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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $2.44億 | +$2831万 | +13% | 14.1% | 83% | 121 | 9.09% | 5.3 |
|
| 4002 |
4002
Raffa Wealth Management
Washington,
District of Columbia
| $2.44億 | +$1847万 | +8% | 6.57% | 35.8% | 1,175 | 10.13% | 2.7 |
|
| 4003 |
4003
Round Rock Advisors
Wilton,
Connecticut
| $2.44億 | +$2345万 | +11% | 8.69% | 87.4% | 158 | 13.29% | 1.1 |
|
| 4004 |
4004
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $2.44億 | +$956万 | +4% | 2.39% | 17.7% | 337 | 14.54% | 2.8 |
|
| 4005 |
4005
MilWealth Group
Milwaukee,
Wisconsin
| $2.44億 | +$1425万 | +6% | 5.75% | 36.8% | 63 | 9.52% | 3 |
|
| 4006 |
4006
Sycamore Partners Management
New York
| $2.44億 | -$9965万 | -29% | 29% | 31.8% | 1 | 0% | 1 |
|
| 4007 |
4007
Kathryn A. Hall
| $2.43億 | +$213万 | +0.9% | 8.99% | 95.2% | 52 | 7.69% | 3.1 |
|
| 4008 |
4008
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $2.43億 | -$1.12億 | -31% | 9.25% | 75.5% | 497 | 2.62% | 1.5 |
|
| 4009 |
4009
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $2.43億 | +$3644万 | +18% | 6.26% | 73.9% | 660 | 28.64% | 1.6 |
|
| 4010 |
4010
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $2.43億 | +$2572万 | +12% | 11.3% | 19.4% | 98 | 13.27% | 1.6 |
|
| 4011 |
4011
JW Asset Management
Miami Beach,
Florida
| $2.43億 | +$4862万 | +25% | 22.9% | 251% | 13 | 53.85% | 2 |
|
| 4012 |
4012
Cutler Capital Management
Worcester,
Massachusetts
| $2.43億 | +$2727万 | +13% | 9.08% | 39.7% | 109 | 7.34% | 2.5 |
|
| 4013 |
4013
Cowen Prime Advisors
New York
| $2.43億 | +$6890万 | +40% | 11.1% | 116% | 197 | 13.71% | 5.2 |
|
| 4014 |
4014
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $2.43億 | +$1653万 | +7% | 8.68% | 84.3% | 176 | 22.73% | 1.9 |
|
| 4015 |
4015
Riggs Asset Management
Dallas,
Pennsylvania
| $2.43億 | -$949万 | -4% | 10.4% | 207% | 355 | 12.11% | 2.9 |
|
| 4016 |
FAP
4016
Financial Advisory Partners
Winter Park,
Florida
| $2.43億 | +$1294万 | +6% | 7.66% | 52.9% | 67 | 2.99% | 0.9 |
|
| 4017 |
4017
Boyd Watterson Asset Management
Cleveland,
Ohio
| $2.43億 | +$2254万 | +10% | 10% | 101% | 426 | 69.95% | 1.7 |
|
| 4018 |
4018
Navalign LLC
Encino,
California
| $2.43億 | +$2038万 | +9% | 7.37% | 50.7% | 130 | 10% | 1.5 |
|
| 4019 |
4019
Werba Rubin Papier Wealth Management
San Jose,
California
| $2.42億 | – | – | 10.1% | 67% | 104 | – | 0 |
|
| 4020 |
4020
Optas LLC
Austin,
Texas
| $2.42億 | +$1442万 | +6% | 7.08% | 118% | 155 | 18.06% | 2.1 |
|
| 4021 |
4021
Alpha Paradigm Partners
Chicago,
Illinois
| $2.42億 | +$1190万 | +5% | 8.69% | – | 643 | 57.7% | 0.5 |
|
| 4022 |
4022
Martin Capital Partners
Eugene,
Oregon
| $2.42億 | +$2662万 | +12% | 14.7% | 42.3% | 78 | 10.26% | 3.2 |
|
| 4023 |
4023
United Capital Management of KS
Salina,
Kansas
| $2.42億 | +$2863万 | +13% | 5.97% | 272% | 91 | 13.19% | 2.6 |
|
| 4024 |
4024
CIC Wealth
Rockville,
Maryland
| $2.42億 | – | – | 7.72% | – | 166 | – | 0 |
|
| 4025 |
4025
Brady Family Wealth
Saint Louis,
Missouri
| $2.42億 | – | – | 11% | 61.8% | 115 | – | 0 |
|