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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Slagle Financial
Edwardsville,
Illinois
| $2.48億 | +$2306万 | +10% | 7.55% | 77.9% | 125 | 30.4% | 1.4 |
|
| 5177 |
5177
Peak Retirement Planning
Columbus,
Ohio
| $2.48億 | +$6744万 | +37% | 6.08% | – | 125 | 21.6% | 0.4 |
|
| 5178 |
5178
Iyo Bank
Matsuyama,
Japan
| $2.47億 | -$6306万 | -20% | 12.6% | 125% | 51 | 19.61% | 2.2 |
|
| 5179 |
5179
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $2.47億 | +$2745万 | +12% | 11.2% | 107% | 211 | 10.43% | 2.2 |
|
| 5180 |
5180
Obsidian Personal Planning Solutions
Rockville,
Maryland
| $2.47億 | +$2318万 | +10% | 6.53% | 58.2% | 114 | 8.77% | 1.8 |
|
| 5181 |
5181
Biltmore Wealth Management
Tempe,
Arizona
| $2.47億 | +$999万 | +4% | 6.69% | 59.8% | 58 | 0% | 4.1 |
|
| 5182 |
SVCM
5182
Saturn V Capital Management
Austin,
Texas
| $2.47億 | +$4860万 | +25% | 11.5% | 1,083% | 26 | 26.92% | 1 |
|
| 5183 |
5183
Zullo Investment Group
Scranton,
Pennsylvania
| $2.47億 | +$1333万 | +6% | 13.8% | 143% | 157 | 10.19% | 2.9 |
|
| 5184 |
5184
Pacifica Partners
Surrey,
Canada
| $2.46億 | +$2732万 | +12% | 11.8% | 127% | 554 | 13% | 3.2 |
|
| 5185 |
5185
Intrepid Capital Management
Jacksonville Beach,
Florida
| $2.46億 | +$4037万 | +20% | 6.39% | 70.2% | 121 | 19.83% | 2.2 |
|
| 5186 |
5186
Merk Investments
Menlo Park,
California
| $2.46億 | +$6265万 | +34% | 17.6% | 303% | 11 | 9.09% | 3.9 |
|
| 5187 |
HCM
5187
Horrell Capital Management
Little Rock,
Arkansas
| $2.46億 | +$676万 | +3% | 3% | 55.6% | 191 | 9.95% | 7 |
|
| 5188 |
5188
Searcy Financial Services
Overland Park,
Kansas
| $2.46億 | +$1485万 | +6% | 5.96% | 60.2% | 28 | 17.86% | 3.1 |
|
| 5189 |
5189
Hanover Advisors
Seneca,
South Carolina
| $2.45億 | +$1466万 | +6% | 7.18% | – | 101 | 10.89% | 1.3 |
|
| 5190 |
5190
Quadratic Capital Management
Greenwich,
Connecticut
| $2.45億 | -$1.43億 | -37% | 0.84% | 0.6% | 2 | 0% | 4.1 |
|
| 5191 |
5191
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| $2.45億 | +$2319万 | +10% | 12.9% | – | 12 | 0% | 1.1 |
|
| 5192 |
5192
Metavasi Capital
Larchmont,
New York
| $2.45億 | +$8754万 | +56% | 51.5% | 840% | 37 | 51.35% | 0.7 |
|
| 5193 |
5193
Axis Capital Holdings
Pembroke,
| $2.45億 | +$1370万 | +6% | 10.5% | 76% | 2 | 0% | 6.9 |
|
| 5194 |
5194
Palogic Value Management
Dallas,
Texas
| $2.45億 | +$1359万 | +6% | 4.64% | 31.3% | 175 | 16% | 1.9 |
|
| 5195 |
5195
Altman Advisors
Chicago,
Illinois
| $2.45億 | +$2779万 | +13% | 13.4% | 127% | 101 | 11.88% | 2.4 |
|
| 5196 |
5196
OMC Financial Services
Dewitt,
New York
| $2.45億 | +$2194万 | +10% | 15.5% | – | 65 | 4.62% | 1.1 |
|
| 5197 |
EAM
5197
Eukles Asset Management
Cincinnati,
Ohio
| $2.45億 | +$1664万 | +7% | 9.84% | 77.2% | 243 | 10.29% | 4.2 |
|
| 5198 |
5198
Shaker Investments
Cleveland,
Ohio
| $2.44億 | +$3681万 | +18% | 21% | 205% | 118 | 38.14% | 2.1 |
|
| 5199 |
JPLA
5199
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $2.44億 | +$2553万 | +12% | 9.91% | 74.3% | 154 | 11.04% | 3.5 |
|
| 5200 |
5200
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $2.44億 | +$2168万 | +10% | 9.89% | 97.1% | 884 | 15.95% | 2.2 |
|