |
3121
Paradigm Financial Advisors
Des Peres,
Missouri
| $2.29億 | +$878万 | +4% | 0.65% | 114% | 127 | 16.54% | 2.6 |
|
| 3122 |
3122
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $2.29億 | +$6449万 | +39% | 1.1% | 72.3% | 76 | 30.26% | 3 |
|
| 3123 |
3123
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $2.29億 | -$753万 | -3% | 2.5% | 166% | 203 | 20.2% | 2.4 |
|
| 3124 |
3124
CAS Investment Partners
Westport,
Connecticut
| $2.29億 | +$4739万 | +26% | 27.1% | 527% | 8 | 50% | 0.2 |
|
| 3125 |
3125
Gilman Hill Asset Management
New Canaan,
Connecticut
| $2.29億 | -$1695万 | -7% | 3.46% | 54.2% | 184 | 14.13% | 2.7 |
|