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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 |
FNBOMD
3151
First National Bank of Mount Dora
Mount Dora,
Florida
| $2.27億 | +$2388万 | +12% | 8.87% | 96.2% | 96 | 26.04% | 2.6 |
|
| 3152 |
3152
Beck Capital Management
Austin,
Texas
| $2.27億 | +$1764万 | +8% | 7.55% | 291% | 124 | 28.23% | 1.1 |
|
| 3153 |
TBA
3153
Train Babcock Advisors
New York
| $2.27億 | +$4771万 | +27% | 7.14% | 41.9% | 115 | 40.87% | 2.4 |
|
| 3154 |
3154
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $2.27億 | +$1225万 | +6% | 8.85% | 60.5% | 41 | 0% | 3.8 |
|
| 3155 |
3155
Carderock Capital Management
Chevy Chase,
Maryland
| $2.27億 | +$524万 | +2% | 5.73% | 97.6% | 77 | 9.09% | 3.3 |
|
| 3156 |
3156
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $2.26億 | +$2247万 | +11% | 5.04% | 82.9% | 232 | 37.93% | 1.1 |
|
| 3157 |
3157
Lucia Wealth Services
San Diego,
California
| $2.26億 | – | – | 4.6% | 45.6% | 121 | – | 0 |
|
| 3158 |
3158
Spitfire Capital
Mill Valley,
California
| $2.26億 | -$1369万 | -6% | 6.54% | 25.9% | 20 | 0% | 3 |
|
| 3159 |
3159
Chartist Inc
Seal Beach,
California
| $2.26億 | +$1344万 | +6% | 9.3% | – | 37 | 16.22% | 2.1 |
|
| 3160 |
3160
IBEX Wealth Advisors
Bedminster,
New Jersey
| $2.26億 | -$4400万 | -16% | 6.86% | 221% | 154 | 49.35% | 0.9 |
|
| 3161 |
3161
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $2.26億 | +$1560万 | +7% | 7.75% | 88.9% | 53 | 0% | 3.2 |
|
| 3162 |
3162
MYDA Advisors
Woodmere,
New York
| $2.25億 | – | – | 6.54% | 232% | 157 | – | 0 |
|
| 3163 |
3163
Strategic Wealth Partners Group
Deerfield,
Illinois
| $2.25億 | +$50.9万 | +0.2% | 4.78% | – | 27 | 0% | 1.3 |
|
| 3164 |
3164
CAMG Solamere Management
Charlotte,
North Carolina
| $2.25億 | +$2454万 | +12% | 7.59% | 51.7% | 144 | 14.58% | 0.8 |
|
| 3165 |
3165
Oakview Capital Management
Dallas,
Texas
| $2.25億 | +$1478万 | +7% | 3.96% | 21.2% | 18 | 27.78% | 0.2 |
|
| 3166 |
3166
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $2.24億 | +$483万 | +2% | 7.42% | 282% | 35 | 34.29% | 0.8 |
|
| 3167 |
3167
Simon Quick Advisors
Morristown,
New Jersey
| $2.24億 | -$5154万 | -19% | 5.91% | 69.5% | 651 | 50.38% | 0.4 |
|
| 3168 |
3168
Clarius Group LLC
Seattle,
Washington
| $2.24億 | -$1349万 | -6% | 4.7% | 92.1% | 77 | 22.08% | 1.5 |
|
| 3169 |
PC
3169
Palo Capital
Newport Beach,
California
| $2.24億 | +$3461万 | +18% | 9.31% | 34.6% | 132 | 12.88% | 1.6 |
|
| 3170 |
3170
Birinyi Associates
Westport,
Connecticut
| $2.24億 | +$1365万 | +6% | 7.93% | 113% | 100 | 16% | 2.8 |
|
| 3171 |
3171
Princeton Capital Management
Red Bank,
New Jersey
| $2.24億 | – | – | 10.1% | 180% | 100 | – | 1.2 |
|
| 3172 |
LP
3172
LGL Partners
Philadelphia,
Pennsylvania
| $2.24億 | +$6778万 | +44% | 4.09% | 68.9% | 58 | 8.62% | 1.5 |
|
| 3173 |
3173
IMA Advisory Services
Denver,
Colorado
| $2.24億 | +$798万 | +4% | 3.34% | 74.5% | 135 | 21.48% | 2 |
|
| 3174 |
GWA
3174
Guidant Wealth Advisors
Palatine,
Illinois
| $2.23億 | +$8253万 | +59% | 3.28% | 17.8% | 213 | 18.78% | 1 |
|
| 3175 |
3175
Mittleman Investment Management
Melville,
New York
| $2.23億 | +$434万 | +2% | 3.3% | 11.6% | 7 | 0% | 3.4 |
|