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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
Baker Avenue Asset Management
San Francisco,
California
| $6.58億 | -$3834万 | -6% | 0.27% | 95.6% | 209 | 31.1% | 1.2 |
|
| 1527 |
SMA
1527
Simply Money Advisors
Cincinnati,
Ohio
| $6.56億 | -$896万 | -1% | 1.04% | 11.5% | 26 | 11.54% | 1.6 |
|
| 1528 |
SG
1528
Swarthmore Group
Philadelphia,
Pennsylvania
| $6.55億 | -$2.78億 | -30% | 1.9% | 44.2% | 58 | 25.86% | 1.4 |
|
| 1529 |
1529
Geneos Wealth Management
Englewood,
Colorado
| $6.54億 | – | – | 3.54% | 66.7% | 1,783 | – | 0 |
|
| 1530 |
1530
Crestline Management
Fort Worth,
Texas
| $6.54億 | -$4.79億 | -42% | 13.4% | 80.2% | 1 | 0% | 1.3 |
|
| 1531 |
1531
First National Trust
Hermitage,
Pennsylvania
| $6.53億 | +$2116万 | +3% | 1.62% | 82.9% | 317 | 14.51% | 2 |
|
| 1532 |
1532
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $6.53億 | +$7656万 | +13% | 1.76% | 112% | 305 | 7.54% | 1.9 |
|
| 1533 |
1533
Foundation Capital
Palo Alto,
California
| $6.53億 | -$1.68億 | -20% | 15.7% | – | 9 | 0% | 1.4 |
|
| 1534 |
1534
EP Wealth Advisors
Torrance,
California
| $6.52億 | +$5718万 | +10% | 2.27% | – | 171 | 35.09% | 1.6 |
|
| 1535 |
1535
Tiedemann Trust
Wilmington,
Delaware
| $6.51億 | -$3732万 | -5% | 1.83% | 18.9% | 82 | 23.17% | 1.4 |
|
| 1536 |
1536
P2 Capital Partners
New York
| $6.49億 | +$5608万 | +9% | 4.96% | 7.96% | 15 | 13.33% | 1.8 |
|
| 1537 |
1537
Makaira Partners
La Jolla,
California
| $6.47億 | +$4123万 | +7% | 9.57% | 22% | 13 | 23.08% | 2.1 |
|
| 1538 |
1538
Glazer Capital LLC
New York
| $6.47億 | -$2821万 | -4% | 7.55% | 323% | 121 | 59.5% | 0.4 |
|
| 1539 |
1539
Ardsley Advisory Partners
Stamford,
Connecticut
| $6.47億 | -$1.21億 | -16% | 2.14% | 555% | 218 | 72.02% | 0.4 |
|
| 1540 |
1540
SouthState Corp
Winter Haven,
Florida
| $6.43億 | +$556万 | +0.9% | 1.89% | 78.9% | 222 | 13.51% | 2.2 |
|
| 1541 |
1541
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $6.43億 | +$3843万 | +6% | 1.58% | 70.4% | 171 | 18.13% | 2 |
|
| 1542 |
1542
Edgemoor Investment Advisors
Bethesda,
Maryland
| $6.42億 | -$2445万 | -4% | 1.86% | 109% | 141 | 17.73% | 2.1 |
|
| 1543 |
TM
1543
Thrax Management
New York
| $6.41億 | +$1.56億 | +32% | 1.17% | – | 156 | 73.72% | 0.1 |
|
| 1544 |
1544
Martin Investment Management
Palm Beach Gardens,
Florida
| $6.41億 | +$1087万 | +2% | 2.35% | 44% | 49 | 30.61% | 1.9 |
|
| 1545 |
1545
Webster Bank
Waterbury,
Connecticut
| $6.41億 | +$1740万 | +3% | 2.21% | 77.5% | 221 | 10.41% | 2 |
|
| 1546 |
1546
Polaris Wealth Advisory Group
San Rafael,
California
| $6.4億 | +$2013万 | +3% | 4% | 64% | 163 | 49.69% | 0.6 |
|
| 1547 |
WA
1547
Westport Advisers
Westport,
Connecticut
| $6.4億 | -$5162万 | -7% | 3.02% | 39.2% | 44 | 6.82% | 2.5 |
|
| 1548 |
1548
EAM Investors
Solana Beach,
California
| $6.39億 | -$1.25億 | -16% | 11.6% | 6,012% | 408 | 53.68% | 0.4 |
|
| 1549 |
1549
Portfolio Solutions
Royal Oak,
Michigan
| $6.39億 | +$1231万 | +2% | 1.09% | 11.6% | 27 | 51.85% | 0.7 |
|
| 1550 |
1550
Murphy Capital Management
Bedminster,
New Jersey
| $6.38億 | -$1760万 | -3% | 2.16% | 41.6% | 336 | 19.64% | 2 |
|