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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7326 |
APW
7326
Aurora Private Wealth
Rockaway,
New Jersey
| $1.58億 | +$1708万 | +12% | 18.9% | – | 195 | 23.59% | 2.8 |
|
| 7327 |
7327
Lepercq De Neuflize Asset Management
New York
| $1.58億 | +$1955万 | +14% | 14.5% | – | 37 | 29.73% | 0.4 |
|
| 7328 |
7328
Blue Capital Inc
Omaha,
Nebraska
| $1.58億 | +$441万 | +3% | 14.4% | – | 153 | 50.33% | 0.5 |
|
| 7329 |
7329
ADG Wealth Management Group
Metairie,
Louisiana
| $1.58億 | +$1279万 | +9% | 10.6% | – | 54 | 31.48% | 1 |
|
| 7330 |
7330
Sound Financial Strategies Group
Madison,
Mississippi
| $1.57億 | +$1097万 | +7% | 9.56% | 27.1% | 127 | 17.32% | 1.5 |
|
| 7331 |
CM
7331
CM Management
Gulf Breeze,
Florida
| $1.57億 | +$3783万 | +32% | 22.9% | 110% | 84 | 30.95% | 1.9 |
|
| 7332 |
7332
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
| $1.57億 | +$2313万 | +17% | 20.2% | – | 93 | 22.58% | 0.4 |
|
| 7333 |
7333
Demming Financial Services
Aurora,
Ohio
| $1.57億 | +$1956万 | +14% | 12.2% | – | 42 | 14.29% | 0.4 |
|
| 7334 |
GA
7334
Gagnon Advisors
New York
| $1.57億 | +$2133万 | +16% | 31.5% | 129% | 26 | 26.92% | 4.8 |
|
| 7335 |
7335
Abbington Investment Group
Westport,
Connecticut
| $1.57億 | -$1480万 | -9% | 8.02% | – | 55 | 12.73% | 0.6 |
|
| 7336 |
7336
Bruce G. Allen Investments
Denver,
Colorado
| $1.57億 | +$407万 | +3% | 9.28% | – | 1,124 | 11.3% | 2.1 |
|
| 7337 |
QGA
7337
Q Global Advisors
Fort Worth,
Texas
| $1.57億 | +$4346万 | +38% | 17.8% | 79% | 52 | 13.46% | 1.9 |
|
| 7338 |
7338
Penbrook Management
New York
| $1.57億 | +$2472万 | +19% | 24.8% | 107% | 104 | 13.46% | 5.6 |
|
| 7339 |
7339
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| $1.57億 | +$2237万 | +17% | 20.9% | – | 190 | 30% | 0.9 |
|
| 7340 |
7340
Authentikos Wealth Advisory
Morgan Hill,
California
| $1.57億 | +$855万 | +6% | 16% | 43.5% | 79 | 20.25% | 1.1 |
|
| 7341 |
7341
Mosaic Financial Group
Chicago,
Illinois
| $1.56億 | +$1548万 | +11% | 13.1% | – | 140 | 14.29% | 1.7 |
|
| 7342 |
BCM
7342
Bayesian Capital Management
Brooklyn,
New York
| $1.56億 | +$7438万 | +91% | 7.46% | 107% | 328 | 90.24% | 0 |
|
| 7343 |
7343
Mork Capital Management
Healdsburg,
California
| $1.56億 | +$1546万 | +11% | 17.7% | 61.9% | 106 | 4.72% | 3.5 |
|
| 7344 |
7344
Atlantic Family Wealth
Coral Gables,
Florida
| $1.56億 | +$1787万 | +13% | 11% | – | 67 | 16.42% | 1 |
|
| 7345 |
7345
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $1.56億 | -$37.8万 | -0.2% | 3.15% | 83.3% | 106 | 7.55% | 4.8 |
|
| 7346 |
HSM
7346
H Squared Management
New York
| $1.56億 | +$4769万 | +44% | 25.1% | – | 18 | 38.89% | 0.3 |
|
| 7347 |
FWM
7347
FMA Wealth Management
Duxbury,
Massachusetts
| $1.56億 | +$583万 | +4% | 8.04% | 40.8% | 43 | 13.95% | 1.9 |
|
| 7348 |
7348
Polaris Investment Advisors
Framingham,
Massachusetts
| $1.56億 | +$1897万 | +14% | 15.9% | – | 79 | 12.66% | 0.4 |
|
| 7349 |
7349
Cyrus Capital Partners
New York
| $1.56億 | -$4010万 | -20% | 4.91% | 163% | 7 | 57.14% | 0.9 |
|
| 7350 |
7350
WLTH Capital Management
Chandler,
Arizona
| $1.56億 | +$2842万 | +22% | 7.01% | – | 30 | 16.67% | 0.4 |
|