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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
John G. Ullman & Associates
Corning,
New York
| $6.23億 | -$9857万 | -14% | 9.73% | 156% | 177 | 16.38% | 3.5 |
|
| 2302 |
2302
Tompkins Financial
Ithaca,
New York
| $6.22億 | -$8715万 | -12% | 10.9% | 84.4% | 627 | 9.57% | 3.3 |
|
| 2303 |
2303
CCM Investment Advisers
Columbia,
South Carolina
| $6.22億 | -$1.11億 | -15% | 14.3% | 170% | 68 | 7.35% | 4.3 |
|
| 2304 |
2304
Advocacy Wealth Management Services
Atlanta,
Georgia
| $6.22億 | +$4676万 | +8% | 9.11% | 48.3% | 211 | 35.07% | 2.7 |
|
| 2305 |
HVM
2305
Harvest Volatility Management
Norwalk,
Connecticut
| $6.21億 | -$2.64億 | -30% | 19.8% | 24.3% | 141 | 1.42% | 1.1 |
|
| 2306 |
PWMAG
2306
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $6.2億 | -$7377万 | -11% | 13.2% | 90.7% | 311 | 18.65% | 3 |
|
| 2307 |
2307
Essex Investment Management
Boston,
Massachusetts
| $6.19億 | -$1.83億 | -23% | 17.2% | 370% | 451 | 19.51% | 2.6 |
|
| 2308 |
2308
Resources Management Corp
West Hartford,
Connecticut
| $6.19億 | -$9688万 | -14% | 12.2% | 78.5% | 535 | 7.29% | 2.8 |
|
| 2309 |
2309
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $6.18億 | -$3180万 | -5% | 13.5% | 58% | 204 | 29.9% | 0.4 |
|
| 2310 |
LP
2310
LGL Partners
Philadelphia,
Pennsylvania
| $6.18億 | -$1.29億 | -17% | 14.8% | 68.9% | 106 | 10.38% | 3 |
|
| 2311 |
2311
Arosa Capital Management
Miami Beach,
Florida
| $6.17億 | +$3261万 | +6% | 15.4% | 536% | 91 | 61.54% | 0.3 |
|
| 2312 |
2312
Aozora Bank
Tokyo,
Japan
| $6.16億 | +$2.87億 | +87% | 10% | 5.45% | 4 | 50% | 2.2 |
|
| 2313 |
PAM
2313
Private Asset Management
San Diego,
California
| $6.16億 | -$1.22億 | -17% | 14.1% | 38.2% | 148 | 5.41% | 5.2 |
|
| 2314 |
2314
Hills Bank & Trust
North Liberty,
Iowa
| $6.15億 | -$8664万 | -12% | 14.6% | 52.8% | 267 | 11.61% | 4.2 |
|
| 2315 |
2315
Vista Capital Partners
Portland,
Oregon
| $6.14億 | -$1.58億 | -20% | 16.1% | 61.2% | 98 | 22.45% | 4.4 |
|
| 2316 |
2316
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $6.14億 | -$1.26億 | -17% | 13.4% | 127% | 501 | 5.19% | 5.6 |
|
| 2317 |
2317
Financial Synergies Wealth Advisors
Houston,
Texas
| $6.14億 | -$2122万 | -3% | 14.8% | 79% | 495 | 88.28% | 0.3 |
|
| 2318 |
2318
Lyell Wealth Management
Menlo Park,
California
| $6.13億 | -$1.64億 | -21% | 19.6% | 128% | 203 | 8.37% | 2.8 |
|
| 2319 |
2319
Makena Capital Management
Menlo Park,
California
| $6.13億 | -$2.11億 | -26% | 21.6% | 78.7% | 48 | 16.67% | 1.3 |
|
| 2320 |
2320
Permian Investment Partners
Dallas,
Texas
| $6.13億 | -$2.22億 | -27% | 17.7% | 78.6% | 21 | 47.62% | 1.2 |
|
| 2321 |
2321
Mane Global Capital Management
New York
| $6.13億 | +$7904万 | +15% | 8.99% | 423% | 43 | 76.74% | 0.2 |
|
| 2322 |
2322
Fort Point Capital Partners
San Francisco,
California
| $6.12億 | -$1.05億 | -15% | 14.4% | 62.2% | 308 | 17.21% | 2.2 |
|
| 2323 |
2323
St. James Investment Company
Southlake,
Texas
| $6.12億 | -$4351万 | -7% | 10.9% | 43.8% | 29 | 0% | 3 |
|
| 2324 |
2324
Red Cedar Investment Management
Grand Rapids,
Michigan
| $6.11億 | -$1.06億 | -15% | 13.4% | 81.4% | 96 | 14.58% | 1.5 |
|
| 2325 |
2325
Heritage Trust
Oklahoma City,
Oklahoma
| $6.11億 | -$9676万 | -14% | 13.3% | – | 261 | 13.41% | 3.4 |
|