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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
Evelyn Partners Investment Management (Europe)
Dublin,
| $2.91億 | -$1771万 | -6% | 3.16% | – | 190 | 4.21% | 1.1 |
|
| 5002 |
5002
Barrett & Company
Providence,
Rhode Island
| $2.91億 | -$921万 | -3% | 1.49% | 83.6% | 679 | 6.77% | 2.7 |
|
| 5003 |
5003
Oak Asset Management
Westlake Village,
California
| $2.9億 | -$276万 | -0.9% | 1.12% | 91.8% | 111 | 9.01% | 3.2 |
|
| 5004 |
5004
Everpar Advisors
Tulsa,
Oklahoma
| $2.9億 | +$2078万 | +8% | 0.35% | – | 305 | 19.67% | 1.5 |
|
| 5005 |
5005
Arch Capital Group
Pembroke,
Bermuda
| $2.9億 | -$187万 | -0.6% | 0.64% | 2.89% | 4 | 0% | 3.6 |
|
| 5006 |
ODFS
5006
O'Donnell Financial Services
San Rafael,
California
| $2.9億 | -$219万 | -0.7% | 2.79% | 61% | 64 | 15.63% | 1.7 |
|
| 5007 |
5007
Orion Capital Management
Coronado,
California
| $2.9億 | -$717万 | -2% | 1.91% | 75.3% | 524 | 13.36% | 1.8 |
|
| 5008 |
5008
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $2.9億 | -$1657万 | -5% | 2.67% | – | 75 | 9.33% | 2.9 |
|
| 5009 |
5009
Friday Financial
Dubuque,
Iowa
| $2.9億 | +$656万 | +2% | 0.27% | – | 95 | 7.37% | 1 |
|
| 5010 |
5010
Altrafin AG
Zurich,
| $2.9億 | -$2524万 | -8% | 8.95% | 97.6% | 56 | 25% | 2.4 |
|
| 5011 |
SI
5011
Saxon Interests
Houston,
Texas
| $2.9億 | +$480万 | +2% | 0.76% | 81.2% | 242 | 19.83% | 1.6 |
|
| 5012 |
5012
Powell Investment Advisors
Miami,
Florida
| $2.9億 | -$37.1万 | -0.1% | 1.91% | 82.4% | 177 | 6.21% | 3.3 |
|
| 5013 |
5013
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $2.9億 | +$1200万 | +4% | 0.65% | 63.1% | 623 | 9.15% | 2.4 |
|
| 5014 |
5014
Raleigh Capital Management
Cary,
North Carolina
| $2.9億 | +$1425万 | +5% | 1.05% | 79.9% | 808 | 33.91% | 1.7 |
|
| 5015 |
5015
Sonoma Allocations
Santa Rosa,
California
| $2.9億 | -$1153万 | -4% | 1.17% | – | 152 | 20.39% | 0.4 |
|
| 5016 |
WMA
5016
Wealth Management Associates
Cherry Hill,
New Jersey
| $2.9億 | +$212万 | +0.7% | 1.93% | 111% | 257 | 17.51% | 3.7 |
|
| 5017 |
5017
Cable Car Capital
San Francisco,
California
| $2.89億 | -$27.2億 | -90% | 0.98% | – | 160 | 48.13% | 0.5 |
|
| 5018 |
5018
Blue Water Asset Management
Grand Rapids,
Michigan
| $2.89億 | +$1133万 | +4% | 0.2% | – | 108 | 8.33% | 0.2 |
|
| 5019 |
5019
LeClair Wealth Partners
Dublin,
Ohio
| $2.89億 | +$1.17億 | +68% | 0.2% | – | 204 | 94.61% | 0.1 |
|
| 5020 |
5020
Windward Private Wealth Management
Overland Park,
Kansas
| $2.89億 | +$53万 | +0.2% | 0.65% | 35.5% | 45 | 4.44% | 4.5 |
|
| 5021 |
5021
PineBridge Investments Asia
Hong Kong,
| $2.89億 | -$5679万 | -16% | 0.06% | – | 8 | 25% | 0.2 |
|
| 5022 |
5022
Costello Asset Management
Feasterville,
Pennsylvania
| $2.89億 | -$1315万 | -4% | 2.6% | 81.5% | 739 | 13.8% | 1.7 |
|
| 5023 |
5023
Goodlander Investment Management
Dallas,
Texas
| $2.89億 | +$2726万 | +10% | 25.6% | – | 19 | 78.95% | 0.2 |
|
| 5024 |
5024
Plum Street Advisors
New Orleans,
Louisiana
| $2.89億 | +$800万 | +3% | 0.31% | – | 100 | 7% | 1.7 |
|
| 5025 |
5025
New Perspectives Inc
Ridgeland,
Mississippi
| $2.89億 | +$37万 | +0.1% | 1.32% | – | 44 | 4.55% | 2.6 |
|