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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
APSP
3601
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $1.15億 | +$512万 | +5% | 2.24% | 62.1% | 302 | 11.92% | 0.8 |
|
| 3602 |
3602
Nixon Peabody Trust
Boston,
Massachusetts
| $1.15億 | +$274万 | +2% | 2.66% | 85.3% | 87 | 5.75% | 0.5 |
|
| 3603 |
SR
3603
Sloane Robinson
London,
United Kingdom
| $1.15億 | +$3246万 | +39% | 28.2% | 175% | 20 | 45% | 0.6 |
|
| 3604 |
3604
RFG Advisory
Birmingham,
Alabama
| $1.15億 | -$1303万 | -10% | 2.55% | 52.3% | 96 | 20.83% | 0.5 |
|
| 3605 |
CW
3605
Cabot-Wellington
Boston,
Massachusetts
| $1.15億 | -$2069万 | -15% | 3.73% | 65% | 23 | 26.09% | 2.5 |
|
| 3606 |
3606
Boston Standard Wealth Management
Winchester,
Massachusetts
| $1.15億 | +$582万 | +5% | 2.07% | 47.1% | 24 | 0% | 1.2 |
|
| 3607 |
WA
3607
Wilshire Advisors
Santa Monica,
California
| $1.14億 | -$8226万 | -42% | 2.29% | 118% | 25 | 44% | 0.3 |
|
| 3608 |
NVIM
3608
New Vernon Investment Management
Highland Park,
Illinois
| $1.14億 | -$255万 | -2% | 0.59% | 83.1% | 51 | 3.92% | 1.5 |
|
| 3609 |
HW
3609
Hedeker Wealth
Lincolnshire,
Illinois
| $1.14億 | +$778万 | +7% | 1.95% | 141% | 131 | 68.7% | 0.5 |
|
| 3610 |
3610
Occidental Asset Management
Burlingame,
California
| $1.14億 | +$3144万 | +38% | 2.85% | 82.5% | 102 | 31.37% | 1.3 |
|
| 3611 |
LSC
3611
Lesa Sroufe & Co
Seattle,
Washington
| $1.14億 | +$1164万 | +11% | 6.69% | – | 44 | 9.09% | 1.9 |
|
| 3612 |
CV
3612
Clarus Ventures
Cambridge,
Massachusetts
| $1.14億 | -$1890万 | -14% | 6.21% | 70.3% | 6 | 0% | 1.6 |
|
| 3613 |
PFS
3613
Physicians Financial Services
Raleigh,
North Carolina
| $1.14億 | +$374万 | +3% | 3.2% | 100% | 312 | 6.41% | 0.5 |
|
| 3614 |
PVMCV
3614
Polaris Venture Management Co VI
Boston,
Massachusetts
| $1.14億 | -$5251万 | -31% | 29.2% | – | 2 | 0% | 0.3 |
|
| 3615 |
EPP
3615
ETF Portfolio Partners
Leawood,
Kansas
| $1.14億 | -$269万 | -2% | 1.57% | 44.3% | 27 | 18.52% | 1.1 |
|
| 3616 |
HAM
3616
Hillswick Asset Management
Stamford,
Connecticut
| $1.14億 | +$246万 | +2% | 2.57% | 40.2% | 14 | 7.14% | 1.4 |
|
| 3617 |
JGIA
3617
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $1.13億 | +$400万 | +4% | 3.38% | 54.3% | 171 | 12.28% | 0.4 |
|
| 3618 |
3618
Mengis Capital Management
Portland,
Oregon
| $1.13億 | +$518万 | +5% | 1.85% | 104% | 109 | 10.09% | 1.3 |
|
| 3619 |
3619
Dock Street Asset Management
Palm Beach,
Florida
| $1.13億 | +$604万 | +6% | 0.44% | 175% | 35 | 11.43% | 2 |
|
| 3620 |
TA
3620
TMD & Associates
Scottsdale,
Arizona
| $1.13億 | +$1205万 | +12% | 0.83% | 20.5% | 32 | 21.88% | 0.4 |
|
| 3621 |
DSN
3621
D. Scott Neal
Lexington,
Kentucky
| $1.13億 | +$622万 | +6% | 2.61% | 105% | 187 | 9.09% | 0.7 |
|
| 3622 |
3622
Boxer Capital
San Diego,
California
| $1.13億 | +$1059万 | +10% | 10.8% | 262% | 28 | 39.29% | 0.3 |
|
| 3623 |
PCA
3623
Prospect Capital Advisors
Sausalito,
California
| $1.13億 | +$2835万 | +34% | 10% | 202% | 26 | 26.92% | 0.4 |
|
| 3624 |
3624
Plancorp LLC
Saint Louis,
Missouri
| $1.13億 | +$2928万 | +35% | 9.77% | 67.3% | 62 | 61.29% | 1.1 |
|
| 3625 |
ACM
3625
Axel Capital Management
New York
| $1.13億 | -$7580万 | -40% | 3.28% | 194% | 19 | 10.53% | 2.3 |
|