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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
EC
5026
Engaged Capital
Newport Beach,
California
| $3.27億 | +$2366万 | +8% | 21.8% | 26.2% | 10 | 10% | 1.9 |
|
| 5027 |
RWPA
5027
Richard W. Paul & Associates
Novi,
Michigan
| $3.27億 | +$2990万 | +10% | 12.9% | 65.2% | 334 | 14.37% | 2.5 |
|
| 5028 |
WAOTB
5028
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $3.27億 | +$2457万 | +8% | 12.8% | 86.2% | 96 | 5.21% | 4.1 |
|
| 5029 |
DS
5029
Dalal Street
West Lake Hills,
Texas
| $3.27億 | -$9614万 | -23% | 18.7% | 92.7% | 4 | 25% | 1.6 |
|
| 5030 |
TAFW
5030
Tred Avon Family Wealth
Easton,
Maryland
| $3.27億 | +$2540万 | +8% | 14.7% | – | 278 | 11.87% | 0.7 |
|
| 5031 |
RL
5031
Rogco LP
Claremore,
Oklahoma
| $3.27億 | +$2716万 | +9% | 10.2% | 53.3% | 236 | 18.22% | 1.9 |
|
| 5032 |
JAM
5032
JCIC Asset Management
Toronto,
Ontario, Canada
| $3.26億 | $0 | 0% | 9.06% | – | 113 | 0% | 4.8 |
|
| 5033 |
CIM
5033
Capital Investment Management
Lees Summit,
Missouri
| $3.26億 | +$3525万 | +12% | 11.3% | – | 139 | 15.11% | 0.4 |
|
| 5034 |
VWM
5034
Vigilare Wealth Management
Scottsdale,
Arizona
| $3.26億 | +$3027万 | +10% | 9.28% | 56.9% | 130 | 21.54% | 2.5 |
|
| 5035 |
MFC
5035
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $3.26億 | +$3156万 | +11% | 12% | 56.5% | 207 | 7.25% | 3.1 |
|
| 5036 |
RFA
5036
Register Financial Advisors
Atlanta,
Georgia
| $3.26億 | +$5555万 | +21% | 27.2% | 126% | 438 | 14.38% | 2 |
|
| 5037 |
HWM
5037
Hassell Wealth Management
Houma,
Louisiana
| $3.26億 | +$2797万 | +9% | 8.97% | 46.3% | 29 | 3.45% | 2.7 |
|
| 5038 |
APW
5038
Aventura Private Wealth
Aventura,
Florida
| $3.26億 | +$5250万 | +19% | 24.2% | – | 1,021 | 15.48% | 1.1 |
|
| 5039 |
LC
5039
LCNB Corp
Lebanon,
Ohio
| $3.26億 | +$2848万 | +10% | 15.4% | 75.2% | 191 | 6.28% | 5.8 |
|
| 5040 |
FWM
5040
Forza Wealth Management
Sarasota,
Florida
| $3.26億 | +$3847万 | +13% | 11.3% | 65.6% | 198 | 7.07% | 2.7 |
|
| 5041 |
SPG
5041
Snow Phipps Group
New York
| $3.26億 | +$827万 | +3% | 2.58% | 58% | 2 | 0% | 6.3 |
|
| 5042 |
SA
5042
Sycale Advisors
New York
| $3.26億 | +$1.25億 | +63% | 11.8% | 31.5% | 28 | 53.57% | 0.7 |
|
| 5043 |
NPI
5043
New Perspectives Inc
Ridgeland,
Mississippi
| $3.26億 | +$3710万 | +13% | 10.2% | – | 50 | 14% | 2.5 |
|
| 5044 |
FWP
5044
Family Wealth Partners
Matthews,
North Carolina
| $3.26億 | +$3297万 | +11% | 10.7% | – | 125 | 28.8% | 1.3 |
|
| 5045 |
TJHA
5045
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $3.26億 | +$3171万 | +11% | 4.61% | 17.7% | 148 | 35.14% | 3.4 |
|
| 5046 |
WAG
5046
Wilkerson Advisory Group
Columbia,
Missouri
| $3.26億 | +$3465万 | +12% | 12.6% | – | 659 | 12.29% | 0.4 |
|
| 5047 |
TWM
5047
Triton Wealth Management
Sun City,
Arizona
| $3.26億 | +$5599万 | +21% | 21.2% | – | 142 | 19.01% | 2.6 |
|
| 5048 |
SAM
5048
S.A. Mason
Holland,
Michigan
| $3.26億 | +$5913万 | +22% | 20.6% | 116% | 294 | 13.61% | 4.5 |
|
| 5049 |
MAM
5049
Mullooly Asset Management
Wall Township,
New Jersey
| $3.25億 | +$5395万 | +20% | 20.4% | – | 60 | 15% | 1 |
|
| 5050 |
SC
5050
Sykon Capital
Harrison,
New York
| $3.25億 | +$2480万 | +8% | 11.2% | 63.7% | 132 | 48.48% | 1 |
|