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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6851 |
6851
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $1.41億 | -$2553万 | -15% | 18.4% | 173% | 55 | 45.45% | 1 |
|
| 6852 |
6852
Blue Capital Inc
Omaha,
Nebraska
| $1.41億 | – | – | 10.1% | – | 85 | – | 0.3 |
|
| 6853 |
6853
1620 Investment Advisors
Plymouth,
Massachusetts
| $1.41億 | +$1036万 | +8% | 6.11% | 68.9% | 722 | 10.53% | 1.2 |
|
| 6854 |
6854
MidAtlantic Capital Management
Richmond,
Virginia
| $1.41億 | +$1364万 | +11% | 8.81% | – | 80 | 2.5% | 1.4 |
|
| 6855 |
6855
Forest Hill Capital
Little Rock,
Arkansas
| $1.41億 | +$730万 | +5% | 8.72% | 112% | 39 | 10.26% | 3.7 |
|
| 6856 |
6856
Argus Investors Counsel
New York
| $1.41億 | +$965万 | +7% | 16.1% | 132% | 119 | 10.92% | 5.3 |
|
| 6857 |
6857
Toronado Partners
San Francisco,
California
| $1.41億 | -$204万 | -1% | 16.4% | 158% | 12 | 16.67% | 2.6 |
|
| 6858 |
6858
Foresight Global Investors
Purchase,
New York
| $1.41億 | -$143万 | -1% | 9.32% | 69.9% | 13 | 23.08% | 1.5 |
|
| 6859 |
6859
Syntax Research
Boca Raton,
Florida
| $1.41億 | -$404万 | -3% | 7.32% | 42.9% | 182 | 10.44% | 1.6 |
|
| 6860 |
6860
Tower Trust & Investment Company
Davenport,
Iowa
| $1.41億 | +$1662万 | +13% | 12.7% | – | 198 | 3.54% | 0.2 |
|
| 6861 |
KCM
6861
Knoll Capital Management
Miami,
Florida
| $1.41億 | -$1308万 | -9% | 4.95% | 258% | 39 | 10.26% | 2.3 |
|
| 6862 |
6862
Ariston Services Group
San Diego,
California
| $1.41億 | +$2096万 | +18% | 7.86% | 71.7% | 73 | 8.22% | 1.1 |
|
| 6863 |
6863
Canandaigua National Trust of Florida
Canandaigua,
New York
| $1.41億 | +$2717万 | +24% | 5.99% | – | 125 | 19.2% | 0.6 |
|
| 6864 |
6864
Code Waechter
Tampa,
Florida
| $1.41億 | +$1895万 | +16% | 6.5% | – | 138 | 28.26% | 0.5 |
|
| 6865 |
6865
Elevate Wealth Advisory
Athens,
Georgia
| $1.41億 | -$63.3万 | -0.4% | 5.95% | 49.5% | 139 | 8.63% | 1.2 |
|
| 6866 |
6866
MontVue Capital Management
Lynchburg,
Virginia
| $1.4億 | +$1548万 | +12% | 10.7% | 76% | 65 | 12.31% | 1.2 |
|
| 6867 |
6867
William Marsh Rice University
Houston,
Texas
| $1.4億 | -$9646万 | -41% | 2.59% | 1.81% | 3 | 33.33% | 4.5 |
|
| 6868 |
6868
Orser Capital Management
Southlake,
Texas
| $1.4億 | +$416万 | +3% | 14% | 128% | 58 | 36.21% | 4.5 |
|
| 6869 |
TL
6869
TowerView LLC
New York
| $1.4億 | +$132万 | +1% | 5.5% | 17.9% | 24 | 16.67% | 4.4 |
|
| 6870 |
6870
Horizons Wealth Management
Asheville,
North Carolina
| $1.4億 | +$591万 | +4% | 4.27% | – | 181 | 1.66% | 2.5 |
|
| 6871 |
BWM
6871
BCO Wealth Management
Carlsbad,
New Mexico
| $1.4億 | +$1266万 | +10% | 5.97% | – | 37 | 18.92% | 0.4 |
|
| 6872 |
6872
Audent Global Asset Management
West Hollywood,
California
| $1.4億 | +$1891万 | +16% | 15.1% | 112% | 54 | 11.11% | 2.5 |
|
| 6873 |
YC
6873
Yunqi Capital
Hong Kong
| $1.4億 | +$3849万 | +38% | 2.23% | 71.4% | 6 | 50% | 1.6 |
|
| 6874 |
6874
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| $1.4億 | +$429万 | +3% | 8.92% | – | 209 | 20.57% | 0.6 |
|
| 6875 |
SA
6875
Sage Advisors
Boulder,
Colorado
| $1.4億 | -$205万 | -1% | 0.71% | – | 38 | 21.05% | 1 |
|