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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $5.23億 | +$8402万 | +19% | 0.35% | 117% | 245 | 20.82% | 3.2 |
|
| 2777 |
2777
East Coast Asset Management
Essex,
Massachusetts
| $5.23億 | -$358万 | -0.7% | 0.35% | 167% | 66 | 1.52% | 6.7 |
|
| 2778 |
2778
TrinityPoint Wealth
Milford,
Connecticut
| $5.23億 | +$3357万 | +7% | 0.83% | 28.4% | 319 | 22.26% | 1.5 |
|
| 2779 |
2779
Ascent Wealth Partners
New Hartford,
New York
| $5.23億 | -$153万 | -0.3% | 0.62% | 105% | 152 | 5.26% | 3.6 |
|
| 2780 |
2780
Salesforce Inc
San Francisco,
California
| $5.22億 | -$4.12億 | -44% | 26.1% | 33.9% | 7 | 42.86% | 0.4 |
|
| 2781 |
2781
Dillon & Associates
Jackson,
Michigan
| $5.22億 | +$1138万 | +2% | 2.72% | 117% | 72 | 1.39% | 5.6 |
|
| 2782 |
2782
Buffington Mohr McNeal
Boise,
Idaho
| $5.22億 | +$1171万 | +2% | 1.41% | 29.3% | 124 | 5.65% | 4.2 |
|
| 2783 |
2783
Alaska Wealth Advisors
Anchorage,
Alaska
| $5.21億 | +$892万 | +2% | 0.89% | 44.3% | 48 | 2.08% | 2 |
|
| 2784 |
AIM
2784
Aigen Investment Management
New York
| $5.21億 | -$5223万 | -9% | 4.25% | 55.5% | 730 | 79.32% | 0.2 |
|
| 2785 |
2785
Chemung Canal Trust
Elmira,
New York
| $5.21億 | -$233万 | -0.4% | 0.21% | 80.9% | 123 | 4.07% | 5.2 |
|
| 2786 |
2786
Front Street Capital Management
Missoula,
Montana
| $5.2億 | -$2935万 | -5% | 4.64% | 316% | 69 | 11.59% | 3.4 |
|
| 2787 |
IMOV
2787
Investment Management of Virginia
Richmond,
Virginia
| $5.2億 | +$70.2万 | +0.1% | 0.12% | 93.4% | 166 | 6.63% | 4.8 |
|
| 2788 |
2788
Chatham Capital Group
Savannah,
Georgia
| $5.2億 | +$236万 | +0.5% | 0.21% | 97% | 198 | 7.07% | 4.1 |
|
| 2789 |
2789
IBEX Wealth Advisors
Bedminster,
New Jersey
| $5.19億 | +$1915万 | +4% | 0.15% | 221% | 450 | 62% | 0.5 |
|
| 2790 |
2790
Baker Ellis Asset Management
Vancouver,
Washington
| $5.19億 | +$869万 | +2% | 0.21% | 91.9% | 207 | 8.21% | 4.4 |
|
| 2791 |
2791
Camden National Bank
Camden,
Maine
| $5.19億 | -$1063万 | -2% | 1.17% | 48.8% | 157 | 12.1% | 2.8 |
|
| 2792 |
2792
Barometer Capital Management
Toronto,
Ontario, Canada
| $5.18億 | -$1011万 | -2% | 5.25% | 339% | 165 | 44.85% | 0.6 |
|
| 2793 |
2793
Shepherd Financial Partners
Winchester,
Massachusetts
| $5.18億 | -$790万 | -2% | 0.19% | 78% | 155 | 9.68% | 2.5 |
|
| 2794 |
2794
Winslow Asset Management
Beachwood,
Ohio
| $5.18億 | -$1835万 | -3% | 0.25% | 89.9% | 91 | 10.99% | 5 |
|
| 2795 |
2795
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $5.17億 | -$199万 | -0.4% | 0.51% | 98% | 105 | 15.24% | 2.4 |
|
| 2796 |
2796
Donoghue Forlines
Boston,
Massachusetts
| $5.16億 | -$1875万 | -4% | 0.19% | 199% | 250 | 41.2% | 0.5 |
|
| 2797 |
2797
Evermay Wealth Management
Arlington,
Virginia
| $5.16億 | -$2358万 | -4% | 0.48% | 56.2% | 553 | 21.7% | 1.5 |
|
| 2798 |
2798
Exchange Capital Management
Ann Arbor,
Michigan
| $5.16億 | -$520万 | -1% | 0.52% | 57.8% | 167 | 3.59% | 4.1 |
|
| 2799 |
2799
Heard Capital LLC
Chicago,
Illinois
| $5.16億 | +$7435万 | +17% | 5.16% | 161% | 54 | 46.3% | 1 |
|
| 2800 |
2800
Faithward Advisors
Lancaster,
Pennsylvania
| $5.16億 | +$1087万 | +2% | 0.89% | 119% | 297 | 16.84% | 0.8 |
|