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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
KS
4051
Karpas Strategies
Litchfield,
Connecticut
| $3.19億 | -$289万 | -0.9% | 1.45% | 16.1% | 117 | 2.56% | 7.4 |
|
| 4052 |
4052
Court Place Advisors
Ellicott City,
Maryland
| $3.19億 | +$872万 | +3% | 0.55% | 92% | 164 | 9.15% | 6.8 |
|
| 4053 |
CCM
4053
Contrarian Capital Management
Greenwich,
Connecticut
| $3.18億 | -$4816万 | -13% | 8.28% | 29.4% | 32 | 18.75% | 2.5 |
|
| 4054 |
4054
Uncommon Cents Investing
Janesville,
Wisconsin
| $3.18億 | -$844万 | -3% | 2.02% | 91.4% | 190 | 3.68% | 4 |
|
| 4055 |
4055
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $3.18億 | -$308万 | -1% | 0.43% | 73.9% | 233 | 8.58% | 2.1 |
|
| 4056 |
4056
DSC Meridian Capital
New York
| $3.18億 | +$1.23億 | +63% | 0.58% | – | 15 | 60% | 0.2 |
|
| 4057 |
4057
Aries Wealth Management
Portland,
Maine
| $3.17億 | +$707万 | +2% | 2.29% | 87.7% | 217 | 8.29% | 1.9 |
|
| 4058 |
HA
4058
Hamel Associates
Chatham,
New Jersey
| $3.17億 | +$553万 | +2% | 1.3% | 50.6% | 78 | 11.54% | 6 |
|
| 4059 |
4059
Myriad Asset Management US
West Palm Beach,
Florida
| $3.17億 | – | – | 7.91% | – | 1 | – | 0.5 |
|
| 4060 |
4060
Coston McIsaac & Partners
Bar Harbor,
Maine
| $3.17億 | +$591万 | +2% | 0.7% | 34.3% | 865 | 6.59% | 1.7 |
|
| 4061 |
FSI
4061
Flow State Investments
Chicago,
Illinois
| $3.17億 | -$3295万 | -9% | 0.84% | – | 271 | 40.96% | 0.6 |
|
| 4062 |
4062
Arvin Capital Management
Austin,
Texas
| $3.17億 | +$4987万 | +19% | 3.86% | – | 36 | 41.67% | 0.3 |
|
| 4063 |
4063
MilWealth Group
Milwaukee,
Wisconsin
| $3.17億 | +$317万 | +1% | 0.27% | 39.6% | 69 | 10.14% | 3.8 |
|
| 4064 |
4064
Navalign LLC
Encino,
California
| $3.17億 | +$1499万 | +5% | 2.65% | 50.7% | 120 | 7.5% | 2.7 |
|
| 4065 |
4065
Meridian Investment Counsel
Lafayette,
California
| $3.16億 | +$1542万 | +5% | 2.53% | 116% | 216 | 6.02% | 6.5 |
|
| 4066 |
PA
4066
PSI Advisors
Tampa,
Florida
| $3.16億 | +$3923万 | +14% | 1.57% | 58.2% | 916 | 16.81% | 2.1 |
|
| 4067 |
4067
SimplyRich
Carlsbad,
California
| $3.16億 | +$646万 | +2% | 3.69% | 98.3% | 188 | 10.11% | 3.3 |
|
| 4068 |
4068
American Assets Capital Advisers
San Diego,
California
| $3.16億 | -$3524万 | -10% | 4.74% | 73.5% | 36 | 11.11% | 3.3 |
|
| 4069 |
4069
O'Brien Greene & Co
Media,
Pennsylvania
| $3.16億 | +$1163万 | +4% | 1.33% | 81.4% | 144 | 12.5% | 3.4 |
|
| 4070 |
AFA
4070
Alta Fundamental Advisers
New York
| $3.16億 | +$5117万 | +19% | 19.9% | 340% | 30 | 36.67% | 1.2 |
|
| 4071 |
4071
EdenTree Asset Management
London,
United Kingdom
| $3.16億 | +$28.2万 | +0.1% | 1.34% | 50.2% | 66 | 6.06% | 0.9 |
|
| 4072 |
4072
Buckley Wealth Management
Las Vegas,
Nevada
| $3.16億 | +$365万 | +1% | 4.41% | 88% | 109 | 11.01% | 4.5 |
|
| 4073 |
4073
Bank of Stockton
Stockton,
California
| $3.15億 | -$856万 | -3% | 1.71% | 99.2% | 135 | 8.15% | 5.7 |
|
| 4074 |
4074
Avalon Capital Management
Port Of Redwood City,
California
| $3.15億 | +$7132万 | +29% | 6.83% | 163% | 129 | 30.23% | 1.4 |
|
| 4075 |
4075
Okabena Investment Services
Minneapolis,
Minnesota
| $3.15億 | +$1500万 | +5% | 1.77% | 72.4% | 115 | 20% | 1.5 |
|