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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
RA
1926
Resolute Advisors
San Francisco,
California
| $8.59億 | +$9512万 | +12% | 13.8% | 36.7% | 74 | 22.97% | 1.4 |
|
| 1927 |
1927
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $8.58億 | +$2424万 | +3% | 5.46% | 77.5% | 175 | 9.71% | 7 |
|
| 1928 |
1928
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $8.57億 | +$5270万 | +7% | 5.63% | 62.2% | 259 | 7.72% | 3 |
|
| 1929 |
1929
GeoWealth Management
Chicago,
Illinois
| $8.55億 | -$9094万 | -10% | 2.81% | 58% | 450 | 33.33% | 1.3 |
|
| 1930 |
1930
Godsey & Gibb Inc
Richmond,
Virginia
| $8.53億 | +$3.26億 | +62% | 2.28% | 87.5% | 422 | 47.87% | 0.2 |
|
| 1931 |
1931
Lindbrook Capital
Calabasas,
California
| $8.53億 | +$4124万 | +5% | 7.83% | 35.8% | 2,993 | 12.9% | 2.3 |
|
| 1932 |
1932
Cowen and Company
New York
| $8.51億 | -$1.05億 | -11% | 0.11% | 120% | 835 | 52.69% | 0.6 |
|
| 1933 |
1933
DigitalBridge Group
Boca Raton,
Florida
| $8.51億 | +$1.43億 | +20% | 3.98% | 161% | 67 | 37.31% | 1 |
|
| 1934 |
1934
Colonial Trust Advisors
Spartanburg,
South Carolina
| $8.51億 | +$3606万 | +4% | 6.93% | 80% | 941 | 6.59% | 1.3 |
|
| 1935 |
1935
Connors Investor Services
Wyomissing,
Pennsylvania
| $8.51億 | +$5002万 | +6% | 6.8% | 125% | 163 | 6.75% | 4.4 |
|
| 1936 |
1936
Vestor Capital
Chicago,
Illinois
| $8.51億 | +$2154万 | +3% | 9.21% | 202% | 253 | 11.86% | 3.2 |
|
| 1937 |
1937
Front Barnett Associates
Chicago,
Illinois
| $8.5億 | +$5889万 | +7% | 9.08% | 40.5% | 118 | 4.24% | 6.8 |
|
| 1938 |
1938
Invictus Private Wealth
Denver,
Colorado
| $8.5億 | +$7371万 | +9% | 9.35% | 84.2% | 97 | 18.56% | 0.2 |
|
| 1939 |
1939
Capital Investment Advisory Services
Raleigh,
North Carolina
| $8.47億 | +$418万 | +0.5% | 4.46% | 75.7% | 910 | 15.93% | 2.7 |
|
| 1940 |
1940
Ally Invest Advisors
Charlotte,
North Carolina
| $8.47億 | +$4957万 | +6% | 5.09% | 41.1% | 48 | 16.67% | 1.5 |
|
| 1941 |
1941
Armstrong Advisory Group
Needham,
Massachusetts
| $8.47億 | +$8676万 | +11% | 5.83% | 55.6% | 832 | 8.41% | 0.2 |
|
| 1942 |
1942
Bangor Savings Bank
Bangor,
Maine
| $8.46億 | +$802万 | +1% | 4.93% | 54.6% | 557 | 5.57% | 2.4 |
|
| 1943 |
1943
NewSquare Capital
Newtown Square,
Pennsylvania
| $8.46億 | +$4453万 | +6% | 4.32% | 76.5% | 975 | 23.38% | 1.6 |
|
| 1944 |
1944
Meteora Capital
Boca Raton,
Florida
| $8.46億 | +$3.83億 | +83% | 1.23% | 56.9% | 530 | 44.72% | 0.4 |
|
| 1945 |
1945
Criteria Caixa
Barcelona,
Spain
| $8.44億 | +$5413万 | +7% | 5.16% | 35.5% | 55 | 40% | 1.6 |
|
| 1946 |
WDA
1946
Wendell David Associates
Portsmouth,
New Hampshire
| $8.43億 | +$2972万 | +4% | 5.43% | 58.7% | 149 | 4.03% | 7.3 |
|
| 1947 |
1947
Blue Chip Partners
Farmington Hills,
Michigan
| $8.43億 | +$3939万 | +5% | 3.69% | 81.2% | 179 | 7.26% | 4.2 |
|
| 1948 |
1948
Jacobi Capital Management
Pittston,
Pennsylvania
| $8.43億 | +$4295万 | +5% | 5.29% | 76.6% | 435 | 8.97% | 4.8 |
|
| 1949 |
1949
Willis Johnson & Associates
Houston,
Texas
| $8.43億 | +$7583万 | +10% | 5.33% | 55.9% | 130 | 19.23% | 1.4 |
|
| 1950 |
1950
First Trust Direct Indexing
Boston,
Massachusetts
| $8.42億 | +$8858万 | +12% | 10.2% | 69% | 731 | 11.08% | 1.6 |
|