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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Capital Advantage
Walnut Creek,
California
| $4.09億 | +$2099万 | +5% | 0.6% | 49.2% | 83 | 16.87% | 2.7 |
|
| 2352 |
2352
Stearns Financial Services Group
Greensboro,
North Carolina
| $4.09億 | -$984万 | -2% | 1.28% | 26.1% | 132 | 6.82% | 3.7 |
|
| 2353 |
2353
Crescent Grove Advisors
Lake Forest,
Illinois
| $4.08億 | +$1001万 | +3% | 0.19% | 64.1% | 161 | 16.77% | 0.6 |
|
| 2354 |
2354
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $4.08億 | -$787万 | -2% | 1.06% | 50.4% | 13 | 15.38% | 2.5 |
|
| 2355 |
2355
Glendon Capital Management
Santa Monica,
California
| $4.08億 | -$1846万 | -4% | 7.8% | 142% | 32 | 15.63% | 1.7 |
|
| 2356 |
2356
CWA Asset Management Group
Naples,
Florida
| $4.06億 | +$2796万 | +7% | 0.75% | – | 201 | 17.91% | 1.3 |
|
| 2357 |
2357
Shepherd Financial Partners
Winchester,
Massachusetts
| $4.06億 | -$2000万 | -5% | 0.53% | 78% | 119 | 14.29% | 1 |
|
| 2358 |
2358
Segantii Capital Management
Hong Kong
| $4.06億 | +$8006万 | +25% | 0.27% | 33.1% | 64 | 79.69% | 0.2 |
|
| 2359 |
2359
Van Cleef Asset Management
Beachwood,
Ohio
| $4.06億 | -$5万 | -0% | 0.13% | 104% | 114 | 7.02% | 3.5 |
|
| 2360 |
2360
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| $4.05億 | -$3513万 | -8% | 0.14% | 24.6% | 1,438 | 52.85% | 0.6 |
|
| 2361 |
2361
GVO Asset Management
Zug,
Switzerland
| $4.05億 | -$2876万 | -7% | 1.31% | 71.2% | 26 | 50% | 0.8 |
|
| 2362 |
2362
Orgel Wealth Management
Altoona,
Wisconsin
| $4.04億 | -$908万 | -2% | 0.71% | 39.6% | 48 | 22.92% | 0.9 |
|
| 2363 |
2363
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $4.04億 | -$779万 | -2% | 1.26% | 73.7% | 110 | 10.91% | 1.6 |
|
| 2364 |
3C
2364
361 Capital
Denver,
Colorado
| $4.04億 | +$10.7万 | +0% | 4.26% | 118% | 384 | 71.09% | 0.2 |
|
| 2365 |
2365
Northcape Capital
Sydney,
Australia
| $4.03億 | +$600万 | +2% | 4.78% | – | 12 | 0% | 1.2 |
|
| 2366 |
JC
2366
Joho Capital
New York
| $4.02億 | +$1378万 | +4% | 1.57% | 80.2% | 9 | 55.56% | 1.5 |
|
| 2367 |
2367
Kingsview Wealth Management
Grants Pass,
Oregon
| $4.02億 | +$1.22億 | +44% | 0.07% | 71.5% | 442 | 29.41% | 0.7 |
|
| 2368 |
2368
Segment Wealth Management
Houston,
Texas
| $4.02億 | -$1160万 | -3% | 1.46% | 108% | 221 | 19.91% | 2.5 |
|
| 2369 |
2369
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $4.02億 | +$1.01億 | +34% | 1.46% | 602% | 18 | 33.33% | 1 |
|
| 2370 |
2370
Raub Brock Capital Management
Larkspur,
California
| $4.02億 | -$210万 | -0.5% | 0.46% | 54.7% | 47 | 19.15% | 2.5 |
|
| 2371 |
2371
Laffer Tengler Investments
Nashville,
Tennessee
| $4.02億 | +$258万 | +0.6% | 0.4% | 96.5% | 269 | 49.44% | 1.1 |
|
| 2372 |
2372
Maple Capital Management
Montpelier,
Vermont
| $4.01億 | +$1240万 | +3% | 1.65% | 100% | 147 | 12.24% | 3.1 |
|
| 2373 |
2373
Stairway Partners
Chicago,
Illinois
| $4.01億 | -$205万 | -0.5% | 0.43% | 48.1% | 9 | 0% | 4.4 |
|
| 2374 |
2374
Fiduciary Trust International
Lincoln,
Massachusetts
| $4.01億 | -$81.5万 | -0.2% | 1.8% | 36.8% | 103 | 6.8% | 1.9 |
|
| 2375 |
2375
Berkshire Money Management
Dalton,
Massachusetts
| $4.01億 | +$112万 | +0.3% | 0.75% | 61.8% | 28 | 21.43% | 2.1 |
|