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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
P2 Capital Partners
New York
| $2.46億 | +$3565万 | +17% | 16% | 7.96% | 12 | 16.67% | 3 |
|
| 5902 |
WAM
5902
Westport Asset Management
Southport,
Connecticut
| $2.45億 | +$1901万 | +8% | 9.95% | 64.2% | 80 | 2.5% | 7.1 |
|
| 5903 |
5903
Beaton Management Company
Haverhill,
Massachusetts
| $2.45億 | +$2087万 | +9% | 16.1% | 95.9% | 159 | 9.43% | 5.7 |
|
| 5904 |
5904
STAR Financial Bank
Fort Wayne,
Indiana
| $2.45億 | +$3355万 | +16% | 9.82% | 53.4% | 116 | 16.38% | 2.1 |
|
| 5905 |
5905
Avondale Wealth Management
West Lake Hills,
Texas
| $2.45億 | +$4181万 | +21% | 15.4% | 83.8% | 74 | 14.86% | 3.8 |
|
| 5906 |
5906
Westbourne Investments
Alexandria,
Virginia
| $2.45億 | +$3490万 | +17% | 31.2% | – | 169 | 28.4% | 0.9 |
|
| 5907 |
IGYL
5907
I.G.Y. Ltd
London,
United Kingdom
| $2.45億 | +$991万 | +4% | 5.02% | 80.5% | 3 | 0% | 6.3 |
|
| 5908 |
GBI
5908
GP Brinson Investments
Chicago,
Illinois
| $2.45億 | +$2457万 | +11% | 10.9% | 51.2% | 14 | 0% | 4.3 |
|
| 5909 |
5909
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $2.45億 | +$4761万 | +24% | 25.6% | 112% | 197 | 21.83% | 6.5 |
|
| 5910 |
5910
Sentinel Advisory Group
Middleton,
Wisconsin
| $2.45億 | +$3967万 | +19% | 12.9% | – | 61 | 14.75% | 0.2 |
|
| 5911 |
5911
AmeriFlex Group
Las Vegas,
Nevada
| $2.45億 | +$4714万 | +24% | 20.7% | – | 1,624 | 34.85% | 0.8 |
|
| 5912 |
5912
Forte Asset Management
Bedford,
New York
| $2.45億 | +$1679万 | +7% | 10.2% | 57.7% | 79 | 6.33% | 2.4 |
|
| 5913 |
5913
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $2.45億 | +$3048万 | +14% | 13.6% | 70.6% | 554 | 23.65% | 3.5 |
|
| 5914 |
5914
Spectrum Investment Advisors
Mequon,
Wisconsin
| $2.45億 | +$4334万 | +22% | 10.5% | – | 77 | 41.56% | 0.8 |
|
| 5915 |
5915
P. Schoenfeld Asset Management (PSAM)
New York
| $2.44億 | +$6037万 | +33% | 24.3% | 367% | 46 | 50% | 0.7 |
|
| 5916 |
5916
Ravenstone Capital Management
Toronto,
| $2.44億 | +$4420万 | +22% | 15.2% | 63% | 68 | 38.24% | 2.4 |
|
| 5917 |
5917
HRC Wealth Management
Moscow,
Idaho
| $2.44億 | +$3275万 | +15% | 15.5% | 82.2% | 66 | 12.12% | 1.7 |
|
| 5918 |
5918
Aspect Management
Palo Alto,
California
| $2.44億 | +$2088万 | +9% | 9.34% | – | 1 | 0% | 0.5 |
|
| 5919 |
5919
Innova Wealth Partners
Newtown,
Pennsylvania
| $2.44億 | +$3307万 | +16% | 10% | 72.5% | 193 | 20.73% | 1 |
|
| 5920 |
5920
Potentia Wealth
San Jose,
California
| $2.44億 | -$1476万 | -6% | 14% | – | 97 | 46.39% | 1 |
|
| 5921 |
5921
Dover Advisors
Richmond,
Virginia
| $2.44億 | +$251万 | +1% | 10.1% | 65% | 167 | 13.17% | 2.2 |
|
| 5922 |
5922
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $2.44億 | -$4736万 | -16% | 4.96% | 34.1% | 7 | 42.86% | 3 |
|
| 5923 |
5923
8VC AI Fund I MM
Austin,
Texas
| $2.44億 | – | – | 6.16% | – | 1 | – | 0 |
|
| 5924 |
5924
Trademark Financial Management
Bloomington,
Minnesota
| $2.44億 | +$4004万 | +20% | 13.1% | 67.5% | 116 | 19.83% | 1.5 |
|
| 5925 |
5925
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $2.44億 | +$2359万 | +11% | 10.5% | 46.3% | 17 | 17.65% | 3.5 |
|