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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
St Louis Trust
Saint Louis,
Missouri
| $1.88億 | +$486万 | +3% | 3.62% | 71.4% | 63 | 22.22% | 0.5 |
|
| 2952 |
BOS
2952
Bank of Stockton
Stockton,
California
| $1.88億 | +$442万 | +2% | 2.14% | 92.3% | 125 | 20% | 2.4 |
|
| 2953 |
DWA
2953
Dorsey Wright & Associates
Pasadena,
California
| $1.88億 | -$55.3万 | -0.3% | 8.55% | 311% | 140 | 41.43% | 0.7 |
|
| 2954 |
KIA
2954
Kopp Investment Advisors
Bloomington,
Minnesota
| $1.88億 | +$468万 | +3% | 5.25% | 109% | 70 | 17.14% | 2 |
|
| 2955 |
CCM
2955
CrestPoint Capital Management
Four Seasons,
Missouri
| $1.88億 | +$392万 | +2% | 3.03% | 42.6% | 215 | 6.98% | 1.3 |
|
| 2956 |
NCIM
2956
New Century Investment Management
Southfield,
Michigan
| $1.88億 | -$2450万 | -12% | 3.12% | 103% | 104 | 21.15% | 1.2 |
|
| 2957 |
CGL
2957
Clarius Group LLC
Seattle,
Washington
| $1.88億 | +$724万 | +4% | 1.18% | 92.1% | 93 | 17.2% | 0.4 |
|
| 2958 |
FPTW
2958
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $1.88億 | +$595万 | +3% | 3.57% | 41.6% | 134 | 20.15% | 1.4 |
|
| 2959 |
KWMG
2959
King Wealth Management Group
Naples,
Florida
| $1.87億 | +$162万 | +0.9% | 2.9% | 86% | 110 | 8.18% | 2 |
|
| 2960 |
2960
Summit Securities Group
New York
| $1.87億 | +$4459万 | +31% | 3.28% | 136% | 328 | 85.06% | 0.1 |
|
| 2961 |
CI
2961
Chartist Inc
Seal Beach,
California
| $1.87億 | – | – | 2.69% | – | 43 | – | 1 |
|
| 2962 |
SAC
2962
Smith Affiliated Capital
New York
| $1.87億 | +$1232万 | +7% | 11.9% | 6.89% | 115 | 0% | 1.4 |
|
| 2963 |
2963
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $1.87億 | -$24.8万 | -0.1% | 3.81% | 140% | 191 | 31.41% | 1.3 |
|
| 2964 |
RPA
2964
Rock Point Advisors
Burlington,
Vermont
| $1.87億 | -$59.3万 | -0.3% | 1.36% | 82.8% | 83 | 14.46% | 2 |
|
| 2965 |
2965
Gould Asset Management
Claremont,
California
| $1.87億 | +$107万 | +0.6% | 2.87% | 42.8% | 105 | 9.52% | 2.2 |
|
| 2966 |
HM
2966
Heronetta Management
New York
| $1.86億 | +$2950万 | +19% | 21.4% | 59.7% | 35 | 8.57% | 2.3 |
|
| 2967 |
TI
2967
Telemetry Investments
New York
| $1.86億 | -$1.57億 | -46% | 6.98% | 77.4% | 149 | 53.69% | 0.5 |
|
| 2968 |
2968
Simplicity Solutions
Minneapolis,
Minnesota
| $1.86億 | +$2281万 | +14% | 3.22% | 37.1% | 234 | 22.65% | 0.6 |
|
| 2969 |
WIP
2969
Wellesley Investment Partners
Wellesley,
Massachusetts
| $1.85億 | +$1855万 | +11% | 1.64% | 22.7% | 96 | 8.33% | 0.4 |
|
| 2970 |
UIM
2970
Underhill Investment Management
Greenbrae,
California
| $1.85億 | -$1314万 | -7% | 2.85% | 59.8% | 22 | 22.73% | 1.7 |
|
| 2971 |
BPCM
2971
Beach Point Capital Management
Santa Monica,
California
| $1.85億 | -$3708万 | -17% | 0.6% | 110% | 15 | 20% | 1.1 |
|
| 2972 |
HP
2972
HT Partners
Centerbrook,
Connecticut
| $1.85億 | +$1310万 | +8% | 1.37% | 63.1% | 21 | 4.76% | 1.4 |
|
| 2973 |
2973
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.85億 | -$6750万 | -27% | 1.4% | 54.5% | 77 | 15.58% | 1.5 |
|
| 2974 |
2974
Gemmer Asset Management
Walnut Creek,
California
| $1.85億 | +$1350万 | +8% | 1.12% | 96.8% | 1,336 | 7.86% | 1.9 |
|
| 2975 |
2975
KWMG LLC
Overland Park,
Kansas
| $1.85億 | +$1499万 | +9% | 2.35% | 76.2% | 147 | 10.88% | 1.2 |
|