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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Gainplan
Bloomfield Hills,
Michigan
| $1.51億 | +$1921万 | +15% | 15.9% | 103% | 59 | 49.15% | 1.5 |
|
| 5002 |
5002
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $1.51億 | -$2732万 | -15% | 15.3% | 60.5% | 8 | 0% | 1.7 |
|
| 5003 |
SCM
5003
Stonehill Capital Management
New York
| $1.5億 | -$6521万 | -30% | 9.7% | 117% | 17 | 17.65% | 1.1 |
|
| 5004 |
SIP
5004
Scott Investment Partners
Henley-On-Thames,
United Kingdom
| $1.5億 | -$1586万 | -10% | 12.7% | 44% | 45 | 4.44% | 1.5 |
|
| 5005 |
5005
Vishria Bird Financial Group
Memphis,
Tennessee
| $1.5億 | -$3072万 | -17% | 17.6% | 74.3% | 68 | 27.94% | 2.1 |
|
| 5006 |
5006
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $1.5億 | -$1815万 | -11% | 12.4% | 56.8% | 64 | 10.94% | 2.5 |
|
| 5007 |
5007
Kozak & Associates
Highlands Ranch,
Colorado
| $1.5億 | -$608万 | -4% | 17.5% | 97.4% | 404 | 8.66% | 0.8 |
|
| 5008 |
5008
Toews Corporation
Northfield,
New Jersey
| $1.5億 | -$4.24億 | -74% | 8.63% | 22% | 136 | 36.03% | 0.4 |
|
| 5009 |
5009
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $1.5億 | -$3189万 | -18% | 13.8% | – | 933 | 12.86% | 0.4 |
|
| 5010 |
5010
Red Spruce Capital
Berwyn,
Pennsylvania
| $1.5億 | -$2631万 | -15% | 12.7% | 98.4% | 92 | 9.78% | 2 |
|
| 5011 |
5011
Exane Asset Management
Paris,
France
| $1.5億 | -$5702万 | -28% | 19% | 74.5% | 10 | 60% | 0.9 |
|
| 5012 |
5012
FIDELIS iM
Medford,
Oregon
| $1.5億 | -$2054万 | -12% | 11% | 44.8% | 23 | 4.35% | 0.7 |
|
| 5013 |
5013
Jefferies Financial Group
New York
| $1.5億 | -$5877万 | -28% | 25.7% | 135% | 7 | 28.57% | 2.1 |
|
| 5014 |
5014
Ironwood Investment Management
Boston,
Massachusetts
| $1.5億 | -$3441万 | -19% | 14.4% | 164% | 177 | 9.04% | 5.3 |
|
| 5015 |
LAM
5015
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $1.49億 | -$3065万 | -17% | 16.5% | 144% | 33 | 6.06% | 1.8 |
|
| 5016 |
5016
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $1.49億 | -$9795万 | -40% | 15.2% | 173% | 66 | 51.52% | 0.9 |
|
| 5017 |
5017
HC Financial Advisors
Lafayette,
California
| $1.49億 | -$1860万 | -11% | 12% | 31.2% | 375 | 21.6% | 1.9 |
|
| 5018 |
5018
Salesforce Inc
San Francisco,
California
| $1.49億 | -$7286万 | -33% | 31.8% | 33.9% | 5 | 20% | 1.1 |
|
| 5019 |
5019
Axis Capital Holdings
Pembroke,
| $1.49億 | -$2897万 | -16% | 16.2% | 67% | 3 | 0% | 5.6 |
|
| 5020 |
5020
TPG Financial Advisors
Portland,
Oregon
| $1.49億 | -$1604万 | -10% | 10.8% | – | 39 | 5.13% | 2.6 |
|
| 5021 |
5021
Sterneck Capital Management
Kansas City,
Missouri
| $1.49億 | -$1729万 | -10% | 14% | 61.5% | 104 | 14.42% | 4.2 |
|
| 5022 |
5022
Garrison Asset Management
Fayetteville,
Arkansas
| $1.49億 | -$2800万 | -16% | 12.8% | 52.1% | 107 | 13.08% | 6 |
|
| 5023 |
5023
Greenfield Savings Bank
Greenfield,
Massachusetts
| $1.49億 | – | – | 11.1% | 108% | 138 | – | 0 |
|
| 5024 |
5024
Beta Wealth Group
San Diego,
California
| $1.49億 | -$27.8万 | -0.2% | 12.3% | 45.4% | 99 | 20.2% | 0.9 |
|
| 5025 |
BCM
5025
BlueMar Capital Management
Miami,
Florida
| $1.49億 | -$8713万 | -37% | 13.7% | 27.4% | 38 | 13.16% | 1.4 |
|