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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Van Leeuwen & Company
Princeton,
New Jersey
| $1.61億 | +$119万 | +0.7% | 0.69% | 75.4% | 88 | 22.73% | 2 |
|
| 5202 |
5202
Parus Finance (UK)
London,
United Kingdom
| $1.6億 | -$8105万 | -34% | 0.06% | 199% | 28 | 10.71% | 3.8 |
|
| 5203 |
5203
Union Savings Bank
Litchfield,
Connecticut
| $1.6億 | -$708万 | -4% | 2.85% | – | 302 | 5.96% | 0.2 |
|
| 5204 |
5204
Brookmont Capital Management
Dallas,
Texas
| $1.6億 | -$551万 | -3% | 2.46% | 32.2% | 51 | 7.84% | 6.6 |
|
| 5205 |
5205
BCK Partners
Corning,
New York
| $1.6億 | +$45.2万 | +0.3% | 3.38% | 46% | 28 | 10.71% | 2.1 |
|
| 5206 |
5206
Wealth Management Partners
Tucson,
Arizona
| $1.6億 | +$125万 | +0.8% | 3.02% | 194% | 122 | 12.3% | 1.9 |
|
| 5207 |
WA1
5207
Wimmer Associates 1
Pasadena,
California
| $1.6億 | -$599万 | -4% | 2.12% | 78.9% | 106 | 0.94% | 6 |
|
| 5208 |
5208
Altman Advisors
Chicago,
Illinois
| $1.6億 | – | – | 1.61% | 127% | 91 | – | 2.1 |
|
| 5209 |
5209
Gallacher Capital Management
Lone Tree,
Colorado
| $1.6億 | -$1301万 | -8% | 3.56% | 70.7% | 285 | 34.39% | 0.5 |
|
| 5210 |
5210
King Street Capital Management
New York
| $1.6億 | -$3095万 | -16% | 0.12% | 140% | 14 | 42.86% | 0.6 |
|
| 5211 |
5211
Sitrin Capital Management
Century City,
California
| $1.6億 | -$1788万 | -10% | 0.04% | 139% | 39 | 5.13% | 3.5 |
|
| 5212 |
5212
Independent Family Office
Albany,
New York
| $1.6億 | -$499万 | -3% | 3.69% | 68.4% | 73 | 15.07% | 2.5 |
|
| 5213 |
5213
Baugh & Associates
Atlanta,
Georgia
| $1.6億 | -$620万 | -4% | 4.4% | 98.8% | 43 | 11.63% | 4.4 |
|
| 5214 |
5214
Roth Financial Partners
Kingwood,
Texas
| $1.6億 | +$37.2万 | +0.2% | 4.03% | 61% | 27 | 11.11% | 2.1 |
|
| 5215 |
5215
Kinloch Capital
Glen Allen,
Virginia
| $1.6億 | -$814万 | -5% | 4.61% | 63.4% | 72 | 15.28% | 2 |
|
| 5216 |
5216
Invus Financial Advisors
New York
| $1.6億 | -$2744万 | -15% | 3.38% | 29.5% | 8 | 0% | 2.4 |
|
| 5217 |
MI
5217
Moneywise Inc
Forest,
Virginia
| $1.59億 | -$183万 | -1% | 2.95% | 58% | 51 | 5.88% | 3.6 |
|
| 5218 |
5218
Greenfield Savings Bank
Greenfield,
Massachusetts
| $1.59億 | +$1166万 | +8% | 2.6% | 108% | 149 | 14.09% | 1 |
|
| 5219 |
5219
First City Capital Management
Savannah,
Georgia
| $1.59億 | -$1012万 | -6% | 2.63% | 86.4% | 172 | 7.56% | 5.8 |
|
| 5220 |
5220
Sterling Financial Group
Pasadena,
California
| $1.59億 | +$843万 | +6% | 3.24% | 49.6% | 65 | 13.85% | 0.5 |
|
| 5221 |
5221
MVM Partners
Boston,
Massachusetts
| $1.59億 | -$5768万 | -27% | 25.6% | 77.3% | 3 | 0% | 0.8 |
|
| 5222 |
5222
Miller Value Partners
Sarasota,
Florida
| $1.59億 | +$708万 | +5% | 5.6% | 133% | 50 | 16% | 1.7 |
|
| 5223 |
5223
Trellis Wealth Advisors
San Luis Obispo,
California
| $1.59億 | +$851万 | +6% | 3.02% | 62.2% | 36 | 16.67% | 0.6 |
|
| 5224 |
5224
E Fund Management (HK)
Central,
Hong Kong
| $1.59億 | +$2458万 | +18% | 15.2% | 163% | 52 | 40.38% | 1.2 |
|
| 5225 |
5225
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $1.59億 | +$1937万 | +14% | 3.7% | 34.5% | 30 | 20% | 2.3 |
|