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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Provident Investment Management
Novi,
Michigan
| $11.2億 | +$2344万 | +2% | 6.35% | 90.8% | 83 | 16.87% | 4.1 |
|
| 1952 |
1952
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $11.2億 | +$4731万 | +4% | 6.39% | 60.7% | 192 | 8.85% | 2.7 |
|
| 1953 |
1953
Tradition Wealth Management
Edina,
Minnesota
| $11.2億 | +$8712万 | +8% | 6.24% | 69.6% | 427 | 9.6% | 2.7 |
|
| 1954 |
1954
Sax Wealth Advisors
Parsippany,
New Jersey
| $11.2億 | +$7174万 | +7% | 5.64% | 64.3% | 315 | 21.9% | 1.6 |
|
| 1955 |
1955
Arax Advisory Partners
Denver,
Colorado
| $11.2億 | +$9421万 | +9% | 6.62% | 64.7% | 2,679 | 7.65% | 1.9 |
|
| 1956 |
1956
Bouchey Financial Group
Troy,
New York
| $11.2億 | +$6600万 | +6% | 5.07% | 66.7% | 159 | 10.69% | 3.2 |
|
| 1957 |
1957
Cardiff Park Advisors
Carlsbad,
California
| $11.2億 | +$7240万 | +7% | 7.42% | 88.6% | 354 | 10.45% | 2.1 |
|
| 1958 |
1958
Hardy Reed
Tupelo,
Mississippi
| $11.2億 | +$1.21億 | +12% | 6.21% | 69.7% | 252 | 13.1% | 1.6 |
|
| 1959 |
1959
TCV Trust & Wealth Management
Richmond,
Virginia
| $11.2億 | +$6752万 | +6% | 7.87% | 75.3% | 211 | 11.85% | 6.6 |
|
| 1960 |
1960
PDS Planning
Dublin,
Ohio
| $11.2億 | +$1.25億 | +13% | 6.72% | 62.7% | 447 | 12.3% | 2.5 |
|
| 1961 |
1961
ARS Investment Partners
New York
| $11.2億 | +$7007万 | +7% | 7.41% | 260% | 182 | 17.03% | 3.3 |
|
| 1962 |
1962
Seven Eight Capital
New York
| $11.1億 | +$1.57億 | +16% | 9.65% | 13.6% | 994 | 64.39% | 0.3 |
|
| 1963 |
1963
Helikon Investments
London,
United Kingdom
| $11.1億 | +$2977万 | +3% | 13.5% | 282% | 22 | 31.82% | 1.3 |
|
| 1964 |
1964
Stack Financial Management
Whitefish,
Montana
| $11.1億 | +$3397万 | +3% | 8.62% | 58.4% | 50 | 6% | 4.8 |
|
| 1965 |
1965
Penobscot Investment Management
Boston,
Massachusetts
| $11.1億 | +$7542万 | +7% | 7.32% | 114% | 317 | 5.05% | 5.4 |
|
| 1966 |
1966
AltraVue Capital
Bellevue,
Washington
| $11.1億 | +$1.05億 | +10% | 17.2% | 221% | 28 | 3.57% | 3.6 |
|
| 1967 |
1967
Narwhal Capital Management
Marietta,
Georgia
| $11.1億 | +$5452万 | +5% | 5.56% | 93.8% | 167 | 7.78% | 5.6 |
|
| 1968 |
1968
Condor Capital Management
Martinsville,
New Jersey
| $11.1億 | +$6561万 | +6% | 5.76% | 58.2% | 208 | 17.31% | 4.9 |
|
| 1969 |
1969
SlateStone Wealth
Jupiter,
Florida
| $11.1億 | +$1.88億 | +20% | 6.99% | 79.1% | 309 | 11.33% | 2.5 |
|
| 1970 |
1970
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $11.1億 | -$2.13億 | -16% | 3.6% | 143% | 359 | 42.9% | 1.3 |
|
| 1971 |
1971
Melqart Asset Management
London,
United Kingdom
| $11.1億 | -$1.29億 | -10% | 2.37% | 250% | 68 | 45.59% | 0.6 |
|
| 1972 |
1972
RKL Wealth Management
Lancaster,
Pennsylvania
| $11.1億 | +$6763万 | +7% | 5.96% | 76.8% | 165 | 14.55% | 5 |
|
| 1973 |
1973
Gillson Capital
Chicago,
Illinois
| $11億 | +$6363万 | +6% | 16.6% | 84.9% | 92 | 69.57% | 0.3 |
|
| 1974 |
1974
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $11億 | +$4.72億 | +75% | 1.49% | 25.8% | 114 | 67.54% | 0.3 |
|
| 1975 |
1975
Lyell Wealth Management
Menlo Park,
California
| $11億 | +$5243万 | +5% | 5.53% | 128% | 208 | 4.81% | 3.9 |
|