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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Rainwater Charitable Foundation
Fort Worth,
Texas
| $1.38億 | -$1070万 | -7% | 7.03% | 44% | 3 | 0% | 2.3 |
|
| 5702 |
5702
Founders Capital Management (Texas)
Houston,
Texas
| $1.37億 | +$672万 | +5% | 5.97% | 131% | 411 | 6.33% | 3.5 |
|
| 5703 |
5703
Bullseye Investment Management
Cincinnati,
Ohio
| $1.37億 | +$77.5万 | +0.6% | 5.07% | 36.2% | 63 | 61.9% | 0.5 |
|
| 5704 |
5704
Planning Directions
Glen Mills,
Pennsylvania
| $1.37億 | +$294万 | +2% | 3.52% | 46.3% | 72 | 11.11% | 2.7 |
|
| 5705 |
5705
Sensible Money
Scottsdale,
Arizona
| $1.37億 | +$2162万 | +19% | 4.36% | 69.1% | 75 | 5.33% | 0.5 |
|
| 5706 |
IF
5706
Integrity Financial
Cheyenne,
Wyoming
| $1.37億 | +$1362万 | +11% | 6.48% | 66.3% | 218 | 5.5% | 1.3 |
|
| 5707 |
5707
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $1.37億 | -$1844万 | -12% | 5.29% | 119% | 57 | 26.32% | 1.8 |
|
| 5708 |
5708
Leverty Financial Group
Hudson,
Wisconsin
| $1.37億 | +$982万 | +8% | 5.87% | 57.3% | 28 | 0% | 1.2 |
|
| 5709 |
5709
Coombe, Bender & Co
Ellenville,
New York
| $1.37億 | +$963万 | +8% | 3% | – | 83 | 10.84% | 0.9 |
|
| 5710 |
SA
5710
Stonebridge Advisors
Wilton,
Connecticut
| $1.37億 | -$110万 | -0.8% | 0.84% | 3.35% | 4 | 0% | 1.2 |
|
| 5711 |
5711
V-Square Quantitative Management
Chicago,
Illinois
| $1.37億 | +$2862万 | +26% | 11.1% | 111% | 481 | 72.77% | 0.1 |
|
| 5712 |
5712
Clarus Group
Houston,
Texas
| $1.37億 | +$3056万 | +29% | 8.38% | 67.5% | 119 | 25.21% | 1.6 |
|
| 5713 |
IFS
5713
Intelligent Financial Strategies
Excelsior,
Minnesota
| $1.37億 | +$952万 | +7% | 8.09% | 63.5% | 93 | 3.23% | 1.4 |
|
| 5714 |
5714
Soditic Asset Management
Tonbridge,
United Kingdom
| $1.37億 | +$4673万 | +52% | 9.23% | 23.4% | 10 | 0% | 2.2 |
|
| 5715 |
AIP
5715
Alapocas Investment Partners
Beverly,
Massachusetts
| $1.37億 | +$1618万 | +13% | 13.8% | 50% | 20 | 10% | 1.5 |
|
| 5716 |
5716
First National Bank of Hutchinson
Hutchinson,
Kansas
| $1.37億 | +$1107万 | +9% | 8.79% | 121% | 111 | 10.81% | 3.9 |
|
| 5717 |
5717
Financial Designs
Claremont,
California
| $1.37億 | +$303万 | +2% | 3.45% | 49% | 14 | 0% | 0.5 |
|
| 5718 |
5718
BCS Wealth Management
Johnson City,
Tennessee
| $1.37億 | -$8440万 | -38% | 2.9% | 46.7% | 183 | 51.37% | 1.4 |
|
| 5719 |
YC
5719
Yunqi Capital
Hong Kong
| $1.37億 | -$2125万 | -13% | 13.9% | 71.4% | 8 | 37.5% | 0.5 |
|
| 5720 |
5720
Foresite Capital Management V
Larkspur,
California
| $1.37億 | +$163万 | +1% | 12.2% | 401% | 11 | 9.09% | 2.1 |
|
| 5721 |
5721
Sound Financial Strategies Group
Madison,
Mississippi
| $1.37億 | -$1300万 | -9% | 2.49% | 26.4% | 76 | 30.26% | 0.7 |
|
| 5722 |
AH
5722
Aviva Holdings
New Providence,
Bahamas
| $1.37億 | -$655万 | -5% | 1.32% | 36.5% | 4 | 0% | 4.3 |
|
| 5723 |
5723
Heronetta Management
New York
| $1.37億 | +$62万 | +0.5% | 2.48% | 59.7% | 24 | 0% | 6.1 |
|
| 5724 |
5724
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $1.37億 | +$487万 | +4% | 6.38% | 70.6% | 594 | 29.63% | 2.1 |
|
| 5725 |
5725
Bull Oak Capital
San Diego,
California
| $1.37億 | +$743万 | +6% | – | 62.1% | 16 | 6.25% | 0.3 |
|