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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
2026
AltraVue Capital
Bellevue,
Washington
| $8.5億 | +$1727万 | +2% | 7.6% | 221% | 30 | 3.33% | 3.2 |
|
| 2027 |
2027
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $8.5億 | +$4891万 | +6% | 9.34% | 88.1% | 123 | 9.76% | 1.4 |
|
| 2028 |
2028
Creative Financial Designs
Kokomo,
Indiana
| $8.5億 | +$8597万 | +11% | 4.36% | 56.2% | 1,525 | 12.2% | 2.5 |
|
| 2029 |
2029
Banc Funds Company
Chicago,
Illinois
| $8.49億 | -$8731万 | -9% | 4.35% | 69% | 160 | 4.38% | 5.4 |
|
| 2030 |
2030
Woodstock Corp
Boston,
Massachusetts
| $8.47億 | +$6333万 | +8% | 9.95% | 115% | 174 | 5.75% | 6.8 |
|
| 2031 |
2031
RVW Wealth
Los Angeles,
California
| $8.47億 | +$4087万 | +5% | 4.83% | 65.8% | 163 | 12.88% | 2.2 |
|
| 2032 |
2032
Tran Capital Management
San Rafael,
California
| $8.47億 | +$4521万 | +6% | 11.5% | 173% | 42 | 11.9% | 2.6 |
|
| 2033 |
2033
NEPC LLC
Boston,
Massachusetts
| $8.47億 | +$5.18億 | +157% | 2.24% | 21.3% | 40 | 42.5% | 1.7 |
|
| 2034 |
2034
Broad Run Investment Management
Arlington,
Virginia
| $8.45億 | +$613万 | +0.7% | 10.9% | 202% | 26 | 3.85% | 5.1 |
|
| 2035 |
2035
RKL Wealth Management
Lancaster,
Pennsylvania
| $8.45億 | +$5326万 | +7% | 5.72% | 76.8% | 137 | 8.76% | 5.2 |
|
| 2036 |
2036
Plante Moran Financial Advisors
Southfield,
Michigan
| $8.45億 | +$1.13億 | +15% | 6.08% | 62.8% | 876 | 19.98% | 4.7 |
|
| 2037 |
2037
Kintegral Advisory
New York
| $8.44億 | +$6996万 | +9% | 10.5% | 143% | 265 | 5.66% | 3.2 |
|
| 2038 |
2038
WBH Advisory
Baltimore,
Maryland
| $8.44億 | +$4313万 | +5% | 5.86% | 57.6% | 307 | 6.51% | 5.7 |
|
| 2039 |
SC
2039
Sasco Capital
Fairfield,
Connecticut
| $8.43億 | +$3050万 | +4% | 5.81% | 15.5% | 57 | 12.28% | 3.5 |
|
| 2040 |
2040
EnCap Energy Capital Fund XI
Houston,
Texas
| $8.43億 | +$5.85億 | +227% | 6.97% | 21% | 2 | 50% | 0.4 |
|
| 2041 |
2041
Global Endowment Management
Charlotte,
North Carolina
| $8.42億 | -$9727万 | -10% | 2.46% | 46.1% | 104 | 19.23% | 3.7 |
|
| 2042 |
2042
Private Capital Management (Florida)
Naples,
Florida
| $8.41億 | -$1854万 | -2% | 5.87% | 118% | 161 | 32.3% | 1.7 |
|
| 2043 |
2043
Jacobs & Co
San Francisco,
California
| $8.41億 | +$3102万 | +4% | 7.91% | 105% | 126 | 6.35% | 6.8 |
|
| 2044 |
2044
Marks Group Wealth Management
Minnetonka,
Minnesota
| $8.41億 | +$5821万 | +7% | 6.72% | 62.8% | 289 | 9.69% | 2.2 |
|
| 2045 |
2045
Central Securities
New York
| $8.41億 | +$3925万 | +5% | 7.35% | 90.2% | 26 | 0% | 7 |
|
| 2046 |
BIC
2046
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $8.41億 | +$9004万 | +12% | 3.68% | 36% | 165 | 13.94% | 5.4 |
|
| 2047 |
2047
Aperture Investors
New York
| $8.4億 | +$1.17億 | +16% | 11.3% | 211% | 92 | 28.26% | 1.2 |
|
| 2048 |
2048
Avala Global
New York
| $8.4億 | +$2.29億 | +37% | 21.4% | 552% | 16 | 25% | 0.4 |
|
| 2049 |
2049
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $8.4億 | +$2063万 | +3% | 3.16% | 44.7% | 159 | 10.06% | 4.2 |
|
| 2050 |
2050
Criteria Caixa
Barcelona,
Spain
| $8.4億 | -$473万 | -0.6% | 3.82% | 35.5% | 52 | 30.77% | 1.9 |
|