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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
Kennon-Green & Company
New Albany,
Ohio
| $1.2億 | +$1154万 | +11% | 10.1% | 58.4% | 44 | 6.82% | 1.6 |
|
| 6752 |
6752
Fingerlakes Wealth Management
Ithaca,
New York
| $1.2億 | +$887万 | +8% | 6.04% | 80.2% | 93 | 8.6% | 2.3 |
|
| 6753 |
6753
Soapstone Management
Bethesda,
Maryland
| $1.2億 | -$2960万 | -20% | 2.44% | 30.3% | 20 | 35% | 2.8 |
|
| 6754 |
6754
LTG Capital
Newton,
Massachusetts
| $1.2億 | +$982万 | +9% | 9.24% | 56% | 26 | 0% | 2.6 |
|
| 6755 |
6755
Oxford Asset Management
Oxford,
United Kingdom
| $1.2億 | +$1734万 | +17% | 7.39% | – | 502 | 87.25% | 0.1 |
|
| 6756 |
6756
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $1.2億 | +$1287万 | +12% | 6.88% | 64.9% | 82 | 18.29% | 2.2 |
|
| 6757 |
6757
Shum Financial Group
Alameda,
California
| $1.2億 | – | – | 7.47% | – | 90 | – | 0 |
|
| 6758 |
6758
Moulton Wealth Management
Spokane,
Washington
| $1.2億 | +$959万 | +9% | 4.53% | 47.8% | 42 | 35.71% | 1 |
|
| 6759 |
6759
Phoenix Asset Management Partners
London,
| $1.2億 | -$5815万 | -33% | 11.2% | 139% | 12 | 8.33% | 1.6 |
|
| 6760 |
HC
6760
Hoese & Co
Glencoe,
Minnesota
| $1.19億 | +$480万 | +4% | 5.72% | 51% | 181 | 21.55% | 2.2 |
|
| 6761 |
6761
22NW LP
Seattle,
Washington
| $1.19億 | +$207万 | +2% | 2.82% | 138% | 13 | 0% | 3.1 |
|
| 6762 |
6762
Marvin & Palmer Associates
Wilmington,
Delaware
| $1.19億 | +$2158万 | +22% | 12.2% | 392% | 44 | 63.64% | 0.4 |
|
| 6763 |
DW
6763
Durante & Waters
Brewster,
New York
| $1.19億 | +$685万 | +6% | 5.85% | – | 30 | 0% | 0.7 |
|
| 6764 |
6764
Insight Inv LLC
El Segundo,
California
| $1.19億 | +$344万 | +3% | 6.63% | 139% | 89 | 1.12% | 2.6 |
|
| 6765 |
6765
Courant Investment Management
Franklin,
Tennessee
| $1.19億 | +$1249万 | +12% | 9.68% | 35.2% | 9 | 0% | 4.8 |
|
| 6766 |
6766
Blodgett Wealth Advisors
Concord,
California
| $1.19億 | +$90.3万 | +0.8% | 2.77% | 150% | 61 | 4.92% | 2.2 |
|
| 6767 |
6767
Beckerman Institutional
Ocean Grove,
New Jersey
| $1.19億 | – | – | 6.69% | – | 96 | – | 0 |
|
| 6768 |
6768
Tru Independence Asset Management 2
Portland,
Oregon
| $1.19億 | – | – | 4.46% | – | 82 | – | 1.2 |
|
| 6769 |
KA
6769
Kailix Advisors
Fort Lauderdale,
Florida
| $1.19億 | -$4038万 | -25% | 14.4% | 16.3% | 7 | 28.57% | 1 |
|
| 6770 |
6770
WFA of San Diego
San Diego,
California
| $1.19億 | +$679万 | +6% | 5.83% | – | 416 | 5.05% | 1.5 |
|
| 6771 |
6771
Channing Global Advisors
Miami,
Florida
| $1.19億 | -$100万 | -0.8% | 3.53% | 131% | 57 | 19.3% | 1.5 |
|
| 6772 |
6772
Naples Money Management
Naples,
Florida
| $1.18億 | +$119万 | +1% | 9.23% | – | 452 | 28.76% | 0.6 |
|
| 6773 |
6773
Fulcrum Equity Management
Plano,
Texas
| $1.18億 | +$696万 | +6% | 7.42% | 116% | 159 | 32.08% | 1.2 |
|
| 6774 |
6774
University of Chicago
Chicago,
Illinois
| $1.18億 | -$1145万 | -9% | 5.2% | 62.3% | 7 | 28.57% | 2.5 |
|
| 6775 |
6775
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $1.18億 | -$7125万 | -38% | 0.55% | 61.4% | 6 | 33.33% | 1.6 |
|