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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
University of Massachusetts Foundation
Newton,
Massachusetts
| $2.05億 | -$785万 | -4% | 3.69% | 53.6% | 4 | 0% | 3.4 |
|
| 4602 |
4602
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $2.04億 | -$2089万 | -9% | 1.36% | 61.9% | 137 | 26.28% | 0.6 |
|
| 4603 |
4603
DGS Capital Management
Jersey City,
New Jersey
| $2.04億 | +$356万 | +2% | 1.01% | 177% | 252 | 15.08% | 1.2 |
|
| 4604 |
4604
Centurion Wealth Management
Mclean,
Virginia
| $2.04億 | -$309万 | -1% | 3.75% | – | 172 | 20.93% | 0.6 |
|
| 4605 |
WA
4605
Win Advisors
Palm Beach Gardens,
Florida
| $2.04億 | +$1.29億 | +173% | 1.85% | 226% | 72 | 87.5% | 0.2 |
|
| 4606 |
SL
4606
SOF Ltd
George Town,
Cayman Islands
| $2.04億 | +$1125万 | +6% | 5.83% | 42.3% | 1 | 0% | 6.8 |
|
| 4607 |
4607
United Community Bank
Greenville,
South Carolina
| $2.04億 | +$9018万 | +79% | 2.39% | 72.7% | 348 | 37.64% | 1 |
|
| 4608 |
BCH
4608
Berkshire Capital Holdings
San Jose,
California
| $2.04億 | -$3858万 | -16% | 1.27% | 2,748% | 88 | 4.55% | 2.7 |
|
| 4609 |
4609
Stone Run Capital
New York
| $2.04億 | -$2112万 | -9% | 4.44% | 77.8% | 59 | 6.78% | 7.2 |
|
| 4610 |
4610
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $2.04億 | -$5331万 | -21% | 2.46% | 75.5% | 510 | 3.33% | 2.1 |
|
| 4611 |
4611
Iron Horse Wealth Management
Johston,
Iowa
| $2.04億 | +$13.2万 | +0.1% | 3.9% | 29.1% | 513 | 39.77% | 0.9 |
|
| 4612 |
4612
Headlands Technologies
Chicago,
Illinois
| $2.03億 | -$1.09億 | -35% | 1.84% | 158% | 1,279 | 70.13% | 0.1 |
|
| 4613 |
4613
Sutton Wealth Advisors
Tampa,
Florida
| $2.03億 | -$304万 | -1% | 3.4% | 40.9% | 893 | 7.39% | 4.9 |
|
| 4614 |
4614
Weik Capital Management
Wyomissing,
Pennsylvania
| $2.03億 | -$842万 | -4% | 0.9% | 66.9% | 98 | 5.1% | 7.2 |
|
| 4615 |
MWM
4615
MTC Wealth Management
Tampa,
Florida
| $2.03億 | -$401万 | -2% | 4.07% | 30.5% | 13 | 0% | 2 |
|
| 4616 |
4616
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $2.03億 | +$1371万 | +7% | 2.87% | 60.6% | 85 | 11.76% | 1.3 |
|
| 4617 |
4617
SimpliFi Inc
San Diego,
California
| $2.03億 | -$860万 | -4% | 3.43% | 27.9% | 34 | 2.94% | 2.3 |
|
| 4618 |
4618
LSP Investment Advisors
New York
| $2.03億 | +$2445万 | +14% | 27.3% | 79.5% | 24 | 8.33% | 2 |
|
| 4619 |
4619
Aquamarine Zurich
Zurich,
Switzerland
| $2.03億 | -$691万 | -3% | 2.71% | 74.8% | 12 | 0% | 1 |
|
| 4620 |
4620
Norway Savings Bank
Portland,
Maine
| $2.03億 | +$1932万 | +11% | 3.56% | 117% | 136 | 15.44% | 4.9 |
|
| 4621 |
4621
Summit Rock Advisors
New York
| $2.03億 | -$336万 | -2% | 0.59% | – | 4 | 50% | 0.3 |
|
| 4622 |
PL
4622
Polianta Ltd
St Helier,
Jersey
| $2.03億 | -$1288万 | -6% | 4.36% | 31.6% | 104 | 62.5% | 0.4 |
|
| 4623 |
WCM
4623
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $2.03億 | -$98.3万 | -0.5% | 1.01% | 33.6% | 92 | 2.17% | 4.7 |
|
| 4624 |
LFGO
4624
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $2.03億 | +$242万 | +1% | 2.75% | 64.2% | 73 | 9.59% | 0.6 |
|
| 4625 |
RL
4625
Rogco LP
Claremore,
Oklahoma
| $2.03億 | – | – | 3.68% | 53.3% | 269 | – | 0 |
|