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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Zullo Investment Group
Scranton,
Pennsylvania
| $1.71億 | -$447万 | -3% | 4.26% | 143% | 142 | 4.93% | 1.7 |
|
| 5052 |
5052
First Financial Corp
Terre Haute,
Indiana
| $1.71億 | +$1459万 | +9% | 2.13% | 95.3% | 389 | 16.2% | 6.2 |
|
| 5053 |
5053
Theory Financial
Fort Collins,
Colorado
| $1.71億 | -$318万 | -2% | 3.16% | 54.5% | 74 | 28.38% | 1.1 |
|
| 5054 |
FFG
5054
Fortem Financial Group
Palm Desert,
California
| $1.71億 | +$179万 | +1% | 0.23% | 183% | 168 | 12.5% | 1.9 |
|
| 5055 |
JAIC
5055
Josh Arnold Investment Consultant
Edina,
Minnesota
| $1.7億 | +$6760万 | +66% | 6.23% | 272% | 37 | 45.95% | 0.6 |
|
| 5056 |
5056
Tradewinds LLC
Raleigh,
North Carolina
| $1.7億 | +$59.6万 | +0.4% | 3.32% | – | 125 | 25.6% | 0.4 |
|
| 5057 |
5057
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $1.7億 | -$160万 | -0.9% | 2.95% | 60.1% | 112 | 10.71% | 1.6 |
|
| 5058 |
5058
Acuitas Investments
Seattle,
Washington
| $1.7億 | -$163万 | -0.9% | 4.56% | 145% | 122 | 18.85% | 0.5 |
|
| 5059 |
PCMK
5059
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $1.7億 | -$416万 | -2% | 0.5% | 87.5% | 56 | 5.36% | 5.9 |
|
| 5060 |
AAG
5060
Avalon Advisory Group
Wexford,
Pennsylvania
| $1.7億 | -$577万 | -3% | 4.23% | 46% | 9 | 22.22% | 2.9 |
|
| 5061 |
5061
Institutional Venture Management XV
Menlo Park,
California
| $1.7億 | -$8427万 | -33% | 27.3% | 116% | 5 | 20% | 1.7 |
|
| 5062 |
5062
CNB Bank
Clearfield,
Pennsylvania
| $1.7億 | -$17.5万 | -0.1% | 3.02% | 91.6% | 518 | 19.31% | 3.4 |
|
| 5063 |
5063
Barrett & Company
Providence,
Rhode Island
| $1.7億 | -$264万 | -2% | 2.94% | 83.6% | 643 | 6.53% | 0.9 |
|
| 5064 |
DS
5064
Dalal Street
West Lake Hills,
Texas
| $1.7億 | +$9623万 | +131% | 56.7% | 92.7% | 3 | 33.33% | 0.2 |
|
| 5065 |
5065
WorthPointe
La Jolla,
California
| $1.7億 | +$415万 | +3% | 3.07% | 59.7% | 72 | 27.78% | 0.8 |
|
| 5066 |
WAM
5066
Westport Asset Management
Southport,
Connecticut
| $1.7億 | -$872万 | -5% | 3.66% | 64.2% | 73 | 1.37% | 6 |
|
| 5067 |
5067
3Chopt Investment Partners
Richmond,
Virginia
| $1.69億 | -$3045万 | -15% | 2.61% | 116% | 141 | 63.83% | 0.6 |
|
| 5068 |
5068
Hanwha Asset Management
Seoul,
South Korea
| $1.69億 | +$526万 | +3% | 3.21% | – | 1 | 0% | 0.8 |
|
| 5069 |
5069
Blueshift Asset Management
Red Bank,
New Jersey
| $1.69億 | -$9250万 | -35% | 9.11% | 38.8% | 458 | 71.62% | 0.3 |
|
| 5070 |
5070
Beach Point Capital Management
Santa Monica,
California
| $1.69億 | -$7107万 | -30% | 8.94% | 84.1% | 15 | 20% | 1.5 |
|
| 5071 |
5071
Beta Wealth Group
San Diego,
California
| $1.69億 | -$392万 | -2% | 3.77% | 45.4% | 107 | 14.02% | 1.6 |
|
| 5072 |
5072
Catalyst Private Wealth
San Mateo,
California
| $1.69億 | +$962万 | +6% | 4.29% | 120% | 75 | 8% | 2.1 |
|
| 5073 |
5073
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $1.69億 | -$510万 | -3% | 0.51% | 304% | 197 | 32.49% | 3.6 |
|
| 5074 |
5074
Goodwin Investment Advisory
Woodstock,
Georgia
| $1.69億 | -$223万 | -1% | 3.26% | 60.8% | 86 | 9.3% | 1.7 |
|
| 5075 |
5075
Aristotle Pacific Capital
Newport Beach,
California
| $1.69億 | +$1.13億 | +202% | 0.64% | 1.84% | 5 | 20% | 1.5 |
|