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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Genesee Capital Advisors
Auburn,
New York
| $1.47億 | +$589万 | +4% | 7.1% | 107% | 99 | 24.24% | 1.1 |
|
| 5527 |
5527
Yorktown Energy Partners VIII
New York
| $1.47億 | +$4088万 | +39% | 0.45% | 15.2% | 3 | 33.33% | 3.1 |
|
| 5528 |
FIM
5528
FWL Investment Management
Dallas,
Texas
| $1.47億 | +$1086万 | +8% | 5.66% | 165% | 82 | 48.78% | 1.3 |
|
| 5529 |
5529
Beacon Investment Advisors
Gaithersburg,
Maryland
| $1.46億 | +$935万 | +7% | 5.85% | 96.4% | 132 | 7.58% | 0.5 |
|
| 5530 |
RMSCM
5530
R.M. Sincerbeaux Capital Management
New York
| $1.46億 | +$274万 | +2% | 4.4% | 76.4% | 43 | 0% | 7.8 |
|
| 5531 |
5531
Granite FO LLC
Bedford,
New Hampshire
| $1.46億 | -$1586万 | -10% | 6.11% | 112% | 214 | 20.56% | 0.4 |
|
| 5532 |
5532
Oslo Asset Management AS
Oslo,
Norway
| $1.46億 | +$7728万 | +112% | 2.34% | 82.7% | 15 | 46.67% | 1.3 |
|
| 5533 |
5533
Greenstone Partners & Co
Larkspur,
California
| $1.46億 | +$1399万 | +11% | 14.8% | 527% | 11 | 9.09% | 1.8 |
|
| 5534 |
5534
Nierenberg Investment Management Company
Camas,
Washington
| $1.46億 | +$1350万 | +10% | 15.6% | 135% | 38 | 21.05% | 1.6 |
|
| 5535 |
5535
Decatur Capital Management
Decatur,
Georgia
| $1.46億 | +$1341万 | +10% | 14.4% | 135% | 63 | 17.46% | 3.3 |
|
| 5536 |
5536
Aletheian Wealth Advisors
Bellevue,
Washington
| $1.46億 | +$3275万 | +29% | 5% | – | 79 | 20.25% | 1 |
|
| 5537 |
5537
Lodestone Wealth Management
Spokane,
Washington
| $1.46億 | +$1623万 | +13% | 5.72% | 87.1% | 136 | 14.71% | 0.4 |
|
| 5538 |
5538
Hassell Wealth Management
Houma,
Louisiana
| $1.46億 | +$965万 | +7% | 4.16% | 49.7% | 20 | 0% | 0.5 |
|
| 5539 |
5539
Albert D. Mason Inc
Boston,
Massachusetts
| $1.46億 | +$173万 | +1% | 4.05% | 82% | 162 | 6.79% | 4.9 |
|
| 5540 |
5540
EWA LLC
Pittsbugh,
Pennsylvania
| $1.46億 | +$1138万 | +8% | 4.76% | 102% | 99 | 19.19% | 0.2 |
|
| 5541 |
5541
Sowa Financial Group
Lincoln,
Rhode Island
| $1.46億 | +$619万 | +4% | 4.72% | 77.7% | 35 | 5.71% | 2.9 |
|
| 5542 |
5542
Ergawealth Advisors
Oak Brook,
Illinois
| $1.46億 | +$2302万 | +19% | 5.02% | 50% | 53 | 24.53% | 0.4 |
|
| 5543 |
5543
Independent Order of Foresters
Toronto,
Ontario, Canada
| $1.46億 | +$1056万 | +8% | 7.34% | 66.3% | 17 | 0% | 2.2 |
|
| 5544 |
5544
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $1.46億 | -$3.48万 | -0% | 2.4% | 49.4% | 75 | 9.33% | 1.3 |
|
| 5545 |
5545
Straight Path Wealth Management
Jenison,
Michigan
| $1.46億 | +$1996万 | +16% | 8.89% | 70.4% | 83 | 19.28% | 0.9 |
|
| 5546 |
OCP
5546
OCO Capital Partners
New York
| $1.46億 | +$1775万 | +14% | 20.7% | 679% | 3 | 0% | 2.3 |
|
| 5547 |
5547
GGV Capital
Menlo Park,
California
| $1.46億 | -$4258万 | -23% | 39.1% | 49.3% | 11 | 18.18% | 1.3 |
|
| 5548 |
5548
Retirement Financial Solutions
Knoxville,
Tennessee
| $1.46億 | +$1975万 | +16% | 5.13% | 52.5% | 34 | 8.82% | 0.4 |
|
| 5549 |
5549
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $1.46億 | +$1260万 | +9% | 10.1% | – | 109 | 10.09% | 1.5 |
|
| 5550 |
5550
MRA Advisory Group
Parsippany,
New Jersey
| $1.45億 | +$671万 | +5% | 2.39% | 86.8% | 151 | 21.19% | 1.2 |
|