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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
Discerene Group
Stamford,
Connecticut
| $10.6億 | -$1.14億 | -10% | 9.51% | 48.6% | 13 | 0% | 4 |
|
| 2302 |
2302
KWB Wealth
Redlands,
California
| $10.6億 | +$1.51億 | +17% | 1.95% | 54.8% | 190 | 30.53% | 2 |
|
| 2303 |
2303
Carret Asset Management
New York
| $10.5億 | +$2559万 | +2% | 5.09% | 94.4% | 300 | 6% | 7.9 |
|
| 2304 |
2304
Pictet North America Advisors
Geneva 73,
Switzerland
| $10.5億 | -$1463万 | -1% | 2.47% | 67.7% | 152 | 5.26% | 4.5 |
|
| 2305 |
2305
Southeast Asset Advisors
Thomasville,
Georgia
| $10.5億 | +$1.35億 | +15% | 8.91% | 91.5% | 228 | 13.16% | 4 |
|
| 2306 |
2306
MASTERINVEST Kapitalanlage
Vienna,
| $10.5億 | +$2735万 | +3% | 4.64% | – | 288 | 11.11% | 0.5 |
|
| 2307 |
2307
Triad Wealth Partners
Lawrence,
Kansas
| $10.5億 | +$2.77億 | +36% | 1.81% | – | 487 | 30.39% | 0.6 |
|
| 2308 |
2308
Summit Partners
Boston,
Massachusetts
| $10.5億 | +$1.27億 | +14% | 17.6% | 23.2% | 8 | 0% | 5.1 |
|
| 2309 |
2309
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $10.5億 | +$7.36億 | +234% | 0.02% | 47.9% | 29 | 55.17% | 0.8 |
|
| 2310 |
2310
Parkman Healthcare Partners
Stamford,
Connecticut
| $10.5億 | +$9177万 | +10% | 26.9% | 306% | 111 | 27.93% | 1.4 |
|
| 2311 |
2311
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $10.5億 | +$1275万 | +1% | 1.2% | 75.6% | 284 | 7.04% | 2.3 |
|
| 2312 |
AH
2312
Allen Holding
New York
| $10.5億 | -$1044万 | -1% | 1.87% | 135% | 9 | 0% | 7.9 |
|
| 2313 |
2313
Three Seasons Wealth
Salt Lake City,
Utah
| $10.5億 | +$4175万 | +4% | 4.24% | 156% | 223 | 38.12% | 0.9 |
|
| 2314 |
2314
Cornerstone Advisory
Hunt Valley,
Maryland
| $10.5億 | +$3055万 | +3% | 2.04% | 53.5% | 259 | 9.65% | 4.8 |
|
| 2315 |
2315
Berkshire Money Management
Dalton,
Massachusetts
| $10.5億 | +$7662万 | +8% | 1.99% | 61.8% | 132 | 64.39% | 1.4 |
|
| 2316 |
SC
2316
Shellback Capital
Boston,
Massachusetts
| $10.5億 | -$5.3億 | -34% | 8.43% | 198% | 130 | 54.62% | 1.1 |
|
| 2317 |
2317
Octavia Wealth Advisors
Cincinnati,
Ohio
| $10.5億 | +$4207万 | +4% | 2.71% | 67.9% | 272 | 13.24% | 2.9 |
|
| 2318 |
2318
Spirepoint Private Client
Vero Beach,
Florida
| $10.5億 | +$9519万 | +10% | 4.45% | – | 325 | 17.54% | 1.1 |
|
| 2319 |
2319
CCM Investment Advisers
Columbia,
South Carolina
| $10.4億 | +$2948万 | +3% | 5.96% | 170% | 98 | 14.29% | 4.6 |
|
| 2320 |
2320
Marks Group Wealth Management
Minnetonka,
Minnesota
| $10.4億 | -$3185万 | -3% | 0.8% | 62.8% | 342 | 16.96% | 3.2 |
|
| 2321 |
2321
Penn Davis McFarland
Dallas,
Texas
| $10.4億 | +$7617万 | +8% | 7.66% | 100% | 77 | 3.9% | 4.3 |
|
| 2322 |
2322
Limestone Investment Advisors
New York
| $10.4億 | -$2.19億 | -17% | 0.1% | – | 680 | 57.79% | 0.3 |
|
| 2323 |
2323
Randolph Company
Cincinnati,
Ohio
| $10.4億 | +$1405万 | +1% | 2.18% | 127% | 45 | 11.11% | 4.7 |
|
| 2324 |
2324
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $10.4億 | -$18.9万 | -0% | 2.29% | 59.5% | 973 | 20.66% | 1.1 |
|
| 2325 |
2325
SG Capital Management
Chicago,
Illinois
| $10.4億 | -$8018万 | -7% | 2.7% | 250% | 96 | 73.96% | 0.2 |
|