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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Monetary Management Group
St Louis,
Missouri
| $4.04億 | +$4055万 | +11% | 13.8% | 138% | 377 | 15.92% | 4.7 |
|
| 3402 |
3402
Westwind Capital
Las Cruces,
New Mexico
| $4.04億 | +$2790万 | +7% | 3.31% | 87.6% | 45 | 24.44% | 2.4 |
|
| 3403 |
3403
Martin Investment Management
Palm Beach Gardens,
Florida
| $4.04億 | +$698万 | +2% | 7.74% | 44% | 56 | 12.5% | 4 |
|
| 3404 |
3404
Oak Harvest Investment Services
Houston,
Texas
| $4.03億 | +$5993万 | +17% | 10.1% | 120% | 85 | 5.88% | 0.8 |
|
| 3405 |
3405
Sage Advisory Services
Austin,
Texas
| $4.03億 | +$1799万 | +5% | 4.59% | 37.8% | 69 | 36.23% | 1.9 |
|
| 3406 |
3406
Tetrad Corporation
Omaha,
Nebraska
| $4.02億 | +$2180万 | +6% | 6.1% | 45.6% | 3 | 0% | 8.5 |
|
| 3407 |
GJCM
3407
Grand Jean Capital Management
San Francisco,
California
| $4.02億 | +$632万 | +2% | 9.88% | 61.4% | 53 | 13.21% | 3.4 |
|
| 3408 |
3408
Valicenti Advisory Services
Elmira,
New York
| $4.02億 | +$3327万 | +9% | 8.18% | 134% | 87 | 13.79% | 4.1 |
|
| 3409 |
3409
CVA Family Office
Denver,
Colorado
| $4.02億 | +$2.63億 | +190% | 7.25% | 71.6% | 933 | 63.77% | 0.6 |
|
| 3410 |
3410
Monaco Asset Management
Monaco
| $4.02億 | – | – | 4.94% | 120% | 41 | – | 0.4 |
|
| 3411 |
3411
White Lighthouse Investment Management
Bedford,
Massachusetts
| $4.01億 | +$2862万 | +8% | 6.49% | 62% | 118 | 5.93% | 3.1 |
|
| 3412 |
EGA
3412
E&G Advisors
Houston,
Texas
| $4.01億 | +$3211万 | +9% | 7.84% | 97.7% | 218 | 6.42% | 0.2 |
|
| 3413 |
3413
Hunting Hill Global Capital
New York
| $4億 | +$6423万 | +19% | 16% | 132% | 127 | 65.35% | 0.2 |
|
| 3414 |
3414
Lafayette Investments
Ashton,
Maryland
| $4億 | +$3174万 | +9% | 10.2% | 77.9% | 133 | 12.03% | 3.3 |
|
| 3415 |
3415
WrapManager Inc
Mill Valley,
California
| $4億 | +$1704万 | +4% | 5.43% | 64.6% | 338 | 19.53% | 2.4 |
|
| 3416 |
3416
Paradigm Asset Management
New York
| $4億 | +$3484万 | +10% | 6.55% | 79.2% | 394 | 19.54% | 1.6 |
|
| 3417 |
3417
Horst & Graben Wealth Management
Portland,
Oregon
| $4億 | +$3690万 | +10% | 6.03% | 62.2% | 142 | 11.27% | 1.3 |
|
| 3418 |
3418
Beck Bode LLC
Dedham,
Massachusetts
| $4億 | +$4114万 | +11% | 13.2% | 155% | 107 | 39.25% | 0.5 |
|
| 3419 |
3419
TRV GP III
Boston,
Massachusetts
| $4億 | -$1.27億 | -24% | 15.1% | 170% | 7 | 0% | 2.2 |
|
| 3420 |
3420
Medicxi Ventures Management
St. Helier,
Jersey
| $4億 | -$6005万 | -13% | 14.3% | 369% | 7 | 14.29% | 1.3 |
|
| 3421 |
3421
Waller Financial Planning Group
Columbus,
Ohio
| $3.99億 | +$2291万 | +6% | 4.24% | 47.5% | 56 | 7.14% | 2.4 |
|
| 3422 |
3422
Flat Footed LLC
Wilson,
Wyoming
| $3.99億 | – | – | 5.52% | 152% | 27 | – | 0 |
|
| 3423 |
CFSG
3423
Community Financial Services Group
Newport,
Vermont
| $3.99億 | +$3154万 | +9% | 7.77% | – | 108 | 6.48% | 3.7 |
|
| 3424 |
3424
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $3.99億 | +$640万 | +2% | 2.45% | 42.7% | 2 | 0% | 1.5 |
|
| 3425 |
HWM
3425
HFR Wealth Management
Niskayuna,
New York
| $3.98億 | +$5504万 | +16% | 13.9% | 47.5% | 64 | 7.81% | 0.5 |
|