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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Monetary Management Group
St Louis,
Missouri
| $2.37億 | -$752万 | -3% | 5.04% | 138% | 323 | 8.05% | 2.9 |
|
| 2927 |
CT
2927
Chicago Trust
Grayslake,
Illinois
| $2.37億 | +$1204万 | +5% | 4.65% | 85.9% | 165 | 9.7% | 2.1 |
|
| 2928 |
2928
Formidable Asset Management
Cincinnati,
Ohio
| $2.37億 | +$3421万 | +17% | 4.01% | 52.2% | 220 | 25% | 1.9 |
|
| 2929 |
2929
Univest Financial
Souderton,
Pennsylvania
| $2.37億 | -$63.9万 | -0.3% | 5.32% | 82.6% | 95 | 6.32% | 3 |
|
| 2930 |
IC
2930
Immersion Capital
London,
United Kingdom
| $2.37億 | -$842万 | -3% | 19.2% | 63.4% | 6 | 33.33% | 1.1 |
|
| 2931 |
2931
Oarsman Capital
Milwaukee,
Wisconsin
| $2.37億 | +$1786万 | +8% | 5.53% | 70.6% | 191 | 5.76% | 2.9 |
|
| 2932 |
2932
AlphaMark Advisors
Ft. Wright,
Kentucky
| $2.36億 | +$222万 | +1% | 5.68% | 26.4% | 581 | 16.18% | 1.9 |
|
| 2933 |
TM
2933
Tikvah Management
Charlotte,
North Carolina
| $2.36億 | +$2344万 | +11% | 4.23% | 169% | 19 | 5.26% | 2.4 |
|
| 2934 |
HIS
2934
Horizon Investment Services
Hammond,
Indiana
| $2.36億 | +$1207万 | +5% | 10.5% | 250% | 122 | 32.79% | 1.4 |
|
| 2935 |
2935
FFT Wealth Management
Philadelphia,
Pennsylvania
| $2.35億 | -$7787万 | -25% | 3.4% | 65.6% | 91 | 67.03% | 1.6 |
|
| 2936 |
2936
TA Associates
Boston,
Massachusetts
| $2.35億 | -$8454万 | -26% | 26.5% | – | 1 | 0% | 2 |
|
| 2937 |
2937
Southport Capital Management
Chattanooga,
Tennessee
| $2.35億 | +$766万 | +3% | 4.61% | 80% | 180 | 8.33% | 2.6 |
|
| 2938 |
2938
IHT Wealth Management
Chicago,
Illinois
| $2.35億 | +$2845万 | +14% | 3.84% | 74.8% | 1,600 | 17.38% | 0.6 |
|
| 2939 |
2939
Hendershot Investments
Centreville,
Virginia
| $2.35億 | +$1212万 | +5% | 5.01% | 50.5% | 68 | 4.41% | 3.1 |
|
| 2940 |
VCA
2940
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $2.35億 | +$5386万 | +30% | 12% | 30.6% | 30 | 50% | 0.5 |
|
| 2941 |
2941
Sanders Morris Harris
Houston,
Texas
| $2.34億 | -$1089万 | -4% | 0.32% | 85.8% | 158 | 25.32% | 1 |
|
| 2942 |
2942
Stillwater Investment Management (California)
Palo Alto,
California
| $2.34億 | -$1.49億 | -39% | 2.2% | – | 24 | 41.67% | 0.8 |
|
| 2943 |
DMK
2943
David M. Knott
| $2.34億 | -$563万 | -2% | 7.86% | 81% | 114 | 26.32% | 1.8 |
|
| 2944 |
AIP
2944
Ahrens Investment Partners
Lafayette,
Louisiana
| $2.34億 | +$180万 | +0.8% | 3.38% | 82.3% | 181 | 18.78% | 0.6 |
|
| 2945 |
2945
Mizuho Trust & Banking
Tokyo,
Japan
| $2.34億 | -$4795万 | -17% | 3.08% | 36.1% | 11 | 18.18% | 0.8 |
|
| 2946 |
2946
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $2.34億 | +$795万 | +4% | 4.09% | 78.3% | 209 | 11% | 2.8 |
|
| 2947 |
WCMN
2947
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $2.33億 | +$1392万 | +6% | 6.33% | 107% | 36 | 5.56% | 3.3 |
|
| 2948 |
SM
2948
Salzhauer Michael
| $2.33億 | +$1227万 | +6% | 3.61% | 107% | 170 | 7.65% | 2.3 |
|
| 2949 |
2949
Highland Private Wealth Management
Bellevue,
Washington
| $2.33億 | +$2365万 | +11% | 4.36% | 19% | 96 | 15.63% | 1.1 |
|
| 2950 |
2950
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $2.33億 | +$1414万 | +6% | 2.51% | 41.6% | 46 | 0% | 3.5 |
|