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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Coliseum Capital Management
Rowayton,
Connecticut
| $10.3億 | -$8793万 | -8% | 6.5% | 41.1% | 16 | 25% | 3 |
|
| 2052 |
2052
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $10.3億 | +$5969万 | +6% | 6.28% | 62.2% | 241 | 7.47% | 4.2 |
|
| 2053 |
2053
Connors Investor Services
Wyomissing,
Pennsylvania
| $10.3億 | +$7219万 | +8% | 9.71% | 125% | 168 | 14.88% | 4.8 |
|
| 2054 |
2054
Amica Mutual Insurance
Providence,
Rhode Island
| $10.3億 | +$2620万 | +3% | 6.47% | 80.4% | 138 | 7.25% | 4.1 |
|
| 2055 |
2055
LRI Investments
Palm Beach Gardens,
Florida
| $10.3億 | +$1.52億 | +17% | 11.5% | – | 1,219 | 13.04% | 0.4 |
|
| 2056 |
2056
Central Securities
New York
| $10.3億 | +$1569万 | +2% | 7.05% | 90.2% | 28 | 3.57% | 7.7 |
|
| 2057 |
AL
2057
Arnhold LLC
New York
| $10.3億 | +$8321万 | +9% | 9.98% | 164% | 122 | 11.48% | 4.2 |
|
| 2058 |
2058
AIP LLC
New York
| $10.3億 | -$380万 | -0.4% | 15.8% | 54.9% | 5 | 40% | 1 |
|
| 2059 |
SCM
2059
SIR Capital Management
New York
| $10.3億 | +$2268万 | +2% | 2.25% | 71.1% | 92 | 41.3% | 0.9 |
|
| 2060 |
2060
First Nebraska Trust
Lincoln,
Nebraska
| $10.3億 | +$5777万 | +6% | 6.87% | 67.9% | 201 | 5.47% | 6 |
|
| 2061 |
2061
Taurus Asset Management
New York
| $10.3億 | +$4009万 | +4% | 5.33% | 26.9% | 93 | 9.68% | 7.2 |
|
| 2062 |
2062
Wellesley Asset Management
Portsmouth,
New Hampshire
| $10.3億 | +$8235万 | +9% | 0% | 0% | 49 | 0% | 0.9 |
|
| 2063 |
2063
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $10.3億 | +$8267万 | +9% | 5.12% | 44.7% | 177 | 14.12% | 4.5 |
|
| 2064 |
2064
Callahan Advisors
Houston,
Texas
| $10.3億 | +$6461万 | +7% | 8.1% | 87.7% | 149 | 5.37% | 6.2 |
|
| 2065 |
2065
GDS Wealth Management
Flower Mound,
Texas
| $10.3億 | +$1.15億 | +13% | 5.5% | 82.2% | 175 | 25.14% | 1.6 |
|
| 2066 |
2066
Petrus Trust Company
Dallas,
Texas
| $10.3億 | -$4510万 | -4% | 7.58% | 36.9% | 788 | 58.88% | 0.6 |
|
| 2067 |
2067
Verus Capital Partners
Scottsdale,
Arizona
| $10.2億 | +$5769万 | +6% | 4.87% | 139% | 382 | 14.4% | 2.6 |
|
| 2068 |
2068
Transamerica Financial Advisors
St. Petersburg,
Florida
| $10.2億 | +$8799万 | +9% | 4.88% | 77.1% | 668 | 28.59% | 2.3 |
|
| 2069 |
2069
J.M. Forbes & Co
Boston,
Massachusetts
| $10.2億 | +$4800万 | +5% | 5.93% | 112% | 139 | 5.04% | 5.9 |
|
| 2070 |
2070
CVC Management Holdings II
St. Helier,
Jersey
| $10.2億 | +$1.37億 | +15% | 16% | – | 4 | 0% | 0.5 |
|
| 2071 |
2071
Soltis Investment Advisors
St. George,
Utah
| $10.2億 | +$7827万 | +8% | 5.75% | 80.8% | 382 | 17.8% | 2.3 |
|
| 2072 |
2072
Palisade Asset Management
Minneapolis,
Minnesota
| $10.2億 | +$5416万 | +6% | 9.62% | 61.8% | 199 | 5.03% | 7.2 |
|
| 2073 |
2073
Verity & Verity
Beaufort,
South Carolina
| $10.2億 | +$1.03億 | +11% | 10.2% | 90.4% | 123 | 13.01% | 4.8 |
|
| 2074 |
2074
Sunbelt Securities
Houston,
Texas
| $10.2億 | +$4224万 | +4% | 5.57% | 83.5% | 1,926 | 11.99% | 1.9 |
|
| 2075 |
2075
Nexus Investment Management
Toronto,
Ontario, Canada
| $10.2億 | +$6762万 | +7% | 7.51% | 93.5% | 76 | 7.89% | 7.2 |
|