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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Bessemer Securities
New York
| $2.55億 | +$1874万 | +8% | 9.33% | 45% | 126 | 7.14% | 1.4 |
|
| 4127 |
4127
Ferris Capital
Marlborough,
Massachusetts
| $2.55億 | -$1.46億 | -36% | 4.39% | 67% | 216 | 92.59% | 1.1 |
|
| 4128 |
4128
Total Wealth Planning
Cincinnati,
Ohio
| $2.55億 | +$1917万 | +8% | 4.39% | 37.2% | 46 | 13.04% | 1.8 |
|
| 4129 |
4129
Kestrel Investment Management
San Mateo,
California
| $2.55億 | +$1605万 | +7% | 9.21% | 89.2% | 45 | 17.78% | 1.5 |
|
| 4130 |
4130
Atlas Principals
Charlotte,
North Carolina
| $2.54億 | -$2599万 | -9% | 8.91% | – | 63 | 79.37% | 0.4 |
|
| 4131 |
4131
Foresite Capital Management V
Larkspur,
California
| $2.54億 | -$8598万 | -25% | 21.5% | 401% | 22 | 31.82% | 0.3 |
|
| 4132 |
4132
Piershale Financial Group
Barrington,
Illinois
| $2.54億 | +$2289万 | +10% | 5.85% | 82% | 36 | 38.89% | 1.1 |
|
| 4133 |
SAM
4133
Security Asset Management
New York
| $2.54億 | +$1078万 | +4% | 9.91% | 67.4% | 91 | 7.69% | 4.2 |
|
| 4134 |
4134
West Oak Capital
Westlake Village,
California
| $2.54億 | +$1975万 | +8% | 5.91% | 110% | 389 | 11.83% | 3.8 |
|
| 4135 |
4135
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| $2.54億 | -$5797万 | -19% | 11% | 667% | 9 | 11.11% | 0.5 |
|
| 4136 |
4136
Gainplan
Bloomfield Hills,
Michigan
| $2.54億 | +$2786万 | +12% | 8.47% | 103% | 98 | 52.04% | 0.7 |
|
| 4137 |
4137
Archer Investment Corporation
Carmel,
Indiana
| $2.54億 | +$1105万 | +5% | 6% | 68.2% | 795 | 31.57% | 1.6 |
|
| 4138 |
OFCM
4138
One Fin Capital Management
San Francisco,
California
| $2.53億 | -$689万 | -3% | 8.91% | 92% | 33 | 45.45% | 0.5 |
|
| 4139 |
4139
Enterprise Bank & Trust
Lowell,
Massachusetts
| $2.53億 | +$1604万 | +7% | 8.58% | 65.9% | 103 | 17.48% | 1.6 |
|
| 4140 |
4140
Investment Security Group
Denver,
Colorado
| $2.53億 | +$5009万 | +25% | 5.52% | – | 18 | 22.22% | 0.7 |
|
| 4141 |
4141
Manchester Financial
Westlake Village,
California
| $2.53億 | +$3709万 | +17% | 7.91% | 73% | 755 | 89.27% | 1.7 |
|
| 4142 |
4142
Invesco Senior Secured Management
New York
| $2.53億 | +$2938万 | +13% | 25.6% | 18.1% | 16 | 6.25% | 2.4 |
|
| 4143 |
4143
Sourcerock Group
Denver,
Colorado
| $2.53億 | +$5904万 | +30% | 30.5% | 59.1% | 19 | 47.37% | 0.2 |
|
| 4144 |
4144
Tobias Financial Advisors
Plantation,
Florida
| $2.53億 | +$1677万 | +7% | 4.15% | 44.5% | 68 | 2.94% | 1.3 |
|
| 4145 |
4145
S.R. Schill & Associates
Mercer Island,
Washington
| $2.53億 | +$2536万 | +11% | 10.8% | 42.7% | 96 | 18.75% | 2.6 |
|
| 4146 |
4146
AMI Investment Management
Kendallville,
Indiana
| $2.53億 | +$1424万 | +6% | 7.11% | 47.9% | 78 | 10.26% | 3.9 |
|
| 4147 |
4147
Summit Rock Advisors
New York
| $2.52億 | -$4206万 | -14% | 4.18% | – | 8 | 62.5% | 0.5 |
|
| 4148 |
4148
Forefront Analytics
West Conshohocken,
Pennsylvania
| $2.52億 | +$1751万 | +7% | 4.84% | 50.9% | 71 | 11.27% | 2.1 |
|
| 4149 |
QCI
4149
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $2.52億 | +$559万 | +2% | 0.72% | 107% | 25 | 16% | 2.9 |
|
| 4150 |
4150
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $2.52億 | +$1025万 | +4% | 4.77% | 81% | 96 | 5.21% | 4.5 |
|