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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
EAM
5151
Eukles Asset Management
Cincinnati,
Ohio
| $2.28億 | -$682万 | -3% | 3.61% | 87.9% | 233 | 5.58% | 4.4 |
|
| 5152 |
GAMC
5152
Garner Asset Management Corp
Plano,
Texas
| $2.28億 | +$642万 | +3% | 1.51% | 103% | 168 | 20.24% | 4.8 |
|
| 5153 |
5153
BCR Wealth Strategies
Vestavia,
Alabama
| $2.28億 | +$1395万 | +7% | 0.15% | 45.1% | 27 | 7.41% | 2.4 |
|
| 5154 |
5154
Olympus Wealth Management
Cottonwood Heights,
Utah
| $2.28億 | -$4693万 | -17% | 0.11% | 43.1% | 20 | 15% | 1.9 |
|
| 5155 |
5155
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| $2.28億 | +$1474万 | +7% | 2.8% | – | 92 | 42.39% | 0.3 |
|
| 5156 |
5156
Baron Wealth Management
Troy,
Michigan
| $2.28億 | +$1511万 | +7% | 1.56% | 88.6% | 238 | 30.67% | 1.3 |
|
| 5157 |
5157
Buttonwood Financial Advisors
Baltimore,
Maryland
| $2.28億 | +$6.24万 | +0% | 0.85% | 73.4% | 99 | 5.05% | 2.4 |
|
| 5158 |
5158
Potomac Fund Management
Miami,
Florida
| $2.27億 | -$14.8億 | -87% | 4.34% | – | 100 | 32% | 0.2 |
|
| 5159 |
5159
Verger Capital Management
Winston-Salem,
North Carolina
| $2.27億 | +$2666万 | +13% | 2.26% | 58.3% | 14 | 0% | 7.5 |
|
| 5160 |
5160
Alteri Wealth
Westlake Village,
California
| $2.27億 | -$1.34億 | -37% | 2.36% | – | 267 | 14.23% | 0.2 |
|
| 5161 |
CAM
5161
CPA Asset Management
West Palm Beach,
Florida
| $2.27億 | +$1202万 | +6% | 2.91% | 53.3% | 88 | 15.91% | 1.8 |
|
| 5162 |
5162
Repertoire Partners
New York
| $2.27億 | -$2501万 | -10% | 26.1% | 37.5% | 25 | 80% | 0.4 |
|
| 5163 |
5163
New Mountain Capital
New York
| $2.27億 | -$6804万 | -23% | 23.1% | 64.8% | 1 | 0% | 2.5 |
|
| 5164 |
5164
Lumbard & Kellner
Hollis,
New Hampshire
| $2.27億 | -$586万 | -3% | 5.37% | 137% | 91 | 23.08% | 3.1 |
|
| 5165 |
5165
Sara-Bay Financial
Sarasota,
Florida
| $2.27億 | -$4303万 | -16% | 13.3% | 233% | 85 | 11.76% | 3.1 |
|
| 5166 |
5166
Meredith Wealth Planning
Maryville,
Illinois
| $2.27億 | +$235万 | +1% | 1.35% | 66.5% | 54 | 11.11% | 1.6 |
|
| 5167 |
5167
Landmark Wealth Management (New York)
Melville,
New York
| $2.27億 | +$112万 | +0.5% | 0.58% | 42.7% | 76 | 2.63% | 1.7 |
|
| 5168 |
5168
California First Leasing Corp
Newport Beach,
California
| $2.27億 | -$1588万 | -7% | 4.34% | 377% | 48 | 14.58% | 2.2 |
|
| 5169 |
5169
Maryland Capital Advisors
Chester,
Maryland
| $2.27億 | +$1088万 | +5% | 0.01% | – | 265 | 13.96% | 2.6 |
|
| 5170 |
5170
HealthInvest Partners
Stockholm,
Sweden
| $2.27億 | +$1566万 | +7% | 7.77% | – | 41 | 21.95% | 1.4 |
|
| 5171 |
5171
Canada Post Corporation Pension Plan
Toronto,
Canada
| $2.26億 | -$14.7億 | -87% | 2.25% | – | 459 | 91.29% | 0.2 |
|
| 5172 |
HM
5172
Harvest Management
New York
| $2.26億 | +$1930万 | +9% | 24.1% | 610% | 87 | 74.71% | 0.3 |
|
| 5173 |
5173
Toews Corporation
Northfield,
New Jersey
| $2.26億 | +$5806万 | +35% | 2.76% | 22% | 11 | 45.45% | 2 |
|
| 5174 |
5174
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $2.26億 | -$8390万 | -27% | 3.49% | 282% | 40 | 55% | 1.9 |
|
| 5175 |
5175
Rise Advisors
Rochester,
New York
| $2.26億 | +$1842万 | +9% | 1.6% | 62.8% | 1,580 | 34.37% | 1.2 |
|