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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Beaird Harris Wealth Management
Dallas,
Texas
| $10.6億 | +$3650万 | +4% | 0.54% | 41.3% | 805 | 30.31% | 1.3 |
|
| 1952 |
1952
Main Street Financial Solutions
Newtown,
Pennsylvania
| $10.6億 | +$1.25億 | +13% | 3.7% | 75.4% | 572 | 11.71% | 2.1 |
|
| 1953 |
1953
TCI Wealth Advisors
Tucson,
Arizona
| $10.6億 | +$4534万 | +4% | 0.36% | 65% | 231 | 10.39% | 7.1 |
|
| 1954 |
1954
Greenwood Gearhart
Fayetteville,
Arkansas
| $10.6億 | +$3477万 | +3% | 2.97% | 70.6% | 112 | 11.61% | 4.1 |
|
| 1955 |
1955
Founders Financial Securities
Towson,
Maryland
| $10.6億 | +$1.04億 | +11% | 2.15% | 64.3% | 438 | 15.3% | 2.1 |
|
| 1956 |
1956
Narwhal Capital Management
Marietta,
Georgia
| $10.6億 | +$3584万 | +4% | 5.58% | 93.8% | 169 | 9.47% | 5.4 |
|
| 1957 |
1957
Girard Partners
King Of Prussia,
Pennsylvania
| $10.6億 | -$539万 | -0.5% | 2.69% | 25.7% | 268 | 5.6% | 4.8 |
|
| 1958 |
1958
PDT Partners
New York
| $10.6億 | -$138万 | -0.1% | 1.02% | 211% | 774 | 36.05% | 0.8 |
|
| 1959 |
1959
U.S. Global Investors (USGI)
San Antonio,
Texas
| $10.5億 | -$1.61億 | -13% | 4.59% | 151% | 165 | 35.76% | 2.1 |
|
| 1960 |
1960
Penn Capital Management
Philadelphia,
Pennsylvania
| $10.5億 | -$7075万 | -6% | 0.16% | 181% | 167 | 26.95% | 2 |
|
| 1961 |
1961
Carlyle Group
Washington,
District of Columbia
| $10.5億 | -$5.33億 | -34% | 16.4% | 7.98% | 33 | 9.09% | 1.3 |
|
| 1962 |
1962
Ninepoint Partners
Toronto,
Ontario, Canada
| $10.5億 | +$1.09億 | +12% | 2.71% | 82.6% | 113 | 23.01% | 1.4 |
|
| 1963 |
1963
Integral Health Asset Management
New York
| $10.5億 | -$2464万 | -2% | 14.5% | 564% | 105 | 55.24% | 0.6 |
|
| 1964 |
1964
Bouchey Financial Group
Troy,
New York
| $10.5億 | +$3645万 | +4% | 3.69% | 66.7% | 156 | 9.62% | 3.1 |
|
| 1965 |
1965
Oak Ridge Investments
Chicago,
Illinois
| $10.5億 | +$5876万 | +6% | 9.78% | 208% | 157 | 15.92% | 3.9 |
|
| 1966 |
1966
Sax Wealth Advisors
Parsippany,
New Jersey
| $10.5億 | +$1.94億 | +23% | 1.34% | 64.3% | 287 | 38.33% | 1.5 |
|
| 1967 |
1967
TCV Trust & Wealth Management
Richmond,
Virginia
| $10.5億 | +$486万 | +0.5% | 1.27% | 75.3% | 205 | 7.32% | 6.5 |
|
| 1968 |
1968
Lyell Wealth Management
Menlo Park,
California
| $10.5億 | +$6385万 | +6% | 4.62% | 128% | 207 | 8.7% | 3.8 |
|
| 1969 |
1969
ARS Investment Partners
New York
| $10.5億 | +$4205万 | +4% | 4.12% | 260% | 183 | 22.95% | 3.3 |
|
| 1970 |
1970
Condor Capital Management
Martinsville,
New Jersey
| $10.5億 | +$2357万 | +2% | 1.77% | 58.2% | 204 | 16.18% | 4.9 |
|
| 1971 |
1971
Cardiff Park Advisors
Carlsbad,
California
| $10.4億 | -$1101万 | -1% | 2.27% | 88.6% | 363 | 12.67% | 2 |
|
| 1972 |
1972
Colonial Trust Advisors
Spartanburg,
South Carolina
| $10.4億 | +$3317万 | +3% | 4.62% | 80% | 1,055 | 31.66% | 2.6 |
|
| 1973 |
1973
Nicolet Advisory Services
Green Bay,
Wisconsin
| $10.4億 | +$5916万 | +6% | 2.18% | 62.7% | 370 | 11.62% | 2.5 |
|
| 1974 |
1974
Progeny 3 Inc
Kirkland,
Washington
| $10.4億 | +$1.35億 | +15% | 3.88% | 96.8% | 30 | 16.67% | 1.8 |
|
| 1975 |
1975
Kintegral Advisory
New York
| $10.4億 | +$4216万 | +4% | 4.59% | 143% | 283 | 23.67% | 3.7 |
|