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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Sycale Advisors
New York
| $3.31億 | -$4082万 | -11% | 7.17% | 31.5% | 23 | 30.43% | 1.1 |
|
| 3802 |
3802
Corrigan Financial
Middletown,
Rhode Island
| $3.3億 | +$3601万 | +12% | 8.31% | 9.54% | 38 | 2.63% | 5 |
|
| 3803 |
3803
Noble Family Wealth
Clearwater,
Florida
| $3.3億 | +$3364万 | +11% | 10.1% | 60% | 60 | 0% | 0.7 |
|
| 3804 |
3804
Monarch Capital Management
Fort Wayne,
Indiana
| $3.3億 | +$1893万 | +6% | 9.68% | 77% | 113 | 4.42% | 7.6 |
|
| 3805 |
3805
Castle Rock Wealth Management
Walnut Creek,
California
| $3.3億 | +$3202万 | +11% | 8.04% | 115% | 242 | 18.18% | 2.2 |
|
| 3806 |
3806
Rock Point Advisors
Burlington,
Vermont
| $3.3億 | +$4079万 | +14% | 15.8% | 82.8% | 105 | 10.48% | 4.5 |
|
| 3807 |
3807
tru Independence
Portland,
Oregon
| $3.29億 | +$4041万 | +14% | 12.6% | 67.4% | 123 | 17.07% | 2.3 |
|
| 3808 |
3808
Spinnaker Investment Group
Newport Beach,
California
| $3.29億 | +$3192万 | +11% | 9.15% | 56.9% | 94 | 22.34% | 1.5 |
|
| 3809 |
3809
Raffa Wealth Management
Washington,
District of Columbia
| $3.29億 | +$3525万 | +12% | 8.1% | 35.8% | 1,078 | 2.97% | 3.5 |
|
| 3810 |
3810
Valicenti Advisory Services
Elmira,
New York
| $3.29億 | +$3611万 | +12% | 12.6% | 134% | 89 | 21.35% | 4.5 |
|
| 3811 |
3811
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $3.29億 | +$1.55億 | +89% | 10% | 13.1% | 109 | 24.77% | 2.9 |
|
| 3812 |
CSC
3812
Cook Street Consulting
Greenwood Village,
Colorado
| $3.29億 | +$2976万 | +10% | 8.43% | – | 2 | 0% | 2 |
|
| 3813 |
3813
Dorsey Wright & Associates
Pasadena,
California
| $3.29億 | +$733万 | +2% | 13.8% | 311% | 311 | 65.92% | 0.7 |
|
| 3814 |
3814
Aspen Grove Capital
Avon,
Colorado
| $3.28億 | +$5904万 | +22% | 13% | 90% | 201 | 19.9% | 0.7 |
|
| 3815 |
3815
Peddock Capital Advisors
Braintree,
Massachusetts
| $3.28億 | +$2832万 | +9% | 8.43% | 113% | 152 | 7.89% | 5.5 |
|
| 3816 |
3816
Sovereign Financial Group
Stamford,
Connecticut
| $3.28億 | +$4700万 | +17% | 9.24% | 90.7% | 256 | 16.02% | 2 |
|
| 3817 |
3817
Whitegate Investment Counselors
Concord,
New Hampshire
| $3.28億 | +$2922万 | +10% | 9.29% | 51% | 62 | 4.84% | 6.3 |
|
| 3818 |
3818
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| $3.28億 | +$1012万 | +3% | 13% | – | 27 | 14.81% | 1.4 |
|
| 3819 |
3819
MSD Capital
New York
| $3.28億 | -$1250万 | -4% | 13.6% | 11.5% | 5 | 40% | 4 |
|
| 3820 |
3820
Takeda Pharmaceutical Company
Tokyo,
Japan
| $3.27億 | – | – | 19.9% | – | 14 | – | 0 |
|
| 3821 |
3821
First Pacific Financial
Vancouver,
Washington
| $3.27億 | +$1.03億 | +46% | 10.1% | 53.6% | 389 | 38.3% | 0.9 |
|
| 3822 |
3822
Denali Advisors
San Diego,
California
| $3.27億 | +$4250万 | +15% | 21.5% | 106% | 530 | 26.6% | 1.4 |
|
| 3823 |
OCM
3823
Ogborne Capital Management
San Francisco,
California
| $3.27億 | +$1.34億 | +70% | 14.8% | 251% | 18 | 55.56% | 0.5 |
|
| 3824 |
3824
Cove Street Capital
El Segundo,
California
| $3.27億 | +$3127万 | +11% | 11.9% | 84.2% | 85 | 22.35% | 3.7 |
|
| 3825 |
3825
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $3.27億 | +$553万 | +2% | 6.55% | 52.1% | 127 | 11.02% | 3 |
|