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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $2.56億 | +$5155万 | +25% | 19.9% | 53.6% | 74 | 16.22% | 2.1 |
|
| 3202 |
3202
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $2.56億 | +$9461万 | +59% | 19.9% | 76.7% | 104 | 38.46% | 1.1 |
|
| 3203 |
3203
Turiya Advisors Asia
Hong Kong
| $2.56億 | +$1316万 | +5% | 32.5% | 247% | 11 | 81.82% | 0.2 |
|
| 3204 |
3204
Bridgeworth
Birmingham,
Alabama
| $2.56億 | +$3614万 | +16% | 18.8% | 19.3% | 133 | 15.79% | 2 |
|
| 3205 |
3205
RV Capital
Schindellegi,
Switzerland
| $2.56億 | +$1.15億 | +81% | 86.2% | 250% | 6 | 16.67% | 1.1 |
|
| 3206 |
3206
Roberts, Glore & Co
Deerfield,
Illinois
| $2.56億 | +$2150万 | +9% | 16.2% | 72.3% | 180 | 17.22% | 3.9 |
|
| 3207 |
MP
3207
Mediatel Partners
Fort Worth,
Texas
| $2.55億 | +$2780万 | +12% | 12.3% | 11.6% | 2 | 0% | 7 |
|
| 3208 |
3208
Weld Capital Management
New York
| $2.55億 | +$5881万 | +30% | 32% | – | 719 | 82.34% | 0.1 |
|
| 3209 |
3209
Vector Capital Management
San Francisco,
California
| $2.55億 | +$1.22億 | +92% | 31.4% | 42.7% | 5 | 40% | 0.2 |
|
| 3210 |
3210
Thames Capital Management
Roseland,
New Jersey
| $2.55億 | +$1.27億 | +100% | 28% | 1,177% | 48 | 45.83% | 0.6 |
|
| 3211 |
3211
HawsGoodwin Investment Management
Franklin,
Tennessee
| $2.55億 | +$5623万 | +28% | 13.5% | – | 104 | 25.96% | 0.4 |
|
| 3212 |
3212
Inspirion Wealth Advisors
Libertyville,
Illinois
| $2.55億 | +$5209万 | +26% | 19% | 52.5% | 78 | 6.41% | 3.7 |
|
| 3213 |
3213
Oberweis Asset Management
Lisle,
Illinois
| $2.55億 | +$7342万 | +41% | 72.1% | 485% | 203 | 54.68% | 1.4 |
|
| 3214 |
3214
INCA Investments
Miami,
Florida
| $2.54億 | -$3310万 | -12% | 16.2% | 128% | 12 | 16.67% | 3.6 |
|
| 3215 |
3215
BHZ Capital Management
San Jose,
California
| $2.54億 | -$1189万 | -4% | 8.86% | 3.24% | 149 | 12.08% | 2.3 |
|
| 3216 |
3216
Union Bancaire Privee Asset Management
New York
| $2.54億 | +$9283万 | +58% | 27% | – | 41 | 4.88% | 1.4 |
|
| 3217 |
AIS
3217
AM Investment Strategies
Chattanooga,
Tennessee
| $2.54億 | – | – | 1.73% | 121% | 82 | – | 0 |
|
| 3218 |
3218
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $2.54億 | +$6916万 | +37% | 21.5% | 24.6% | 738 | 77.91% | 0.1 |
|
| 3219 |
3219
TFO Wealth Partners
Maumee,
Ohio
| $2.54億 | +$2132万 | +9% | 17.1% | 63.6% | 167 | 40.72% | 0.3 |
|
| 3220 |
3220
Canal Insurance Company
Greenville,
South Carolina
| $2.54億 | -$531万 | -2% | 10.6% | 114% | 83 | 31.33% | 3.4 |
|
| 3221 |
3221
First Sabrepoint Capital Management
Dallas,
Texas
| $2.54億 | +$698万 | +3% | 37.4% | 218% | 40 | 40% | 0.8 |
|
| 3222 |
3222
Madison Avenue Partners
New York
| $2.54億 | +$5193万 | +26% | 28% | 284% | 20 | 20% | 0.3 |
|
| 3223 |
3223
Vectors Research Management
New York
| $2.54億 | +$4312万 | +20% | 15.8% | 67.3% | 538 | 20.63% | 1.3 |
|
| 3224 |
3224
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $2.53億 | +$4337万 | +21% | 20.8% | 72.3% | 65 | 1.54% | 5 |
|
| 3225 |
3225
Claar Advisors
New York
| $2.53億 | +$6517万 | +35% | 19.6% | 65.5% | 37 | 32.43% | 1.2 |
|