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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Benedict Financial Advisors
Atlanta,
Georgia
| $2.4億 | +$937万 | +4% | 3.21% | 72.4% | 107 | 3.74% | 3.7 |
|
| 3202 |
3202
Diker Management
New York
| $2.4億 | +$7594万 | +46% | 9.76% | 210% | 43 | 34.88% | 2.3 |
|
| 3203 |
3203
White Lighthouse Investment Management
Bedford,
Massachusetts
| $2.4億 | +$2180万 | +10% | 2.68% | 62% | 136 | 16.91% | 1.2 |
|
| 3204 |
3204
Nicolet Bankshares
Green Bay,
Wisconsin
| $2.4億 | -$235万 | -1% | 3.65% | 75.5% | 180 | 5% | 2.6 |
|
| 3205 |
3205
Bessemer Securities
New York
| $2.39億 | -$5489万 | -19% | 3.31% | 45% | 106 | 6.6% | 0.5 |
|
| 3206 |
3206
McNamara Financial Services
Marshfield,
Massachusetts
| $2.39億 | +$2405万 | +11% | 1.8% | 42.6% | 40 | 7.5% | 2.7 |
|
| 3207 |
3207
Brickley Wealth Management
San Mateo,
California
| $2.39億 | +$1252万 | +6% | 2.6% | 62.6% | 45 | 17.78% | 1 |
|
| 3208 |
3208
Empowered Funds
Havertown,
Pennsylvania
| $2.39億 | -$4044万 | -14% | 2.52% | 127% | 125 | 50.4% | 0.5 |
|
| 3209 |
3209
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $2.39億 | +$2766万 | +13% | 2.05% | 42.8% | 122 | 23.77% | 1.5 |
|
| 3210 |
3210
Chesapeake Wealth Management
Williamsburg,
Virginia
| $2.39億 | +$1173万 | +5% | 4.1% | 65.9% | 196 | 16.33% | 1 |
|
| 3211 |
3211
Cavalier Investments
Alpharetta,
Georgia
| $2.39億 | -$404万 | -2% | 5.21% | 171% | 153 | 50.98% | 0.6 |
|
| 3212 |
3212
Zhang Financial
Portage,
Michigan
| $2.39億 | +$677万 | +3% | 2.97% | 67.9% | 95 | 14.74% | 3.6 |
|
| 3213 |
3213
Winthrop Advisory Group
Boston,
Massachusetts
| $2.39億 | +$1166万 | +5% | 3.03% | 78.3% | 97 | 14.43% | 1.2 |
|
| 3214 |
3214
Mosaic Family Wealth
St. Louis,
Missouri
| $2.39億 | -$944万 | -4% | 3.01% | 85.2% | 707 | 76.24% | 3 |
|
| 3215 |
3215
Armbruster Capital Management
Pittsford,
New York
| $2.38億 | +$714万 | +3% | 2.41% | 66.7% | 73 | 4.11% | 3 |
|
| 3216 |
3216
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $2.38億 | -$612万 | -3% | 3.98% | 72.3% | 66 | 1.52% | 4.2 |
|
| 3217 |
3217
Birinyi Associates
Westport,
Connecticut
| $2.38億 | +$460万 | +2% | 4.94% | 113% | 85 | 20% | 4.1 |
|
| 3218 |
3218
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $2.38億 | +$754万 | +3% | 4.71% | 83.3% | 87 | 4.6% | 2.7 |
|
| 3219 |
3219
Twin Focus Capital Partners
Boston,
Massachusetts
| $2.38億 | +$2451万 | +11% | 2.65% | 92.5% | 146 | 34.93% | 2.1 |
|
| 3220 |
3220
Inspire Investing
Meridian,
Idaho
| $2.38億 | +$2239万 | +10% | 1.51% | 107% | 334 | 12.87% | 0.9 |
|
| 3221 |
3221
HT Partners
Centerbrook,
Connecticut
| $2.37億 | +$696万 | +3% | 2.7% | 71.1% | 29 | 6.9% | 2.9 |
|
| 3222 |
3222
Burleson & Co
Petaluma,
California
| $2.37億 | +$182万 | +0.8% | 1.59% | 49.1% | 109 | 9.17% | 1.2 |
|
| 3223 |
3223
Northwest Bancshares
Warren,
Pennsylvania
| $2.37億 | +$540万 | +2% | 3.67% | 84.8% | 149 | 11.41% | 1.2 |
|
| 3224 |
3224
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| $2.37億 | +$2684万 | +13% | 20.3% | 350% | 8 | 50% | 0.5 |
|
| 3225 |
DMK
3225
David M. Knott
| $2.37億 | -$1382万 | -6% | 1.61% | 81% | 121 | 17.36% | 2.4 |
|