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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $8.55億 | +$4991万 | +6% | 7.65% | 83.4% | 411 | 16.79% | 4.8 |
|
| 2452 |
2452
Mason Street Advisors
Milwaukee,
Wisconsin
| $8.55億 | +$6837万 | +9% | 3.57% | 32% | 15 | 13.33% | 2.8 |
|
| 2453 |
2453
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $8.53億 | +$1.11億 | +15% | 11.8% | 95.9% | 273 | 12.82% | 2.9 |
|
| 2454 |
2454
Rock Creek Group
Washington,
District of Columbia
| $8.53億 | +$861万 | +1% | 4.58% | 37.2% | 61 | 45.9% | 1.5 |
|
| 2455 |
2455
Curated Wealth Partners
El Segundo,
California
| $8.53億 | +$7982万 | +10% | 10.3% | 39.9% | 169 | 17.16% | 0.7 |
|
| 2456 |
2456
Ashford Capital Management
Wilmington,
Delaware
| $8.51億 | +$7562万 | +10% | 11.9% | 150% | 108 | 13.89% | 4.4 |
|
| 2457 |
PFMOSF
2457
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $8.51億 | +$3.4億 | +67% | 15.3% | 209% | 81 | 72.84% | 0.3 |
|
| 2458 |
2458
U.S. Global Investors (USGI)
San Antonio,
Texas
| $8.5億 | +$9295万 | +12% | 9.44% | 151% | 161 | 28.57% | 2.1 |
|
| 2459 |
2459
Cooper Financial Group
Irvine,
California
| $8.5億 | +$9109万 | +12% | 10.8% | 87.2% | 417 | 19.42% | 2.6 |
|
| 2460 |
2460
HCR Wealth Advisors
Los Angeles,
California
| $8.5億 | +$8155万 | +11% | 11.1% | 107% | 245 | 9.39% | 4.1 |
|
| 2461 |
2461
Tran Capital Management
San Rafael,
California
| $8.5億 | +$1.06億 | +14% | 22.4% | 173% | 71 | 12.68% | 2.6 |
|
| 2462 |
2462
Portland Global Advisors
Portland,
Maine
| $8.49億 | +$5567万 | +7% | 7.88% | 43.4% | 141 | 8.51% | 6.3 |
|
| 2463 |
2463
Broad Bay Capital Management
New York
| $8.49億 | +$1.67億 | +24% | 16.2% | 338% | 32 | 62.5% | 1.4 |
|
| 2464 |
2464
L.J. Altfest & Co
New York
| $8.48億 | +$5055万 | +6% | 9.09% | 90.3% | 372 | 25% | 3.6 |
|
| 2465 |
2465
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $8.48億 | +$7901万 | +10% | 7.44% | 53.4% | 132 | 18.94% | 1.7 |
|
| 2466 |
2466
Turtle Creek Wealth Advisors
Dallas,
Texas
| $8.47億 | +$1.77億 | +26% | 10.6% | 112% | 270 | 56.67% | 0.4 |
|
| 2467 |
PGCM
2467
Prescott Group Capital Management
Tulsa,
Oklahoma
| $8.47億 | +$1.58億 | +23% | 17% | 148% | 266 | 17.29% | 2.4 |
|
| 2468 |
2468
Griffin Asset Management
New York
| $8.47億 | +$2996万 | +4% | 9.43% | 88.9% | 221 | 16.29% | 5.7 |
|
| 2469 |
2469
Providence Equity Partners
Providence,
Rhode Island
| $8.47億 | +$7610万 | +10% | 10.4% | 12.4% | 3 | 0% | 3.8 |
|
| 2470 |
2470
Polymer Capital Management
New York
| $8.46億 | +$4.59億 | +118% | 16.2% | – | 805 | 65.47% | 0.2 |
|
| 2471 |
2471
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $8.46億 | +$6713万 | +9% | 12.7% | 127% | 450 | 4.22% | 8.1 |
|
| 2472 |
2472
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $8.46億 | +$9372万 | +12% | 9.41% | 62.2% | 148 | 8.78% | 3.5 |
|
| 2473 |
2473
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $8.46億 | +$3.62億 | +75% | 19% | 1,119% | 60 | 16.67% | 1.2 |
|
| 2474 |
2474
Great Lakes Retirement
Sandusky,
Ohio
| $8.44億 | +$8106万 | +11% | 11.6% | 108% | 220 | 16.36% | 2.4 |
|
| 2475 |
2475
Steel Grove Capital Advisors
Memphis,
Tennessee
| $8.44億 | +$1.83億 | +28% | 12.8% | 106% | 194 | 21.13% | 3.3 |
|