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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
ParenteBeard Wealth Management
York,
Pennsylvania
| $2.02億 | -$5288万 | -21% | 1.13% | – | 113 | 13.27% | 0.7 |
|
| 2702 |
2702
1492 Capital Management
Milwaukee,
Wisconsin
| $2.02億 | +$1578万 | +8% | 6.57% | 332% | 169 | 43.79% | 0.2 |
|
| 2703 |
2703
Harrison Street Securities
Chicago,
Illinois
| $2.01億 | +$427万 | +2% | 6.97% | 41.2% | 35 | 34.29% | 0.4 |
|
| 2704 |
PCP
2704
Perimeter Capital Partners
Atlanta,
Georgia
| $2.01億 | -$206万 | -1% | 3.09% | – | 214 | 32.71% | 0.5 |
|
| 2705 |
2705
Hilltop Holdings
Dallas,
Texas
| $2.01億 | +$518万 | +3% | 3.42% | 96.7% | 253 | 22.53% | 0.6 |
|
| 2706 |
2706
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $2.01億 | +$940万 | +5% | 2% | 12.8% | 159 | 18.87% | 0.6 |
|
| 2707 |
2707
Keating Investment Counselors
Delray Beach,
Florida
| $2.01億 | +$457万 | +2% | 1.25% | 50% | 55 | 3.64% | 0.7 |
|
| 2708 |
2708
Univest Financial
Souderton,
Pennsylvania
| $2.01億 | -$230万 | -1% | 2.02% | 82.6% | 82 | 8.54% | 0.7 |
|
| 2709 |
BCM
2709
Bodri Capital Management
San Francisco,
California
| $2億 | -$597万 | -3% | 13.4% | – | 75 | 65.33% | 0.3 |
|
| 2710 |
2710
American National Registered Investment Advisor
Galveston,
Texas
| $2億 | +$228万 | +1% | 2.07% | 95.8% | 224 | 1.79% | 0.7 |
|
| 2711 |
KCP
2711
Kenmare Capital Partners
New York
| $2億 | -$3246万 | -14% | 0.32% | 48.8% | 16 | 12.5% | 0.6 |
|
| 2712 |
WCMN
2712
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $1.99億 | +$1303万 | +7% | 1.17% | 121% | 70 | 27.14% | 0.7 |
|
| 2713 |
2713
NFC Investments
Memphis,
Tennessee
| $1.99億 | +$765万 | +4% | 0.45% | – | 43 | 13.95% | 0.7 |
|
| 2714 |
KAS
2714
Kemnay Advisory Services
New York
| $1.99億 | +$5817万 | +41% | 0.66% | 167% | 42 | 71.43% | 0.2 |
|
| 2715 |
2715
Lattice Strategies
Wayne,
Pennsylvania
| $1.99億 | +$1511万 | +8% | 1.39% | 19.9% | 107 | 9.35% | 0.7 |
|
| 2716 |
2716
La Francaise Forum Securities
Old Greenwich,
Connecticut
| $1.99億 | +$2324万 | +13% | 8.53% | 29.8% | 56 | 12.5% | 0.6 |
|
| 2717 |
2717
Whitney & Co
Rochester,
New York
| $1.99億 | +$1738万 | +10% | 2.3% | 93.2% | 108 | 12.04% | 0.6 |
|
| 2718 |
SKP
2718
Sanborn Kilcollin Partners
Chicago,
Illinois
| $1.98億 | +$642万 | +3% | 1.8% | – | 20 | 5% | 0.7 |
|
| 2719 |
MA
2719
Marshwinds Advisory
St Simons Island,
Georgia
| $1.98億 | +$913万 | +5% | 2% | 32.9% | 150 | 8% | 0.7 |
|
| 2720 |
2720
McRae Capital Management
Morristown,
New Jersey
| $1.98億 | +$323万 | +2% | 0.07% | 78.2% | 80 | 7.5% | 0.7 |
|
| 2721 |
2721
Old Second National Bank of Aurora
Aurora,
Illinois
| $1.98億 | -$4495万 | -19% | 2.03% | 93.7% | 284 | 15.85% | 0.7 |
|
| 2722 |
2722
ASA Gold & Precious Metals
Portland,
Maine
| $1.97億 | +$1639万 | +9% | 11.1% | 7.34% | 17 | 0% | 0.8 |
|
| 2723 |
WFG
2723
Windsor Financial Group
Minneapolis,
Minnesota
| $1.97億 | +$1686万 | +9% | 3.25% | 15.3% | 77 | 9.09% | 0.7 |
|
| 2724 |
2724
West Coast Financial
Santa Barbara,
California
| $1.97億 | +$336万 | +2% | 1.51% | 22.2% | 92 | 5.43% | 0.7 |
|
| 2725 |
2725
Renaissance Investment Group
Lenox,
Massachusetts
| $1.97億 | +$13.2万 | +0.1% | 1.23% | 99.6% | 73 | 2.74% | 0.7 |
|