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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Spirit of America Management Corp
Syosset,
New York
| $4.45億 | +$2374万 | +6% | 10.8% | 113% | 238 | 6.72% | 5.6 |
|
| 2802 |
2802
Capital Advantage
Walnut Creek,
California
| $4.45億 | +$846万 | +2% | 7.64% | 49.2% | 42 | 11.9% | 4.8 |
|
| 2803 |
2803
EFG Asset Management
Portland,
Oregon
| $4.45億 | +$1246万 | +3% | 8.47% | 211% | 180 | 8.33% | 0.8 |
|
| 2804 |
GA
2804
GFS Advisors
Houston,
Texas
| $4.45億 | +$2796万 | +7% | 8.67% | 97.9% | 144 | 10.42% | 4.8 |
|
| 2805 |
2805
Beck Bode LLC
Dedham,
Massachusetts
| $4.45億 | -$1685万 | -4% | 11.9% | 155% | 282 | 48.94% | 0.5 |
|
| 2806 |
2806
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $4.44億 | +$4087万 | +10% | 10.1% | 81.8% | 85 | 10.59% | 5.3 |
|
| 2807 |
2807
Dudley & Shanley
Palm Beach,
Florida
| $4.44億 | +$8655万 | +24% | 14.2% | 67.9% | 36 | 33.33% | 2.9 |
|
| 2808 |
2808
Hunter Perkins Capital Management
Lombard,
Illinois
| $4.44億 | +$3527万 | +9% | 9.07% | 58% | 100 | 18% | 1.4 |
|
| 2809 |
2809
Nekton Capital
London,
United Kingdom
| $4.43億 | +$7623万 | +21% | 14.1% | 30.1% | 24 | 54.17% | 0.3 |
|
| 2810 |
VHMC
2810
Value Holdings Management Company
Hampton Bays,
New York
| $4.43億 | +$4094万 | +10% | 11% | 125% | 44 | 0% | 4.9 |
|
| 2811 |
2811
Formidable Asset Management
Cincinnati,
Ohio
| $4.43億 | +$1152万 | +3% | 9.83% | 52.2% | 338 | 13.31% | 2 |
|
| 2812 |
2812
IBEX Wealth Advisors
Bedminster,
New Jersey
| $4.43億 | +$5790万 | +15% | 10.4% | 221% | 187 | 28.34% | 1.7 |
|
| 2813 |
LWANC
2813
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $4.42億 | +$4069万 | +10% | 9.18% | 71.1% | 591 | 12.52% | 3 |
|
| 2814 |
2814
Marietta Wealth Management
Marietta,
Georgia
| $4.42億 | +$4146万 | +10% | 10.3% | 93% | 115 | 16.52% | 3.5 |
|
| 2815 |
2815
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $4.42億 | +$2994万 | +7% | 8.34% | 55.7% | 125 | 4% | 7.6 |
|
| 2816 |
2816
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $4.42億 | +$4655万 | +12% | 6.75% | 24.6% | 1,117 | 21.84% | 1.8 |
|
| 2817 |
2817
Probity Advisors
Dallas,
Texas
| $4.41億 | +$3858万 | +10% | 8.23% | 61.7% | 184 | 8.15% | 4.5 |
|
| 2818 |
2818
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $4.41億 | +$2598万 | +6% | 8.63% | 65.9% | 180 | 11.11% | 4.7 |
|
| 2819 |
2819
Longfellow Investment Management
Boston,
Massachusetts
| $4.41億 | -$4780万 | -10% | 7.32% | 45.9% | 380 | 34.21% | 1.5 |
|
| 2820 |
2820
RMR Wealth Builders
Montclair,
New Jersey
| $4.41億 | +$3228万 | +8% | 7.57% | 91.7% | 202 | 8.42% | 1.5 |
|
| 2821 |
2821
CFS Investment Advisory Services
Totowa,
New Jersey
| $4.41億 | +$5254万 | +14% | 6.11% | 59.7% | 138 | 28.26% | 0.8 |
|
| 2822 |
2822
Siemens Pension Trust
Munich Germany,
Germany
| $4.41億 | – | – | 18.4% | 25.4% | 2 | – | 0 |
|
| 2823 |
2823
RiverFront Investment Group
Richmond,
Virginia
| $4.41億 | -$22.3億 | -83% | 6.43% | 57.2% | 109 | 23.85% | 2.3 |
|
| 2824 |
2824
Wellington Shields & Co
New York
| $4.4億 | +$2.11億 | +92% | 13.3% | 109% | 297 | 7.74% | 2.3 |
|
| 2825 |
2825
North Growth Management
Vancouver,
British Columbia, Canada
| $4.4億 | +$3940万 | +10% | 18.6% | 243% | 47 | 6.38% | 2.7 |
|