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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Yorktown Management & Research Company
Forest,
Virginia
| $2.65億 | -$4461万 | -14% | 1.51% | 223% | 367 | 35.42% | 1.3 |
|
| 3052 |
3052
Carderock Capital Management
Chevy Chase,
Maryland
| $2.65億 | +$1976万 | +8% | 5.77% | 97.6% | 76 | 9.21% | 4.3 |
|
| 3053 |
3053
Wealthquest
Cincinnati,
Ohio
| $2.65億 | +$2万 | +0% | 2.87% | 52.1% | 135 | 9.63% | 1.6 |
|
| 3054 |
3054
BSW Wealth Partners
Boulder,
Colorado
| $2.64億 | +$1182万 | +5% | 2.72% | 75.4% | 144 | 32.64% | 2.2 |
|
| 3055 |
3055
Argyle Capital Management
Center Valley,
Pennsylvania
| $2.64億 | +$338万 | +1% | 1.66% | 95.8% | 126 | 4.76% | 4.9 |
|
| 3056 |
3056
Bridgeworth
Birmingham,
Alabama
| $2.64億 | +$1117万 | +4% | 3.75% | 19.3% | 147 | 12.93% | 1.3 |
|
| 3057 |
3057
Rosenblum Silverman Sutton
San Francisco,
California
| $2.64億 | +$1132万 | +4% | 8.75% | 90.1% | 60 | 13.33% | 2.8 |
|
| 3058 |
3058
V Wealth Advisors
Overland Park,
Kansas
| $2.63億 | +$1560万 | +6% | 4.13% | 36.9% | 287 | 15.68% | 1.5 |
|
| 3059 |
TFS
3059
Thoroughbred Financial Services
Brentwood,
Tennessee
| $2.63億 | +$2087万 | +9% | 4.32% | 166% | 255 | 36.86% | 0.4 |
|
| 3060 |
3060
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $2.63億 | +$2118万 | +9% | 2.96% | 52% | 604 | 8.77% | 3.7 |
|
| 3061 |
3061
FFT Wealth Management
Philadelphia,
Pennsylvania
| $2.63億 | -$307万 | -1% | 1.35% | 65.6% | 31 | 12.9% | 2.6 |
|
| 3062 |
3062
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $2.63億 | -$1017万 | -4% | 0.32% | 17.7% | 314 | 21.97% | 2.6 |
|
| 3063 |
3063
Wright Investors Service
Shelton,
Connecticut
| $2.62億 | +$1499万 | +6% | 4.9% | 146% | 161 | 14.91% | 2.7 |
|
| 3064 |
SA
3064
Strategic Advisors
New York
| $2.62億 | +$367万 | +1% | 4.76% | 106% | 171 | 14.62% | 3 |
|
| 3065 |
3065
Ironwood Investment Counsel
Scottsdale,
Arizona
| $2.62億 | +$799万 | +3% | 4.5% | 64% | 163 | 7.98% | 3.5 |
|
| 3066 |
EEP
3066
Edgehill Endowment Partners
Hamden,
Connecticut
| $2.62億 | -$3015万 | -10% | 1.06% | 11.6% | 7 | 0% | 0.5 |
|
| 3067 |
AWW
3067
Alan W. Weber
| $2.62億 | +$2868万 | +12% | 1.13% | 191% | 81 | 2.47% | 2.7 |
|
| 3068 |
3068
Marcato Capital Management
San Francisco,
California
| $2.62億 | -$3.82億 | -59% | 1.37% | 142% | 23 | 65.22% | 1.8 |
|
| 3069 |
3069
HughesLittle Investment Management
Vancouver,
| $2.62億 | +$874万 | +3% | 5.17% | 106% | 16 | 6.25% | 3.3 |
|
| 3070 |
CCPM
3070
Cooper Creek Partners Management
New York
| $2.61億 | -$3189万 | -11% | 1.31% | 86.4% | 95 | 64.21% | 0.3 |
|
| 3071 |
3071
Abingworth
London,
United Kingdom
| $2.61億 | +$1.49億 | +133% | 6.83% | 187% | 15 | 13.33% | 2.2 |
|
| 3072 |
3072
Searchlight Capital Partners
New York
| $2.61億 | -$1030万 | -4% | 12% | 38.5% | 6 | 0% | 1 |
|
| 3073 |
3073
Ausdal Financial Partners
Davenport,
Iowa
| $2.61億 | +$1480万 | +6% | 2.54% | 63.2% | 325 | 24.62% | 2 |
|
| 3074 |
CC
3074
Cognios Capital
Leawood,
Kansas
| $2.61億 | -$2296万 | -8% | 4.88% | 28.5% | 153 | 33.99% | 2 |
|
| 3075 |
3075
Monetary Management Group
St Louis,
Missouri
| $2.6億 | +$779万 | +3% | 4.8% | 138% | 319 | 10.03% | 4 |
|