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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Alaska Permanent Capital Management
Anchorage,
Alaska
| $9.9億 | -$1.53億 | -13% | 12.1% | 42.8% | 46 | 32.61% | 3.2 |
|
| 1702 |
1702
Oakworth Capital
Birmingham,
Alabama
| $9.9億 | -$1.67億 | -14% | 14.9% | 70% | 588 | 11.05% | 5.2 |
|
| 1703 |
1703
Sarissa Capital Management
Greenwich,
Connecticut
| $9.9億 | -$6448万 | -6% | 0.73% | 80% | 11 | 0% | 2.8 |
|
| 1704 |
1704
Portolan Capital Management
Boston,
Massachusetts
| $9.9億 | -$2.61億 | -21% | 14.2% | 738% | 176 | 52.84% | 1.1 |
|
| 1705 |
1705
Hodges Capital Management
Dallas,
Texas
| $9.9億 | -$2.68億 | -21% | 16.8% | 200% | 247 | 19.03% | 3.2 |
|
| 1706 |
1706
Avior Wealth Management
Omaha,
Nebraska
| $9.9億 | -$1.7億 | -15% | 14.5% | 71.4% | 1,282 | 11.7% | 3.1 |
|
| 1707 |
1707
Lee, Danner & Bass
Nashville,
Tennessee
| $9.9億 | -$1.84億 | -16% | 14.7% | – | 214 | 10.28% | 6 |
|
| 1708 |
1708
Arete Wealth Advisors
Chicago,
Illinois
| $9.9億 | -$2.05億 | -17% | 13% | 85.3% | 587 | 36.8% | 2.3 |
|
| 1709 |
1709
M Holdings Securities
Portland,
Oregon
| $9.9億 | -$3.33億 | -25% | 13.9% | 83.9% | 521 | 19.58% | 1.7 |
|
| 1710 |
1710
Kanawha Capital Management
Richmond,
Virginia
| $9.9億 | -$1.52億 | -13% | 11.6% | 74.5% | 202 | 4.46% | 6.3 |
|
| 1711 |
1711
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $9.9億 | -$1.23億 | -11% | 10.6% | 60.7% | 182 | 17.58% | 1.3 |
|
| 1712 |
1712
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $9.9億 | -$1.58億 | -14% | 13.7% | 86% | 596 | 15.27% | 3.8 |
|
| 1713 |
1713
Islet Management
New York
| $9.8億 | -$14.4億 | -59% | 15.6% | 75.3% | 187 | 73.8% | 0.3 |
|
| 1714 |
1714
Pacific Heights Asset Management
San Francisco,
California
| $9.8億 | -$1.88億 | -16% | 16.5% | 181% | 83 | 1.2% | 6.7 |
|
| 1715 |
1715
First American Bank
Dundee,
Illinois
| $9.8億 | -$1.99億 | -17% | 12.9% | 114% | 169 | 8.88% | 4.9 |
|
| 1716 |
1716
Trek Financial
Scottsdale,
Arizona
| $9.8億 | -$1.7億 | -15% | 7.73% | 152% | 276 | 37.68% | 1.3 |
|
| 1717 |
1717
Laurel Wealth Advisors (California)
Solana Beach,
California
| $9.8億 | -$2.3億 | -19% | 13.6% | 33% | 776 | 22.29% | 2.3 |
|
| 1718 |
SBCM
1718
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $9.8億 | -$2.2億 | -18% | 16.6% | 72.3% | 48 | 0% | 5.6 |
|
| 1719 |
1719
Atlantic Union Bankshares
Glen Allen,
Virginia
| $9.8億 | -$1.64億 | -14% | 12.1% | 78.9% | 265 | 6.79% | 3.8 |
|
| 1720 |
1720
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $9.8億 | -$1.71億 | -15% | 13.6% | 61.4% | 146 | 12.33% | 4.6 |
|
| 1721 |
1721
NXG Investment Management
Dallas,
Texas
| $9.8億 | -$1.4億 | -13% | 10.4% | 121% | 103 | 20.39% | 2.6 |
|
| 1722 |
1722
Avity Investment Management
Greenwich,
Connecticut
| $9.7億 | -$1.67億 | -15% | 12.2% | 119% | 94 | 12.77% | 5.3 |
|
| 1723 |
1723
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $9.7億 | -$2.93億 | -23% | 13.2% | 162% | 254 | 20.08% | 3.9 |
|
| 1724 |
1724
Alpha Wave Global
New York
| $9.7億 | -$1.37億 | -12% | 4.17% | 226% | 143 | 23.78% | 0.7 |
|
| 1725 |
1725
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $9.7億 | -$1.88億 | -16% | 14.6% | 94.2% | 153 | 7.84% | 5.3 |
|