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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Easterly Investment Partners
Beverly,
Massachusetts
| $14.8億 | +$8377万 | +6% | 7.28% | 57.6% | 218 | 22.02% | 2.3 |
|
| 1802 |
1802
Integral Health Asset Management
New York
| $14.8億 | +$3.86億 | +35% | 40% | 564% | 92 | 39.13% | 0.7 |
|
| 1803 |
1803
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $14.8億 | +$7185万 | +5% | 7.37% | 52.3% | 76 | 19.74% | 2.9 |
|
| 1804 |
GPCM
1804
Greenbrier Partners Capital Management
Dallas,
Texas
| $14.8億 | +$1.12億 | +8% | 10.2% | 96.1% | 13 | 0% | 9.9 |
|
| 1805 |
1805
FAS Wealth Partners
Leawood,
Kansas
| $14.8億 | +$1.25億 | +9% | 7% | 72.3% | 484 | 9.09% | 4.9 |
|
| 1806 |
1806
Plato Investment Management
Sydney, NSW,
Australia
| $14.8億 | +$1.46億 | +11% | 10.2% | – | 546 | 10.99% | 1.3 |
|
| 1807 |
1807
IQ EQ Fund Management
Dublin 2,
Ireland
| $14.8億 | +$3.51億 | +31% | 13.9% | 109% | 330 | 11.21% | 3.3 |
|
| 1808 |
1808
1900 Wealth Management
San Antonio,
Texas
| $14.8億 | +$1.53億 | +12% | 5.91% | 61% | 237 | 11.39% | 3.3 |
|
| 1809 |
1809
Icon Wealth Advisors
Houston,
Texas
| $14.7億 | +$7043万 | +5% | 6.85% | – | 553 | 14.65% | 1.7 |
|
| 1810 |
1810
NewSquare Capital
Newtown Square,
Pennsylvania
| $14.7億 | +$1.27億 | +9% | 8.89% | 76.5% | 1,304 | 86.27% | 5.3 |
|
| 1811 |
1811
Motley Fool Wealth Management
Alexandria,
Virginia
| $14.7億 | -$1.83億 | -11% | 0.56% | 70.7% | 135 | 11.11% | 4.2 |
|
| 1812 |
1812
Baring Fintech Manager Holding
Castel,
Guernsey
| $14.7億 | -$5795万 | -4% | 3.78% | – | 1 | 0% | 0.8 |
|
| 1813 |
1813
Charles Schwab Trust
Henderson,
Nevada
| $14.7億 | +$1.4億 | +11% | 5.82% | 52.7% | 182 | 7.69% | 3.4 |
|
| 1814 |
1814
Cantor Fitzgerald Investment Advisors
New York
| $14.7億 | +$5618万 | +4% | 5.49% | 73.4% | 195 | 5.64% | 3.7 |
|
| 1815 |
1815
Sourcerock Group
Denver,
Colorado
| $14.7億 | -$4.47億 | -23% | 10.3% | 59.1% | 51 | 54.9% | 0.8 |
|
| 1816 |
1816
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $14.7億 | +$1.16億 | +9% | 7.28% | 67% | 102 | 5.88% | 4.9 |
|
| 1817 |
1817
Founders Financial Securities
Towson,
Maryland
| $14.7億 | +$1.54億 | +12% | 6.58% | 64.3% | 536 | 17.16% | 2.5 |
|
| 1818 |
1818
Trinity Street Asset Management
London,
United Kingdom
| $14.7億 | +$965万 | +0.7% | 5.84% | 76.9% | 21 | 4.76% | 2.1 |
|
| 1819 |
1819
SSI Investment Management
Los Angeles,
California
| $14.7億 | +$4819万 | +3% | 1.72% | 15.7% | 255 | 2.75% | 2.7 |
|
| 1820 |
1820
Fifth Third Securities
Cincinnati,
Ohio
| $14.6億 | +$1.33億 | +10% | 6.98% | 62.7% | 329 | 12.16% | 2.1 |
|
| 1821 |
1821
Bramshill Investments
Naples,
Florida
| $14.6億 | +$5.08億 | +53% | 1.62% | 3.6% | 174 | 27.59% | 1.6 |
|
| 1822 |
1822
Heitman Real Estate Securities
Chicago,
Illinois
| $14.6億 | +$5305万 | +4% | 3.64% | 48.3% | 67 | 31.34% | 3.6 |
|
| 1823 |
1823
Vantage Investment Partners
Kansas City,
Missouri
| $14.6億 | +$8972万 | +7% | 7.96% | 77.4% | 67 | 10.45% | 4.8 |
|
| 1824 |
1824
Helikon Investments
London,
United Kingdom
| $14.6億 | -$1.52億 | -9% | 9.64% | 282% | 21 | 28.57% | 1.5 |
|
| 1825 |
1825
DNCA Finance
Paris,
France
| $14.6億 | +$1.51億 | +12% | 7.68% | – | 115 | 10.43% | 0.9 |
|