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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
HF
3851
Halpern Financial
Ashburn,
Virginia
| $3.22億 | +$3234万 | +11% | 10.5% | 26.3% | 274 | 31.02% | 2.1 |
|
| 3852 |
3852
Shayne & Jacobs LLC
Nashville,
Tennessee
| $3.22億 | +$2158万 | +7% | 8.72% | 79.4% | 94 | 4.26% | 2.5 |
|
| 3853 |
3853
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $3.22億 | +$4042万 | +14% | 11.9% | 83.6% | 194 | 6.19% | 5.7 |
|
| 3854 |
3854
Creekmur Asset Management
Morton,
Illinois
| $3.22億 | – | – | 8.86% | – | 801 | – | 0 |
|
| 3855 |
BDWCC
3855
B&D White Capital Company
Lakeway,
Texas
| $3.22億 | +$5373万 | +20% | 5.34% | 44.2% | 83 | 46.99% | 0.8 |
|
| 3856 |
3856
Accurate Wealth Management
Wesley Chapel,
Florida
| $3.22億 | +$281万 | +0.9% | 10.4% | 101% | 294 | 15.31% | 1.3 |
|
| 3857 |
3857
Harrell Investment Partners
Austin,
Texas
| $3.22億 | +$2798万 | +10% | 11.5% | 121% | 102 | 8.82% | 2.9 |
|
| 3858 |
3858
Satovsky Asset Management
New York
| $3.21億 | +$2605万 | +9% | 9.03% | 53.6% | 48 | 14.58% | 1.8 |
|
| 3859 |
GECH
3859
Garnet Equity Capital Holdings
New York
| $3.21億 | +$1.45億 | +82% | 7.86% | 302% | 36 | 25% | 1 |
|
| 3860 |
3860
Roberts, Glore & Co
Deerfield,
Illinois
| $3.21億 | +$1851万 | +6% | 9.13% | 72.3% | 209 | 6.7% | 5.7 |
|
| 3861 |
3861
Viola Ventures VC Management 4
Herzliya,
Israel
| $3.21億 | -$1285万 | -4% | 3.91% | 79.1% | 5 | 20% | 0.8 |
|
| 3862 |
3862
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $3.21億 | +$3460万 | +12% | 12.6% | 111% | 143 | 13.29% | 4.8 |
|
| 3863 |
HP
3863
Hound Partners
New York
| $3.21億 | -$1.3億 | -29% | 3.48% | 19.7% | 19 | 42.11% | 1.6 |
|
| 3864 |
3864
Apeiron RIA
Dallas,
Texas
| $3.21億 | +$2741万 | +9% | 9.18% | 68.5% | 211 | 16.59% | 1.3 |
|
| 3865 |
3865
Monetary Management Group
St Louis,
Missouri
| $3.21億 | +$2061万 | +7% | 11.9% | 138% | 341 | 8.21% | 6.4 |
|
| 3866 |
3866
Alliance Wealth Management Group
Flemington,
New Jersey
| $3.2億 | – | – | 8.1% | 43.4% | 76 | – | 4.8 |
|
| 3867 |
SEP
3867
Southland Equity Partners
Wildwood,
Missouri
| $3.2億 | +$2915万 | +10% | 9.07% | 66.1% | 202 | 13.37% | 2.1 |
|
| 3868 |
3868
Financial Insights
Tacoma,
Washington
| $3.2億 | +$3972万 | +14% | 11.4% | 82.1% | 158 | 10.13% | 2.2 |
|
| 3869 |
3869
Elevated Capital Advisors
Sandy,
Utah
| $3.2億 | +$2606万 | +9% | 8.38% | 50.2% | 178 | 8.43% | 2.2 |
|
| 3870 |
3870
Geisinger Health
Danville,
Pennsylvania
| $3.2億 | +$2437万 | +8% | 6.23% | – | 5 | 20% | 0.8 |
|
| 3871 |
3871
Arjuna Capital
Durham,
North Carolina
| $3.19億 | +$4032万 | +14% | 12.1% | 118% | 108 | 27.78% | 2.4 |
|
| 3872 |
3872
Northside Capital Management
Hood River,
Oregon
| $3.19億 | -$1.14億 | -26% | 10.4% | 99.6% | 128 | 26.56% | 3.7 |
|
| 3873 |
3873
Orchard Capital Management
Chicago,
Illinois
| $3.19億 | +$4895万 | +18% | 13.3% | 140% | 50 | 20% | 1.9 |
|
| 3874 |
3874
Donoghue Forlines
Boston,
Massachusetts
| $3.19億 | +$3824万 | +14% | 9.86% | 229% | 266 | 37.59% | 1.2 |
|
| 3875 |
SM
3875
Scoggin Management
New York
| $3.19億 | +$7654万 | +32% | 9.46% | 889% | 85 | 68.24% | 0.7 |
|