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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Great Point Wealth Advisors
Boston,
Massachusetts
| $5.32億 | – | – | 5.14% | – | 64 | – | 3.5 |
|
| 3427 |
3427
Spinnaker Investment Group
Newport Beach,
California
| $5.32億 | +$1.06億 | +25% | 6.1% | 56.9% | 159 | 38.36% | 1.4 |
|
| 3428 |
3428
Kahn Brothers Group
New York
| $5.32億 | +$3385万 | +7% | 10.1% | 53.4% | 55 | 12.73% | 4.7 |
|
| 3429 |
3429
Paragon Capital Management (Colorado)
Denver,
Colorado
| $5.32億 | -$2001万 | -4% | 2.89% | 109% | 222 | 13.06% | 2.8 |
|
| 3430 |
3430
Perkins Coie Trust Company
Seattle,
Washington
| $5.32億 | -$5561万 | -9% | 8.08% | 83.2% | 326 | 26.69% | 5.6 |
|
| 3431 |
3431
Nalanda India Equity Fund
Mauritius
| $5.31億 | -$1.55億 | -23% | 4.82% | 13.6% | 2 | 50% | 6.8 |
|
| 3432 |
3432
Liberty Capital Management
Birmingham,
Michigan
| $5.31億 | +$3568万 | +7% | 6.59% | – | 180 | 5% | 5.9 |
|
| 3433 |
3433
Marotta Asset Management
Charlottesville,
Virginia
| $5.31億 | +$3253万 | +7% | 5.02% | 51% | 110 | 5.45% | 4.1 |
|
| 3434 |
3434
Leonard Rickey Investment Advisors
Yakima,
Washington
| $5.31億 | +$3039万 | +6% | 5.78% | 60.4% | 119 | 6.72% | 3.5 |
|
| 3435 |
3435
Hazelview Securities
Toronto,
Ontario, Canada
| $5.31億 | -$3320万 | -6% | 2.83% | – | 40 | 45% | 1.3 |
|
| 3436 |
3436
Founders Financial Alliance
Raleigh,
North Carolina
| $5.31億 | +$9111万 | +21% | 8.32% | 84.9% | 725 | 26.62% | 2.5 |
|
| 3437 |
3437
Stieven Capital Advisors
St. Louis,
Missouri
| $5.3億 | +$1808万 | +4% | 7.89% | 117% | 47 | 27.66% | 3.7 |
|
| 3438 |
3438
Stamos Capital Partners
Menlo Park,
California
| $5.3億 | -$2742万 | -5% | 6.68% | 36.7% | 142 | 2.82% | 2.7 |
|
| 3439 |
3439
Studio Investment Management
Chicago,
Illinois
| $5.3億 | +$3174万 | +6% | 6.32% | 51.3% | 182 | 9.34% | 2.8 |
|
| 3440 |
3440
Olstein Capital Management
Purchase,
New York
| $5.3億 | -$381万 | -0.7% | 3.55% | 16.6% | 105 | 5.71% | 5.8 |
|
| 3441 |
3441
SkyOak Wealth
Southfield,
Michigan
| $5.29億 | +$3179万 | +6% | 7.41% | 80.7% | 266 | 13.53% | 3.3 |
|
| 3442 |
MAM
3442
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $5.29億 | +$5534万 | +12% | 5.64% | 64.4% | 257 | 34.24% | 1.1 |
|
| 3443 |
3443
SMI Advisory Services
Columbus,
Indiana
| $5.29億 | +$1106万 | +2% | 6.8% | 80.7% | 62 | 27.42% | 1.2 |
|
| 3444 |
3444
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $5.28億 | +$2078万 | +4% | 8.61% | 155% | 103 | 8.74% | 2.7 |
|
| 3445 |
3445
111 Capital
Paris,
France
| $5.28億 | -$5400万 | -9% | 7.81% | – | 728 | 71.57% | 0.2 |
|
| 3446 |
3446
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $5.28億 | +$2814万 | +6% | 7.58% | 55.7% | 139 | 4.32% | 8.8 |
|
| 3447 |
3447
First National Corp
Rockland,
Massachusetts
| $5.27億 | +$3144万 | +6% | 6.5% | 56.3% | 184 | 16.85% | 3.8 |
|
| 3448 |
3448
Systelligence LLC
Bloomington,
Minnesota
| $5.27億 | -$1349万 | -2% | 6.06% | 57.3% | 64 | 31.25% | 0.9 |
|
| 3449 |
3449
Moody Aldrich Partners
Marblehead,
Massachusetts
| $5.27億 | +$1057万 | +2% | 21.3% | 312% | 209 | 24.88% | 1.4 |
|
| 3450 |
3450
Varenne Capital Partners
Paris,
France
| $5.27億 | -$4979万 | -9% | 17.7% | 212% | 36 | 72.22% | 0.3 |
|