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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8226 |
8226
Crescent Sterling
Metairie,
Louisiana
| $1.12億 | +$845万 | +8% | 10.4% | 68.6% | 89 | 14.61% | 2.4 |
|
| 8227 |
8227
Watershed Asset Management
San Francisco,
California
| $1.12億 | +$1530万 | +16% | 18.7% | – | 145 | 38.62% | 0.6 |
|
| 8228 |
8228
Scopia Capital Management
New York
| $1.12億 | -$3407万 | -23% | 27.3% | 58.7% | 23 | 21.74% | 2.2 |
|
| 8229 |
8229
Stonebridge Wealth Management
Oak Brook,
Illinois
| $1.12億 | +$736万 | +7% | 6.9% | – | 38 | 7.89% | 0.9 |
|
| 8230 |
8230
truNorth Financial Services
Chambersburg,
Pennsylvania
| $1.12億 | +$1498万 | +15% | 7.63% | – | 60 | 20% | 0.4 |
|
| 8231 |
8231
Brown University
Providence,
Rhode Island
| $1.12億 | +$979万 | +10% | 34.7% | 40.1% | 13 | 30.77% | 2 |
|
| 8232 |
8232
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| $1.12億 | +$825万 | +8% | 10.5% | – | 329 | 5.47% | 0.5 |
|
| 8233 |
8233
Van Diest Capital
Poly City,
Iowa
| $1.12億 | -$1545万 | -12% | 23.2% | – | 234 | 43.59% | 0.3 |
|
| 8234 |
8234
Ramsey Quantitative Systems
Louisville,
Kentucky
| $1.12億 | +$1501万 | +16% | 13.4% | 51.1% | 68 | 91.18% | 0.2 |
|
| 8235 |
IMT
8235
Investment Management Trust
Fitchburg,
Massachusetts
| $1.12億 | +$897万 | +9% | 16.4% | – | 89 | 21.35% | 0.2 |
|
| 8236 |
8236
RCW Management
Jacksonville,
Florida
| $1.12億 | +$1397万 | +14% | 15.1% | – | 69 | 2.9% | 0.5 |
|
| 8237 |
8237
MH & Associates Securities Management
Carlsbad,
California
| $1.12億 | -$310万 | -3% | 10.3% | – | 101 | 3.96% | 0.5 |
|
| 8238 |
8238
Layline Advisors
Rochester,
New York
| $1.11億 | +$2210万 | +25% | 10.9% | – | 81 | 19.75% | 0.2 |
|
| 8239 |
8239
Chiron Capital Management
Tallahassee,
Florida
| $1.11億 | +$1394万 | +14% | 4.62% | – | 149 | 30.2% | 1.9 |
|
| 8240 |
8240
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $1.11億 | +$660万 | +6% | 9.01% | 52.2% | 63 | 3.17% | 6.6 |
|
| 8241 |
8241
Valued Retirements
Houston,
Texas
| $1.11億 | +$904万 | +9% | 13.2% | 84.6% | 105 | 18.1% | 1.6 |
|
| 8242 |
GH
8242
GLP Holdings
Cumming,
Georgia
| $1.11億 | +$1363万 | +14% | 14% | – | 4 | 0% | 0.5 |
|
| 8243 |
KAM
8243
Kazazian Asset Management
Fort Lauderdale,
Florida
| $1.11億 | +$1975万 | +22% | 14.6% | – | 55 | 29.09% | 1.9 |
|
| 8244 |
8244
Fortitude Financial
Spokane,
Washington
| $1.11億 | -$7770万 | -41% | 18.7% | – | 41 | 36.59% | 0.8 |
|
| 8245 |
8245
Putney Financial Group
San Rafael,
California
| $1.11億 | +$1179万 | +12% | 27% | – | 90 | 20% | 1.2 |
|
| 8246 |
8246
Dalton Investments
Las Vegas,
Nevada
| $1.11億 | +$763万 | +7% | 6.56% | 125% | 17 | 5.88% | 3.1 |
|
| 8247 |
8247
Beryl Capital Management
Redondo Beach,
California
| $1.11億 | +$93.7万 | +0.9% | 12.7% | 3,932% | 16 | 100% | 0 |
|
| 8248 |
8248
Western Pacific Wealth Management
Lake Forest,
Illinois
| $1.11億 | +$1225万 | +12% | 15.6% | 91.4% | 214 | 23.36% | 2.8 |
|
| 8249 |
SM
8249
Sabby Management
Miami Beach,
Florida
| $1.11億 | +$6545万 | +145% | 12.3% | 95.5% | 38 | 65.79% | 0.8 |
|
| 8250 |
IWA
8250
Independent Wealth Advisors
Cary,
North Carolina
| $1.11億 | +$867万 | +9% | 6.17% | – | 80 | 16.25% | 0.4 |
|