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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7401 |
RPGNY
7401
Retirement Planning Group (New York)
Malta,
New York
| $1.14億 | +$1553万 | +16% | 7.41% | – | 77 | 9.09% | 0.4 |
|
| 7402 |
7402
BluePath Capital Management
Atlanta,
Georgia
| $1.14億 | +$1766万 | +18% | 17.7% | 106% | 97 | 28.87% | 1.2 |
|
| 7403 |
7403
Fiduciary Advisors Inc
St. Louis,
Missouri
| $1.14億 | +$1232万 | +12% | 7.76% | – | 97 | 4.12% | 0.5 |
|
| 7404 |
7404
ArborFi Advisors
Ann Arbor,
Michigan
| $1.14億 | +$1292万 | +13% | 8.14% | – | 52 | 21.15% | 0.4 |
|
| 7405 |
7405
Cornerstone Select Advisors
St. Louis,
Missouri
| $1.14億 | +$798万 | +8% | 16.9% | – | 119 | 13.45% | 0.4 |
|
| 7406 |
7406
Arbiter Partners Capital Management
New York
| $1.14億 | -$2481万 | -18% | 55% | 378% | 34 | 14.71% | 3.9 |
|
| 7407 |
7407
Amara Financial
San Francisco,
California
| $1.14億 | +$533万 | +5% | 9.97% | – | 47 | 12.77% | 0.7 |
|
| 7408 |
7408
Haven Capital Group
Westlake Village,
California
| $1.13億 | +$2267万 | +25% | 24.1% | – | 43 | 20.93% | 0.4 |
|
| 7409 |
7409
K2 Financial
Glendora,
California
| $1.13億 | +$1149万 | +11% | 5.6% | – | 62 | 8.06% | 0.5 |
|
| 7410 |
7410
Alpine Peaks Capital
New York
| $1.13億 | +$242万 | +2% | 5.39% | 24.3% | 25 | 8% | 2.8 |
|
| 7411 |
7411
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $1.13億 | -$3.67億 | -76% | 4.84% | 4.83% | 2 | 0% | 8.6 |
|
| 7412 |
7412
Graver Capital Management
Columbus,
Ohio
| $1.13億 | +$1499万 | +15% | 7.85% | – | 26 | 3.85% | 0.5 |
|
| 7413 |
7413
Seelaus Asset Management
Chatham,
New Jersey
| $1.13億 | +$813万 | +8% | 11.1% | 134% | 190 | 16.32% | 3.3 |
|
| 7414 |
7414
NorthLanding Financial Partners
Rochester,
New York
| $1.13億 | +$1112万 | +11% | 7.44% | 54.7% | 42 | 7.14% | 2.1 |
|
| 7415 |
7415
Joel Adams & Associates
Asheville,
North Carolina
| $1.13億 | +$183万 | +2% | 5.38% | – | 64 | 9.38% | 0.5 |
|
| 7416 |
7416
Stegent Equity Advisors
Houston,
Texas
| $1.13億 | +$1435万 | +15% | 9.71% | 96.4% | 113 | 21.24% | 1.6 |
|
| 7417 |
7417
Applied Fundamental Research
Cambridge,
Massachusetts
| $1.13億 | -$648万 | -5% | 11.9% | 44.6% | 13 | 23.08% | 2.9 |
|
| 7418 |
7418
Sherman Asset Management
Ventura,
California
| $1.13億 | +$811万 | +8% | 11.8% | – | 156 | 8.97% | 0.5 |
|
| 7419 |
7419
Lakeshore Capital Group
Rolling Meadows,
Illinois
| $1.13億 | +$907万 | +9% | 8.03% | – | 80 | 8.75% | 0.4 |
|
| 7420 |
7420
DB Fitzpatrick & Co
Boise,
Idaho
| $1.13億 | +$752万 | +7% | 5.6% | 42.7% | 104 | 8.65% | 2.2 |
|
| 7421 |
7421
McAlister Sweet & Associates
Houston,
Texas
| $1.13億 | -$1940万 | -15% | 10.2% | 83.6% | 34 | 32.35% | 1.5 |
|
| 7422 |
7422
Ascent Capital Management
Bend,
Oregon
| $1.13億 | +$1333万 | +13% | 12.5% | – | 67 | 20.9% | 0.4 |
|
| 7423 |
7423
Arrowpoint Investment Partners
Singapore
| $1.13億 | -$7.31億 | -87% | 19.5% | – | 928 | 95.91% | 0.2 |
|
| 7424 |
7424
Bosman Wealth Management
Redlands,
California
| $1.13億 | +$1411万 | +14% | 33.1% | – | 52 | 44.23% | 0.3 |
|
| 7425 |
7425
Defined Financial Planning
San Rafael,
California
| $1.13億 | +$1388万 | +14% | 9.78% | – | 95 | 47.37% | 0.3 |
|