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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 |
SST
5201
S Squared Technology
New York
| $2.63億 | +$2571万 | +11% | 15.8% | 223% | 41 | 26.83% | 3.1 |
|
| 5202 |
5202
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $2.63億 | +$4709万 | +22% | 4.63% | 44.1% | 43 | 11.63% | 2.2 |
|
| 5203 |
5203
Avaii Wealth Management
Appleton,
Wisconsin
| $2.63億 | +$3785万 | +17% | 11.9% | 100% | 157 | 20.38% | 1.7 |
|
| 5204 |
5204
Agate Pass Investment Management
Bainbridge Island,
Washington
| $2.63億 | +$1930万 | +8% | 9.16% | 76% | 108 | 5.56% | 2.9 |
|
| 5205 |
5205
RJA Asset Management
Stamford,
Connecticut
| $2.63億 | -$2777万 | -10% | 22.5% | 80.2% | 4 | 25% | 2.3 |
|
| 5206 |
5206
Freedom Financial Partners
Oakdale,
Minnesota
| $2.62億 | +$2522万 | +11% | 7.63% | – | 84 | 10.71% | 0.6 |
|
| 5207 |
5207
Painted Porch Advisors
Santa Barbara,
California
| $2.62億 | +$1873万 | +8% | 5.98% | – | 512 | 17.19% | 1 |
|
| 5208 |
5208
Marcho Partners
London,
United Kingdom
| $2.62億 | -$1993万 | -7% | 11.7% | 115% | 9 | 0% | 2.4 |
|
| 5209 |
5209
Intrepid Financial Planning Group
Carmel,
Indiana
| $2.62億 | +$2435万 | +10% | 8.25% | 92.5% | 134 | 12.69% | 2.2 |
|
| 5210 |
5210
Goodlander Investment Management
Dallas,
Texas
| $2.62億 | +$1867万 | +8% | 41.4% | – | 17 | 70.59% | 0.2 |
|
| 5211 |
5211
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $2.62億 | +$1941万 | +8% | 5.75% | 55% | 63 | 12.7% | 2.7 |
|
| 5212 |
5212
Daily Journal Corp
Los Angeles,
California
| $2.62億 | +$2687万 | +11% | 13.4% | 109% | 4 | 0% | 9.9 |
|
| 5213 |
5213
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| $2.62億 | +$2537万 | +11% | 7.28% | – | 616 | 6.49% | 0.7 |
|
| 5214 |
5214
Potentia Wealth
San Jose,
California
| $2.62億 | +$8660万 | +49% | 8.94% | – | 96 | 28.13% | 0.5 |
|
| 5215 |
5215
Biltmore Wealth Management
Tempe,
Arizona
| $2.62億 | +$1492万 | +6% | 6.17% | 59.8% | 60 | 6.67% | 4.3 |
|
| 5216 |
5216
Wealthspan Partners
Davenport,
Iowa
| $2.62億 | +$2002万 | +8% | 6.47% | 65% | 127 | 5.51% | 2.3 |
|
| 5217 |
SIM
5217
Synergy Investment Management
Altamonte Springs,
Florida
| $2.62億 | +$9595万 | +58% | 6.97% | – | 129 | 38.76% | 0.5 |
|
| 5218 |
SM
5218
Samjo Management
New York
| $2.62億 | +$2477万 | +10% | 11.8% | – | 64 | 17.19% | 1.3 |
|
| 5219 |
5219
Cura Wealth Advisors
Chicago,
Illinois
| $2.62億 | +$1159万 | +5% | 5.9% | – | 142 | 28.87% | 0.5 |
|
| 5220 |
5220
Dow Chemical Company
Midland,
Michigan
| $2.62億 | +$2396万 | +10% | 6.6% | 29.4% | 7 | 57.14% | 1.3 |
|
| 5221 |
5221
Lunt Capital Management
Holladay,
Utah
| $2.62億 | +$25.9万 | +0.1% | 4.91% | 36.9% | 95 | 7.37% | 1.6 |
|
| 5222 |
5222
Juniper Investment Company
New York
| $2.61億 | +$1822万 | +7% | 20.2% | 358% | 12 | 25% | 4.1 |
|
| 5223 |
5223
Tiemann Investment Advisors
Menlo Park,
California
| $2.61億 | +$1726万 | +7% | 8.27% | 77% | 210 | 7.14% | 6.8 |
|
| 5224 |
5224
Altman Advisors
Chicago,
Illinois
| $2.61億 | +$1657万 | +7% | 9.56% | 127% | 98 | 8.16% | 2.6 |
|
| 5225 |
5225
Sea Cliff Partners Management
San Francisco,
California
| $2.61億 | -$3199万 | -11% | 1.95% | – | 16 | 12.5% | 0.8 |
|