で公開中です!
詳しく見る
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Dean Investment Associates
Beavercreek,
Ohio
| $4.34億 | +$1822万 | +4% | 4.83% | 63.5% | 242 | 18.6% | 0.8 |
|
| 1927 |
1927
Foster & Motley
Cincinnati,
Ohio
| $4.33億 | +$2637万 | +6% | 3.92% | 68.8% | 174 | 13.22% | 0.8 |
|
| 1928 |
1928
Cobiz Wealth
Denver,
Colorado
| $4.33億 | +$1387万 | +3% | 4.28% | 54% | 128 | 8.59% | 0.9 |
|
| 1929 |
1929
Constellation Investments
Montgomery,
Ohio
| $4.32億 | +$2122万 | +5% | 5.94% | – | 404 | 5.2% | 0.9 |
|
| 1930 |
1930
Alaska Permanent Capital Management
Anchorage,
Alaska
| $4.32億 | +$2014万 | +5% | 3.77% | 42.8% | 26 | 3.85% | 0.9 |
|
| 1931 |
NM
1931
NWI Management
New York
| $4.32億 | +$1.05億 | +32% | 8.06% | 230% | 22 | 9.09% | 0.8 |
|
| 1932 |
1932
Parkwood LLC
Cleveland,
Ohio
| $4.31億 | +$1485万 | +4% | 5.91% | 120% | 246 | 55.28% | 0.3 |
|
| 1933 |
MCTIC
1933
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $4.3億 | +$1758万 | +4% | 6.14% | 38.8% | 94 | 5.32% | 0.8 |
|
| 1934 |
1934
EP Wealth Advisors
Torrance,
California
| $4.3億 | +$6469万 | +18% | 5.85% | – | 121 | 14.05% | 0.8 |
|
| 1935 |
1935
Steinberg Global Asset Management
Boca Raton,
Florida
| $4.3億 | +$2912万 | +7% | 3.83% | 32.8% | 195 | 9.23% | 0.9 |
|
| 1936 |
1936
Quantitative Advantage
Minnetonka,
Minnesota
| $4.29億 | +$1258万 | +3% | 4.26% | 45.9% | 58 | 50% | 0.4 |
|
| 1937 |
CA
1937
Continental Advisors
Park City,
Utah
| $4.29億 | +$4200万 | +11% | 1.79% | 73.6% | 164 | 42.68% | 0.6 |
|
| 1938 |
1938
KLCM Advisors
Milwaukee,
Wisconsin
| $4.28億 | +$5315万 | +14% | 5.82% | 122% | 77 | 10.39% | 0.8 |
|
| 1939 |
1939
Appleton Partners
Boston,
Massachusetts
| $4.28億 | +$507万 | +1% | 3.02% | 101% | 181 | 9.39% | 0.8 |
|
| 1940 |
VAM
1940
Visionary Asset Management
Houston,
Texas
| $4.27億 | +$323万 | +0.8% | 4.63% | 31.9% | 433 | 78.75% | 0.1 |
|
| 1941 |
1941
Cypress Capital Group
Palm Beach,
Florida
| $4.27億 | +$1910万 | +5% | 4.66% | 97.8% | 218 | 10.55% | 0.9 |
|
| 1942 |
1942
Smith Hayes Advisers
Lincoln,
Nebraska
| $4.27億 | +$2260万 | +6% | 4.6% | 35.2% | 293 | 7.17% | 0.8 |
|
| 1943 |
1943
Garcia Hamilton & Associates
Houston,
Texas
| $4.26億 | +$145万 | +0.3% | 4.14% | 39.1% | 63 | 22.22% | 0.8 |
|
| 1944 |
MRCM
1944
M&R Capital Management
Summit,
New Jersey
| $4.26億 | +$1169万 | +3% | 4.3% | 52.6% | 218 | 9.17% | 0.9 |
|
| 1945 |
1945
First Long Island Investors
Jericho,
New York
| $4.26億 | +$2128万 | +5% | 5.03% | 85.5% | 55 | 12.73% | 0.9 |
|
| 1946 |
1946
B. Riley Wealth Advisors
Boca Raton,
Florida
| $4.26億 | +$9504万 | +29% | 6.87% | 118% | 2,485 | 70.62% | 0.2 |
|
| 1947 |
1947
LGT Capital Partners
Pfaeffikon,
Switzerland
| $4.25億 | – | – | 4.55% | 67.2% | 64 | – | 0 |
|
| 1948 |
1948
Main Street Research
Lakeville,
Connecticut
| $4.24億 | +$1242万 | +3% | 4.04% | 232% | 145 | 11.72% | 0.9 |
|
| 1949 |
1949
Steel Grove Capital Advisors
Memphis,
Tennessee
| $4.24億 | +$2084万 | +5% | 7.02% | 106% | 152 | 23.68% | 0.8 |
|
| 1950 |
1950
Summit Partners
Boston,
Massachusetts
| $4.24億 | +$1.28億 | +43% | 3.03% | 13.7% | 6 | 50% | 0.6 |
|