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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Bison Wealth
Atlanta,
Georgia
| $1.65億 | +$3262万 | +25% | 0.97% | 37.4% | 257 | 35.41% | 0.2 |
|
| 3152 |
3152
Fieldpoint Private Advisors
New York
| $1.64億 | +$982万 | +6% | 4.13% | 34% | 70 | 18.57% | 1.4 |
|
| 3153 |
3153
Water Asset Management
New York
| $1.64億 | -$4781万 | -23% | 5.02% | 48.9% | 25 | 20% | 1.2 |
|
| 3154 |
CCA
3154
Covey Capital Advisors
Atlanta,
Georgia
| $1.64億 | -$442万 | -3% | 0.41% | 118% | 48 | 18.75% | 0.6 |
|
| 3155 |
3155
Teewinot Capital Advisers
New York
| $1.64億 | -$2328万 | -12% | 0.94% | 149% | 86 | 38.37% | 0.9 |
|
| 3156 |
LBC
3156
Lawrence B. Cohen
| $1.64億 | -$227万 | -1% | 0.88% | 41.8% | 70 | 4.29% | 1.6 |
|
| 3157 |
SIG
3157
Schaller Investment Group
Winston Salem,
North Carolina
| $1.64億 | -$211万 | -1% | 3.82% | 21.9% | 45 | 17.78% | 1.4 |
|
| 3158 |
CCM
3158
CWH Capital Management
Spokane,
Washington
| $1.64億 | +$1093万 | +7% | 0.95% | 29.9% | 62 | 24.19% | 0.9 |
|
| 3159 |
3159
Ayalon Insurance Company
Ramat Gan,
Israel
| $1.64億 | – | – | 1.76% | 99.6% | 177 | – | 0 |
|
| 3160 |
3160
Sigma Investment Management
Portland,
Oregon
| $1.63億 | +$230万 | +1% | 2.69% | 8.4% | 31 | 12.9% | 1.3 |
|
| 3161 |
3161
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.63億 | +$1909万 | +13% | 1.46% | 86.3% | 161 | 41.61% | 0.4 |
|
| 3162 |
3162
Michael & Susan Dell Foundation
New York
| $1.63億 | +$2973万 | +22% | 15.9% | 238% | 8 | 12.5% | 0.9 |
|
| 3163 |
3163
Bourgeon Capital Management
Darien,
Connecticut
| $1.63億 | -$54.3万 | -0.3% | 1.09% | 121% | 117 | 26.5% | 1 |
|
| 3164 |
BSWMG
3164
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $1.63億 | +$702万 | +4% | 1.69% | 17.9% | 102 | 6.86% | 1.5 |
|
| 3165 |
3165
WealthTrust-Arizona
Scottsdale,
Arizona
| $1.63億 | +$4417万 | +37% | 3.19% | 20.2% | 705 | 15.74% | 1.3 |
|
| 3166 |
3166
Focused Wealth Management
Newburgh,
New York
| $1.63億 | +$2155万 | +15% | 0.8% | 73.9% | 762 | 11.15% | 1.2 |
|
| 3167 |
3167
Hartford Financial Management
Hartford,
Connecticut
| $1.63億 | +$43.1万 | +0.3% | 1.29% | 87.9% | 259 | 59.46% | 1.7 |
|
| 3168 |
3168
Weatherstone Capital Management
Denver,
Colorado
| $1.63億 | -$879万 | -5% | 1.98% | 32% | 90 | 34.44% | 0.8 |
|
| 3169 |
3169
Altavista Wealth Management
Asheville,
North Carolina
| $1.62億 | +$3万 | +0% | 0.06% | 80.6% | 114 | 9.65% | 1.6 |
|
| 3170 |
TBAM
3170
True Bearing Asset Management
San Francisco,
California
| $1.62億 | -$3947万 | -20% | 3.98% | 66.3% | 97 | 30.93% | 1.2 |
|
| 3171 |
3171
Solaris Asset Management
New York
| $1.62億 | +$717万 | +5% | 2.89% | 74% | 238 | 19.75% | 1.2 |
|
| 3172 |
NIC
3172
Northwest Investment Counselors
Lake Oswego,
Oregon
| $1.62億 | +$514万 | +3% | 2.49% | 32.4% | 115 | 7.83% | 1.5 |
|
| 3173 |
3173
River Wealth Advisors
Camp Hill,
Pennsylvania
| $1.62億 | – | – | 1.01% | 80.3% | 141 | – | 0 |
|
| 3174 |
PCM
3174
Price Capital Management
Lafayette,
Louisiana
| $1.61億 | +$4798万 | +42% | 14.4% | 124% | 322 | 86.02% | 0 |
|
| 3175 |
3175
Genesee Valley Trust
Pittsford,
New York
| $1.61億 | +$503万 | +3% | 1.98% | 30.2% | 316 | 22.15% | 1.1 |
|