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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
Birinyi Associates
Westport,
Connecticut
| $2.74億 | +$3192万 | +13% | 14% | 113% | 57 | 12.28% | 6.6 |
|
| 4002 |
4002
Breakwater Capital Group
Paramus,
New Jersey
| $2.74億 | +$3539万 | +15% | 5.64% | 67.4% | 206 | 14.08% | 0.4 |
|
| 4003 |
4003
True Wealth Design
Akron,
Ohio
| $2.73億 | +$3499万 | +15% | 3.01% | 57% | 893 | 15.9% | 0.5 |
|
| 4004 |
4004
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $2.73億 | +$2263万 | +9% | 10.6% | 115% | 38 | 0% | 6.8 |
|
| 4005 |
4005
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $2.73億 | +$3911万 | +17% | 3.79% | – | 857 | 27.3% | 0.8 |
|
| 4006 |
4006
Weybosset Research & Management
Province,
Rhode Island
| $2.73億 | +$811万 | +3% | 7.12% | 74.8% | 62 | 30.65% | 4.4 |
|
| 4007 |
4007
MSH Capital Advisors
Scottsdale,
Arizona
| $2.73億 | +$3879万 | +17% | 4.08% | 66.5% | 222 | 14.41% | 1.2 |
|
| 4008 |
4008
Bridge Advisory
Pasadena,
California
| $2.73億 | +$1355万 | +5% | 1.02% | 6.7% | 133 | 8.27% | 1.5 |
|
| 4009 |
4009
WealthOne
Albany,
New York
| $2.73億 | +$1648万 | +6% | 7.44% | 23.4% | 117 | 17.09% | 2.6 |
|
| 4010 |
4010
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $2.72億 | -$2371万 | -8% | 2.57% | 2.24% | 453 | 16.11% | 1 |
|
| 4011 |
4011
Financial Insights
Tacoma,
Washington
| $2.72億 | +$2663万 | +11% | 8.03% | 82.1% | 164 | 9.76% | 1.9 |
|
| 4012 |
4012
Hel Ved Capital Management
Central,
Hong Kong
| $2.72億 | +$7063万 | +35% | 13.4% | 1,351% | 41 | 60.98% | 0.4 |
|
| 4013 |
4013
272 Capital
Dallas,
Texas
| $2.72億 | +$3067万 | +13% | 24.3% | 222% | 83 | 48.19% | 0.5 |
|
| 4014 |
4014
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $2.72億 | +$877万 | +3% | 7.41% | 92% | 147 | 6.12% | 3.9 |
|
| 4015 |
4015
Odey Asset Management
London, United Kingdom,
United Kingdom
| $2.72億 | – | – | 4.49% | – | 29 | – | 0 |
|
| 4016 |
4016
Harvey Capital Management
Palm Beach,
Florida
| $2.72億 | +$1835万 | +7% | 12.9% | 147% | 87 | 18.39% | 3.7 |
|
| 4017 |
T
4017
TRUADVICE
Sarasota,
Florida
| $2.72億 | +$1959万 | +8% | 5.22% | 21.6% | 280 | 17.5% | 1.1 |
|
| 4018 |
DI
4018
DDFG Inc
Thousand Oaks,
California
| $2.72億 | +$1442万 | +6% | 4.36% | 56.3% | 73 | 4.11% | 0.5 |
|
| 4019 |
4019
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $2.71億 | +$959万 | +4% | 6.66% | 73.9% | 623 | 18.14% | 1.8 |
|
| 4020 |
4020
Rothschild Capital Partners
New York
| $2.71億 | +$2749万 | +11% | 9.12% | 90.8% | 30 | 10% | 5.4 |
|
| 4021 |
4021
Strategic Financial Concepts
San Antonio,
Texas
| $2.71億 | +$2340万 | +9% | 5.28% | 56.8% | 268 | 15.3% | 0.2 |
|
| 4022 |
4022
Oak Hill Wealth Advisors
Lansdowne,
Virginia
| $2.71億 | +$1731万 | +7% | 6.16% | 48% | 109 | 4.59% | 0.5 |
|
| 4023 |
4023
DoubleLine ETF Adviser
Tampa,
Florida
| $2.71億 | +$3615万 | +15% | 9.58% | 51.6% | 259 | 64.09% | 0.3 |
|
| 4024 |
IAM
4024
Innovis Asset Management
Chicago,
Illinois
| $2.71億 | +$2418万 | +10% | 10.8% | – | 186 | 26.34% | 0.4 |
|
| 4025 |
4025
Avalon Global Asset Management
San Francisco,
California
| $2.71億 | +$6782万 | +33% | 16.5% | 278% | 35 | 34.29% | 4 |
|