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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Carlson Capital
Dallas,
Texas
| $2.42億 | -$1407万 | -5% | 6.13% | 67.9% | 83 | 73.49% | 0.2 |
|
| 5227 |
BNMT
5227
Bawa N Mallick Trust
Forest Hills,
New York
| $2.42億 | +$3080万 | +15% | 14.6% | – | 67 | 2.99% | 0.5 |
|
| 5228 |
5228
Yeomans Consulting Group
Marietta,
Georgia
| $2.42億 | -$1667万 | -6% | 9.16% | – | 111 | 48.65% | 0.7 |
|
| 5229 |
5229
Institutional Venture Management XV
Menlo Park,
California
| $2.42億 | +$4414万 | +22% | 38.2% | 116% | 4 | 0% | 3.1 |
|
| 5230 |
5230
Wealthspan Partners
Davenport,
Iowa
| $2.42億 | +$2540万 | +12% | 8.07% | 65% | 125 | 12.8% | 2.1 |
|
| 5231 |
5231
Spreng Capital Management
Bucyrus,
Ohio
| $2.42億 | +$2079万 | +9% | 9.9% | 72.5% | 77 | 3.9% | 4 |
|
| 5232 |
5232
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $2.42億 | +$2161万 | +10% | 8.65% | 62.3% | 86 | 15.12% | 1.6 |
|
| 5233 |
5233
Denver Wealth Management
Denver,
Colorado
| $2.42億 | +$2247万 | +10% | 9.18% | 64.4% | 93 | 12.9% | 2.5 |
|
| 5234 |
5234
Stonehearth Capital Management
Danvers,
Massachusetts
| $2.41億 | -$18.7万 | -0.1% | 8.99% | 87.5% | 102 | 23.53% | 3.1 |
|
| 5235 |
5235
Turiya Advisors Asia
Hong Kong
| $2.41億 | +$1.76億 | +271% | 12.8% | 247% | 4 | 75% | 0.1 |
|
| 5236 |
5236
Houlihan Financial Resource Group
Ashburn,
Virginia
| $2.41億 | +$1856万 | +8% | 6.74% | 50.6% | 110 | 9.09% | 2.5 |
|
| 5237 |
5237
Acorn Creek Capital
Fort Collins,
Colorado
| $2.41億 | +$4054万 | +20% | 8.05% | – | 82 | 13.41% | 1.2 |
|
| 5238 |
5238
TL Private Wealth
Southlake,
Texas
| $2.41億 | +$3901万 | +19% | 7.77% | 50.6% | 45 | 8.89% | 3.8 |
|
| 5239 |
5239
Hanwha Asset Management
Seoul,
South Korea
| $2.41億 | +$2201万 | +10% | 11% | – | 1 | 0% | 2.5 |
|
| 5240 |
5240
California First Leasing Corp
Newport Beach,
California
| $2.41億 | +$1389万 | +6% | 16.9% | 377% | 47 | 17.02% | 2.2 |
|
| 5241 |
5241
Unique Wealth Strategies
Burr Ridge,
Illinois
| $2.4億 | +$2014万 | +9% | 11.4% | 96.9% | 243 | 41.98% | 0.8 |
|
| 5242 |
5242
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $2.4億 | -$2281万 | -9% | 3.51% | 407% | 1 | 0% | 3.5 |
|
| 5243 |
5243
Wealthedge Investment Advisors
New York
| $2.4億 | +$1829万 | +8% | 8.27% | – | 207 | 44.44% | 0.4 |
|
| 5244 |
DIM
5244
DC Investments Management
Mclean,
Virginia
| $2.4億 | +$4542万 | +23% | 12.3% | 56.3% | 115 | 12.17% | 1.1 |
|
| 5245 |
5245
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $2.4億 | -$55.4万 | -0.2% | 0.07% | 52.1% | 161 | 19.88% | 2.9 |
|
| 5246 |
5246
Beach Point Capital Management
Santa Monica,
California
| $2.4億 | -$4423万 | -16% | 18.2% | 84.1% | 20 | 15% | 1.1 |
|
| 5247 |
5247
NKCFO LLC
Geneva,
Illinois
| $2.4億 | +$2457万 | +11% | 13.7% | 211% | 121 | 56.2% | 0.8 |
|
| 5248 |
5248
Stonebridge Financial Planning Group
Orlando,
Florida
| $2.4億 | +$2047万 | +9% | 9.82% | 67.2% | 168 | 5.95% | 3.1 |
|
| 5249 |
5249
Adaptive Financial Consulting
Beachwood,
Ohio
| $2.39億 | +$596万 | +3% | 5.29% | 33.4% | 22 | 13.64% | 4.1 |
|
| 5250 |
5250
Meritech Capital Associates V
Palo Alto,
California
| $2.39億 | +$8351万 | +54% | 56.7% | 133% | 2 | 0% | 4.4 |
|