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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $2.95億 | +$1253万 | +4% | 5.56% | 86.1% | 198 | 5.56% | 6 |
|
| 3702 |
3702
Bornite Capital Management
New York
| $2.95億 | -$8886万 | -23% | 3.32% | 208% | 61 | 52.46% | 0.3 |
|
| 3703 |
BDWCC
3703
B&D White Capital Company
Lakeway,
Texas
| $2.95億 | -$1.05億 | -26% | 0.07% | 44.2% | 112 | 66.07% | 0.8 |
|
| 3704 |
3704
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $2.95億 | +$2385万 | +9% | 6.06% | 58.6% | 153 | 13.07% | 3 |
|
| 3705 |
3705
Pelham Capital
London,
United Kingdom
| $2.94億 | -$1.81億 | -38% | 23.9% | 135% | 12 | 50% | 1.7 |
|
| 3706 |
3706
Stokes Capital Advisors
Greenwood,
South Carolina
| $2.94億 | +$410万 | +1% | 2.21% | 61.3% | 87 | 9.2% | 3.2 |
|
| 3707 |
3707
Alliance Wealth Management Group
Flemington,
New Jersey
| $2.94億 | +$2096万 | +8% | 4.59% | 43.4% | 75 | 6.67% | 4.2 |
|
| 3708 |
3708
Accel Growth Fund IV Associates
Palo Alto,
California
| $2.94億 | -$663万 | -2% | 36.2% | 61.4% | 3 | 0% | 1.3 |
|
| 3709 |
3709
Crane Advisory
Fullerton,
California
| $2.94億 | +$4787万 | +19% | 3.4% | 38.2% | 28 | 25% | 0.4 |
|
| 3710 |
3710
Rock Point Advisors
Burlington,
Vermont
| $2.94億 | +$534万 | +2% | 5.17% | 82.8% | 100 | 11% | 4.5 |
|
| 3711 |
3711
Cederberg Capital
London,
United Kingdom
| $2.94億 | -$674万 | -2% | 2.22% | 273% | 6 | 16.67% | 2.3 |
|
| 3712 |
3712
Mission Creek Capital Partners
San Francisco,
California
| $2.94億 | +$1425万 | +5% | 7.75% | 138% | 228 | 5.7% | 2.6 |
|
| 3713 |
3713
Keystone Financial Planning
Cleveland,
Ohio
| $2.94億 | -$277万 | -0.9% | 1.7% | 46% | 47 | 10.64% | 5.4 |
|
| 3714 |
3714
Encompass Wealth Advisors
Portland,
Oregon
| $2.94億 | +$1961万 | +7% | 6.24% | 68.7% | 294 | 13.95% | 1.5 |
|
| 3715 |
3715
Long Run Wealth Advisors
Lake Placid,
New York
| $2.94億 | +$1584万 | +6% | 5.67% | 50.5% | 100 | 13% | 1.1 |
|
| 3716 |
LCM
3716
Lionstone Capital Management
New York
| $2.94億 | +$1378万 | +5% | 13.1% | 74.1% | 12 | 8.33% | 3.5 |
|
| 3717 |
3717
Moss Adams Wealth Advisors
Seattle,
Washington
| $2.94億 | +$9364万 | +47% | 6.63% | 79.6% | 218 | 33.94% | 0.2 |
|
| 3718 |
3718
Strategic Value Partners
Greenwich,
Connecticut
| $2.94億 | -$3.59億 | -55% | 0.6% | – | 6 | 33.33% | 1.6 |
|
| 3719 |
3719
JFG Wealth Management
Denver,
Colorado
| $2.94億 | -$1437万 | -5% | 4.78% | 65.2% | 41 | 41.46% | 1.6 |
|
| 3720 |
CH
3720
Canton Hathaway
Providence,
Rhode Island
| $2.93億 | +$577万 | +2% | 3.2% | 87.8% | 252 | 15.08% | 2.4 |
|
| 3721 |
UAM
3721
UAS Asset Management
New York
| $2.93億 | +$1135万 | +4% | 6.85% | 98% | 28 | 57.14% | 2.2 |
|
| 3722 |
WA
3722
WealthTrust Axiom
Wayne,
Pennsylvania
| $2.93億 | +$664万 | +2% | 3.7% | 125% | 263 | 9.89% | 5.3 |
|
| 3723 |
3723
Goehring & Rozencwajg Associates
New York
| $2.93億 | +$1182万 | +4% | 0.08% | 148% | 48 | 4.17% | 0.2 |
|
| 3724 |
3724
Noble Family Wealth
Clearwater,
Florida
| $2.93億 | – | – | 3.35% | 60% | 59 | – | 0 |
|
| 3725 |
3725
First Wilshire Securities Management
Pasadena,
California
| $2.93億 | +$716万 | +3% | 3.12% | 135% | 90 | 8.89% | 4 |
|