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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Tradewinds Capital Management
Bellingham,
Washington
| $1.22億 | -$40.9万 | -0.3% | 4.29% | 96.9% | 674 | 13.95% | 0.2 |
|
| 3277 |
LWM
3277
LBA Wealth Management
Jacksonville,
Florida
| $1.22億 | +$61.3万 | +0.5% | 1.74% | 19.2% | 278 | 13.31% | 0.2 |
|
| 3278 |
3278
HughesLittle Investment Management
Vancouver,
| $1.22億 | +$701万 | +6% | 2.51% | 106% | 17 | 11.76% | 0.2 |
|
| 3279 |
3279
Peloton Wealth Strategists
Indianapolis,
Indiana
| $1.22億 | -$185万 | -1% | 1.09% | 51.3% | 86 | 20.93% | 0.6 |
|
| 3280 |
3280
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $1.22億 | -$179万 | -1% | 4.04% | 133% | 398 | 81.91% | 0.1 |
|
| 3281 |
3281
Selkirk Management
Chatham,
New Jersey
| $1.22億 | -$1108万 | -8% | 5.14% | 245% | 20 | 15% | 0.7 |
|
| 3282 |
CCM
3282
CWH Capital Management
Spokane,
Washington
| $1.21億 | +$480万 | +4% | 2.68% | 29.9% | 49 | 16.33% | 0.2 |
|
| 3283 |
3283
Graybill Wealth Management
Elmhurst,
Illinois
| $1.21億 | +$703万 | +6% | 3.61% | – | 50 | 2% | 0.7 |
|
| 3284 |
3284
Boyle Capital Management
West Des Moines,
Iowa
| $1.21億 | +$256万 | +2% | 5.73% | 19.5% | 25 | 8% | 0.7 |
|
| 3285 |
WA
3285
Winfield Associates
Cleveland,
Ohio
| $1.21億 | -$66.3万 | -0.5% | 0.68% | 77.8% | 321 | 19.63% | 0.2 |
|
| 3286 |
3286
NewFocus Financial Group
Vancouver,
Washington
| $1.21億 | +$237万 | +2% | 1.52% | 55.4% | 40 | 7.5% | 0.2 |
|
| 3287 |
3287
Kavar Capital Partners Group
Leawood,
Kansas
| $1.21億 | +$920万 | +8% | 1.31% | 77.2% | 617 | 19.29% | 0.2 |
|
| 3288 |
EP
3288
Emrys Partners
New York
| $1.21億 | -$3069万 | -20% | 2.49% | – | 43 | 60.47% | 0.2 |
|
| 3289 |
KCM
3289
KeyPoint Capital Management
Dallas,
Texas
| $1.21億 | -$1576万 | -12% | 5.49% | – | 35 | 80% | 0.1 |
|
| 3290 |
ACM
3290
Altalis Capital Management
New York
| $1.21億 | -$477万 | -4% | 1.71% | 3.82% | 23 | 21.74% | 0.2 |
|
| 3291 |
3291
Polaris Venture Management Co V
Boston,
Massachusetts
| $1.2億 | – | – | 32.3% | 281% | 6 | – | 0 |
|
| 3292 |
3292
Orca Investment Management
Roseburg,
Oregon
| $1.2億 | -$265万 | -2% | 8.45% | 122% | 92 | 13.04% | 0.2 |
|
| 3293 |
3293
Hudock Inc
Williamsport,
Pennsylvania
| $1.2億 | +$234万 | +2% | 1.42% | 69.7% | 626 | 14.38% | 0.6 |
|
| 3294 |
3294
Sequoia Financial Advisors
Akron,
Ohio
| $1.2億 | -$75.6万 | -0.6% | 2.53% | 78.3% | 169 | 20.71% | 0.2 |
|
| 3295 |
3295
Lubar & Co
Milwaukee,
Wisconsin
| $1.2億 | -$874万 | -7% | 0.31% | – | 39 | 2.56% | 0.7 |
|
| 3296 |
3296
Archford Capital Strategies
Swansea,
Illinois
| $1.2億 | – | – | 1.04% | 87.4% | 877 | – | 0 |
|
| 3297 |
3297
Oppenheimer & Close
New York
| $1.2億 | +$399万 | +3% | 3.77% | 149% | 53 | 5.66% | 0.7 |
|
| 3298 |
3298
Avior Wealth Management
Omaha,
Nebraska
| $1.2億 | +$1427万 | +14% | 2.46% | 71.4% | 350 | 82.29% | 0 |
|
| 3299 |
3299
Roaring Blue Lion Capital Management
Dallas,
Texas
| $1.2億 | -$4387万 | -27% | 0.2% | – | 69 | 44.93% | 0.4 |
|
| 3300 |
3300
Focused Wealth Management
Newburgh,
New York
| $1.2億 | +$11万 | +0.1% | 2.05% | 73.9% | 697 | 7.89% | 0.5 |
|