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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
Applied Capital
Little Rock,
Arkansas
| $2.27億 | +$2345万 | +12% | 8.68% | 52.6% | 47 | 2.13% | 2.5 |
|
| 5402 |
5402
Abound Financial
Granite Bay,
California
| $2.27億 | +$2956万 | +15% | 9.32% | – | 270 | 75.56% | 0.5 |
|
| 5403 |
5403
Dover Advisors
Richmond,
Virginia
| $2.27億 | -$251万 | -1% | 9.34% | 65% | 177 | 16.38% | 1.4 |
|
| 5404 |
AV
5404
Aspiring Ventures
Cincinnati,
Ohio
| $2.27億 | +$4712万 | +26% | 27.6% | – | 62 | 11.29% | 0.4 |
|
| 5405 |
5405
SimpliFi Inc
San Diego,
California
| $2.27億 | +$902万 | +4% | 3.94% | 27.9% | 42 | 4.76% | 3.2 |
|
| 5406 |
BIA
5406
Bigelow Investment Advisors
Portland,
Maine
| $2.27億 | +$1643万 | +8% | 7.99% | 75.7% | 151 | 5.96% | 4.8 |
|
| 5407 |
KLP
5407
Kent Lake PR
Anasco,
Puerto Rico
| $2.27億 | +$1018万 | +5% | 8.95% | – | 45 | 44.44% | 0.4 |
|
| 5408 |
5408
O'Connor Financial Group
Quincy,
Illinois
| $2.27億 | +$3436万 | +18% | 7.1% | 48.4% | 63 | 17.46% | 1.5 |
|
| 5409 |
5409
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $2.27億 | +$1544万 | +7% | 8.13% | 64.8% | 83 | 7.23% | 3.8 |
|
| 5410 |
5410
Plum Street Advisors
New Orleans,
Louisiana
| $2.27億 | +$1907万 | +9% | 6.39% | – | 87 | 8.05% | 1.2 |
|
| 5411 |
5411
RPD Fund Management
New York
| $2.27億 | +$4002万 | +21% | 0.1% | – | 8 | 25% | 0.4 |
|
| 5412 |
5412
Grunden Financial Advisory
Denton,
Texas
| $2.26億 | +$2062万 | +10% | 6.51% | – | 31 | 19.35% | 1.1 |
|
| 5413 |
TSM
5413
Two Star Manager
Miami Beach,
Florida
| $2.26億 | +$1895万 | +9% | 14.3% | – | 16 | 18.75% | 1 |
|
| 5414 |
5414
Kondo Wealth Advisors
Pasadena,
California
| $2.26億 | +$2362万 | +12% | 8.06% | – | 68 | 11.76% | 0.4 |
|
| 5415 |
5415
Tenon Financial
Metuchen,
New Jersey
| $2.26億 | +$6483万 | +40% | 9.46% | – | 46 | 0% | 1.1 |
|
| 5416 |
5416
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $2.26億 | +$1189万 | +6% | 5.35% | 82.3% | 145 | 0.69% | 4 |
|
| 5417 |
WAM
5417
Westport Asset Management
Southport,
Connecticut
| $2.26億 | +$2008万 | +10% | 11.4% | 64.2% | 76 | 2.63% | 6.9 |
|
| 5418 |
5418
Strathmore Capital Advisors
Charlotte,
North Carolina
| $2.26億 | – | – | 7.54% | – | 100 | – | 0.2 |
|
| 5419 |
BCM
5419
Birmingham Capital Management
Birmingham,
Alabama
| $2.26億 | -$3962万 | -15% | 4.53% | 103% | 110 | 10.91% | 9 |
|
| 5420 |
5420
Corundum Group
Colorado Springs,
Colorado
| $2.26億 | +$1765万 | +8% | 9.58% | 89.5% | 105 | 8.57% | 5 |
|
| 5421 |
5421
GKV Capital Management
Walnut Creek,
California
| $2.26億 | +$2480万 | +12% | 19% | – | 172 | 54.07% | 0.5 |
|
| 5422 |
5422
Altus Wealth Group
Colorado Springs,
Colorado
| $2.26億 | +$1246万 | +6% | 10.1% | 76.7% | 143 | 10.49% | 2.7 |
|
| 5423 |
5423
Victrix Investment Advisors
Stuart,
Florida
| $2.26億 | +$3557万 | +19% | 11.2% | – | 106 | 13.21% | 0.4 |
|
| 5424 |
5424
Mendel Money Management
Northbrook,
Illinois
| $2.26億 | +$1474万 | +7% | 9.72% | 75.4% | 145 | 8.28% | 4.1 |
|
| 5425 |
5425
GS Investments
Minneapolis,
Minnesota
| $2.26億 | +$1353万 | +6% | 11.4% | 94.1% | 122 | 7.38% | 4.3 |
|