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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Montis Financial
Waltham,
Massachusetts
| $2.81億 | +$6327万 | +29% | 6.66% | 46% | 110 | 29.09% | 1.7 |
|
| 4527 |
4527
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $2.81億 | +$2804万 | +11% | 5.97% | 54.5% | 281 | 24.91% | 1.5 |
|
| 4528 |
4528
Highland Financial Advisors
Wayne,
New Jersey
| $2.81億 | +$1242万 | +5% | 5.17% | 70% | 59 | 20.34% | 1.5 |
|
| 4529 |
4529
Symetra Investment Management
Farmington,
Connecticut
| $2.81億 | -$1463万 | -5% | 3.6% | 37.3% | 5 | 0% | 2.2 |
|
| 4530 |
ATI
4530
ARK & TLK Investments
Oklahoma City,
Oklahoma
| $2.81億 | +$1395万 | +5% | 5.91% | 62.2% | 110 | 5.45% | 0.7 |
|
| 4531 |
4531
Webs Creek Capital Management
Dallas,
Texas
| $2.81億 | -$1368万 | -5% | 6.5% | 133% | 19 | 57.89% | 0.6 |
|
| 4532 |
4532
Empirical Asset Management
Wellesley,
Massachusetts
| $2.81億 | +$1511万 | +6% | 6.25% | 94.5% | 368 | 21.74% | 0.9 |
|
| 4533 |
4533
PL Capital Advisors
Naples,
Florida
| $2.81億 | +$4033万 | +17% | 22.1% | 100% | 29 | 10.34% | 4.7 |
|
| 4534 |
4534
Sterling Investment Counsel
Buffalo,
New York
| $2.81億 | +$2664万 | +10% | 5.89% | 93.8% | 180 | 12.78% | 1.8 |
|
| 4535 |
4535
Triumph Capital Management
Denver,
Colorado
| $2.81億 | +$2459万 | +10% | 4.82% | 55.5% | 312 | 38.14% | 1.1 |
|
| 4536 |
4536
Field & Main Bank
Henderson,
Kentucky
| $2.81億 | +$1361万 | +5% | 7.08% | 107% | 248 | 4.03% | 6.2 |
|
| 4537 |
4537
Promethos Capital
Boston,
Massachusetts
| $2.81億 | +$1665万 | +6% | 9.12% | – | 83 | 13.25% | 0.6 |
|
| 4538 |
4538
Seascape Capital Management
Portsmouth,
New Hampshire
| $2.8億 | +$1229万 | +5% | 7.09% | 111% | 103 | 9.71% | 2.9 |
|
| 4539 |
4539
Silphium Asset Management
London,
United Kingdom
| $2.8億 | +$6992万 | +33% | 5.73% | 118% | 63 | 34.92% | 0.9 |
|
| 4540 |
4540
BBJS Financial Advisors
Seattle,
Washington
| $2.8億 | +$1218万 | +5% | 3.75% | – | 174 | 20.11% | 1.3 |
|
| 4541 |
4541
APEIRON Capital Ltd
Hong Kong
| $2.8億 | -$626万 | -2% | 3.15% | 487% | 13 | 38.46% | 1.1 |
|
| 4542 |
4542
Front Row Advisors
Tiburon,
California
| $2.8億 | -$734万 | -3% | 6.24% | 142% | 951 | 48.26% | 4.9 |
|
| 4543 |
4543
Smart Money Group
Eastland,
Texas
| $2.8億 | +$65.3万 | +0.2% | 4.7% | 58.9% | 96 | 6.25% | 2.4 |
|
| 4544 |
4544
MY.Alpha Management HK Advisors
Hong Kong
| $2.8億 | +$1475万 | +6% | 21% | 423% | 21 | 57.14% | 0.7 |
|
| 4545 |
SSCM
4545
Summit Street Capital Management
New York
| $2.8億 | +$641万 | +2% | 2.7% | 217% | 29 | 0% | 6.1 |
|
| 4546 |
4546
Insight Folios
Charlotte,
North Carolina
| $2.8億 | +$3626万 | +15% | 11.1% | 32.9% | 119 | 4.2% | 2.9 |
|
| 4547 |
4547
EWA LLC
Pittsbugh,
Pennsylvania
| $2.8億 | +$3844万 | +16% | 5.14% | 102% | 180 | 18.89% | 0.9 |
|
| 4548 |
4548
Auour Investments
Woburn,
Massachusetts
| $2.8億 | +$1139万 | +4% | 4.93% | 39.2% | 82 | 8.54% | 1.1 |
|
| 4549 |
SVCM
4549
Saturn V Capital Management
Austin,
Texas
| $2.8億 | +$1513万 | +6% | 15.3% | 1,083% | 30 | 30% | 0.8 |
|
| 4550 |
LLWM
4550
Life Line Wealth Management
Beverly Hills,
California
| $2.8億 | +$1505万 | +6% | 7.64% | – | 28 | 35.71% | 0.5 |
|