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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Greenstone Partners & Co
Larkspur,
California
| $1.33億 | +$29.5万 | +0.2% | 3.45% | 527% | 12 | 16.67% | 0.6 |
|
| 5402 |
5402
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $1.33億 | -$410万 | -3% | 1.7% | 64.3% | 126 | 13.49% | 0.2 |
|
| 5403 |
5403
Yorktown Management & Research Company
Forest,
Virginia
| $1.33億 | +$544万 | +4% | 3.65% | 211% | 273 | 20.51% | 1.4 |
|
| 5404 |
5404
Barnett & Company
Chattanooga,
Tennessee
| $1.33億 | -$1847万 | -12% | 0.46% | 65.9% | 260 | 32.69% | 3.1 |
|
| 5405 |
5405
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $1.33億 | +$3881万 | +41% | 3.32% | 60.2% | 51 | 13.73% | 2 |
|
| 5406 |
AMAL
5406
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $1.32億 | -$933万 | -7% | 3.32% | 125% | 16 | 6.25% | 3.8 |
|
| 5407 |
5407
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $1.32億 | +$780万 | +6% | 7.22% | 80.2% | 53 | 11.32% | 2.5 |
|
| 5408 |
5408
Long Walk Management
Greenwich,
Connecticut
| $1.32億 | -$1330万 | -9% | 7.67% | 302% | 6 | 16.67% | 0.3 |
|
| 5409 |
5409
Stegner Investment Associates
Louisville,
Kentucky
| $1.32億 | -$86万 | -0.6% | 0.06% | 84.8% | 21 | 0% | 1 |
|
| 5410 |
5410
Trinity Wealth Management
Berwyn,
Pennsylvania
| $1.32億 | +$426万 | +3% | 0.58% | 56.7% | 37 | 27.03% | 1 |
|
| 5411 |
5411
Ascendant Capital Management
Los Angeles,
California
| $1.32億 | -$836万 | -6% | 2.22% | – | 84 | 46.43% | 0.5 |
|
| 5412 |
GBI
5412
GP Brinson Investments
Chicago,
Illinois
| $1.32億 | -$883万 | -6% | 0.8% | 51.2% | 16 | 0% | 0.5 |
|
| 5413 |
5413
Burns Matteson Capital Management
Corning,
New York
| $1.32億 | +$568万 | +4% | 2.34% | 137% | 170 | 42.35% | 0.4 |
|
| 5414 |
5414
Merk Investments
Menlo Park,
California
| $1.32億 | -$2098万 | -14% | 14.6% | 303% | 17 | 17.65% | 1.4 |
|
| 5415 |
5415
Provident Wealth Management
Brentwood,
Tennessee
| $1.32億 | +$1292万 | +11% | 2% | 61.1% | 78 | 3.85% | 1.1 |
|
| 5416 |
PCC
5416
Park Circle Company
Baltimore,
Maryland
| $1.32億 | -$85.8万 | -0.6% | 1.56% | 70.5% | 128 | 17.19% | 2 |
|
| 5417 |
5417
AAF Wealth Management
Westborough,
Massachusetts
| $1.32億 | +$204万 | +2% | 1.23% | 75.1% | 25 | 12% | 0.6 |
|
| 5418 |
5418
XXEC Inc
Tulsa,
Oklahoma
| $1.31億 | -$1986万 | -13% | 0.14% | 19.3% | 28 | 14.29% | 0.8 |
|
| 5419 |
5419
Benedetti & Gucer
Atlanta,
Georgia
| $1.31億 | +$2012万 | +18% | 0.06% | 42.7% | 98 | 21.43% | 0.4 |
|
| 5420 |
5420
Merrion Investment Management
Cranford,
New Jersey
| $1.31億 | -$54.3万 | -0.4% | 0.7% | 161% | 98 | 11.22% | 0.7 |
|
| 5421 |
EFEM
5421
Eos Focused Equity Management
New York
| $1.31億 | +$1422万 | +12% | 6.77% | 55.7% | 33 | 15.15% | 1.2 |
|
| 5422 |
KCA
5422
Karn Couzens & Associates
Farmington,
Connecticut
| $1.31億 | +$241万 | +2% | 0.02% | – | 75 | 4% | 0.6 |
|
| 5423 |
FIG
5423
Freed Investment Group
Boston,
Massachusetts
| $1.31億 | +$232万 | +2% | 0.32% | – | 16 | 12.5% | 0.6 |
|
| 5424 |
EL
5424
EQ LLC
Bellevue,
Washington
| $1.31億 | +$10.4万 | +0.1% | 0.98% | 72.9% | 50 | 8% | 0.7 |
|
| 5425 |
5425
Davidson Trust Company
Seattle,
Washington
| $1.31億 | +$269万 | +2% | 0.31% | 77% | 124 | 10.48% | 1.4 |
|