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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
ATI
4701
ARK & TLK Investments
Oklahoma City,
Oklahoma
| $3.15億 | +$357万 | +1% | 6.41% | 62.2% | 124 | 14.52% | 1.5 |
|
| 4702 |
4702
Concord Investment Counsel
Irvine,
California
| $3.15億 | – | – | 9.42% | – | 39 | – | 1.2 |
|
| 4703 |
4703
Wealth Management Partners
Tucson,
Arizona
| $3.15億 | +$3178万 | +11% | 14.6% | 194% | 149 | 16.11% | 2.6 |
|
| 4704 |
4704
Darwin Wealth Management
Tampa,
Florida
| $3.15億 | +$2573万 | +9% | 6.42% | 56.8% | 644 | 11.18% | 1.3 |
|
| 4705 |
4705
MTM Investment Management
Spartanburg,
South Carolina
| $3.15億 | +$1702万 | +6% | 6.53% | 87.7% | 742 | 3.5% | 1.5 |
|
| 4706 |
4706
Orion Investment Company
St. Louis,
Missouri
| $3.15億 | +$3221万 | +11% | 18.1% | – | 72 | 5.56% | 1.1 |
|
| 4707 |
4707
Mirabaud & Cie
Geneva,
Switzerland
| $3.15億 | +$36.9万 | +0.1% | 10.8% | 151% | 63 | 12.7% | 1.4 |
|
| 4708 |
4708
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $3.15億 | -$1.46億 | -32% | 3.41% | 47.9% | 22 | 50% | 1.6 |
|
| 4709 |
4709
Aurdan Capital Management
Wayne,
Pennsylvania
| $3.14億 | +$2092万 | +7% | 5.7% | – | 96 | 14.58% | 0.6 |
|
| 4710 |
4710
BDT Capital Partners
Chicago,
Illinois
| $3.14億 | -$9120万 | -22% | 25.6% | 25.5% | 2 | 0% | 2.4 |
|
| 4711 |
4711
Lanham O'Dell & Company
Hurricane,
West Virginia
| $3.14億 | +$7717万 | +33% | 5.07% | 81% | 46 | 13.04% | 1.5 |
|
| 4712 |
4712
Cutler Capital Management
Worcester,
Massachusetts
| $3.14億 | +$2637万 | +9% | 5.05% | 39.7% | 128 | 10.16% | 3.4 |
|
| 4713 |
4713
Boxer Capital Management
San Diego,
California
| $3.14億 | +$1.15億 | +58% | 137% | – | 35 | 45.71% | 0.3 |
|
| 4714 |
4714
Veracity Capital
Atlanta,
Georgia
| $3.14億 | +$2131万 | +7% | 11.6% | 149% | 267 | 18.73% | 2.7 |
|
| 4715 |
4715
Jeppson Wealth Management
Manhattan Beach,
California
| $3.14億 | +$2439万 | +8% | 9.71% | 107% | 227 | 7.93% | 3.3 |
|
| 4716 |
4716
Purus Wealth Management
Newport Beach,
California
| $3.13億 | +$2526万 | +9% | 10.4% | 174% | 147 | 6.8% | 2.7 |
|
| 4717 |
SFMG
4717
Sage Financial Management Group
Mclean,
Virginia
| $3.13億 | +$2417万 | +8% | 5.29% | 47.3% | 57 | 5.26% | 1.2 |
|
| 4718 |
4718
Palumbo Wealth Management
Great Neck,
New York
| $3.13億 | -$980万 | -3% | 13.1% | 115% | 235 | 40% | 1.8 |
|
| 4719 |
4719
Creative Capital Management Investments
San Diego,
California
| $3.13億 | +$3314万 | +12% | 6.24% | 53.6% | 336 | 29.17% | 1.7 |
|
| 4720 |
4720
Norman Fields Gottscho Capital Management
New York
| $3.13億 | +$1065万 | +4% | 5.5% | 96.9% | 68 | 11.76% | 5.9 |
|
| 4721 |
4721
Sandy Cove Advisors
Hingham,
Massachusetts
| $3.13億 | +$3603万 | +13% | 7.54% | 78% | 142 | 9.86% | 2.3 |
|
| 4722 |
4722
Lynch Asset Management
Yardley,
Pennsylvania
| $3.13億 | +$2908万 | +10% | 11.6% | 214% | 60 | 13.33% | 2.6 |
|
| 4723 |
BCM
4723
Bluefin Capital Management
New York
| $3.13億 | +$1.8億 | +136% | 0.19% | – | 184 | 86.96% | 0.3 |
|
| 4724 |
JD6
4724
J Digital 6
Chicago,
Illinois
| $3.12億 | – | – | 226% | – | 2 | – | 0 |
|
| 4725 |
4725
Sterling Investment Counsel
Buffalo,
New York
| $3.12億 | +$1.41億 | +83% | 8.37% | 93.8% | 187 | 55.61% | 1.8 |
|