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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
KK
4026
Kotler Kevin
| $4.27億 | – | – | 61.7% | – | 38 | – | 0 |
|
| 4027 |
4027
Ballast Inc
Lexington,
Kentucky
| $4.27億 | +$1459万 | +4% | 2.76% | 71.3% | 142 | 11.97% | 4.7 |
|
| 4028 |
4028
Peak Retirement Planning
Columbus,
Ohio
| $4.27億 | +$7201万 | +20% | 1.28% | – | 156 | 26.28% | 0.6 |
|
| 4029 |
4029
Abound Wealth Management
Franklin,
Tennessee
| $4.27億 | +$2751万 | +7% | 1.89% | 65.7% | 1,506 | 14.67% | 2.1 |
|
| 4030 |
4030
TRB Advisors
New York
| $4.27億 | -$6937万 | -14% | 2.13% | 76.1% | 14 | 42.86% | 3.1 |
|
| 4031 |
4031
J. Derek Lewis & Associates
Newport Beach,
California
| $4.27億 | – | – | 0.8% | – | 209 | – | 0 |
|
| 4032 |
WHAM
4032
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $4.27億 | +$4550万 | +12% | 2.77% | 98.1% | 28 | 21.43% | 2.3 |
|
| 4033 |
4033
Chapin Davis
Baltimore,
Maryland
| $4.27億 | +$1940万 | +5% | 10.4% | 339% | 263 | 13.31% | 2.1 |
|
| 4034 |
4034
von Borstel & Associates
The Dalles,
Oregon
| $4.27億 | -$2.25億 | -35% | 2.22% | – | 171 | 76.61% | 1.2 |
|
| 4035 |
4035
Evelyn Partners Asset Management
London,
| $4.26億 | -$1667万 | -4% | 3.22% | – | 299 | 11.04% | 0.8 |
|
| 4036 |
4036
Fortress Investment Group
New York
| $4.26億 | -$3.27億 | -43% | 8.75% | 97.5% | 76 | 88.16% | 0.8 |
|
| 4037 |
WFI
4037
West Family Investments
Carlsbad,
California
| $4.26億 | -$2184万 | -5% | 4.17% | 116% | 394 | 14.97% | 2 |
|
| 4038 |
4038
Aspire Capital Advisors
Seattle,
Washington
| $4.26億 | +$2031万 | +5% | 1.54% | 59.3% | 127 | 14.17% | 1.9 |
|
| 4039 |
4039
ORG Wealth Partners
Dallas,
Texas
| $4.26億 | -$4475万 | -10% | 6.01% | – | 695 | 17.27% | 0.9 |
|
| 4040 |
4040
Rothschild Capital Partners
New York
| $4.26億 | +$217万 | +0.5% | 6.19% | 90.8% | 103 | 22.33% | 2.7 |
|
| 4041 |
4041
Tejara Capital
London,
United Kingdom
| $4.25億 | +$2.33億 | +122% | 1.76% | 17.3% | 75 | 54.67% | 0.8 |
|
| 4042 |
4042
Brave Asset Management
Summit,
New Jersey
| $4.25億 | +$1175万 | +3% | 4.27% | 76.3% | 181 | 12.15% | 5.2 |
|
| 4043 |
4043
Berkeley Capital Partners
Milton,
Georgia
| $4.25億 | +$177万 | +0.4% | 2.05% | 62.8% | 205 | 15.61% | 4.2 |
|
| 4044 |
4044
Summit Wealth & Retirement Planning
San Ramon,
California
| $4.25億 | +$1781万 | +4% | 3.99% | 67.6% | 112 | 5.36% | 2.5 |
|
| 4045 |
4045
Coalescence Partners Investment Management
New York
| $4.24億 | +$4038万 | +11% | 2.5% | – | 14 | 21.43% | 1.4 |
|
| 4046 |
4046
White Pine Investment Company
Livonia,
Michigan
| $4.24億 | +$290万 | +0.7% | 1.98% | 73.3% | 69 | 4.35% | 5.3 |
|
| 4047 |
4047
3G Capital Partners
New York
| $4.24億 | +$208万 | +0.5% | 2.57% | 351% | 17 | 29.41% | 1.2 |
|
| 4048 |
4048
Whitcomb & Hess
Ashland,
Ohio
| $4.24億 | +$3513万 | +9% | 3.39% | 54% | 61 | 8.2% | 2.8 |
|
| 4049 |
4049
Harrell Investment Partners
Austin,
Texas
| $4.24億 | +$65.7万 | +0.2% | 2.33% | 121% | 130 | 7.69% | 2.8 |
|
| 4050 |
HWM
4050
HFR Wealth Management
Niskayuna,
New York
| $4.24億 | -$1262万 | -3% | 0.52% | 47.5% | 52 | 5.77% | 3.8 |
|