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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Blodgett Wealth Advisors
Concord,
California
| $8228万 | -$114万 | -1% | 5.14% | 150% | 69 | 13.04% | 0.9 |
|
| 6527 |
6527
AH Equity Partners LSV II
Menlo Park,
California
| $8217万 | -$2989万 | -27% | 24.3% | – | 4 | 0% | 1 |
|
| 6528 |
6528
Jacob Asset Management of New York
Hermosa Beach,
California
| $8215万 | -$992万 | -11% | 4.12% | 22.7% | 72 | 13.89% | 1.8 |
|
| 6529 |
6529
Bradley & Co Private Wealth Management
Miami,
Florida
| $8213万 | -$175万 | -2% | 3.91% | – | 191 | 13.09% | 1.4 |
|
| 6530 |
6530
3G Capital Partners
New York
| $8206万 | +$3467万 | +73% | 4.44% | 351% | 12 | 58.33% | 0.5 |
|
| 6531 |
NPAM
6531
Noble Path Asset Management
New York
| $8201万 | -$277万 | -3% | 9.39% | – | 22 | 18.18% | 0.8 |
|
| 6532 |
6532
Yorktown Management & Research Company
Forest,
Virginia
| $8179万 | +$464万 | +6% | 9.69% | 223% | 229 | 37.55% | 1.5 |
|
| 6533 |
6533
Tinicum
New York
| $8167万 | +$1181万 | +17% | 16.9% | 21.1% | 1 | 0% | 7.8 |
|
| 6534 |
6534
Avant Capital
Lafayette,
Louisiana
| $8148万 | +$740万 | +10% | 10% | – | 56 | 10.71% | 0.9 |
|
| 6535 |
6535
Verum Partners
Charlotte,
North Carolina
| $8142万 | – | – | 9.39% | 57.7% | 69 | – | 0 |
|
| 6536 |
6536
Udine Wealth Management
Boca Raton,
Florida
| $8128万 | +$1797万 | +28% | 12.3% | 141% | 20 | 55% | 0.8 |
|
| 6537 |
6537
Pin Oak Investment Advisors
Houston,
Texas
| $8110万 | +$144万 | +2% | 9.5% | 62.7% | 441 | 13.38% | 3.1 |
|
| 6538 |
SIA
6538
Schear Investment Advisers
Cincinnati,
Ohio
| $8108万 | – | – | 10.7% | 241% | 90 | – | 0 |
|
| 6539 |
6539
Harper Investing
Santa Clara,
California
| $8102万 | -$1657万 | -17% | 2.53% | 58.7% | 49 | 14.29% | 0.7 |
|
| 6540 |
6540
SFG Wealth Management
Towson,
Maryland
| $8099万 | +$704万 | +10% | 9.12% | 86.3% | 90 | 27.78% | 0.8 |
|
| 6541 |
A
6541
Atomvest
Hong Kong
| $8088万 | -$1506万 | -16% | 11.5% | 90% | 5 | 40% | 1.1 |
|
| 6542 |
6542
Yarger Wealth Strategies
Westerville,
Ohio
| $8075万 | +$533万 | +7% | 4.38% | 55.1% | 51 | 17.65% | 0.8 |
|
| 6543 |
6543
Soditic Asset Management
Tonbridge,
United Kingdom
| $8075万 | +$50.2万 | +0.6% | 8.16% | 23.4% | 11 | 18.18% | 1.9 |
|
| 6544 |
6544
Pariax
Newport Beach,
California
| $8065万 | -$645万 | -7% | 4.98% | – | 31 | 22.58% | 0.8 |
|
| 6545 |
6545
EnCap Energy Capital Fund IX
Houston,
Texas
| $8052万 | -$1190万 | -13% | 4.41% | 69.2% | 2 | 50% | 2 |
|
| 6546 |
6546
Blue Investment Partners
Alamo,
California
| $8049万 | – | – | 3.53% | – | 27 | – | 0 |
|
| 6547 |
6547
Oder Investment Management
Woodland Hills,
California
| $8046万 | -$474万 | -6% | 2.84% | 97.5% | 101 | 26.73% | 1.2 |
|
| 6548 |
6548
Bluegrass Capital Partners
Palm Beach,
Florida
| $8037万 | -$2089万 | -21% | 10.3% | 60.1% | 12 | 0% | 1.5 |
|
| 6549 |
6549
AWH Capital
Dallas,
Texas
| $8036万 | +$1166万 | +17% | 8.52% | 183% | 25 | 16% | 2.3 |
|
| 6550 |
6550
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $8029万 | +$997万 | +14% | 3.74% | 161% | 170 | 7.06% | 3.6 |
|