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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Penn Capital Management
Philadelphia,
Pennsylvania
| $12.5億 | -$4668万 | -4% | 1.76% | 181% | 200 | 32.5% | 1.5 |
|
| 2077 |
2077
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $12.5億 | +$8281万 | +7% | 5.41% | 145% | 226 | 14.16% | 3.1 |
|
| 2078 |
2078
Kopernik Global Investors
Tampa,
Florida
| $12.5億 | +$2482万 | +2% | 10.6% | 128% | 31 | 22.58% | 3.7 |
|
| 2079 |
2079
RMR Wealth Builders
Montclair,
New Jersey
| $12.5億 | +$5502万 | +5% | 2.27% | 91.7% | 302 | 15.56% | 3 |
|
| 2080 |
2080
MBL Wealth
Charlotte,
North Carolina
| $12.5億 | +$1.03億 | +9% | 1.84% | 52.7% | 300 | 19.33% | 2 |
|
| 2081 |
2081
Guardian Partners
Toronto,
Canada
| $12.5億 | +$6585万 | +6% | 5.54% | – | 230 | 34.78% | 0.7 |
|
| 2082 |
2082
Callodine Capital Management
Boston,
Massachusetts
| $12.5億 | +$1.04億 | +9% | 2.26% | 53.8% | 62 | 30.65% | 1.5 |
|
| 2083 |
2083
Central Securities
New York
| $12.4億 | +$2905万 | +2% | 4.93% | 90.2% | 29 | 0% | 7.5 |
|
| 2084 |
2084
Bangor Savings Bank
Bangor,
Maine
| $12.4億 | +$4277万 | +4% | 2.37% | 54.6% | 629 | 18.6% | 3.9 |
|
| 2085 |
2085
Advisor OS
Chicago,
Illinois
| $12.4億 | +$8256万 | +7% | 1.74% | 61.2% | 535 | 18.13% | 2 |
|
| 2086 |
KPF
2086
K2 Principal Fund
Toronto,
Ontario, Canada
| $12.4億 | +$976万 | +0.8% | 1.51% | 76.5% | 481 | 43.66% | 0.4 |
|
| 2087 |
2087
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $12.4億 | +$1.12億 | +10% | 11.7% | 94.5% | 27 | 29.63% | 2.5 |
|
| 2088 |
2088
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $12.4億 | +$3792万 | +3% | 1.54% | – | 73 | 21.92% | 2.1 |
|
| 2089 |
2089
Titleist Asset Management
San Antonio,
Texas
| $12.4億 | +$9353万 | +8% | 0.7% | 101% | 399 | 26.07% | 1.4 |
|
| 2090 |
2090
J.L. Bainbridge & Co
Sarasota,
Florida
| $12.4億 | +$4006万 | +3% | 8.02% | 118% | 113 | 10.62% | 3.5 |
|
| 2091 |
2091
Tweedy, Browne Co
Stamford,
Connecticut
| $12.4億 | +$8715万 | +8% | 6.44% | 70.3% | 101 | 8.91% | 3.7 |
|
| 2092 |
2092
TCV Trust & Wealth Management
Richmond,
Virginia
| $12.4億 | +$4424万 | +4% | 1.31% | 75.3% | 234 | 7.26% | 6.6 |
|
| 2093 |
2093
LRI Investments
Palm Beach Gardens,
Florida
| $12.4億 | +$1644万 | +1% | 2.67% | – | 1,424 | 12.92% | 1.3 |
|
| 2094 |
2094
Condor Capital Management
Martinsville,
New Jersey
| $12.4億 | +$1527万 | +1% | 1.85% | 58.2% | 192 | 7.81% | 5.6 |
|
| 2095 |
2095
J.M. Forbes & Co
Boston,
Massachusetts
| $12.4億 | +$3172万 | +3% | 3.9% | 112% | 144 | 4.86% | 6.8 |
|
| 2096 |
KL
2096
KIM LLC
Wichita,
Kansas
| $12.3億 | +$8987万 | +8% | 3.62% | 51.1% | 77 | 3.9% | 0.9 |
|
| 2097 |
2097
Quent Long Short Global Small Cap Fund
New York
| $12.3億 | – | – | 2.7% | – | 298 | – | 0 |
|
| 2098 |
2098
Stadion Money Management
Watkinsville,
Georgia
| $12.3億 | -$1855万 | -1% | 1.86% | 55.3% | 28 | 25% | 2.6 |
|
| 2099 |
2099
Sone Capital Management
New York
| $12.3億 | +$3764万 | +3% | 4.31% | – | 128 | 46.88% | 0.5 |
|
| 2100 |
2100
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $12.3億 | +$6771万 | +6% | 2.38% | 70.8% | 28 | 17.86% | 1.7 |
|