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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
LA
3601
Lau Associates
Greenville,
Delaware
| $1.76億 | +$3028万 | +21% | 6.89% | 44.5% | 94 | 23.4% | 2.9 |
|
| 3602 |
CSA
3602
Cottage Street Advisors
Marion,
Massachusetts
| $1.76億 | +$626万 | +4% | 5.73% | 95.8% | 98 | 10.2% | 2 |
|
| 3603 |
3603
Newfound Research
Wellesley Hills,
Massachusetts
| $1.76億 | -$65.1万 | -0.4% | 3.65% | 54.6% | 235 | 10.21% | 1.5 |
|
| 3604 |
3604
Oliver Luxxe Assets
Gladstone,
New Jersey
| $1.76億 | +$1875万 | +12% | 8.4% | 137% | 126 | 47.62% | 1.1 |
|
| 3605 |
3605
Canal Capital Management
Richmond,
Virginia
| $1.76億 | -$307万 | -2% | 5.13% | 67.8% | 127 | 11.81% | 2 |
|
| 3606 |
3606
Financial Consulate
Hunt Valley,
Maryland
| $1.76億 | -$2165万 | -11% | 4.64% | 53.3% | 122 | 7.38% | 1.9 |
|
| 3607 |
3607
First National Bank of Hutchinson
Hutchinson,
Kansas
| $1.76億 | +$1590万 | +10% | 6.6% | 121% | 87 | 18.39% | 2.4 |
|
| 3608 |
CIA
3608
CSat Investment Advisory
Detroit,
Michigan
| $1.76億 | -$1213万 | -6% | 10.3% | 87.4% | 560 | 2.86% | 0.4 |
|
| 3609 |
3609
Prentiss Smith & Co
Brattleboro,
Vermont
| $1.75億 | +$1029万 | +6% | 7.05% | 63.9% | 283 | 13.43% | 2.8 |
|
| 3610 |
3610
WealthShield Partners
Cary,
North Carolina
| $1.75億 | +$1123万 | +7% | 3.51% | 71% | 283 | 18.37% | 0.6 |
|
| 3611 |
3611
Rainwater Charitable Foundation
Fort Worth,
Texas
| $1.75億 | +$6113万 | +54% | 4.83% | 44% | 1 | 0% | 0.8 |
|
| 3612 |
3612
Boyd Watterson Asset Management
Cleveland,
Ohio
| $1.75億 | +$73.6万 | +0.4% | 7.16% | 101% | 132 | 7.58% | 3.5 |
|
| 3613 |
3613
Premier Fund Managers
Guildford,
United Kingdom
| $1.75億 | +$824万 | +5% | 3.43% | 56.6% | 51 | 23.53% | 1.7 |
|
| 3614 |
3614
Investors Research Corp
Atlanta,
Georgia
| $1.75億 | +$250万 | +1% | 3.04% | 62.1% | 352 | 7.67% | 0.7 |
|
| 3615 |
3615
CNB Bank
Clearfield,
Pennsylvania
| $1.75億 | +$309万 | +2% | 3.85% | 91.6% | 302 | 5.96% | 0.7 |
|
| 3616 |
3616
SkyBridge Capital II
New York
| $1.75億 | -$1054万 | -6% | 2.06% | – | 30 | 0% | 1.4 |
|
| 3617 |
3617
Roberts, Glore & Co
Deerfield,
Illinois
| $1.75億 | +$1075万 | +7% | 7.77% | 72.3% | 156 | 5.77% | 3.6 |
|
| 3618 |
3618
American Money Management
Rancho Santa Fe,
California
| $1.75億 | +$952万 | +6% | 7.22% | 65% | 80 | 10% | 3.2 |
|
| 3619 |
3619
JT Stratford LLC
Gainesville,
Georgia
| $1.74億 | +$1192万 | +7% | 8.22% | 103% | 114 | 12.28% | 1.3 |
|
| 3620 |
3620
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $1.74億 | +$1728万 | +11% | 3.46% | 53.1% | 60 | 38.33% | 1 |
|
| 3621 |
3621
BMT Investment Advisors
Berwyn,
Pennsylvania
| $1.74億 | +$1745万 | +11% | 8% | – | 80 | 2.5% | 0.9 |
|
| 3622 |
3622
Eads & Heald Wealth Management
Atlanta,
Georgia
| $1.74億 | +$1192万 | +7% | 9.33% | 84.4% | 131 | 6.87% | 4.2 |
|
| 3623 |
3623
Stevens First Principles Investment Advisors
Newport Beach,
California
| $1.74億 | +$819万 | +5% | 4.79% | 44% | 175 | 12.57% | 2.6 |
|
| 3624 |
3624
Creative Financial Designs
Kokomo,
Indiana
| $1.74億 | +$367万 | +2% | 4.75% | 56.2% | 870 | 19.2% | 1.2 |
|
| 3625 |
3625
Perennial Advisors
New York
| $1.74億 | +$1154万 | +7% | 8.51% | – | 213 | 4.69% | 1.4 |
|