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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Advisors Management Group
La Crosse,
Wisconsin
| $1.5億 | +$651万 | +5% | 0.58% | 125% | 62 | 1.61% | 0.7 |
|
| 3302 |
FPA
3302
Fieldpoint Private Advisors
New York
| $1.5億 | +$310万 | +2% | 5.04% | 34% | 66 | 6.06% | 2 |
|
| 3303 |
BOIA
3303
Bush ODonnell Investment Advisors
St Louis,
Missouri
| $1.5億 | -$40.5万 | -0.3% | 1.9% | 45.9% | 48 | 2.08% | 2.6 |
|
| 3304 |
LD
3304
Lipe & Dalton
Syracuse,
New York
| $1.49億 | +$456万 | +3% | 6.43% | 101% | 100 | 21% | 1.6 |
|
| 3305 |
DDC
3305
Daniel Devine & Co
Parkland,
Florida
| $1.49億 | +$234万 | +2% | 5.25% | 34.2% | 52 | 9.62% | 1.6 |
|
| 3306 |
MIC
3306
Meridian Investment Counsel
Lafayette,
California
| $1.49億 | +$157万 | +1% | 3.65% | 116% | 179 | 9.5% | 2.2 |
|
| 3307 |
CRCM
3307
Crystal Rock Capital Management
Bannockburn,
Illinois
| $1.48億 | +$1331万 | +10% | 8.52% | 172% | 35 | 20% | 1.4 |
|
| 3308 |
JWS
3308
Juncture Wealth Strategies
Scottsdale,
Arizona
| $1.48億 | +$801万 | +6% | 2.02% | 76.5% | 84 | 20.24% | 1.1 |
|
| 3309 |
3309
Plante Moran Financial Advisors
Southfield,
Michigan
| $1.48億 | +$1016万 | +7% | 2.62% | 62.8% | 1,052 | 21.77% | 1.7 |
|
| 3310 |
WAS
3310
WESPAC Advisors SoCal
Pasadena,
California
| $1.48億 | -$548万 | -4% | 1.54% | 135% | 312 | 20.83% | 0.6 |
|
| 3311 |
RCP
3311
Rho Capital Partners
New York
| $1.48億 | +$2304万 | +18% | 40% | – | 8 | 25% | 1.9 |
|
| 3312 |
3312
Cevian Capital II
St. Helier,
Jersey
| $1.48億 | -$1405万 | -9% | 8.67% | 105% | 1 | 0% | 0.8 |
|
| 3313 |
PC
3313
Permit Capital
West Conshohocken,
Pennsylvania
| $1.48億 | +$745万 | +5% | 7.89% | 121% | 33 | 6.06% | 2.3 |
|
| 3314 |
MC
3314
Miles Capital
West Des Moines,
Iowa
| $1.48億 | +$102万 | +0.7% | 3.59% | 15.4% | 234 | 59.83% | 0.8 |
|
| 3315 |
LWA
3315
Lowe Wealth Advisors
Columbia,
Maryland
| $1.48億 | -$112万 | -0.8% | 1.63% | 63.3% | 264 | 6.06% | 1.4 |
|
| 3316 |
JRM
3316
John R. Muse
| $1.47億 | -$1703万 | -10% | 7.21% | – | 1 | 0% | 1.8 |
|
| 3317 |
MBA
3317
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| $1.47億 | +$585万 | +4% | 5.34% | 53.6% | 110 | 9.09% | 0.7 |
|
| 3318 |
KC
3318
Kellner Capital
New York
| $1.46億 | +$222万 | +2% | 11.7% | 390% | 66 | 59.09% | 0.5 |
|
| 3319 |
NME
3319
Notis-McConarty Edward
| $1.46億 | +$369万 | +3% | 3.61% | 91.2% | 98 | 7.14% | 2.4 |
|
| 3320 |
IVMX
3320
Institutional Venture Management XIII
Menlo Park,
California
| $1.46億 | +$1360万 | +10% | 12.7% | – | 6 | 0% | 2.1 |
|
| 3321 |
VWM
3321
Vector Wealth Management
Minneapolis,
Minnesota
| $1.46億 | -$75.9万 | -0.5% | 3.87% | 2.13% | 82 | 4.88% | 2.3 |
|
| 3322 |
CWM
3322
Cedar Wealth Management
Walnut Creek,
California
| $1.46億 | -$1086万 | -7% | 2.01% | 68.1% | 141 | 19.86% | 0.5 |
|
| 3323 |
LFG
3323
LifePlan Financial Group
Dayton,
Ohio
| $1.46億 | +$10.1万 | +0.1% | 2.76% | 20.2% | 112 | 14.29% | 2 |
|
| 3324 |
LK
3324
Lumbard & Kellner
Hollis,
New Hampshire
| $1.46億 | +$960万 | +7% | 5.07% | 137% | 86 | 9.3% | 1.8 |
|
| 3325 |
UAM
3325
UAS Asset Management
New York
| $1.46億 | -$2691万 | -16% | 2.43% | 98% | 27 | 22.22% | 2 |
|